Shows
businessline's State of the Economy PodcastTheme: Energy |Why Atmanirbhar Bharat battery tech is crucial for India's EV transitionIn this episode of the State of the Economy podcast, businessline’s Rishi Ranjan Kala talks to Akshay Singhal, founder and CEO of Log9 materials, about challenges related to EV’s and clean energy storage globally. The podcast starts by emphasising the pivotal role EVs play in India's efforts to decarbonise the transport and logistics sectors, identifying them as major consumers and polluters in the country. The conversation goes on to talk about the adoption of EVs in the logistics sector. Singhal sheds light on the challenges faced by logistics companies, especially concerning the reliability of batteries and ve...
2023-12-0230 min
Health Comm CentralSocial Cognitive Theory: The Theory That Seems to Be Everywhere | Ep #32Almost everywhere you turn in health communication—really, in any kind of communication — you’ll find Social Cognitive Theory (SCT) at the root of some pretty fundamental truths about how human behavior is influenced by others and by the world around us. While you may never have worked on a campaign or intervention that was specifically designed with the theory itself in mind, you’ve probably incorporated dozens of tactics and strategies based on SCT.In this episode, we unpack its six main constructs and give a shoutout to the many things it has influenced, from entertainment educatio...
2023-04-1217 min
Breaking Investment Stereotypes with Rajkumar SinghalWilliam Green on Warren Buffett, Charlie Munger, Art of subtraction and how to be Richer, Wiser and HappierMy guest for today is William Green. William is the author of very popular book Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life
Over the last quarter of a century, he has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He’s written extensively about investing for many publications and has also given many talks about the lessons we can learn from the most successful investors, not only about how to invest but about how to improv...
2022-07-161h 50
Breaking Investment Stereotypes with Rajkumar SinghalVikas Khemani - Founder & CEO of Carnelian Asset ManagementMy guest for today is Vikas Khemani. Vikas is Founder & CEO of Carnelian Asset Management. He has ~25 years of capital markets experience, before founding Carnelian, he was CEO of Edelweiss Securities Ltd, where he spent 17 years incubating & building several businesses to leadership position including Institutional Equities and Equity Research. he enjoys strong relationships with Corporate India and is associated with several Industry bodies & committees including the CII National Council on Corporate Governance, FICCI Capital Markets Committee, Executive Council of Bombay Management Association. He is also a member of Young Presidents Organization (YPO), a global forum for entrepreneurs and CEOs...
2022-06-191h 07
Breaking Investment Stereotypes with Rajkumar SinghalPravin Jadhav - Founder & CEO of Raise Financial ServicesMy guest for today is Pravin Jadhav. Pravin Jadhav, or PJ is Founder & CEO of Raise Financial Services. He is known in the startup & technology ecosystem for building products from scratch and scaling them up from zero. Prior to Raise, Pravin was the Founder, Managing Director, and CEO of Paytm Money, where he built the product and company from zero to become India's largest investment platform.
In his previous roles, Pravin was Chief Growth & Product Officer at Servify, Head of Growth at Freecharge, and led product for Mobile and eCommerce at Rediff. He has 2 decades of experience...
2022-06-081h 04
Breaking Investment Stereotypes with Rajkumar SinghalAmit Jeswani : Founder & CIO at Stallion AssetMy guest for today is Amit Jeswani who is founder and CIO of Stallion Asset Management. Amit is a double charter and has successfully completed his Chartered Financial Analyst (Virginia, USA) and Chartered Market Technician (New York, USA) certifications. A graduate in business with finance from Kingston University, London, he has been investing in the capital markets from the last 13 years, having started at a tender age of 16 alongside his father who was a stock broker. With humble beginnings, he started Stallion Asset as a Research Analyst firm, and with the trust of his clients, Stallion Asset has scaled...
2022-04-261h 04
Breaking Investment Stereotypes with Rajkumar SinghalS Naren - Executive Director and CIO for ICICI Prudential AMCMy guest for today is S Naren. Naren is the ED and CIO for ICICI Prudential AMC. Naren joined the AMC in 2004 as fund manager and has worked in various capacities in the investment function culminating in his taking over as the Chief Investment Officer. He oversees the entire investment function across the Mutual Fund and the International Advisory Business. He currently manages some of the flagship schemes of the ICICI Prudential Mutual Fund.
