In this episode of #KuveraInsights, Sachin Trivedi, Senior Vice President and Head of Research & Fund Manager, Equity, UTI AMC and Gaurav Rastogi, Founder & CEO, Kuvera.in talk about the automotive and logistics sector, trends and opportunities for a retail investor. Some of the topics covered include: · The top things a retail investor should know about the automotive space · Pricing power that auto/auto ancillary companies have in India · The EV trend in India and opportunities from a ...
Dec 16, 2021•23 min
In Part 1 of this episode of #KuveraInsights, Raghav Iyengar - Chief Business Officer, Axis AMC and Gaurav Rastogi, Founder & CEO, Kuvera.in talk about Multicap Fund its role in an investor’s portfolio. Some of the topics covered include: · What is Multicap? · Market Outlook · Why should one invest in Multicap? · Differences and advantages of MultiCap and FlexiCap ——————————————————————— To invest in Mutual Funds through Kuvera Visit: https://kuvera.in/ Download Kuvera App📱 Android: https:/...
Dec 07, 2021•15 min
In this episode of #KuveraInsights, Pratik Oswal, Head - Passive Funds, Motilal Oswal Asset Management and Gaurav Rastogi, Founder & CEO, Kuvera.in discuss investing in international markets outside the US. Some of the topics covered include: · Why diversify across multiple geographies? · Markets outside of the US that could be attractive to an investor · How much should an investor allocate from their portfolio to emerging markets · Innovations and products expected in International Index F...
Nov 17, 2021•23 min
In this episode of #KuveraInsights, Ashwin Patni, Head - Products & Alternatives, Axis AMC and Gaurav Rastogi, Founder & CEO, Kuvera.in talk about Dynamic Asset Allocation and its role in an investor’s portfolio. Some of the topics covered include: · Understanding the different kinds of asset allocation and what they entail · Elements an investor should look at when thinking about dynamic asset allocation · How an asset allocation fund fits into a savvy investor’s portfolio · Innovations...
Oct 21, 2021•15 min
In Part 2 of this episode of #KuveraInsights, Abhishek Singhal, Head – Passives & Products, Aditya Birla Sun Life AMC and Gaurav Rastogi, Founder & CEO, Kuvera.in continue to talk about Passive Debt Investing in India. Some of the topics covered include: · The risk-reward ratio an investor can expect through passive debt investing · The role of passive debt investing in an investor’s portfolio · The traction that passives are seeing on the equity and debt side To invest in Mutual Funds t...
Sep 17, 2021•11 min
In Part 1 of this episode of #KuveraInsights, Abhishek Singhal, Head – Passives & Products, Aditya Birla Sun Life AMC and Gaurav Rastogi, Founder & CEO, Kuvera.in talk about Passive Debt Investing in India. Some of the topics covered include: · The innovations being seen in the AMC industry · Debt indices available today · Challenges that AMC players are solving for smaller investors To invest in Mutual Funds through Kuvera Visit: https://kuvera.in/ Download Kuvera App📱 Android: https:/...
Sep 14, 2021•16 min
In this episode of #KuveraInsights, Ashwin Patni, Head of Products & Alternatives, Axis AMC and Gaurav Rastogi, Founder & CEO, Kuvera.in talk about Value Investing and the role they play in an investor’s overall portfolio. Some of the topics covered include: · Understanding value-based strategy and how to look at value stocks · Key valuation metrics and the returns on such strategies · The role of value funds in an investor’s overall portfolio To invest in Mutual Funds through Kuvera Vis...
Sep 09, 2021•19 min
In this episode of #KuveraInsights, Prashant Jain, Executive Director & CIO, HDFC AMC Ltd and Gaurav Rastogi, Founder & CEO, Kuvera.in talk about Using Equity to Grow Your Wealth and what investors need to be aware of when investing. Some of the topics covered include: · Pivotal changes that led to growth in the equity markets and what lies ahead · Identifying periods of excessive valuations in the markets · Where we are in the earnings cycle and how it could play out · New age economy I...
Aug 19, 2021•26 min
In this episode of #KuveraInsights Chintan Haria, Head - Product Development & Strategy, ICICI Prudential Asset Mgt. Co Ltd. and Gaurav Rastogi, Founder & CEO - Kuvera.in discuss Flexicap funds and value it brings to an investor's portfolio. Besides other points, the discussion broadly covers: • Market Outlook • What is Flexicap • Why should one invest in Flexicap • How is Flexicap different from Multicap To invest in Mutual Funds through Kuvera Visit: https://kuvera.in/ Download Kuvera ...
Jul 07, 2021•26 min
In this episode of Kuvera Insights, Ankur Thakore, Chief Distribution Officer, L&T Mutual Fund and Gaurav Rastogi, Founder & CEO, Kuvera.in speak about Arbitrage Funds, it's construct, operations and the relevance of investing them covering the following points: Q: What can arbitrage investments be a replacement for and what’s the best reason to invest via arbitrage funds? Q: Has the arbitrage funds space evolved completely and do investors understand the space in its entirety? Q: Indust...
