Shows
The Juggernauts by PMSkart | OneTreeHillS02E08 | Nitin Jain | The Juggernauts | EdelweissNitin is the proverbial business builder. At Edelweiss since 2003 - he has quickly risen up the ranks, built sustainable businesses and currently the CEO at Edelweiss Global Wealth & Asset Management.
A great conversation to learn from the master himself, his mistakes and where he sees the future in our markets.
PMSKart Twitter to follow: https://twitter.com/PMS_Kart 2020-09-2631 minThe Juggernauts by PMSkart | OneTreeHillS02E07 | Naresh Gupta | The Juggernauts | AccuraCapNaresh does not fit the profile of a regular fund manager. An exCEO at Adobe India, an actual scientist, multiple patents holder and as he famously says never taken a course in finance or economics!
At Accuracap he runs a tight ship with a focus on capital preservation through a completely algo driven strategy with zero emotional interference! No wonder they are one of the best risk adjusted portfolios out there!
AccuraCap website : http://www.accuracap.com/
PMSKart Twitter to follow : https://twitter.com/PMS_Kart2020-09-1037 minThe Juggernauts by PMSkart | OneTreeHillS02E03 | Lakshmi Iyer | The Juggernauts | Kotak AMCLakshmi Iyer is the CIO (Debt) at Kotak AMC. With a penchant for bollywood and a spring in her words her funds have navigated the debt minefield that we have seen in recent time and avoided all major credit events.
Lakshmi's Twitter : https://twitter.com/Lakshmi1876
PMSKart Twitter to follow : https://twitter.com/PMS_Kart2020-09-0131 minThe Juggernauts by PMSkart | OneTreeHillS01E07 | Manish Gupta | The Juggernauts | Solidarity InvestmentsManish Gupta : Not only is his entire wealth tied to his PMS, but he has also convinced his mother in law to invest a significant part of her wealth into the fund! A firm believer of : It's not what you know that kills you - It's what you 'think' you know that does!
Solidarity Website : https://www.solidarity.in/
PMSKart Twitter to follow : @PMS_Kart2020-09-0134 minThe Juggernauts by PMSkart | OneTreeHillS01E14 | Manish Jain | The Juggernauts | Ambit Asset ManagementOne of the most down to earth fund managers, Manish Jain, currently runs the Coffee Can PMS at Ambit Asset Managers
He says - "One of the most counter intuitive things to do - is to actually try and stick to your philosophy when things are going great; this is much more difficult to do than when things are going south!" This is the core of the philosophy that they practice and has made them one of the best performing PMSs in India
Ambit website : https://www.ambit.co/what-we-do/asset-management...2020-09-0135 minThe Juggernauts by PMSkart | OneTreeHillS01E05 | Karan Maheshwari | The Juggernauts | Maheswari Family OfficeKaran Maheshwari : Your next door family office fund manager! "More often than not investors distrust their own judgement and only listen to the expert of the time " - KM
PMSKart Twitter to follow : @PMS_Kart2020-09-0141 minThe Juggernauts by PMSkart | OneTreeHillS01E11 | Hemant Patel | The Juggernauts | Alder CapitalHemant Patel : A man of many talents! Star fund manager with over 20 years on the street, great cook (by his own admission!) and innumerable awards from WSJ & Reuters Starmine for this research in the consumer space!
Alder Capital Website : www.aldercapital.in
PMSKart Twitter to follow : @PMS_Kart2020-09-0138 minThe Juggernauts by PMSkart | OneTreeHillS01E13 | Prashant Trivedi | The Juggernauts | Multi-ActPrashant is one of India's most prolific global investors to date; covering equities, real estate, currencies and private equity. Currently CIO at MultiAct Investments and successfully running PMSs since the last 9 years!
He says : Events such as the corona virus will continue to blindside you on Thursday morning. Turn it into an opportunity and simplfy your wealth!
MultiAct website : https://multi-act.com/
PMSKart Twitter to follow : https://twitter.com/PMS_Kart2020-09-0137 minThe Juggernauts by PMSkart | OneTreeHillS01E09 | Shrey Loonker | The Juggernauts | Motilal Oswal Asset ManagmentShrey Loonker : The chartered accountant who caught the pharma trend! "Once you have your original thought process in place - keep mark to marking not the stock price but that thought process" - SL
Motilal Oswal AMC twitter to follow : @MotilalOswalAMC
PMSKart Twitter to follow : @PMS_Kart2020-09-0136 minThe Juggernauts by PMSkart | OneTreeHillS02E04 | Rajesh Kothari | The Juggernauts | AlfAccurate AdvisorsRajesh Kothari is the Founder & CIO AlfAccurate Advisors
Rajesh runs one of the oldest PMSs in the country and has gone through all possible scenarios and has come out unscathed through all these including the current COVID event. His focus on risk-adjusted return with a clear, well thoughtout philosophy makes his PMS one of the best rated PMSs in India.
