Shows
Prime Podcast by PrimeInvestorThe New Tax Math: Rethinking Investment Choices in 2025In this 28th episode of the Prime Podcast, Vidya Bala and Bhavana Acharya break down the key tax changes from Budget 2025. With the New Tax Regime becoming more appealing, they discuss how the enhanced zero tax slab and 87A benefit help taxpayers retain more of their earnings. They also highlight how retirees can benefit, making investment planning and cash flow management simplerKey segments in this podcast:1. Intro 0.00 - 0.052. New tax regime benefits 0.05 - 4.173. How retirees can make the best of the Rs 12 lakh slab 4.17 - 10.074. No more equity...
2025-02-1320 min
Prime Podcast by PrimeInvestorNavigating the Bond Market - Your Guide to Choosing the Right Investment PlatformIn this 27th episode of Prime Podcast, Srikanth Meenakshi engages in an insightful conversation with Vidya Bala to demystify the bond market. With recent changes in mutual fund taxation and SEBI regulations, bonds have emerged as an attractive option for Indian investors. But how do you decide which investment platform suits your bond-investing.
Key segments in this podcast:
1. Intro 0 – 0.26
2. How to invest in bonds 0.26 – 10.17
3. Are online bond platforms better than regular brokers? 10.17 – 12.54
4. Unlisted bonds and safety 12.54 – 17.59
5. How to choose an online bond platform? 17.59 – 22.52
6. What...
2025-01-2029 min
Prime Podcast by PrimeInvestorAll you wanted to know about multi-asset allocation fundsIn this episode of the Prime Podcast, hosts Vidya Bala and Bhavana Acharya dig into explain how this category came into being and how they have evolved. They explain why there isn’t a single approach these funds take and the differences that can be found. They then get into performance and suitability. This episode will help you understand:
The different approaches that multi asset allocation funds can take
How these funds have delivered, what works and what doesn’t
How you can use these funds in your portfolio and how not to use them
Ke...
2024-12-0232 min
Prime Podcast by PrimeInvestorBitcoin's Epic Rally: What's Driving the Surge?In the 25th episode of Prime Podcast, Srikanth Meenakshi talks with Anush Raj about Bitcoin’s record-breaking rally. They explore what’s driving the surge, why big institutions are investing, the possible impact of a Trump presidency, and the role of Fed interest rates. Tune in for insights on Bitcoin ETFs, regulatory shifts, and smart approaches for Indian investors navigating crypto risks.
Key segments in the podcast
1. Intro - 0:00 - 2:272. How do look at recent price action in crypto 2.27 - 5:123. Factors Deciding crypto - 5:12 - 10:314. Will this rally continue ? 10:31 - 15:315. Safe ways in inves...
2024-11-1423 min
Prime Podcast by PrimeInvestorThe best health cover hack that insurers don't want you to knowIn the 24th episode of Prime Podcast, Bhavana and Aarati tell you why traditional health insurance might be costing you more than necessary and give you a smart hack - to build your own health fund while staying protected against major illnesses. They also provide a step-by-step strategy to implement this hack at different life stages.
Key segments in the podcast
Intro (0:00 - 1:07)
Why Health insurance is important (1:07 - 03:21)
The painful experiences of claims (3:21- 09:37)
Way out of the health claims nightmare - a top hack (9:37 - 12:11)
Benefit of a health fund cum super top-up strategy (12:11 - 15...
2024-11-1320 min
Prime Podcast by PrimeInvestorMF, PMS, AIF or new asset class? Which ones to opt for?In the 23rd episode of the Prime Podcast, Srikanth and Vidya break down India’s diverse investment options—from mutual funds to SEBI’s new asset class. They explore how each product works, their differences, and which ones align with your financial goals, helping you choose the right path with confidence.
