On this episode of #PaisaVaisa, Anupam sits with Sameer Kaul. MD & CEO of TrustPlutus. Talking about the rising trends from Mutual funds to PMS, they discuss the future projections for the wealth industry. Discussing in-depth the outlook for the Indian Market, global market & advice for startup investing, there is a lot to look out for in this episode of Paisa Vaisa! Find Sameer Kaul on social media: Twitter: (https://twitter.com/sameerkaul/) LinkedIn: (https://www.linkedin.com/in/sameer...
Mar 20, 2023•27 min•Season 1Ep. 401
Paisa Vaisa completes 400 Episodes! And on this milestone, Anupam talks to Ajit Dayal, founder of Quantum AMC. They discuss the past, present and the potential future of the Indian Stock Market. Sharing his philosophy about direct-to-investor approach, Ajit talks about the unique 12-20-80 Asset Allocation approach of Quantum AMC. Indian Economy, the Stock Market, Advice for new investors and much more on this very special episode of #PaisaVaisa! Find Ajit Dayal on social media: LinkedIn: (https:...
Mar 13, 2023•1 hr•Season 1Ep. 400
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) On this episode of #PaisaVaisa, Anupam sits with Vidya Bala of Prime Investor. They talk about the complexities of Mutual Funds, choosing the right Mutual fund scheme and designing an ideal beginner portfolio. They talk about the rise of Financial Awareness, existence of plethora of choices and how investors can navigate making the right choices. This and much ore on this episode of Paisa Vaisa! Find Vidya Bala on socia...
Mar 06, 2023•47 min•Season 1Ep. 399
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) On the last episode of Advisor Perspectives Series, Anupam sits with Rohit Shah of GYR Financial Planners. They talk about to make kids money smart and better equipped with financial understanding from an early age. They also talk about investor behavior and what drives their decision to making certain investment choices. Discussing client servicing, they touch upon client management, designing a good portfolio, setting...
Feb 27, 2023•33 min•Season 1Ep. 398
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) On this episode of #PaisaVaisa, Anupam talks to Vikas Jain, co-founder of Multipl. They dive deep into the world of Save Now, Buy Later (SNBL) strategies and explore the power of delayed gratification. Vikas shares their insights on how this approach can help you achieve your financial goals, build better habits, and gain more control over your spending. We'll discuss the different SNBL methods provided by Multipl, incl...
Feb 20, 2023•27 min•Season 1Ep. 397
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) On this Real Estate special, Anupam talks Real Estate and Future of Workplace with Arvind Nandan of Savills India. Arvind discusses the history of workplace culture, working shifts and how same has paved the way for current times. He throws light on contribution of technology towards digital and hybrid workspaces. Discussing about the rising use of rental and flexspaces, Arvind and Anupam talk about the future of workpl...
Feb 13, 2023•32 min•Season 1Ep. 396
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) On this episode of #PaisaVaisa, Anupam sits with Jaspal Bindra, Executive Chairman of the Centrum Group. They talk about Jaspal's highly successful banking career, and his journey into entrepreneurship. They also discuss the success of Private Banking in India, and how technology, UPI and digitization has transformed the banking landscape for the future, in both rural and urban areas. This and much more on this episode ...
Feb 06, 2023•29 min•Season 1Ep. 395
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) In the 6th installment of the Advisor Perspectives Series, Anupam talks to Dilshad Billimoria of Dilzer Consultants Pvt Ltd. They talk about the essentiality of financial planning for women and how the same is specifically customized for them by Dilzer Consultants. Dilshad talks about how the individual needs of women are central to formulating a good financial plan to not only develop a sound financial system for them ...
Jan 30, 2023•32 min•Season 1Ep. 394
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) Another special episode on #PaisaVaisa, as Anupam talks to Deepak Shenoy of Capital Minds for the 6th time on the show. Together they discuss the journey of Capital Minds, their PMS scheme, upcoming mutual funds and the growth philosophy of the company. In his all engaging and articulate style, Deepak shares his expert Insight on Indian Markets, Mutual Funds, Interest rates and all things investing. Finally, Deepak shar...
Jan 23, 2023•43 min•Season 1Ep. 393
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) Welcome to Paisa Vaisa Insights, where Anupam shares his expert takeaways from his conversations on the show! On this episode of Paisa Vaisa Insights, Anupam talks about his learnings, and provides insights from his discussion with Sanjeet Dawar- Managing Director at CRIF High Mark India. To listen to more bonus content, subscribe to Club Paisa Vaisa. Logon to www.club.ivmpodcasts.com/paisavaisa and become a membership ...
Jan 17, 2023•4 min
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) On this episode of #PaisaVaisa, Anupam talks to Sanjeet Dawar, Managing Director at CRIF High Mark. They talk about the How India Lends Report which discusses the retail, micro-finance and commercial lending market and the impact of Covid on the same. Discussing credit score improvement methods, Sanjeet talks about the importance of managing credit card usage, having a good credit mix and tracking your credit report. Th...
