Gaining Conversations Episode 7 with Shridatta Bhandwaldar

Gaining Conversations Episode 7 with Shridatta Bhandwaldar

Compounding in equity markets sounds simple — stay invested and let time do the work. But in reality, markets are non-linear, earnings move in cycles, and investor behaviour often destroys long-term wealth. In this episode of Gaining Conversations, I sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, who manages over ₹1 lakh crore in assets and brings nearly two decades of market experience. This is not a stock-picking conversation. It is a framework conversation. We discuss: 1. Why business quality matters more while selecting equities. 2. How to differentiate between a fast-growing company and a true compounding business 3. What earns a stock the right to become a top position in a portfolio 4. How fund managers handle high growth but expensive valuations 5. The biggest behaviour that silently destroys compounding for retail investors 6. Why equities are a non-linear asset class — and what that means for you 7. How to separate macro “noise” from structural signals One powerful takeaway from the conversation: Compounding is not about smooth returns. It is about having the patience to stay through non-linearity. If you are an investor looking to build long-term wealth through equity funds — this episode will sharpen your thinking. About the Guest Shridatta Bhandwaldar is the Head of Equities at Canara Robeco Mutual Fund. He has been with the firm since 2016 and has nearly 19 years of experience in equity markets. His investment philosophy emphasizes earnings durability, capital efficiency, and disciplined risk management. About Gaining Conversations Gaining Conversations is a podcast focused on personal finance, investing frameworks, and building long-term wealth with clarity and discipline.  Disclaimer: The information discussed in this podcast is for educational and informational purposes only and should not be considered investment advice. All opinions expressed by the Host and guests are solely their own and do not reflect the views or opinions of Gaining Ground Investment Services. This podcast does not constitute a recommendation to buy or sell any specific security or to adopt any investment strategy. The content discussed may not be suitable for all investors. Past performance is not indicative of future results. All investments involve risk, including the loss of principal. Listeners should seek professional financial, legal, tax, and investment advice before making investment decisions. The host or the company Gaining Ground Investment Services is not responsible for any errors or omissions or for the results obtained from using this information. This podcast is hosted by Ravi Kumar. contact us on ravi@ggindia.com Support the show by leaving us a review and rating.

Gaining Conversations Episode 6 with Cheenu Gupta

In this episode of Gaining Conversations, I talk with Cheenu Gupta, Senior Vice President and Fund Manager at HSBC Mutual Fund who manages around Rs.25,000 crores across various equity and hybrid schemes.  In this conversation, Cheenu takes us through her journey as a fund manager, offering a glimpse into how she identifies and evaluates companies in the growth phase with strong execution capabilities as part of her portfolio strategy. She shares her conviction in the wealth-creation potential of midsize Indian companies, especially in the context of India’s favourable demographics and structural tailwinds. To wrap up, Cheenu leaves us with not one but three book recommendations that she believes every investor should read. I am certain you will immensely enjoy listening to my conversation with Cheenu Gupta.  #GainingConversations #newpodcast #CheenuGupta #wealthcreation #midcapinvesting #fundmanager #planwelllivebetter Disclaimer: The information discussed in this podcast is for educational and informational purposes only and should not be considered investment advice. All opinions expressed by the Host and guests are solely their own and do not reflect the views or opinions of Gaining Ground Investment Services. This podcast does not constitute a recommendation to buy or sell any specific security or to adopt any investment strategy. The content discussed may not be suitable for all investors. Past performance is not indicative of future results. All investments involve risk, including the loss of principal. Listeners should seek professional financial, legal, tax, and investment advice before making investment decisions. The host or the company Gaining Ground Investment Services is not responsible for any errors or omissions or for the results obtained from using this information. This podcast is hosted by Ravi Kumar. contact us on ravi@ggindia.com Support the show by leaving us a review and rating.

Gaining Conversations Episode 5 - Her Wealth,Her Story

This Women’s Day, we spotlight the power of financial independence with Her Wealth, Her Story—a special episode featuring inspiring women building their wealth and shaping their financial futures.  We celebrate this power of financial independence with real stories from our enterprising women clients. From professionals and homemakers to executives, our guests share their journeys, lessons learned, and planning for investing success. Whether you're just starting or looking to elevate your investing journey, these real stories will empower you to take charge of your wealth and create the future you deserve.  This podcast is hosted by Ravi Kumar. contact us on ravi@ggindia.com Support the show by leaving us a review and rating.

Gaining Conversations Episode 4 with Swarup Mohanty

In this episode of Gaining Conversations, I talk with Swarup Mohanty, Vice Chairman and CEO at Mirae Asset Investment Managers India. In my conversation with Swarup, we talked about long-term equity investing through mutual funds, the role of the advisor/distributor in the journey of the client's wealth creation and the purpose of investing. Swarup gives us his book recommendation.  I truly appreciate Swarup’s wisdom, and I’m sure you’ll enjoy listening to our conversation.  I'll be back with the next instalment of Gaining Conversations very soon.  Swarup's recommended reads: * Passport to Profits – by Mark Mobius https://www.markmobius.com/books/passport-to-profits [https://www.markmobius.com/books/passport-to-profits] Disclaimer: The information discussed in this podcast is for educational and informational purposes only and should not be considered investment advice. All opinions expressed by the Host and guests are solely their own and do not reflect the views or opinions of Gaining Ground Investment Services. This podcast does not constitute a recommendation to buy or sell any specific security or to adopt any investment strategy. The content discussed may not be suitable for all investors. Past performance is not indicative of future results. All investments involve risk, including the loss of principal. Listeners should seek professional financial, legal, tax, and investment advice before making investment decisions. The host or the company Gaining Ground Investment Services is not responsible for any errors or omissions or the results obtained from using this information. This podcast is hosted by Ravi Kumar. contact us on ravi@ggindia.com Support the show by leaving us a review and rating. This podcast is hosted by Ravi Kumar. contact us on ravi@ggindia.com Support the show by leaving us a review and rating.

Gaining Conversations Episode 3 with Madanagopal Ramu

In this episode of Gaining Conversations, I talk with Madanagopal Ramu, the head of equity and fund manager at Sundaram Alternates, who manages around 3,500 Crores.  In my conversation with Madan, we talked about long-term equity investing through alternates, the power of compounding that shapes the wealth creation. Madan helps us understand how he makes his stock selection and his investing framework.  Madan gives us his book recommendations: not one, but two books he thinks will help investors.  Madan was incredibly generous with his time and thoughts. I thank him for it. I am sure you will enjoy listening to my conversation with Madanagopal Ramu.  I'll be back with the next instalment of Gaining Conversations very soon. Madan’s recommended reads: * Chip War – by Chris Miller * The almanak of Naval Ravikant – by Eric Jorgenson Disclaimer: The information discussed in this podcast is for educational and informational purposes only and should not be considered investment advice. All opinions expressed by the Host and guests are solely their own and do not reflect the views or opinions of Gaining Ground Investment Services. This podcast does not constitute a recommendation to buy or sell any specific security or to adopt any investment strategy. The content discussed may not be suitable for all investors. Past performance is not indicative of future results. All investments involve risk, including the loss of principal. Listeners should seek professional financial, legal, tax, and investment advice before making investment decisions. The host or the company Gaining Ground Investment Services is not responsible for any errors or omissions or for the results obtained from using this information. This podcast is hosted by Ravi Kumar. contact us on ravi@ggindia.com Support the show by leaving us a review and rating.