Key segments in the podcast
Intro (0.00 - 2.26)
Overview of various product classes (2.26 - 09.18)
Differentiation between the products (09.18 - 19.45)
Suitability of products for different kinds of investors (19.45 - 30.45)
PrimeInvestor Financial Research Private Limited is a SEBI Registered Research Analyst with Registration No.: INH200...
2024-10-2431 min
Prime Podcast by PrimeInvestorAarati Krishnan talks about the new asset class that SEBI recently approved!In the 22nd episode of the Prime Podcast, Aarati Krishnan unpacks SEBI's newly approved product class, explaining its unique features and how it differs from existing investment options. She discusses key aspects like structure, taxation, and availability, along with examples such as long-short funds and inverse ETFs. Aarati explores the potential for derivative exposure and leverage under this product class. Tune in for the PrimeInvestor house view on whether it’s the right fit for you!
PrimeInvestor Financial Research Private Limited is a SEBI Registered Research Analyst with Registration No.: INH200008653. Registration granted by SEBI, membership of BA...
2024-10-1511 min
Prime Podcast by PrimeInvestorTata Mutual Fund’s Meeta Shetty on the pharma, healthcare and IT sectorsIn the 21st episode of the Prime Podcast, Chandrachoodamani N V, Senior Equity Analyst at PrimeInvestor, speaks with Meeta Shetty, Fund Manager at Tata Mutual Fund, about the pharma and IT sectors. They explore growth prospects, US market dynamics, and valuations in pharma and healthcare. The conversation also covers IT sector trends, AI's impact, and value creation in domestic digital tech companies.
Key segments in the podcast
Introduction (0:00 – 0:53)
Is there more room for a sustained earnings growth story in the pharma space now? (0:54 – 05:18)
How the US Biosecure act can unlock opportunities for Indian pharmaceutical companies (05:19 – 07:50)
Are valuat...
2024-09-3032 min
Prime Podcast by PrimeInvestorWhere is the Nifty headed? Reviewing our equity outlook, the Fed rate cut impact and more!9 months into 2024, Vidya Bala takes a relook at PrimeInvestor's equity outlook for 2024. In this 20th episode of Prime Podcast she speaks to Srikanth Meenakshi on the Fed rate cut and how this changes things, what is lending strength to the Nifty 50, deposit and credit growth and the all important question of where the Nifty is headed.
Key segments in the podcast discussion:
PrimeInvestor's prediction for Nifty in January 2024 - 02:08
Fed rate cut and what changes - 08:03
What is lending strength to the Nifty 50? - 12:55
Deposit and Credit growth in banks - the debate - 19:05
Where is th...
2024-09-2029 min
Prime Podcast by PrimeInvestorOla Electric IPO: Is it investment worthy?
In this 19th episode of the PrimeInvestor Podcast, the host Vidya Bala (Co-founder of PrimeInvestor.in), along with PrimeInvestor's research analysts, Chandrachoodamani N V and Sudharsan S, as they discuss the country’s largest electric two-wheeler (e2W) player, Ola Electric's IPO. This is the biggest initial public offering of the year so far, aiming to raise Rs 6,146 crore.
While the scale that this EV player is looking at is mind-boggling, is its path to profitability without hurdles? Here’s a discussion on the opportunities and the roadblocks.
Key segments in the podcast discussion:
Is t...
2024-08-0117 min
Prime Podcast by PrimeInvestorTata MF’s Chandraprakash Padiyar on what to expect from markets, smallcap performance, and opportunitiesIn this 18th episode of Prime Podcast, host Bhavana Acharya chats with Chandraprakash Padiyar, Senior Fund Manager at Tata Mutual Fund. Chandraprakash, who joined Tata AMC in 2018 and manages the Tata Small Cap and Tata Large & Midcap funds, shares his insights on the overall markets and the smallcap segment. The discussion begins with the global issue of US interest rates and their impact on Indian markets. Chandraprakash provides valuable observations on the position of domestic companies, highlighting which market segments are overheated and where potential opportunities may lie. The conversation then delves into the smallcap segment, with Chandraprakash explaining...