After obtaining a B. Tech degree from IIT Chennai, Naren finished MBA in finance from IIM Kolkota and worked with financial service organizations l...
2022-03-091h 01
Breaking Investment Stereotypes with Rajkumar SinghalSiddharth Bhaiya - Managing Director and Fund Manager at Aequitas Investment Consulting Pvt LtdMy guest for today is Siddharth Bhaiya. Siddhartha is the Managing Director and Fund Manager at Aequitas Investment Consulting Private Limited, a boutique investment firm focusing primarily on PMS and AIF offerings. He is a qualified Chartered Accountant and the driving force behind Aequitas Investment and has over 20 years of experience into Equity research and Equity Fund Management. With Siddhartha’s multibagger and contrarian stock picking approach, Aequitas has delivered ~31% CAGR returns over the last 9 years leading to ~1020% absolute returns. He has been instrumental in taking Aequitas from a start-up to a $250 mn AUM with one of the best pe...
2022-02-201h 21
Breaking Investment Stereotypes with Rajkumar SinghalAnthony "Pomp" Pompliano and Sumit Gupta - All things about CryptoWe have a special episode today..we are bringing two of the world’s leading crypto experts as guests.
Anthony Pompliano
Anthony “Pomp” Pompliano is an entrepreneur and technology investor. Most people simply call him “Pomp.” Pomp currently manages an investment portfolio valued at more than $500 million, including investments in many of the largest companies across the bitcoin and crypto industry.
Additionally, he hosts the popular podcast “The Pomp Podcast,” which has been downloaded more than 20 million times. Pomp also writes a daily letter that is read by more than 150,000 investors each morning. Lastly, Pomp’s...
2022-02-0550 min
Breaking Investment Stereotypes with Rajkumar SinghalHiren Ved - CEO, Director, CIO, Alchemy Capital Management.My guest for today is Hiren Ved. Hiren is the Co-Founder, Director, CEO, and CIO, Alchemy Capital Management. With over 30 years of experience in the Indian equities market and public market investing, Hiren Ved – has a long track record of alpha generation over 19 years. He has been Managing/advising funds worth 1 billion USD (as on 31 Dec 2021) across domestic and offshore mandates for Alchemy.
As the CIO of Alchemy Capital, he has developed a sustainable long term fundamental research-based investment philosophy that has helped in delivering consistent and superior long term returns for clients. This episode is brought to...
2022-01-301h 32
Breaking Investment Stereotypes with Rajkumar SinghalRadhika Gupta - MD & CEO, Edelweiss AMCMy guest for today is Radhika Gupta. Radhika is Currently MD & CEO of Edelweiss Asset Management Limited. She is a graduate from the Management and Technology Program at the University of Pennsylvania (USA); with joint degrees in Economics from the Wharton School & Computer Science Engineering from the Moore School,
She has recently been elected as Vice Chairperson at AMFI.
Radhika started her career with McKinsey & Company, and then progressed to become a hedge fund manager with AQR Capital – One of the world’s largest Systematic Asset Managers.
She then moved to India to star...
2022-01-201h 07
Breaking Investment Stereotypes with Rajkumar SinghalAditi Kothari - Vice Chairperson of DSP Investment ManagersMy guest for today is Aditi Kothari. Aditi Kothari Desai is the Vice Chairperson of DSP Investment Managers Pvt Ltd. (DSPIM). She also heads Sales, Marketing and E-Business and serves as a member of the Executive Committee. Aditi is passionate about the digitization of the financial sector and was instrumental in the launch of all DSP’s digital platforms. Aditi joined Merrill Lynch’s investment banking group in New York in 1998, primarily working on M&A activities in the Financial Institutions Group. Subsequently, she worked in DSP Merrill Lynch as part of the fixed income team where she and I wo...
