➡ Unlock the same global market intelligence Shankar Sharma built for himself, check out GQ FinXRay here - https://gquants.com/➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, I sat down with legendary investor Shankar Sharma to deconstruct his unique investing philosophy. Shankar dives deep into his famous "Lake of Returns" theory, explaining why he believes Indian markets may stay flat and where he sees opportunities globally. He also reveals his quantitative, AI-driven framework for finding stocks, his strong stance on why he avoids IPOs, and his specific thesis on businesses like Urban Company versus data centers.Beyond the markets, Shankar shares powerful life lessons and personal insights. He discusses his learnings from the late Rakesh Jhunjhunwala, his surprising advice to family to avoid stocks in favor of FDs and gold, and his intense personal biohacking routine for longevity. The conversation culminates in his core life philosophy: the importance of enhancing the "P/E Ratio of Life," not just your portfolio.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this full episode, I host Ajit Menon, CEO of PGIM India, who shares the incredible "roller-coaster" story of his career. He details how he navigated the 2018 DHFL crisis, which hit the day after he became CEO and caused an 80% drop in AUM, and how he rebuilt the firm from the ground up. He explains his core philosophies, from the "50 Gigs" concept to why the biggest retirement risk isn't a small corpus but having only "one skill."Ajit also reveals his personal financial habits, including why he's lived in 9 different rental houses and only buys second-hand luxury cars. He breaks down his "Three Bucket Theory" to make money last forever, his single favorite mutual fund category for all investors, and the one asset class that he believes captures all "human progress." He also shares unbelievable stories from the 90s, including how a "lucky number" helped him sell India's first mobile phones.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
In this episode, I sat down with Dhirendra Kumar, the Founder and CEO of Value Research, for a deep dive into his decades-long investing journey.Dhirendra shared insights from his very first investment back in 1990 during the Harshad Mehta era and revealed some of his all-time top-performing mutual funds, like the Franklin Tax Shield.We discussed his personal investment philosophy, including his 100% equity allocation (split between mutual funds and stocks) and his non-negotiable rule for stock picking: earnings must be supported by cash flow.Highlights from our conversation include:His Personal CAGR: Dhirendra shared that his mutual fund portfolio has generated an 18-19% CAGR, with his direct stocks achieving a 22-23% CAGR.Stock-Picking Thesis: He walked me through his detailed analysis for investing in companies like InterGlobe Aviation (IndiGo), Coromandel International, and VST Tillers.Long-Term SIPs: He told the incredible story of how a long-term SIP in the HDFC Flexi Cap Fund, started for his daughter, ultimately sponsored her master's degree in the US.Market Views: He gave his take on gold as an asset, the Quant mutual fund front-running crisis, and his optimistic outlook on WhiteOak Capital Mutual Fund.Advice for New Investors: He provided a clear framework for young investors, emphasizing the power of SIPs and warning against common pitfalls like NFOs and thematic funds.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...How does a trader move from the 93% of loss-makers to the elite 7%? In this episode, we are joined by renowned options trader Yogesh Nanda, who shares his 10-year journey. He details his "Lehman Crisis" story of turning ₹2 Lakhs into ₹18 Lakhs before greed wiped out all his profits and his capital. He explains how that failure became his greatest lesson, leading him to develop the disciplined strategies he now uses to trade a 5 Cr capital and achieve a 27-28% CAGR.Yogesh provides a masterclass on his most effective frameworks. He reveals his 3-condition IPO strategy for profiting after listing (since allotment is "pure luck"), using the "Listing Day High" rule that he finds works 60% of the time. He then demystifies options, explaining why a 40% success rate can be profitable and busting the myth that you need big targets. He details his "Iron Condor" and "Butterfly" strategies, sharing the exact math that allows him to target just 5 Nifty points a week for a 2.5-3% monthly return.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, I hosted Prakash Gaba, a Trading Mentor. We delved into his incredible 73-year life journey, from his humble beginnings and financial struggles to becoming a successful name in the stock market. Prakash shares his core investing frameworks, the mindset that led to his success, the biggest lessons learned from both major wins and massive losses, and why he believes "Bhav Bhagwan Hai" (Price is God).Beyond trading, he shares inspiring and wild stories from his adventurous life, including flying gliders, skiing, skydiving at 66, and even a nerve-wracking encounter with the underworld. This conversation is packed with invaluable life lessons on resilience, discipline, and living life to the fullest.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, I hosted A. Balasubramanian, the MD and CEO of Aditya Birla Sun Life AMC. We discussed his journey in the mutual fund industry, successful investment strategies, and key stock picks like JSPL, Welspun Corp, and IndusInd Bank. He also shared valuable lessons from contrarian bets that went right, like in the banking sector, and those that went wrong in the bond market.Balasubramanian revealed his personal asset allocation and his powerful "Increment SIP" strategy—investing salary increments into SIPs—which helped him build wealth. He also shared his bullish outlook on sectors like banking, power, and capital goods, his perspective on current market valuations, and the inside story of creating the "Mutual Funds Sahi Hai" campaign during his time as AMFI chairman.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this ultimate podcast, ICAI President Charanjot Singh Nanda answers every question a CA student has. He reveals his own ₹125 stipend, answers the question about the real salary of the ICAI President, and gives a strong warning against dummy articles. He also announces a massive ₹500 Cr scholarship fund, new AI tools, and his support for a 'Shark Tank for CAs'. This is the most motivating interview you will ever see.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #ca #icai #caexams #cafoundation #caintermediate #cafoundation #caresults ➡ Order my book 'Acing CA' here:https://www.amazon.in/dp/8195816886?r...