2024-06-0237 min
Prime Podcast by PrimeInvestorWhy is gold at a lifetime high? Should you buy now? - With Aarati KrishnanIn this episode 17 of Prime Podcast, hosts Vidya Bala and Aarati Krishnan dive into the hot topic of soaring gold prices. With a staggering 24% increase in local gold prices over the past 6 months, including a significant 16% surge in just the last 3 months, investors are left wondering whether now is the right time to invest in gold. Join us as we explore the implications and considerations surrounding this surge in gold prices, offering insights and guidance for investors in this timely discussion.
Key segments in the podcast discussion:
Introduction: The episode focuses on soaring gold prices.
Drivers...
2024-04-2021 min
Prime Podcast by PrimeInvestorNew Smallcase PrimeTrends - ConsumptionIn this 16th episode of the PrimeInvestor Podcast, Anush Raj and Chandrachoodamani introduce Prime Trends - Consumption, a new smallcase portfolio targeting the evolving consumer spending habits in India. They discuss the drivers behind this trend, such as rising per-capita income and e-commerce growth, and the portfolio's strategy, which focuses on established brands, emerging opportunities, and consolidation plays. The discussion highlights the current market environment, where corrections in certain consumer sectors have created attractive entry points for investors. Listeners are invited to explore the smallcase and enjoy a special discount mentioned in this episode, making it an opportune time...
2024-04-0627 min
Let's Talk Money with Monika HalanShould You Invest in Sovereign Gold Bonds?In this episode of Let's Talk Money, Monika unpacks the intricacies of Sovereign Gold Bonds (SGBs). From understanding their purpose in reducing gold imports to exploring tax benefits and investment strategies, Monika provides insights into this alternative to holding physical gold. Discover why SGBs offer a convenient and lucrative option for investors looking to diversify their portfolios and secure their financial future. Tune in to learn how SGBs can transform your approach to investing in gold!
Monika also addresses concerns ranging from investment strategies to home loan dilemmas. She provides insightful advice on evaluating portfolio performance, making...
2024-04-0415 min
Prime Podcast by PrimeInvestorIn conversation with Satish Ramanathan of JM Mutual on the current market rally, timing cyclicals and more.
In this 15th episode of the Prime Podcast, Vidya Bala and Bhavana Acharya engage in a dynamic conversation with Satish Ramanathan, CIO of JM Financial fund house. With three decades of market experience, Satish discusses the current bull run, cyclical sectors, and long-term growth prospects. He shares his thoughts on strategic opportunities in sectors like pharma and chemicals, navigating cyclical investments, evolving consumption trends, and JM Financial AMC's equity fund strategies. The discussion also delves into market valuations, offering valuable insights for investors.
Key segments in the podcast discussion:
Introduction - Meet Satish R...
2024-03-1436 min
Prime Podcast by PrimeInvestorLessons from the book 'What I learned about investing from Darwin'In the 14th episode of the Prime podcast, host Vidya Bala delves into "What I Learned about Investing from Darwin" by Pulak Prasad, founder of Nalanda Capital, where he merges evolutionary biology with investment principles. Prasad's book offers a window into Nalanda Capital's hugely successful investing philosophy. Vidya delves into this investing philosophy that is based on the following three simple principles avoiding big risks, buy high-quality at fair prices, and don't be lazy but be very lazy.
Vidya cites interesting analogies in the book, comparing and contrasting the investing process with evolutionary biology, to highlight valuable...
2024-01-1733 min
Prime Podcast by PrimeInvestorNFO Investing - Everything you need to know!In the 13th episode of the Prime Podcast, host Bhavana Acharya, explores the financial landscape's complexities, focusing on the surge of New Fund Offers (NFOs) and the emergence of new Asset Management Companies (AMCs). With a discerning perspective, Bhavana raises essential questions, urging listeners to approach these opportunities with caution. She differentiates the success in Portfolio Management Services (PMS) from mutual funds, offering valuable insights into the nuances of passive-focused AMCs, emphasizing the need to avoid hasty decisions solely based on cost considerations. The podcast takes a practical turn as Bhavana dispels misconceptions about NFOs, categorizing them into four...
