Episodes

  • 41: 041 - Is Your Salary Working for You? Sukanta Bhattacharjee

    41: 041 - Is Your Salary Working for You? Sukanta Bhattacharjee
    Jun 27 2024
    Join us for an engaging episode of the Moneywise Podcast where host Seetal Iyer and Sukanta Bhattacharjee, a seasoned mutual fund distributor, discuss how salaried individuals can optimize their finances through investing.

    Discover strategies for setting financial goals, deciding investment amounts, and starting with SIPs, along with common misconceptions about investing.
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    16 mins
  • 40: 040 - Bonus and Increment in Hand: Where to Invest Now?

    40: 040 - Bonus and Increment in Hand: Where to Invest Now?
    May 9 2024
    Tune in for an exciting episode of the Moneywise Podcast, where host Seetal Iyer is joined by Pankaj Ladha, a seasoned mutual fund distributor. They explore how salary increments and bonuses can be golden opportunities for investment, particularly in mutual funds.

    Get insights into effective investment strategies and learn about avoiding common mistakes when investing extra income.
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    16 mins
  • 39: 039 - Investment Essentials: Investing Lessons from Fables: The Ant, Grasshopper, and Beyond

    39: 039 - Investment Essentials: Investing Lessons from Fables: The Ant, Grasshopper, and Beyond
    Apr 12 2024
    In this captivating episode of the Moneywise Podcast, our host, Seetal Iyer, is joined by Sneha Jain, Founder of WealthTrust Capital Services. Together, they delve into the world of fables to extract timeless investment lessons, focusing on the importance of strategic planning and disciplined investing.
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    14 mins
  • 38: 038 - Investment Essentials: Lessons for Every Investor - Iqbal Singh

    38: 038 - Investment Essentials: Lessons for Every Investor - Iqbal Singh
    Feb 29 2024
    In this episode of the Moneywise Podcast, our host, Seetal Iyer, is joined by Iqbal Singh, Founder and MD of Innovative Financial Management (IFM).

    From navigating India's growing financial landscape to practical advice on avoiding investment blunders, this conversation is a must-listen for anyone looking to make informed financial decisions.
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    14 mins
  • 37: 037 - Debunking Mutual Fund Myths with Kalpesh Ashar | The Moneywise Podcast

    37: 037 - Debunking Mutual Fund Myths with Kalpesh Ashar | The Moneywise Podcast
    Jan 10 2024
    Join us in this enlightening episode of The Moneywise Podcast as Kalpesh Ashar, an experienced Certified Financial Planner and SEBI-registered Investment Advisor, unravels the complexities of mutual funds.

    With the industry's remarkable growth, Kalpesh provides clarity on how to navigate through the maze of information and misinformation. Gain insights into making informed decisions and avoid common investment pitfalls.
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    19 mins
  • 36: 036 - Investing lessons from cricket

    36: 036 - Investing lessons from cricket
    Nov 16 2023
    "Life certainly mirrors what a test match is. We all get two innings in which we need to bat. In investing parlance, that's pre-retirement and post-retirement innings. Just like test matches, your second innings will be dependent on how well you and your team have played in the first innings, and how well you've been able to handle your opposition - like your always inflating expenses - highlighting the importance of temperament and discipline. Unlike earlier times, both in cricket and in investment, coaches or trusted investment advisors play a very vital role." 
    Rajendra Bhatia is the MD and chief wealth strategist at Arthashastra Investments Pvt Ltd, a boutique wealth management firm with over two decades of experience. In this episode of The Moneywise Podcast,  he draws parallels between one of India's greatest passions - cricket -and financial independence. He also shows us how to strategize towards a better financial future. 
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    14 mins
  • 35: 035 - Manish Gunwani - Unlock the potential of investing in the small cap segment

    35: 035 - Manish Gunwani - Unlock the potential of investing in the small cap segment
    Oct 17 2023
    “The DNA of investing in small caps is quite different from large caps. If someone can execute great research, great risk management, I think the potential returns on offer are going to be attractive. It may need patience and tolerance for volatility.”  
    Mr. Manish Gunwani heads the Equity Fund Management team for Bandhan AMC Limited. He has over 25 years of rich experience, covering the entire gamut of equity research as well as fund management. In this episode of The Moneywise Podcast, he explains the concept of small caps and highlights the relevance of investing in this segment.
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    17 mins
  • 34: 034 - Amol Joshi - Effective retirement plan

    34: 034 - Amol Joshi - Effective retirement plan
    Sep 28 2023
    “Have you ever heard of a retirement loan or loan for your old age? There isn’t one. In your old age, you’re not actively earning money. You’ll spend 20 to 30 years in this phase of life but there is no loan for it. You’ll be able to pursue all your interests and contribute to society and your near-and-dear ones only if your own financial independence is taken care of. It’s never too late. Start today.” 
    Amol Joshi is founder of PlanRupee Investment Services, which helps investors with wealth management products like mutual funds, banking, insurance, equity broking etc. Amol has over two decades of experience in managing portfolios of investors and is often quoted widely across digital media.  
    In this episode of The Moneywise Podcast, Amol helps us understand the importance of retirement planning, the need for investors to start planning early and the role of mutual funds in the journey of financially securing their future.
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    16 mins