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this podcast, I hosted Chinnakannan Sivasankaran, who shared his unbelievable life story of incredible highs and devastating lows.He started by claiming he has already made and lost 14,000 crores and is now starting over with a new wellness company that he claims can triple a person's IQ in 90 days. His goal is to sell this new venture for $8 billion within five years.He also opened up about his friendship with Ratan Tata, revealing that he lost 3,000 crores on an investment he made just to help his friend. Shockingly, he stated that Mr. Tata was "not a good example" for being selfless and that he "learned nothing from him."Finally, He explained his role in the 2G scam, claiming he was the accidental whistleblower, which led to a 4,000 crore loss and started his financial collapse. He spoke candidly about his ongoing criminal cases, maintaining his innocence and insisting that official audits prove he "has not taken one rupee."
In this episode, I sat down with Jimeet Modi, Founder of SAMCO Group, which manages over ₹10,000 Crores in assets. Jimit breaks down his entire investment philosophy, from his personal portfolio's staggering returns to the exact strategies he uses to identify multi-bagger stocks.He reveals the "CARE" framework for his momentum investing strategy, explains why Nifty's 55% win rate is a feature (not a bug), and shares the story behind his single best trade—a 67X return on an unlisted stock. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
I asked Feroze how he went from earning ₹1.5-2 lakhs monthly as a teacher to taking a 90% pay cut for banking. He did the math: the best teacher earned ₹2.5 lakhs at peak, but the best private banker made ₹4.5 crores—a 400x growth opportunity. That calculation convinced him to take the risk despite everyone's warnings. I asked about his biggest wins and losses. His worst investment was a private equity real estate deal that returned just 4% IRR when properties were multiplying 4-5x elsewhere. His best was a COVID-era structured product delivering 28% IRR, and Anand Rathi shares he bought from panicked sellers during the pandemic—not for profit, but to keep his word to clients.I asked how he identifies winning mutual funds. He revealed his "Holiday NAV" framework—calculating what a fund's NAV would be if the manager was on holiday all year. If the holiday NAV is lower than actual, the manager added real value. For example, Manish Gunwani of Bandhan added 8.6% value in one year through his decisions alone. I asked about his model portfolio, which delivered 4.13% compounded excess returns over Nifty for 11+ years—that's 140% more wealth than just buying Nifty. I asked about Anand Rathi's incredible retention—only 2 people left from 300 senior employees. The secret? No sales contests ever. Instead, they close business on March 25 every year and take the entire team on fully-sponsored foreign holidays with families, regardless of performance.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
In this insightful episode, we had a conversation with Kushal Kasliwal, Partner at Inved Research, taking a deep dive into his powerful framework for identifying explosive multi-bagger stocks. He was incredibly candid, sharing the story behind his personal portfolio's 35-40% CAGR and detailing his biggest wins. He revealed how he found E2E Networks for a 25x return in just 15 months and an SME IPO, PNGS Gargi Fashion Jewelry, that delivered a 50x return in two years.We then explored the powerful investment philosophies that guide his SEBI Registered Advisory. He gave a detailed breakdown of his "Value + Growth" thesis, using V2 Retail as a prime case study. He explained how its focus on store-level economics (Revenue per sq. ft.) and the promoter's comeback from a past failure (Vishal Megamart) create a compelling opportunity. We also unpacked his fascinating analysis of the Luggage Industry, breaking down the strategic moves in e-commerce and distribution that allowed Safari to systematically dethrone the legacy giant, VIP.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
In this episode, Kushal is in conversation with Mr. Anthony Heredia, the MD & CEO of Mahindra Manulife Mutual Fund, which manages over ₹32,000 Crores in AUM with an additional $300-400 Million in advising overseas clients.He shares his incredible 30+ year journey, from his first investment in a 52-week-low stock to his best investment and his worst investments. He reveals his simple mutual fund framework and shares advice for new investors earning ₹50,000/month, advising against over-diversifying. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
In this insightful episode, I sat down with Deepak Shenoy, Founder & CEO of Capital Mind, for a deep dive into his 25-year journey through financial markets, entrepreneurship, and life's biggest lessons. Deepak was incredibly candid, starting with his early investing blunders, including how he lost 80% of his savings in the Dot-Com bust of 2000 and the critical lessons he learned from a "paanwala" stock tip. He shared how these formative experiences shaped his understanding of market cycles and the importance of having a solid investment framework.We then explored his powerful investment philosophies that have guided Capital Mind to manage over ₹2000 crores in its PMS. Deepak gave a detailed breakdown of his quantitative momentum strategy, explaining how he identifies market trends to generate significant returns, citing how stocks like PFC and Kane's India delivered 400-1000% returns. We also unpacked his "Surge India" thesis, a compelling framework focused on identifying opportunities in domestic manufacturing, consumption, and energy independence as India's economy grows.