2023-12-0729 min
Prime Podcast by PrimeInvestorK N Sivasubramanian (Ex CIO - Equity, Franklin Templeton India) on equity investing in India, taking Cash Calls & on Passive investingIn this 12th episode of our Prime Podcast, Vidya Bala is joined by Aarati Krishnan and a distinguished guest, K N Sivasubramanian, the former CIO of Franklin Templeton India for equities. With a rich history as one of the most successful and humble fund managers in the Indian financial industry, K N Sivasubramanian brings a wealth of insights to the discussion. The podcast explores various facets of the market, including the contrasting global and Indian market conditions, the role of interest rates, the viability of passive funds, and the potential sectors and themes that hold opportunities for investors.
2023-11-1545 min
Prime Podcast by PrimeInvestorTackling the current volatile markets - strategies for profitable investingIn the 11th episode of the Prime Podcast, Vidya Bala discusses the current market volatility due to rising US treasury yields and the strong performance of mid-cap and small-cap indices. She advises against impulsive reactions to macroeconomic events, stressing the risks of market timing. Instead, Vidya recommends a focus on long-term growth potential in Indian companies, which are less influenced by US macro events. She provides practical strategies for profit booking, such as portfolio rebalancing and selling underperforming assets, along with the importance of maintaining a minimum equity allocation. Vidya also highlights the value of Systematic Investment Plans (SIPs...
2023-10-2637 min
Prime Podcast by PrimeInvestorAarati Krishnan discusses Debt Investment Strategies, Monsoon Trends, TCS Share Buyback & the Israel-Hamas ConflictIn the Tenth episode of the Prime Podcast, hosts Bhavana Acharya and Aarati Krishnan provide a comprehensive analysis of recent financial developments. They cover TCS's share buyback plans, the 2023 monsoon season's impact on India's agriculture and inflation, and the Reserve Bank's monetary policy decisions. Additionally, the hosts discuss the potential global repercussions of the Israel-Hamas conflict.
In the main segment, they delve into debt investments, highlighting the inclusion of Indian government securities in a global bond index and the surge in US Treasury yields. They offer valuable insights into debt investment strategies, emphasizing the importance of matching...
2023-10-1231 min
Prime Podcast by PrimeInvestorBonus episode! 5 key elements for a successful investment journeyIn this bonus episode of our Prime Podcast, host Srikanth Meenakshi shares the key elements for a successful investment journey. Drawing from his extensive experience, Srikanth emphasizes five crucial factors in order of importance: disciplined financial habits, a sound financial temperament, strategic financial planning, prudent asset allocation, and smart product selection. Learn why mastering these principles is essential for financial prosperity and why they outweigh the choice of investment products. Whether you're a novice or experienced investor, this insightful monologue provides a clear roadmap for achieving your investment goals. Tune in for expert advice and valuable insights on how...
2023-10-0516 min
Prime Podcast by PrimeInvestorIndian Women and Money, Mid and Small cap sell-off & crude oil price surgeIn this ninth episode of our Prime Podcast, hosts Srikanth Meenakshi and Vidya Bala discuss India's pivotal inclusion in JP Morgan's emerging market debt index and its potential impact on the nation's economy and global investments. They analyze the recent surge in crude oil prices and its implications for India's fiscal health, drawing on historical trends for context. They then delve into the recent sell-off in mid and small-cap stocks and its underlying market dynamics.
In the main segment of this episode, the hosts tackle the critical issue of financial awareness and empowerment among...
