The new Unified Pension System results from two decades of lost opportunity in the NPS.

In this insightful podcast, we sit down with Rupesh Patel, Senior Fund Manager at Nippon India Mutual Fund, who manages an impressive Rs 43,000 crore. Rupesh shares his unique journey from civil engineering to finance, his strategic investment framework, and how he identifies opportunities in today's dynamic market. He also delves into the evolution of the Nippon India Growth Fund, his approach to navigating mid-cap investments, and the key lessons he's learned throughout his diverse career. Whether you're an experienced investor or just starting out, Rupesh's perspectives will provide valuable insights into the world of equity investing.

Is now the perfect moment to diversify with Multi-Asset Funds, or should you wait? Find out in this podcast. #financialwisdom #mutualfunds #goldinvestment

The fundamental rules of prudent investing are well-known, but the real challenge is treating them as inviolable laws rather than flexible guidelines

NPS puzzle pieces you might have overlooked

Join us for an exclusive interview with Gaurav Misra, Head of Equity at Mirae Asset Investment Managers, as he delves into the performance and future strategies of Mirae's key equity funds. In this insightful conversation, Gaurav shares his expertise on managing market fluctuations, stock selection, and adapting to recent market changes. Discover his perspectives on new tech stocks, the significance of quality growth, and navigating regulatory challenges for long-term investor value. Gain practical investment advice and a deeper understanding of equity fund management from an industry expert. Tune in to enhance your investment knowledge with Gaurav Misra's seasoned insights.

If you’re already on the right path, then doing nothing or doing very little is the best course of (in)action

Watch a special episode of Investors' Hangout and get ready to revolutionise your finances!

Sectoral and thematic funds may be all the rage right now. However, it’s best not to fall for their hype

With the research firm targeting SEBI, what once looked like financial activism is now blatant interference in India's economic sovereignty

Join us for an exclusive interview with Rohit Singhania, Co-Head of Equities at DSP Mutual Fund. With decades of experience in the financial markets, Rohit shares his invaluable insights into his investment philosophy, stock selection strategies, and plans to enhance the performance of DSP's equity funds. Discover key learnings from his career as a research analyst, his views on market dynamics, and his advice for long-term investors. Don't miss out on this deep dive into the world of equity investments with one of the industry experts.

Tax-related choices now matter more than ever for mutual fund investors

Watch Investors' Hangout to learn smart strategies to streamline your investments.

The story of crypto exchanges gets curiouser and curiouser

Step into the world of quantitative investing with Sandeep Tandon, CEO of Quant MF, as he unveils the VLRT Framework and the secret sauce behind Quant Mutual Fund's remarkable success. In this exclusive interview, Sandeep shares his journey from identifying undervalued assets to strategically navigating market cycles. Gain rare insights into how Quant MF has mastered market transformations, from tech stock exits to aggressive undervalued asset investments. Explore the intricacies of Quant MF’s unique investment process, learn about their extensive data collection efforts, and discover how global macro factors and sector rotations shape their strategy. This episode offers invaluable knowledge for investors seeking to understand and emulate Quant MF's winning approach.

Small investors are bleeding Rs 63,000+ crore a year in derivative losses and costs

Watch Investors' Hangout to understand why ELSS funds make sense despite no mention of Section 80C in Budget 2024.

Peter Lynch’s timeless investment wisdom in the modern era

Join us for an insightful conversation with Rajesh Bhatia, CIO of ITI Mutual Fund, as he shares his extensive experience and unique investment philosophy in Indian equities.   Discover the secrets behind the impressive performance of ITI Mutual Fund’s equity schemes, including the Smallcap, ELSS Tax Saver, and Multicap funds. Rajesh delves into the importance of stock selection, effective risk management, and highlights promising sectors like quick commerce and capital goods.

Here’s what the budget does NOT mean for your investment returns and what it actually does.

A drive towards simplicity in taxation is welcome. But abolishing the indexation benefit and moving towards the next tax regime poses challenges to the everyday investor.

Want to know how the Union Budget 2024-25 will affect you? Listen to our podcast with Dhirendra Kumar as he breaks down the budget's hits and misses and what it means for your finances.