Jan 16, 2023•20 min•Season 1Ep. 392
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) On this episode of #PaisaVaisa, Anupam Gupta talks to Harish Krishnan- Senior Fund Manager (Equity) at Kotak Mutual Fund. They discuss investor behavioral quirks and what influences investor decision making. They talk about the rising investment in Cryptocurrency and how herding and narratives have become a major part of investment market. Delving into the emotional and psychological aspects of market investment, Anupam...
Jan 09, 2023•50 min•Season 1Ep. 391
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) 2023 starts big for #PaisaVaisa, as Anupam sits with Prashant and Aashish, Founder and CEO, at White Oak. Prashant and Aashish discuss the journey of India with Money, AIF, PMS, Mutual friends, Capital Markets and other financial properties. Discussing about White Oak's Finco-Opco, a unique valuation model, Prashant and Aashish share their predictions for Indian Market in the year to come. Passive vs Active Investing, d...
Jan 02, 2023•33 min•Season 1Ep. 390
Subscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com) On this episode of #PaisaVaisa and Part 5 of Advisor Perspectives, Anupam and Melvin- Managing Partner, Finvin Financial Planners, get to the absolute basics of financial planning. They talk about Melvin's distinct RIA model and his Comprehensive Financial Planning service. They further discuss on how to start financial planning; mistakes people make while their planning and special tips for a smooth financial journey. ...
Dec 26, 2022•37 min•Season 1Ep. 389
Folks! #PaisaVaisa is going bigger and better than ever before! On this episode, Anupam Gupta and Amit Doshi bring to you CLUB PAISA VAISA - a premium tier offering for all your loyal fans. Here's what you get being a part of this exclusive club: 1. Early access - Members will get access to episodes 3 days prior to the release 2. Archival access - Members will get the archival access to all Paisa Vaisa episodes. And the non-members will get access to the latest 15 episodes (Starting Jan 2, 2023)...
Dec 19, 2022•7 min
To subscribe to Club Paisa Vaisa , click here or log on to www.club.ivmpodcasts.com/paisavaisa On this special episode of #PaisaVaisa, Anupam sits with Sangeet Pariyani, founder of Superkicks, multi-brand retail sneaker store. Discussing about the growing love for Jordans, Yeezys and other popular sneakers in India, they explore the origin of Superkicks and the rise of the company amidst growing market in India. They discuss sneakers as investments and the sneaker aftermarket. About the Show Pai...
Dec 19, 2022•31 min•Season 1Ep. 388
On this episode of #PaisaVaisa, Anupam hosts friend and Chief Investment Officer at True Beacon, Rohit Beri. They discuss Data Science, Quant and NLP. Drawing from his vast experience and education from the Stanford University, Rohit brings a unique perspective to investment analysis. They further talk about changes in Wealth Management, Real Estate stability and inflation regulation. Rohit also throws light on the future market predictions from the perspective of Data Science and Behavioral Ana...
Dec 12, 2022•29 min•Season 1Ep. 387
Sustainable Investing has skyrocketed in the last few years. On this episode of #PaisaVaisa, Anupam Gupta talks to Shruti Jain- Chief Strategic Officer and Sustainable Influencer at Arihant Capital. They talk about Socially Responsible Investing (SRI), history of smart and sustainable investing, and how the first ESG fund came about in India. They further discuss some good sustainable investing products and how one can go about it. This and much more on this episode of Paisa Vaisa! About the Sho...
Dec 05, 2022•29 min•Season 1Ep. 386
On Part 4 of the Advisor Perspectives Series , Anupam talks to Suresh Sadagopan- SEBI Registered Financial Advisor and author of the book 'If God was your Financial Planner'. They discuss the Registered Investment Advisor (RIA) Model by SEBI and explain what comes with being a SEBI registered advisor. They further discuss various types of financial advice, client-focused approach, financial planning, portfolio management and much more on this episode. About the Show Paisa Vaisa is India's leadin...
Nov 28, 2022•31 min•Season 1Ep. 385
On this episode of #PaisaVaisa, Anupam Gupta talks to Vikas Agrawal- Founder & CEO of AIF & PMS Experts India. They discuss the AIF and PMS avenues and the latest updates in the space. They also discuss about the value migration of investors from Mutual funds to PMS, importance of data in investment allocation, and significance of planning and strategy while making investments. Broking, Alternative Investment Funds, Data Analysis, Portfolio Management and much more on this episode of Pai...