2021-12-2242 min
Breaking Investment Stereotypes with Rajkumar SinghalNilesh Shah - Group President and MD of Kotak Mahindra Asset ManagementMy guest for today is Nilesh Shah some one I admire a lot and whom I have the pleasure of knowing for last 25 years Nilesh Shah or Nilesh Bhai as he is popularly known as is Group President and Managing Director of Kotak Mahindra Asset Management Company Limited. Nilesh Bhai was part of the team that has received the Best Fund House of the Year Award at all the mutual funds where he worked viz. Kotak MF, ICICI Prudential and Franklin Templeton over last three decades. Nilesh Bhai is Chairman of Association of Mutual Fund in India (AMFI), Member...
2021-10-2857 min
Breaking Investment Stereotypes with Rajkumar SinghalJitendra Chouksey - Founder and CEO, FittrWe are kicking off a brand new series called Founder Series. Here at Founder Series we will be calling founders , CEOs and builders who have created world class businesses and deep dive into them.
My guest for today is Jitendra Chouksey. JC is a first-generation entrepreneur and Founder and CEO of Fittr, a community-driven online health and fitness platform. He took a simple idea of helping his friends and family get fit over WhatsApp and Facebook, and turned it into a 100-million-dollar enterprise. Today, Fittr has trained and transformed more than 200,000 people around the globe, provided jobs...
2021-10-011h 01
Breaking Investment Stereotypes with Rajkumar SinghalSwanand Kelkar - Former Managing Director, Morgan StanleyMy guest for today is Swanand Kelkar. Swanand was a Managing Director at Morgan Stanley based in Mumbai till may 2021. He was part of the Global Emerging Market equity team, where he oversaw a public equities portfolio of about USD 3 billion. He joined Morgan Stanley as an Analyst in 2007 and rose through the ranks to become Managing Director in 2017. Funds advised by Swanand had top decile performance between 2014 and 2017. The India SICAV fund was nominated for and won the best fund award in Citywire rankings in 2017. Before Morgan Stanley, Swanand has worked with Fidelity International and HSBC Asset Management
2021-10-011h 20
Breaking Investment Stereotypes with Rajkumar SinghalAndrew Holland - CEO at Avendus Capital Public Markets Alternate Strategies LLPMy guest for today is Andrew Holland. Andrew is currently CEO of Avendus Capital Public Markets Alternate Strategies LLP . He joined Avendus Capital from December 2016. Prior to joining Avendus, Andrew was the CEO of Ambit Investment Advisors where he built one of India’s largest and most successful Hedge Funds. Before that he was the Managing Director – Strategic Investment Group for Merrill Lynch in India where he and I worked togehter for a decade. Andrew was the Chief Administrative Officer and Head of Research at Merrill Lynch in India. He successfully built DSP Merrill Lynch to a top Research Broking...
2021-09-241h 01
Breaking Investment Stereotypes with Rajkumar SinghalNeha Singh and Abhishek Goyal - Co Founders, TracxnWe are kicking off a brand new series called Founder Series. Here at Founder Series we will be calling founders , CEOs and builders who have created world class businesses and deep dive into them. My guests for today are Neha Singh and Abhishek Goyal, Co Founders of Tracxn
Tracxn is one of the largest private market intelligence platforms tracking Startups & Emerging Technology Sectors globally like IoT, Blockchain, AI, Robotics, FinTech, CyberSecurity and more. Used by Venture Capital Funds, Private Equity Funds & Fortune 500 Corporates across 50 countries.
Prior to Tracxn Neha was a Venture Capitalist at Sequoia...
2021-09-161h 11
Breaking Investment Stereotypes with Rajkumar SinghalYashish Dahiya - Co-founder & Group CEO, Policybazaar.com.My guest for today is Yashish Dahiya. Yashish is Co-Founder & Group CEO, Policybazaar.com
In over 12 years, Yashish has grown Policybazaar to become a key influencer in consumer decisions around insurance. He believes death, disease and disability products are the future of the insurance industry, as India strives towards social security. He is an avid sportsperson, and has worked in the past as MD of Ebookers Plc and consultant with Bain & Co in their London office.
This episode is brought to you by multipie.co where we believe Investing is an ignored...