In this enlightening episode, we sit down with Cheenu Gupta, Senior Vice President of Fund Management, Equities at HSBC Mutual Fund. Cheenu shares her fascinating journey from the world of software engineering to the dynamic realm of mutual fund management. She discusses the challenges and triumphs of transitioning from IT to finance, the valuable lessons learned along the way, and her current strategies for navigating the volatile mid and small-cap markets.  Tune in to gain unique insights and practical advice from one of the industry's seasoned professionals. Follow us for more insightful interviews with industry experts!

For investors, appreciating the value of boring things can be a big contributor to their success

The market touched mount 80k! Will it be wise to stop your SIPs in this bull run? Find out with Value Research CEO Dhirendra Kumar in this podcast.

SEBI's new product proposal is quite interesting and can offer a real alternative to high-value investors

Join us for an exclusive interview with Atul Bhole, the new Fund Manager at Kotak Mahindra Mutual Fund, as he discusses his role in managing the Kotak Emerging Equity Fund and Kotak Equity Hybrid Fund, with collective assets of Rs 48,100 crore. Since taking over, Atul has been making strategic adjustments to these four-star-rated funds. In this insightful discussion, he shares the changes he’s implementing, his stock preferences, and his perspectives on the current market dynamics. Discover why Atul remains cautious about the underlying fundamentals despite the strong performance of many stocks.

There’s no ‘one-size-fits-all’ fund that suits all types of investors

Nothing is certain about whether AI will actually impact our lives, and the hype train will derail many times before the journey is over.

Let's delve into the mutual fund trends of the year 2024 investors are buzzing about, from energy to innovation & if are they even the right fit for your portfolio?

Are the equity markets overheated? Here's how I can tell.

Tune in to this exclusive interview with Devang Shah, Head of Fixed Income at Axis Mutual Fund, as he shares his remarkable journey from Chartered Accountant to leading one of India's prominent fixed-income teams. With over 16 years of experience, Devang delves into key investment strategies, insights from global financial crises, and his perspectives on the future of debt investment. Whether you're an aspiring investor or a seasoned financial professional, this podcast offers valuable lessons and expert advice to navigate the ever-evolving world of fixed-income investments.

Derivatives trading is ruining a larger and larger mass of people. The time to treat it as nothing but gambling is right now.

Wondering when to sell your mutual fund? It's a tough decision! We're breaking down everything from performance analysis to regulatory impacts in our next Investors' Hangout.

New rules will prevent financial links between finfluencers and brokers. Will they prevent anything more?

In this exclusive interview, we sit down with Dinesh Balachandran, the Head of Equity at SBI Mutual Fund, who oversees an impressive Rs 81,800 crore across four major funds. From his academic roots at IIT Mumbai and MIT to his leadership role in one of India's largest mutual funds, Dinesh shares his unique journey and investment philosophy. Gain valuable insights into the management of the SBI Balanced Advantage Fund, SBI Contra Fund, SBI Long Term Equity Fund, and SBI Multi Asset Allocation Fund. Tune in to learn from one of the industry's leading minds in equity strategy.

Celebrating milestones, embracing the future with insightful research

Here is Value Research's five-level investment hierarchy

Dive into the pitfalls of derivatives and IPOs and move to safer, smarter investment strategies. Watch Investors' Hangout and find out how.

SEBI is investigating a possible front-running scandal at Quant Mutual Fund. What should investors do?

Join us in this insightful interview with Anish Tawakley, Deputy CIO-Equity at ICICI Prudential Mutual Fund. Discover how he seamlessly transitioned from management consulting to equity research, driven by his deep passion for business analysis. Currently overseeing six diverse funds, including the prominent ICICI Prudential Bluechip Fund, Anish Tawakley shares his expert views on various topics. Learn about his scepticism towards the popular GARP strategy, his focus on cyclical economic turning points, and why he's underweight on banks. Tune in for valuable perspectives from a seasoned economist and equity research leader.

Gold has gone up by 20% in the past year. What does it mean for our personal investments?

The market gyrations around the election results were a perfect lesson in the value of steady, sensible investing

Join us in an intriguing conversation with Vinay Paharia, Chief Investment Officer at PGIM India Mutual Fund where he shares what fund management changes he has made at the fund house, the reasons for the underperformance in some funds, and much more!  

Will new reforms truly expand health insurance access for all?

Choosing the right mutual fund requires a clear understanding of one’s financial goals

The election results and subsequent market crash spooked investors. But how should you react during such times? 

Trying to catch the bottom of a falling market is tempting for mutual fund investors, but it is often a fool's errand