Jun 24, 2021•14 min
In this episode of Kuvera Insights, Ankur Thakore, Chief Distribution Officer, L&T Mutual Fund and Gaurav Rastogi, Founder & CEO, Kuvera.in speak about Arbitrage Funds, it's construct, operations and the relevance of investing them covering the following points: Q: What is an arbitrage fund and what does the fund do and how does it work? Arbitrage mimics the cost of ‘carry’ considering Time, Value and Money Difference in the price in the cash market and equity market No fundamental...
Jun 16, 2021•14 min
In Part 2 of this episode of #KuveraInsights , Sankaran Naren, ED & Chief Investment Officer, ICICI Prudential AMC and Gaurav Rastogi, Founder & CEO – Kuvera.in talk about Balanced Advantage Fund and why it could be a good bet for long-term investors. Some of the topics covered include: Understanding how a Balanced Advantage Fund works Tax benefits when rebalancing portfolios through Balanced Advantage Fund Why it could be a good vehicle for investing for new investors Outlook for balanc...
May 12, 2021•14 min
In Part 1 of this episode of #KuveraInsights , Sankaran Naren, ED & Chief Investment Officer, ICICI Prudential AMC and Gaurav Rastogi, Founder & CEO – Kuvera.in talk about the overall market outlook and the need to balance portfolios to ensure investments across asset classes. Some of the topics covered include: Market outlook for this year and the next Impact of interest rates on market volatility The need to invest across asset classes Sectors that are expected to outperform/underperfo...
May 05, 2021•18 min
In Part 2 of this episode of #KuveraInsights , Swarup Anand Mohanty, CEO – Mirae Asset Global Investments and Gaurav Rastogi, Founder & CEO – Kuvera.in continue to talk about International Investing through international funds. Some of the topics covered include: Placing concentrated bets on companies, basis strong fundamentals Understanding an equal weighted index and why it is the simplest and strongest investment portfolio Using goal planning as a tool to decide on asset allocation The ro...
Apr 30, 2021•17 min
In Part 1 of this episode of #KuveraInsights , Swarup Anand Mohanty, CEO – Mirae Asset Global Investments and Gaurav Rastogi, Founder & CEO – Kuvera.in talk about International Investing and why there is merit in diversifying beyond your country. Topics covered : Why should Indians invest in International Companies/International Securities? What are the different options to invest globally? Understanding the true expense ratio of feeder funds Investing in direct equity versus using funds Dis...
Apr 27, 2021•14 min
This episode of the two-part conversation between, Vetri Subramaniam, Group President and Head of Equity - UTI MF and Gaurav Rastogi, Founder & CEO - Kuvera.in traces the history of mutual funds in India. The products saga, the philosophy of investing and how the regulatory environment emboldened more investors to consider #mutualfunds as a safer long term investment haven. Articles mentioned by Mr. Vetri in the conversation include the following: This one from 2013 https://www.livemint.com/...
Mar 25, 2021•17 min
In this first part of the episode of #KuveraInsights Manish Gunwani, CIO - Equity Investments at Nippon India Mutual Fund and Gaurav Rastogi, Founder & CEO – Kuvera.in discuss investments, investing Q: Talk to us about your journey as a fund manager and what excites you in this profession and what does it take to be a successful fund manager? Q: What should an investor learn from the last 25 years that they need to take to the next 5 years in Investing? Q: Is there any data around how many i...
Mar 09, 2021•11 min
In this episode of #KuveraInsights Susmit Patodia, Associate Director & Portfolio Manager - Motilal Oswal and Gaurav Rastogi, Founder & CEO – Kuvera.in talk about the post-pandemic economy and the world including the markets surge and reason why the financial world might just have landed on a better side post the forced shutdown Some of the topics covered include: Q: Even as people talk about the new normal and a different world altogether, what is your framework and what do you take o...
Mar 04, 2021•30 min
In this episode of #KuveraInsights, Mahendra Kumar Jajoo, CIO – Fixed Income , Mirae Asset Investment Managers, Renu Yadav, Asst Editor, Mint and Gaurav Rastogi, Founder & CEO – Kuvera.in discuss debt mutual funds and dig deeper into the stability they offer a portfolio Following are the points and questions discussed: Q: what are the few changes you would have noticed in the fixed income markets and what are the changes you would want to highlight for us Q: Basic concepts that retail inves...
Feb 24, 2021•34 min
In this episode of #KuveraInsights : Mahesh Patil, Co-investment Officer, Birla Sunlife Mutual Fund; Ashish Rukhaiyar, Business & Markets journalist and Gaurav Rastogi, Founder & CEO - Kuvera.in discuss the common investor urge to 'cash-out' during a markets-high and how this could hurt long-term investment goals. Q: What factors have led to the markets high? Q: What are the risks that the market recovery might not be as much as expected Q: How are investors handing the new regime where ...