2023-09-2833 min
Prime Podcast by PrimeInvestorBuilding a Comprehensive Health Cover: Basic Policy, Super Top-Up, and Critical IllnessIn this eighth episode of our Prime Podcast, hosts Pavithra Jaivant and Bhavana Acharya (co-founder of PrimeInvestor) dive into recent financial news, including market trends and significant corporate developments like TCS's $1 billion deal with Jaguar Land Rover and ITC's substantial investments in Madhya Pradesh. The hosts then shift their focus to essential aspects of health insurance, providing insights into policy features, super top-up policies, and critical illness covers.
They emphasize the importance of comprehensive health coverage and offer practical tips for selecting the right insurance amount, equipping listeners with valuable knowledge to safeguard their financial well-being.
2023-09-1436 min
Prime Podcast by PrimeInvestorFounders’ journey with FundsIndia, India on the moon & Finfluencers!In this seventh episode of our Prime Podcast, hosts Vidya Bala and Srikanth Meenakshi (co-founders of PrimeInvestor) cover a myriad of subjects, from corporate acquisitions to lunar exploration, all while tying them back to the realm of personal finance and investing. In this episode, they dissect the implications of Titan's acquisition and discuss the market's reaction. They then delve into the world of social media influencers and their role in financial advice. Then, they shift focus to technology and space exploration, as they delve into Apple supplier Foxconn's production of the iPhone 15 in India and the success of India's...
2023-08-2725 min
Prime Podcast by PrimeInvestorBonus episode! 10 reasons to try the Portfolio Review Pro today!In this bonus episode of the Prime Podcast, Srikanth Meenakshi (co-founder, PrimeInvestor.in) gives you 10 reasons why you should try the Portfolio Review Pro tool today :
1. Consolidated view of all your mutual fund holdings in one single place
2. Deeper insights into your portfolio
3. Personalised review
4. Identify underperformers and know what to do with them
5. Know your asset allocation
6. Align your risk with your portfolio's risk
7. Identify quality of funds
8. Know if you're holding the right # of funds and # of funds from the same AMC
9. Identify expensive mutual funds in your portfolio
10. Flexible portfolio review analysis
Try...
2023-08-1616 min
Prime Podcast by PrimeInvestorPortfolio Review Pro: A Game-Changer for Mutual Fund Investors
In this special sixth episode of the Prime Podcast, join us as we unveil a new powerful tool Portfolio Review Pro, our latest offering that transforms portfolio management for mutual fund investors. Our founders, Srikanth Meenakshi, Bhavana Acharya, and Vidya Bala, take you on a journey to explore the power of Portfolio Review Pro and its profound impact on your investment strategy. Srikanth Meenakshi sets the stage by introducing Portfolio Review Pro, delving into what it is and the unique problem it solves for investors. Discover the simplicity of this game-changing tool that enables you to effortlessly review your...
2023-08-1226 min
Prime Podcast by PrimeInvestorSetting Equity Return Expectations, Demergers & Share BuybacksIn this fifth episode of our Prime Podcast, host Pavithra Jaivant engages in an insightful discussion with Vidya Bala, co-founder of PrimeInvestor, focusing on "How much returns to expect from your equity investments?" The episode commences with a roundup of significant financial news, from the Nifty's fleeting encounter with the 20,000 mark to intriguing buyback plans. Vidya sheds light on recent big demergers in the market, notably the one involving ITC's hotel business, and the emergence of Reliance's foray into the asset management sector through a collaboration with BlackRock.
The central theme revolves around investors' perennial dilemma of...
2023-07-2929 min
Prime Podcast by PrimeInvestorMarkets at all time highs, IPO season & SmallcapsIn this fourth episode of our Prime Podcast, hosts Bhavana Acharya and Aarati Krishnan take you on an insightful journey through India's ever-evolving market landscape. In this episode, they shed light on the recent announcements by Reliance Industries, including the strategic demerger of Jio Financial Services and the reduction of share capital in Reliance Retail Ventures. Discover how these moves are poised to shape the future of the financial services and retail sectors in India.
