CFA Society India Podcast

CFA Society India
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The CFA Society India members engage in conversations with industry experts and bring out unique insights on the topics. We shall talk about economic updates and asset classes, Investing frameworks and concepts, industry trends, and new developments. Do follow us on YouTube podcasts for new episodes.

  1. Jul 3

    Part 2 | Building Wealth Beyond Returns: Investing, Family, Legacy & AI in Wealth Management

    Wealth management goes far beyond selecting investments or generating returns. It is about aligning money with family values, preparing future generations, and creating a lasting legacy. In this episode, we explore the often-overlooked dimensions of wealth management — from involving families in financial conversations and fostering transparency between partners to planning for succession, estate transfer, and intergenerational wealth preservation. The discussion highlights why wealth creation is not only a financial journey but also a human and family journey. We also dive into how technology and Artificial Intelligence are reshaping the wealth management industry by improving productivity, enhancing client experiences, and enabling advisors to focus more on what matters most — trust, relationships, and human guidance during uncertain times. At its core, this episode brings together timeless principles of wealth preservation with modern tools and insights required to navigate the future of investing, family governance, and financial decision-making. DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._________________________________________________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

  2. Jun 18

    Building Wealth Beyond Returns Investing, Family, Legacy & AI in Wealth Management | Gajendra Kothari, CFA | Part 1 | Podcast

    In a world driven by short-term market movements and endless financial noise, this conversation explores the principles of building sustainable wealth through disciplined investing, sound financial decision-making, and a long-term mindset.The discussion highlights the importance of financial planning, managing risk, developing healthy money habits, and understanding how compounding, patience, and informed decision-making can create lasting wealth over time.At its core, this episode brings together practical insights on personal finance and investing with the mindset required to achieve financial independence and make purposeful wealth-building decisions.__________________________________________________________________ DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._________________________________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

  3. May 17

    Part 2 | Building India’s EV Revolution - Charging Infrastructure & Future Mobility Vision | Podcast

    As India accelerates toward electric mobility, the conversation now moves beyond EV adoption to the deeper ecosystem required to support it at scale. In this episode, Rajeev YSR shares insights on India’s evolving EV charging infrastructure landscape, the role of OEMs and battery manufacturing, and the long-term vision needed to build a reliable and scalable EV ecosystem. The discussion also explores how charging networks, technology integration, and execution capabilities will shape the future of mobility in India. The episode further highlights the importance of infrastructure readiness, consumer confidence, policy support, and entrepreneurial execution in solving key challenges such as charging accessibility and range anxiety. It offers a practical perspective on what it takes to build sustainable EV businesses and future-ready infrastructure platforms in India. Tune into the conversation!DISCLAIMER: This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. _________________________________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

  4. Apr 29

    Building India’s EV Revolution – Infrastructure, Range Anxiety & Entrepreneurial Mindset | Part 1

    At a time when the world is still focused on securing oil and gas reserves, this conversation explores the transition toward a more sustainable automotive future through electric vehicle charging infrastructure, the critical backbone of the EV ecosystem. It highlights what is required to reduce dependence on fossil fuels and how innovative infrastructure and business models can help solve consumer concerns such as range anxiety, making EV adoption more seamless and scalable.In essence, the talk brings together innovation in future mobility and multi-dimensional entrepreneurial thinking, offering insights into both building industries of the future and cultivating the mindset needed to lead them.____________________________________________________________DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._________________________________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

  5. Mar 19

    Rise of a Tokenized Economy - India's Digital Public Infrastructure Advantage | Siddharth Shetty

    Sandeep Gupta, CFA sits down with Siddharth Shetty - the mind behind India's Account Aggregator framework, a key architect of UPI, and now the visionary building a universal financial internet, to reveal what's next.Debunk tokenization myths, shifting from bank-held to user-owned programmable ledgers that rewire finance, from real estate fractionalization to seamless cross-border investing.Explore India's DPI edge (UPI, Aadhaar) unlocking frozen assets, real-time collateral, automatic audits, and a 20–24 month roadmap to production with live users.Unfiltered 5-year view: Mainstream tokenized economy by 2030 or perpetual pilot?If you work in finance, investments, or fintech, this is the conversation you can't afford to miss. _______________________________________________________________________________________DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._________________________________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

  6. 12/04/2025

    Investing in Mid-Cap Stocks – Practitioners’ Insights | Podcast | Harshad Patwardhan, CFA

    🔊 New podcast episode alert! From our Archives: In this insightful session from CFA Society India’s Practitioners’ Insights series, Harshad Patwardhan, CFA, shares a deep dive into the world of mid-cap investing. Drawing on decades of experience, he explains why mid-caps can offer a compelling blend of growth and value, and how investors can navigate the unique risks and opportunities in this segment. He discusses the evolution of the mid-cap universe in India, key drivers behind long-term wealth creation, and the importance of robust research, disciplined frameworks, and bottom-up stock selection. The conversation also covers market cycles, portfolio construction, valuation discipline, and how investors can differentiate between sustainable growth stories and short-lived momentum plays. Do tune in to this interesting conversation. ___________________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

  7. 11/07/2025

    Breaking Barriers – Empowering Women in Finance | FEMTOR Exclusive Podcast

    Behind every strong professional story is a journey of courage, reinvention, and empowerment. 💫 In this episode, Kanika Shah, CFA, SEBI Registered Investment Adviser and Jayashree Sathy, CFA, Managing Director, Global Head of Performance Analytics and India Head of Investment Compliance, State Street, talk about how they built meaningful careers in finance — from navigating transitions to leading with empathy and purpose. 🎧 A must-listen for anyone seeking inspiration and direction in their finance journey. For more information on the FEMTOR initiative, please visit - https://cfasocietyindia.org/femtor-the-mentorship-club/ __________________________________________________________________________________________ DISCLAIMER :This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.____________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

  8. 09/18/2025

    Financing the Future: Capital, Valuation, and Deal-Making in India’s M&A Landscape | Mahesh Singhi, Founder & MD, Singhi Advisors

    India’s M&A market has undergone a significant transformation over the past few years. From innovative financing structures to the growing role of private capital, the landscape is evolving fast. This engaging conversation explores: * Changing trends in deal financing * Macroeconomic impacts on valuations * Tools for bridging valuation gaps * Role of private equity and alternative capital * Sectoral momentum driving next-gen M&A * Cross-border appetite vs domestic focus * Common blind spots for promoters * Outlook for dealmaking in the next 12–18 months Speaker – Mahesh Singhi, Founder & MD, Singhi Advisors Moderated by – Siddharth Jain, CFA 🎧 Don’t miss this insightful conversation unpacking the current dynamics and future outlook of Indian M&A. DISCLAIMER :This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

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About

The CFA Society India members engage in conversations with industry experts and bring out unique insights on the topics. We shall talk about economic updates and asset classes, Investing frameworks and concepts, industry trends, and new developments. Do follow us on YouTube podcasts for new episodes.

Information

  • Creator
    CFA Society India
  • Years Active
    2023 - 2026
  • Episodes
    29
  • Rating
    Explicit
  • Copyright
    © CFA Society India
  • Show Website
    CFA Society India Podcast

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