Investment/Trading in securities Market is subject to market risk, past performance is not a guarantee of future performance. AlfAccurate Advisors and associate companies do not guarantee any returns in any of...2020-09-0135 minThe Juggernauts by PMSkart | OneTreeHillS01E08 | Rakshit Ranjan | The Juggernauts | MarcellusRakshit Rajan : The punjabi fund manager who sold his insurance! "Make everything outside of your philosophy boring, while ensuring there is enough excitement within yours!" - RR
Marcellus Investment Managers : @MarcellusInvest
PMSKart Twitter to follow : @PMS_Kart2020-09-0135 minThe Juggernauts by PMSkart | OneTreeHillS01E02 | Nalin Moniz | The Juggernauts | Edelweiss Asset ManagmentNalin Moniz aka The Godfather of AIF's in India "The simplest way to generate Alpha is to have a simple portfolio!" - Nalin Moniz
Nalin's Twitter to follow : @nalinmoniz
PMSKart Twitter to follow : @PMS_Kart2020-09-0135 minThe Juggernauts by PMSkart | OneTreeHillS01E04 | Deepak Shenoy | The Juggernauts | CapitalMindDeepak Shenoy : The fund manager who predicted the bounce back!
"Liquidity is like a hallucinogenic drug - will continue to give markets it lows and highs" - DS
Deepak's Twitter to follow : @deepakshenoy & @CapitalMind_in
PMSKart Twitter to follow : @PMS_Kart2020-09-0135 minThe Juggernauts by PMSkart | OneTreeHillS01E06 | Anish Teli | The Juggernauts | QED CapitalAnish Teli : The "Factor Quant Manager" with a track record! The question he asks often : "Would you rather trail the markets in a bull market or a bear market?"
Anish's Twitter to follow : @Anishteli
PMSKart Twitter to follow : @PMS_Kart2020-09-0134 minThe Juggernauts by PMSkart | OneTreeHillS02E02 | Neil Parikh | The Juggernauts | PPFASNeil Parikh is the CEO at PPFAS Mutual Funds and its investment thesis is probably the most differentiated from the crowd in recent times. In fact they are the only AMC that started off as a PMS house - but now run of the best risk adjusted return Mutual Funds in the country.
Neil's Twitter : https://twitter.com/npparikh6
PMSKart Twitter to follow : https://twitter.com/PMS_Kart2020-09-0134 minThe Juggernauts by PMSkart | OneTreeHillS01E03 | Nilesh Shah | The Juggernauts | Envision CapitalNilesh Shah : The CIO who doesn't age! "The determination of success is governed by not only skill and luck but also by behaviour" - NS
Nilesh's Twitter to follow : @CapitalEnvision
PMSKart Twitter to follow : @PMS_Kart2020-09-0132 minThe Juggernauts by PMSkart | OneTreeHillS02E05 | Benaifer Malandkar | The Juggernauts | RAAY Global InvestmentsManaging one of India's most prominent family offices cant be easy; Doing it successfully for the past 8 years - even more so!
Benaifer, however, has been able to do this and more as the CIO at RAAY Global Investments - Hear her speak on how they have been able to navigate markets, their blueprints for success and also their take on the startup environment during these testing times. One of the few CIO's out there that have profit booking as a consistent strategy!
Benaifer's Twitter : https://twitter.com/@BBenaifer 2020-09-0131 minThe Juggernauts by PMSkart | OneTreeHillS01E15 | Manish Bhandari | The Juggernauts | Vallum CapitalA very successful Manish Bhandari runs one India's oldest PMS that works on a contrarian strategy at Vallum Capital. Ignoring reflexivity for most part his fund has managed to have a outperformance of 13%pa over a 8 year period. This is nothing short of spectacular!
Vallum Capital website : https://www.vallum.in
PMSKart Twitter to follow : https://twitter.com/PMS_Kart2020-09-0138 minThe Juggernauts by PMSkart | OneTreeHillS02E01 | Amit Jeswani | The Juggernauts | Stallion AssetAmit Jeswani is definitely the new breed of fund managers that are taking the investment world by storm. He now leads Stallion Asset PMS to become one of the best performing PMSs in the recent times!
While very passionate about his investing for his clients, his mistakes of the past and learnings have made him a clever risk manager as well!
Amit's Twitter : https://twitter.com/Amit_Jeswani1
PMSKart Twitter to follow : https://twitter.com/PMS_Kart2020-09-0140 minThe Juggernauts by PMSkart | OneTreeHillS01E01 | Abhay Agarwal | The Juggernauts | Piper SericaAbhay Agarwal : The Judo master who has been buying HDFC Bank since IPO!2020-09-0133 minThe Juggernauts by PMSkart | OneTreeHillS01E12 | Tejas Gutka | The Juggernauts - Conversations with uncommon & curious fund managersTejas Gutka : Being a contrarian for the sake of being a contrarian does not make sense. There are are enough value traps out there!
Follow
Tejas Gutka on Twitter : https://twitter.com/tgutka
PMSKart Twitter to follow : https://twitter.com/PMS_Kart2020-09-0137 minThe Juggernauts by PMSkart | OneTreeHillS02E06 | Nikhil Kamath | The Juggernauts | Zerodha | True BeaconBetter known as the Robinhood of India (Although they started 5 years before!) Zerodha is now valued at over a billion dollars!
We chat with Nikhil Kamath, who is the co-founder and also runs the True Beacon Fund at Zerodha! Nikhil dropped out of school at 15 to pursue chess professionally and almost immediately started trading in the stock market. All of the above and being a practising stoic makes him one of the most interesting guests on the show so far!
Don't miss it! Nikhil's Twitter: https://twitter.com/kamath_nikhil...2020-09-0135 minThe Juggernauts by PMSkart | OneTreeHillS01E10 | Arun Mukherjee | The JuggernautsArun Mukherjee : The college dropout who became a stock market guru! With an inclination towards Tech and Pharma - He believes that data is the new drug!
Arun's twitter to follow : @Arunstockguru
PMSKart Twitter to follow : @PMS_Kart2020-09-0129 min