Nov 21, 2022•34 min•Season 1Ep. 384
India's household Debt to GDP ratio is at an alarming 38%. On this episode of #PaisaVaisa, Anupam discussed Debt relief with Ritesh Srivastava- Founder & COO, FREED. FREED was founded with the mission to help debt burdened consumers, to help them overcome the credit and become financially stable. Anupam and Ritesh discuss the rising bad debts, Credit Card Loans and consumer loans in India. They talk about borrowing challenges, debt relief measures, BNPL and how one can get the much-needed de...
Nov 14, 2022•43 min•Season 1Ep. 383
On this episode of #PaisaVaisa, Anupam Gupta talks to Vinay Mathews- Founder and COO, Faircent. They discuss about the legality, regulations, licensing and digitization of P2P Lending under the RBI. They further discuss about Faircent which enables large numbers of customers and lenders come together developing a two-sided marketplace. Risk Assessment, Small and Long-term loans, finding the right financer, and much more on this episode of Paisa Vaisa! About the Show Paisa Vaisa is India's leadin...
Nov 07, 2022•35 min•Season 1Ep. 382
On the third installment of Advisor Perspectives, Anupam, Vishal and Shalini discuss all things finance from a familial perspective. Vishal and Shalini- Founder and President of Plan Ahead Wealth Advisors, share how they established their own advisory business as a couple. In this Indepth conversation, they discuss the importance of goals, the need for taking risks, and moving towards a vision aimed at all round growth. Contingency funds, understanding your investments, financial planning for wo...
Oct 31, 2022•44 min•Season 1Ep. 381
On this episode of #PaisaVaisa, Anupam talks to Abhishek Poddar- Co-founder & CEO of Plum. Abhishek explains Group Health Insurance and how the same is essential for the employers to adopt for their organizations. They further discuss how Plum is streamlining and smoothening the process of Group Health Insurance. Insurance costs, aspects of group health insurance, choosing the right insurance and much more on this episode of Paisa Vaisa! About the Show Paisa Vaisa is India's leading podcast ...
Oct 24, 2022•41 min•Season 1Ep. 380
On this episode of #PaisaVaisa, Anupam talks to Aakash and Sandeep from Investmint. They talk about how better results in the market can be achieved, with a scientific, data-driven approach. Investmint is India's first signal-based trading app which with the help of algorithms and statics allow the users to make sound and efficient market decisions. This episode will make you look at numbers in a different way. Discussions on quant-funds, derivatives and much more on this episode of Paisa Vaisa....
Oct 17, 2022•40 min•Season 1Ep. 379
On this episode of #PaisaVaisa, Anupam talks to Shanai Ghosh- CEO and Executive Director of Edelweiss General Insurance. With a digital-first insurance approach, Shanai discusses how 'Switch' redefines motor insurance operates. and how the technological advancements and algorithms are becoming central to regulating moto insurances. Discover 'Usage-Based Insurance' and much more on this episode of #PaisaVaisa. About the Show Paisa Vaisa is India's leading podcast on personal finance with 1m+ down...
Oct 10, 2022•40 min•Season 1Ep. 378
On this episode of #PaisaVaisa, Anupam meets the real estate giant Boman Irani- President-Elect, CREDAI and Chairman & MD at Rustomjee. Boman shares his thoughts on the real estate market, its development over the years, and the importance of being an aware customer. He further discusses buy vs rent, factors investing property decisions, and how to approach buying property in 2022! This and much more on this episode of Paisa Vaisa. About the Show Paisa Vaisa is India's leading podcast on per...
Oct 03, 2022•38 min•Season 1Ep. 377
On Part 2 of Advisor Perspectives, Anupam talks to Harsh Roongta, a SEBI-regulated Financial Advisor at Fee Only Investments Advisors LLP ! Harsh shares his beginning from being a Chartered Accountant to becoming a full-time Financial Advisor. Anupam and Harsh further discuss consumer-centric financial advice and the key roles of a good financial advisor. They speak about the essentiality of a GOAL oriented approach in financial planning and moving beyond numbers while establishing a deep, perso...
Sep 26, 2022•33 min•Season 1Ep. 376
On this episode of #PaisaVaisa, Anupam talks to Anthony Heredia- MD and CEO of Mahindra Manulife Mutual Fund. Anthony shares the Journey of Mahindra Mutual fund, how they have built a customer-friendly, billion-dollar business over the years, and the changing landscape of the investment sector. They further predict what the future holds in terms of stocks, equity, debt and mutual fund investments! About the Show Paisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ ...
Sep 19, 2022•25 min•Season 1Ep. 375
On this episode of #PaisaVaisa, Anupam talks to Indradeep Ghosh- Executive Director, Dvara Research, a non-profit public policy and research advocacy. Dr Ghosh discusses his research insights on increase in credit offerings to the low-income section in India, and the problems it has created including farmer suicides, along with improving their lives. Furthering his insights on the BNPL industry, the phenomenon of hidden costs, and the importance of educating customers. BNPL vs Credit Cards, BNPL...
Sep 12, 2022•37 min•Season 1Ep. 374