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, I sat down with Srikanth Nadamuni, the Founder CTO and a pivotal figure behind India's groundbreaking Aadhaar project. Srikanth shared the extraordinary story of building a unique identity system for 1.4 billion people, detailing the immense technical and logistical challenges they overcame, and Aadhaar's revolutionary impact on financial inclusion and service delivery in India.He walked me through his remarkable career, from pioneering chip design in Silicon Valley to his instrumental role at the e-governance foundation, which ultimately led to him heading the technology for Aadhaar. He gave me an inside look at the innovative strategies and the brilliant minds that tackled this "impossible" problem, turning it into a global success story. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...I recently had the pleasure of sitting down with Aditya Khemka, a true legend in healthcare investing, for a deep-dive conversation packed with invaluable insights. We explored the secret strategies he uses to find potential 100x pharma stocks and uncovered the frameworks that have guided his incredible success.We break down his proprietary "Great, Good, and Ugly" framework for filtering stocks and discuss why he believes "cash flow is reality." Aditya walks us through the five key buckets of the healthcare sector and explains which ones he's most bullish on right now. If you've ever wanted to understand how a top-tier mind analyzes pharma companies, hospitals, and diagnostic chains, this is the episode for you.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#kushallodha #investingwisdom #stockmarketindia #wealthcreation #longterminvesting #financepodcast #investmentstrategy #healthcare #pharmacy
What if you could find the next multi-bagger stock before everyone else? In this deep-dive episode, investor Rajesh unveils the exact strategy he used to generate a staggering 102 percent CAGR on his investments, turning small sums into fortunes.Discover the explosive, often-overlooked world of SME (Small and Medium Enterprises) stocks—the engine behind these incredible returns. Rajesh shares his proprietary LMVT Investing Framework, a powerful four-pillar method for identifying winning companies based on Leadership, Moat, Valuation, and Tailwind.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!In this explosive episode of Conversation with Kushal, bestselling author Chetan Bhagat sits down for a raw and unfiltered chat about money, passion, and the hard truths of success. He reveals why he quit his high-paying investment banking job—even after receiving a massive bonus—to pursue writing, a path that initially paid him just a few rupees per book.Chetan holds nothing back as he exposes the "scam" of mutual funds, breaking down how a small annual fee can cost you a fortune over your lifetime and why he believes most fund managers "know nothing." He also shares the story behind his single best stock investment: buying shares in a major tech company years ago, which have since skyrocketed in value.Beyond finance, Chetan opens up about his writing process for his new book, his most memorable encounters with Shah Rukh Khan, Salman Khan, and Tim Cook, and the controversial allegations against his latest work.
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, we decode the incredible journey and unconventional wisdom of finance veteran Karan Datta. From starting his investment journey with just ₹2,500 a month to building a massive ₹18 Crore corpus, Karan shares his unfiltered story, his contrarian investment philosophy, and the hard truths about wealth, risk, and the world. He breaks down why buying a house in Mumbai is a "silly financial decision," reveals the shocking details behind the Axis Mutual Fund scandal, and connects the dots between geopolitics and your stock portfolio in a way you've never heard before.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, we decode the extraordinary life and journey of Hitesh Doshi, the Chairman & Managing Director of Waaree Group. From growing up in a small village with a family income of just ₹5,000 a month to building a global energy empire, Hitesh Doshi shares the unfiltered truth, the hard-won lessons, and the core values that have guided him. He breaks down the simple unit economics of the solar business, reveals how he competes with giants like Adani and Reliance, and tells the incredible story of taking a ₹150 crore loss just to honor his company's reputation.This conversation is a masterclass in entrepreneurship, resilience, and building a business with a strong moral compass. Watch the full episode to learn the timeless principles of success from one of India's most inspiring business leaders.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#kushallodha #waaree #waareeenergies #ipo #wealthcreation #jainism #financepodcast #investmentstrategy
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, we decode the incredible journey of CaratLane with its co-founder, Avnish Anand. From an idea that seemed "absurd" in 2008 to being acquired by a giant like Titan, Avnish shares the unfiltered truth, the hard-won lessons, and the secret strategies behind building one of India's most iconic D2C brands. He breaks down the brutal unit economics of the jewelry business, reveals the marketing channels with the highest ROI, and shares the one underutilized hack that truly drives growth.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #caratlane #d2cindia #d2cmarketing #influencermarketing #marketing