Jan 18, 2021•33 min
In this episode of #KuveraInsights : Hansi Mehrotra (CFA),Founder – The Money Hans; Jency Jacob, Managing Editor – BOOM and Gaurav Rastogi, Founder & CEO - Kuvera.in discuss financial misselling – how rampant it is, how gullible even the most financially savvy person can get. And the various forms in which it can get to you - BEWARE Besides other things, the chat covers the following questions: Q. Why does Misselling happen – Are consumers really gullible? Is misselling pureplay ‘lying’ or i...
Dec 16, 2020•45 min•Ep. 16
In this episode of #KuveraInsights: Somasundram PR, Managing Director, India, World Gold Council, Shaji Vikraman, Former Resident Editor - The Indian Express and Gaurav Rastogi, Founder & CEO - Kuvera.in discuss everything GOLD - The benefits of including gold as part of your investment portfolio, the history of returns from gold, its economics, a bit of geo-politics and of course its emerging trends and investment instruments.... Some of the topics covered include: Q: What is the story of G...
Nov 17, 2020•34 min
In this episode of Kuvera Insights, Anup Maheshwari, CIO & Joint CEO - IIFL AMC, Pooja Sarkar, Asst Editor and Podcaster - Forbes India and Gaurav Rastogi, Founder & CEO - Kuvera.in discuss the advantages that time in the market could bring you when compared to instant gains and gratification earned by 'timing' the market. Though there could be takers for both - long-term data show a totally different story... Some of the topics covered include: Q: How does one time the market? Q: Are in...
Oct 01, 2020•29 min
In this episode of #KuveraInsights | ‘Investing for short-term goals’: Kalpen Parekh, President – DSP Mutual Funds; Kayezad Adajania, Head of Personal Finance – Money Control and Gaurav Rastogi, Founder & CEO – Kuvera.in discuss the need to save for short-term goals and the 'D-I-Y' of how it can be done! Some of the topics and points covered through the discussion include: Q: How does one begin a short term savings habit and what are the traits an individual should be watching out for? Q: Do...
Sep 16, 2020•50 min
This episode of Kuvera Insight features an interview with Vivek Kaul, the author of several best selling books including Bad Money, Easy Money, where he speaks to Gaurav Rastogi, Founder & CEO of Kuvera.in on the NPA's plaguing the Indian Banking system and its corresponding cost and ripple effects to the economy. Follow all the conversations across these Kuvera channels: Twitter : https://twitter.com/Kuvera_In Facebook : https://www.facebook.com/kuvera.in/?r... Linkedin : https://www.linked...
Aug 20, 2020•48 min
Q. Mutual funds may be a good option but why should I not invest in the stock market directly? World moving towards specialisation of labour Not everyone can do everything perfectly all the time Good to let experts handle the nuances since this is what they do all the time A professional fund manager comes with decades of training and practice which is the differentiator Whatsapp groups may not be the best places to depend on, for investment decision-making Kuvera QuickTakes |Stock Selection wit...
Aug 20, 2020•3 min
In this episode of #KuveraInsights | ‘Investing in Real Estate – the right time, the right deal, the right structure’: Dhruv Agarwala, Group CEO - PropTiger.com, Housing.com and Makaan.com; Shubhra Tandon, Asst Editor – Financial Express and Gaurav Rastogi, Founder & CEO – Kuvera.in discuss everything #realestate - the historic rise in prices in India, the opportunity in the dip, the future trends, investing through REITS and the impact of RERA Follow all the conversations across these Kuver...
Aug 12, 2020•48 min•Season 1Ep. 11
In this episode of #KuveraInsights , Aashish P Sommaiyaa, MD & CEO – Motilal Oswal Asset Management, Alex Mathew, Anchor & Special Correspondent, Bloomberg Quint and Gaurav Rastogi, Founder & CEO - Kuvera.in discuss the importance of maintaining a multi-asset portfolio. Follow all the conversations across these Kuvera channels: Twitter : https://twitter.com/Kuvera_In Facebook : https://www.facebook.com/kuvera.in/?r... Linkedin : https://www.linkedin.com/me/profile-v... YouTube : http...
Jul 02, 2020•35 min•Season 1Ep. 11
In this episode of #KuveraInsights , Navneet Munot , Chief Investment Officer, SBI Mutual Funds ; Bijoy Idicheriah , Asst. Editor - Cogencis Information Services and Gaurav Rastogi, Founder & CEO - Kuvera.in discuss the ups and downs of investing in 'Small-cap Funds' and the 'deep-research' that backs investment decisions in the stocks chosen. Follow all the conversations across these Kuvera channels: Twitter : https://twitter.com/Kuvera_In Facebook : https://www.facebook.com/kuvera.in/?r......
Jun 24, 2020•41 min•Season 1Ep. 7
In this episode of #KuveraInsights , Gaurav Dahake, CEO, Bitbns ; Advait Palepu, Senior Correspondent - Bloomberg Quint and Gaurav Rastogi, Founder & CEO - Kuvera.in discuss the mystery around bitcoins and make sense of the crypto world as they deep dive into the legalities and long term prospects. The underlying tone being - Should you take the plunge? Some of the topics and points covered through the discussion include: Q: What makes Bitcoins and investing in them so polarizing as a subjec...
Jun 16, 2020•41 min