Next, delve into the excitement in the auto sector as Hero Motocorp, Bajaj Auto, and Maruti Suzuki unleash their latest premium launches...
2023-07-1530 min
Prime Podcast by PrimeInvestorSector Funds, Foreign investments in India, Startups & more!In this third episode of the PrimeInvestor podcast, hosts Gaurav Menon and Vidya Bala (co-founder, PrimeInvestor.in) cover key news events and discuss all things related to sector funds.
We start with the news events that have an impact on the markets and your investments. We talk about the Nifty crossing the 19,000 mark, Prime Minister Modi’s visit to the US and the FDI inflows from Google, Amazon, Micron and GE Aerospace, the large scale block deals in the market, and the HDFC and HDFC Bank merger. Vidya then provide insights and analysis on these events and how...
2023-07-0229 min
Prime Podcast by PrimeInvestorBalanced Advantage Funds, RBI Monetary Policy & Smallcap FundsIn this second episode of the PrimeInvestor podcast, hosts Gaurav Menon and Bhavana Acharya (co-founder, PrimeInvestor.in) cover key news events and discuss Balanced Advantage Funds and other hybrid funds. We begin by highlighting MRF, which has become the first stock in India to cross Rs.1,00,000 per share.
Next, we discuss the recent RBI monetary policy where the rates were kept unchanged due to concerns about inflation. The RBI projected inflation at 5.1% for the rest of the fiscal year, indicating a likely prolonged pause on rates. Factors like monsoon conditions, global influences, and the Federal Reserve's decision...
2023-06-1730 minPrime Podcast by PrimeInvestorAbout the PrimeInvestor PodcastWelcome to the PrimeInvestor podcast, a podcast where we will be sharing financial insights for all investors.
In this podcast, we'll be discussing pretty much all things related to finance from market trends to insights and fun strategies performance, portfolio building, rebalancing, taxes, insurance, behavioral investing, and much more.
Eventually, we also plan to feature interviews with experts and fund managers and definitely answer your questions and any doubts that you may have. So, whether you're a beginner or a seasoned investor, this podcast will help you make informed and smart decisions with your money.
2023-06-0301 min
Prime Podcast by PrimeInvestorMF Consultation paper, Adani investigation & Market levels
In this first episode of the PrimeInvestor podcast, Gaurav Menon, the host, and Vidya Bala, the co-founder of PrimeInvestor.in, engage in a discussion encompassing several topics pertaining to personal finance and the Indian markets. Vidya offers an introduction to PrimeInvestor, an investment solutions platform that provides recommendations and tools for various financial products. She emphasizes the advantages of their independent and cost-effective subscription model, which enables investors to make well-informed decisions without relying on agents or distributors.
The host then touches upon recent market headlines. These include the notable surge in Adani group stocks subsequent to...
2023-06-0328 min
Why Not Mint MoneyWhat you need to know about ‘Diwali stock ideas’ you see in the mediaMint’s Satya Sontanam speaks to Vidya Bala, co-founder of Primeinvestor.in, a well-regarded financial research provider, to understand the factors we need to keep in mind when investing based on ‘Diwali stock ideas’ we see in the media.
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2022-10-2725 minWhy Not Mint MoneyHow PrimeInvestor’s Vidya Bala manages her personal financesMint’s Satya Sontanam speaks to Vidya Bala, co-founder of Primeinvestor.in, a well-regarded financial research provider, to understand her views on various asset classes and how she manages her money. Tune in!
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2022-06-3029 min
HT media: Covid-19 Audio Coverage7: 02.03.2020 | Coronavirus: A cause of worry for Mutual Investors?Vidya Bala of Primeinvestor advised the mutual fund investors on whether they should worry about the Coronavirus. She spoke about the lessons they could take from the debt crisis, how to approach international investing and the prospects of passive funds against actively managed funds back in March beginning.To listen to more episodes from this podcast click on https://bit.ly/2WODoaL
2020-03-2610 min