2021-07-2940 min
Breaking Investment Stereotypes with Rajkumar SinghalVishal Khandelwal - Founder of SafalNiveshak.comMy guest for today is Vishal Khandelwal. Vishal is the founder of SafalNiveshak.com, an initiative to help people learn the art of value investing and behavioral finance to be able to make better investment decisions. The site, which he started in 2011, is subscribed by more than 90,000 readers and has been ranked among the best value investing blogs worldwide. Vishal is also the author of The Sketchbook of Wisdom, which is packed with 50 timeless ideas from the wisest people who have walked this Earth. Vishal calls it a manual on virtue, happiness, and the pursuit of wealth and good...
2021-07-171h 17
Breaking Investment Stereotypes with Rajkumar SinghalRaunak Onkar - Co-Fund Manager & the Research Head at PPFAS Mutual FundMy guest for today is Raunak Onkar. Raunak is a Co-Fund Manager & the Research Head at PPFAS Mutual Fund. After a Bachelors in IT & an MBA in Finance, Raunak started his capital markets journey with PPFAS, over a decade ago. As an analyst he covers a variety of businesses & sectors and is a regular speaker at PPFAS' Monthly Financial Opportunities Forum series on Youtube (https://ppfasfof.com/).
This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and l...
2021-07-091h 02
Breaking Investment Stereotypes with Rajkumar SinghalNimesh Shah, MD and CEO of ICICI Prudential AMCMy guest for today in Nimesh Shah, MD and CEO of ICICI Prudential AMC. Nimesh joined ICICI Prudential AMC (IPAMC) in July 2007 as the MD & CEO. Under his leadership the AMC has emerged as one of the largest, most respected, and trusted Investment Managers in India; having contributed significantly to the growth of the Indian Mutual Fund Industry.
Over the past 14 years, under Nimesh’s leadership, IPAMC has transformed into India's premier investment manager aligned to investor interest and leveraged digital innovations to improve its customer’s investment experience.
Under his leadership, the AMC has won...
2021-06-1857 min
Breaking Investment Stereotypes with Rajkumar SinghalSaurabh Mukherjea - Founder and CIO of Marcellus Investment ManagersMy guest for today is one of India’s most celebrated public market investors and educators, given his penchant to share his learnings frequently. Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). In London, Saurabh was the co-founder of Clear Capital and in 2007 he was rated by the Extel Survey as one of the top small cap analysts in the UK. In India, Saurabh wa...
2021-05-271h 08
Breaking Investment Stereotypes with Rajkumar SinghalLakshmi Iyer, President and CIO (Debt) & Head Products - Kotak Mahindra Asset ManagementMy guest for today is Lakshmi Iyer. Lakshmi is currently President and Chief Investment Officer (Debt) & Head Products for Kotak Mahindra Asset Management Company (KMAMC). She has been with the organisation since the last 20 years.
Joining KMAMC in 1999 as a fund manager, Lakshmi was responsible for credit research, deal execution, managing fund performance across all debt funds and assisting sales in client interaction. In addition to that, she has been a portfolio specialist, and managed product related initiatives such as product pricing and coordination with the funds management and sales team in that role.
Prior...
2021-05-1954 min
Breaking Investment Stereotypes with Rajkumar SinghalAlok Jain, Founder of weekendinvesting.com and SEBI registered Investment adviserMy guest for today is Alok Jain. Alok Jain is a New Delhi based SEBI registered Investment Advisor and founder of a momentum investing service weekendinvesting.com
Alok is an Engineer from the Indian Institute of Technology Delhi and a MBA finance from the University of Maryland. He returned to India to start his journey in the markets by setting up one of the first National Stock Exchange memberships in New Delhi in 1996.
In the next two decades, Alok developed a keen sense for systematic rule based investing systems and technical trading. He is a...
2021-05-0655 min
Breaking Investment Stereotypes with Rajkumar SinghalGautam Baid, Portfolio Manager & Author – The Joys of CompoundingMy guest for today is Gautam Baid, author of the international best-seller "The Joys of Compounding" and portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking teams. Baid is a CFA charter holder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar's Learn From The Masters series.
This episode is brought to you by multipie.co where we believe Investing is an ignored life skill...
2021-04-2952 min
Breaking Investment Stereotypes with Rajkumar SinghalAbhay Pandey, Founding Partner - A91 PartnersMy guest for today is Abhay Pandey. Abhay is a Founding Partner at A91, a venture fund launched in 2018. A91 has invested in companies like Sugar Cosmetics, GoDigit Insurance and Hector Beverages. Prior to founding A91 Partners, Mr. Abhay Pandey was a Managing Director at Sequoia Capital India Advisors Private Limited from 2008-2018.
Prior to Sequoia Capital, Abhay worked as an investment banker with DSP Merrill Lynch and as a management consultant at McKinsey & Co.
Abhay received his PGDM (MBA) from Indian Institute of Management Kolkata (1996) and a B. Tech in Computer Science and Engineering...
2021-03-2445 min
Breaking Investment Stereotypes with Rajkumar SinghalAbhishek Goyal, Co Founder- TracxnMy guest for today is Abhishek Goyal, Co Founder of Tracxn. Abhishek is graduate from IIT Kanpur, worked with Yahoo and Amazon before joining Accel and then starting Tracxn. In various avatars (Accel, Tracxn Labs & personally), he has invested in 100+ startups over last 13 years which included names like Flipkart, Delhivery, Rupeek, Gameskraft, Airmeet, and Lafz. We spoke about
-Indian Startup ecosystem
-Thought process before early investment in Flipkart
-Being in Fortune 40 under 40
-How it feels like running company with own life partner
I really enjoyed it!!
This...
2021-02-1642 minBreaking Investment Stereotypes with Rajkumar SinghalVaibhav Sanghavi-Managing largest Hedge fund in IndiaMy guest for today is Vaibhav Sanghavi , Co-CEO, Avendus Capital Public Markets Alternate Strategies LLP. Vaibhav Sanghavi has an overall work experience of 18 years with deep domain expertise in hedge funds. As part of his role, he is the lead portfolio manager for all its funds and holds a track record of outperforming markets across cycles. His expertise in generating risk-adjusted returns in equities across strategies has played a key role in Avendus being able to secure its position as the largest onshore hedge fund in India. Vaibhav has made a significant contribution to the development of AIFs (Alternative...
2021-01-1537 min
Juhi ShuklaLet's Talk Money with Rajkumar SinghalEx-Country Executive Bank of America Merrill Lynch, South East Asia, "Rajkumar Singhal in conversation with Juhi Shukla" talks about money and wealth.
He discussed when to start investing and shared a lot of insights about equity, shares, investment banking, trends of 2021........and much more.
2021-01-0440 minBreaking Investment Stereotypes with Rajkumar SinghalKalpen Parekh - Deep thinking and Investment philosophyMy guest today is Kalpen Parekh (https://twitter.com/KalpenParekh) , President of DSP Investment Managers Pvt. Ltd (https://invest.dspim.com/) DSPIM is one of the leading Mutual Fund house in India. Kalpen has over two decades of experience in finance and asset management. He is a deep thinker and passionate about behavioural finance and believes that investor behaviour is one of the most crucial aspects to a good investment experience. Mr. Parekh has undertaken various initiatives in the organisations that he has worked with to highlight the importance and learnings of behavioural finance across the value chain.
2020-11-2153 minBreaking Investment Stereotypes with Rajkumar SinghalBreaking Investment Stereotypes by Rajkumar Singhal. Episode 1Join us in going through 20+ year of investment journey of fixed income veteran Sandeep Baid . He has extensive experience in running credit business at Bank of America Merrill Lynch. He then went on to be the founding member of Indostar Capital (www.indostarcapital.com) , one of the leading NBFC.
Books Referrred: Intelligent Investor by Benjamin Graham
https://www.amazon.com/Benjamin-Graham/e/B000APZXBQ%3Fref=dbs_a_mng_rwt_scns_share
LinkedIn Profile
Guest: Sandeep Baid
https://www.linkedin.com/in/sandeep-baid-3528b228
Host: Rajkumar Singhal
h...
2020-09-3030 min