Nirav Panchmatia on Money

S2 E12 | Everything You Wanted to Know About Gold & Silver ETFs & MFs | Siddharth Srivastava

Curious about investing in Gold & Silver ETFs and Mutual Funds but don’t know where to start? In this insightful episode, we sit down with Siddharth Srivastava, Head – ETF Product & Fund Manager, Mirae Asset Investment Managers (India), a seasoned expert in the world of ETFs & MFs, to break down everything you need to know about these precious metal investment avenues. 🔍 In this episode, you'll learn:The basics of Gold & Silver ETFs and how they differ from Mutual FundsPros & cons of investing in precious metalsHow to choose between physical gold, ETFs, and sovereign gold bondsThe current market trends and future outlook Siddharth’s personal take on how to build a balanced portfolio💡 Whether you're a beginner or a seasoned investor, this episode is packed with actionable insights to help you make smarter investment decisions.📌 Don’t forget to like, comment, and subscribe for more finance-focused content every week! 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK The Changing World Order: https://youtu.be/jRxmeKMcalU?si=uKaklgRDOTB4sFr9 My Question to Warren Buffett: https://youtube.com/shorts/8mJ1UfqL3aw?si=XoBrmqMd5_flsA0I

S2 E11 | How a Seasoned Stock Broker Views The Market | Ft. Jimeet Modi , CEO of Samco MF

Welcome to our Podcast which is all about Investing Wisdom! In this 11th Episode of Season 2, we dive into an engaging discussion with Mr. Jimeet Modi, CEO -  @SamcoMutualFund  [https://studio.youtube.com/channel/UCbsTb6yBdIKWx35yaKpJcdg] , A pioneering financial company dedicated to delivering smart, research-focused mutual fund solutions. With deep expertise in finance and investment, Jimeet has been instrumental in shaping SAMCO’s innovative approach to fund management, which prioritizes capital efficiency and long-term performance. As a Chartered Accountant with a strong background in stock markets and financial technology, Jimeet leads SAMCO MF with a commitment to creating transparent, investor-centric products. Episode Highlights: 1. About SAMCO Group : Its Journey, Learnings, Aspirations & What makes it Unique. 2. Why do investors make money in the long run? 3. Warren Buffett’s : 3 ways to go Broke… 4. Why should Gen Z steer away from Turnaround Stories & Multi-Baggers? 5. SAMCO philosophy of stock picking? 6. The importance of creating a FRAMEWORK and a WELL DEFINED System to Buy & Sell Stocks… 7.The 4 Fundamental Questions of Stock Picking… 8.The Role of Technology in the Evolution of SAMCO Group… 9.Understanding Algo Trading 10.Absolute Momentum V/s. Regular Momentum 11.What are Overnight Funds? 12.The most common mistake made by the majority of High Net Worth Individuals (HNIs)... 13.Why is it essential to keep investing, even when your business is thriving? 14.Defining The Elitist Mindset.. 15.How does a MF Distributor help an investor stay on its course and justify value? Tune in to gain insights from a true equity veteran!

S2 E10 | An Equity Veteran Speaks on Stock Market | Ft. Dinshaw Irani, CEO of Helios Capital

Welcome to our podcast, dedicated to sharing Investing Wisdom! In this 10th episode of Season 2, we delve into a captivating discussion with Mr. Dinshaw Irani, CEO of Helios Capital Asset Management (India) Pvt. Ltd. With nearly 30 years of experience in the financial industry, Mr. Irani has held key roles in investment management, portfolio management, and research. Mr. Irani was the Principal Portfolio Manager at ShareKhan, where he pioneered their portfolio management services, and he also served as Vice President at Alliance Capital, covering the Asian Emerging Markets. Episode Highlights: - Mr. Dinshaw Irani’s illustrious 30-year career - The evolution of Indian Stock Markets - Performance of the NSE 500 over the past 25 years compared to other Emerging Asian Markets - Understanding QE (Quantitative Easing) and its impact on global stock markets - Why equity is globally seen as the best option for beating inflation - Key differences among US, India, and Japan markets - The significance of 1991 reforms in transforming the Indian economy and equity markets - What makes India unique as one of the best stock markets globally - The impact of demonetization on Pakistan's economy - Indian stock market performance across different political regimes - The success of paint and pipe companies in India - India’s equity risk premium advantage as a developing economy - FIIs’ perspective on the Indian equity market - Companies that have compounded wealth consistently over decades - The three types of companies according to Warren Buffett - The journey and investment philosophy of Helios Capital - The "Law of Elimination" practiced by Helios Group - Understanding off-shore funds - The potential for Indian equity to rank among the top 5 asset classes globally over the next decade - 8 key factors to consider when picking a stock—The Helios Way Tune in to gain insights from a true equity veteran! 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia [https://www.youtube.com/@niravpanchmatia]

S2 E9 | How India's top PMS guy thinks about equity? | Ft. Prateek Agrawal: MD & CEO Motilal Oswal

Welcome to Episode 9 of Season 2 of our Podcast series which is all about Investment Wisdom!🎙 As we dive into an engaging discussion with Mr. Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company Ltd. With close to three decades of experience in the Asset Management industry, his career has been marked by significant leadership roles in finance and investment management. He oversees a total AUM of approximately ₹1 Lakh Crore. Mr. Prateek Agrawal has held senior positions in other leading financial organizations like The ASK Group, shaping his deep expertise in investment strategies and market dynamics. Whether you're just starting out as an investor or aiming to sharpen your investment skills, this episode provides insightful tips and advice from an experienced veteran in the mutual funds industry. Highlights: - How should the GEN Z approach the subject of Equity? - The Shift in People's Psychology with respect to making investing decisions. - How the Indian Economy has transitioned from a TODDLER stage to a TEENAGER stage. - Can the next 3 decades beat the last 3 decades of the Indian Equity Market? - How India has emerged as a Hyper-competitive market. Topics Covered in This Episode: - How some of your biggest "SUCCESSES" could be your biggest "MISTAKES". - Equity investing - An ever-evolving & iterative process. - The importance of QUALITY for sustainable growth. - Growth is Good, but Cancerous Growth Kills. - Why Nations support Entrepreneurs. - How to identify the Multi-Baggers at their early stage. - The importance of Market Share - Are you at the winning or losing end? - The 1st Quality of a Good Management - Capital Allocation. - The Key to becoming a good Entrepreneur. - Key Factors that increase the probability of success. - What is "Cigar Butt Investing"? - Equity Vs. Fixed Income Products - Which is the right investment option and why? - Equity vs. Any Other Asset Class. - Mutual Funds vs. PMS & AIFs vs. Private Equity - Which is preferable and why? - What is the most valuable aspect of any business that creates the greatest impact? 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia

S2 E8 | He manages $800M from Singapore | Ft. Samir Arora: Founder of Helios Mutual Fund

Welcome to our Podcast, which is all about Investment Wisdom! In this 8th Episode of Season 2, we kick off with an insightful discussion with Mr. Samir Arora, Founder & Fund Manager at Helios Capital Management Pte Ltd, Singapore. Samir Arora has a remarkable track record of being the longest-serving Fund Manager in the country. Helios Capital currently manages an AUM of approx. USD 800 Million. EPISODE HIGHLIGHTS: - The Key Learnings from the Indian Market in the last 3 decades - The Law of Elimination followed by the Helios Group - The Parameters of Stock Picking - The 2 Types of Stocks in a Portfolio: The Good Companies & The Emerging Good TOPICS COVERED IN THE EPISODE: - The right approach/philosophy for investing in equities - The role of psychology & government reforms in deciding the valuation of a company - Factors to consider when choosing a company or sector - The characteristics of stocks with respect to confidence vis-à-vis returns - The best philosophy for stock picking: Avoid the bad & reduce blunders - How time plays a decisive role in stock selection - What is "Potential for Disruption"? - The difference between not knowing everything vs. not knowing anything - The top 2 or 3 equity markets in the world worth betting on - Why China’s stock market returns didn’t mirror its economic growth and how India differs - The Chinese government's philosophy of "Shared Prosperity" - How algo trading has affected market dynamics - The phenomenon of the "Magnificent 7" stocks in the US 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia