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•Ep 390•Transcript available on Metacast 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•Ep 389•Transcript available on Metacast 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•Transcript available on Metacast 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•Ep 388•Transcript available on Metacast 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•Ep 387•Transcript available on Metacast 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•Ep 386•Transcript available on Metacast 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•Ep 385•Transcript available on Metacast 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•Ep 384•Transcript available on Metacast 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•Ep 383•Transcript available on Metacast 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•Ep 382•Transcript available on Metacast 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•Ep 381•Transcript available on Metacast 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•Ep 380•Transcript available on Metacast 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•Ep 379•Transcript available on Metacast 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•Ep 378•Transcript available on Metacast 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•Ep 377•Transcript available on Metacast 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•Ep 376•Transcript available on Metacast 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•Ep 375•Transcript available on Metacast 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•Ep 374•Transcript available on Metacast India today has 78 Crore issued credit cards! Anurag Sinha, the man behind One Score and One Card is here on #PaisaVaisa. On this episode, Anurag shares with Anupam the Indian credit landscape, and the growth of personal credit across the country. They discuss the essentiality of financial education, the importance of credit score and what ONE Card plans to bring for its consumers. Talking about the credit revolution, Anurag also shares some insights on how to improve your credit score, becoming...
Sep 05, 2022•42 min•Ep 373•Transcript available on Metacast Investment is more than just putting money in assets, it's an emotional decision! On the first episode of Advisor Perspectives, Anupam Gupta talks to Lovaii Navlakhi, founder & CEO of International Money Matters. Together, they take deep dive into the emotional aspects of financing, decisions impacting your asset portfolio, and how a good financial advisor makes a customized financial plan. They also discuss how financial advisors can build deeper connections with their clients, resulting in...
Aug 29, 2022•40 min•Ep 372•Transcript available on Metacast One of the oldest financial management groups, NJ Asset Management comes to #PaisaVaisa. On this episode, Anupam talks to Rajiv Shastri, Director & CEO of NJ Mutual Funds. They discuss Direct vs Regular Investing, Active vs Passive Investing in Mutual Funds, and the risks and rewards of each. They further explore the NJ's Rule-based investing method and the growth of asset allocation, debt and equity on this episode of Paisa Vaisa! About the Show Paisa Vaisa is India's leading podcast on per...
Aug 22, 2022•29 min•Ep 371•Transcript available on Metacast A Standalone Health Insurance company aims at insuring customers from the 'womb' to the 'tomb! On this episode of #PaisaVaisa, Anupam talks to Dr. S Prakash- Managing Director, Star Health Insurance. They delve into the essentiality of health insurance, have a customer centric approach to insurance and educating the customer on different facets of health insurance. With 90% of claim settlement record, Dr S Prakash of Star Health talks about insurance penetration in the Indian Market. Paisa Vaisa...
Aug 15, 2022•34 min•Ep 370•Transcript available on Metacast On this episode of #PaisaVaisa, Anupam talks to Arun. They discuss Mirae Asset's latest platform m.Stock, which enables users to trade in shares with virtually zero brokerage. They further discuss how m.stock focuses on the 4 S's of consumer satisfaction. Together they delve into technicalities of high volume days, benefits of zero trade brokerage for users, and how m.Stock's technology changes the way user manage their finances. Users' interest in equity, future market predictions, and mu...
Aug 08, 2022•29 min•Ep 369•Transcript available on Metacast On this episode of #PaisaVaisa, Anupam Gupta talks to Shrehith Karkera, co-founder of Ditto Insurance and Finshots. Shrehith talks about his journey from Finshots to developing and expanding Ditto Insurance. They discuss how Ditto Insurance has successfully filled in the gaps in the online insurance sector by making the insured more aware of their policies. They further discuss the intricacies of the insurance process, technical considerations during choosing an insurance policy, and the logisti...
Aug 01, 2022•52 min•Ep 368•Transcript available on Metacast On this episode on #PaisaVaisa, Anupam Gupta talks to Jitendra Gupta- Founder & CEO of Jupiter. Together they discuss how Jupiter reached 1 million users in a year and the overall development of neo banking sector in India. They further discuss the neo banking regulations, the new offerings of the Jupiter app, and what the future holds for digital banks. Neobanks are online banks that do not have physical branches. In contrast to traditional banking, neo banking is conducted digitally. You c...
Jul 25, 2022•26 min•Ep 367•Transcript available on Metacast On this episode of #PaisaVaisa, Anupam Gupta is joined by Vivek Rathi- Director of Research at Knight Frank India (@viveklrathi). Join us as they discuss the increasing importance of real estate, and changing consumer choices in the real estate market post the Corona Virus outbreak. They also explore the future of property prices in India, the Rent vs Buy decision, impacts of domestic and international occurrences, commercial and residential real estate, and much more in this episode. Over the c...
Jul 18, 2022•30 min•Ep 366•Transcript available on Metacast On this episode of #PaisaVaisa, Anupam talks to Sachin Shah- Fund (Porfolio) Manager at Emkay Investments Managers Ltd. They discuss the essentiality of research and powerful investment support which Emkay extends for its client partners. They also discuss how Emkay has been able to effectively manage PMS during a volatile market. Further, they analyze and explore the future possibilities in the stock market and global supply chains. Portfolio Management Service (PMS) is a service for weal...
Jul 11, 2022•28 min•Ep 365•Transcript available on Metacast On this episode of #PaisaVaisa podcast, Anupam talks to Seema Prem, CEO and Co-Founder at FIA Global (FIA Technology Services Pvt. Ltd.) They discuss the essentiality of financial inclusion across the economic strata. Seema shares, how with FIA Global, bank tie-ups have been established in remote areas of the country, allowing people the benefits of all regular banking services. By joining hands with Public Sector and Grahmin Banks in the country, they have served 50 million customers. Financial...
Jul 04, 2022•36 min•Ep 364•Transcript available on Metacast This week on the #PaisaVaisa Podcast, Host Anupam Gupta is in conversation with Shailesh Paul – Head, Merchant Sales & Acquiring and CyberSource, India and South Asia at Visa where they discuss the future of contactless payments in India and much more! Anupam and Shailesh initiate the conversation on how Visa works globally, the journey of contactless payments in India and how it has evolved in the past few years. Further, they even chat about the total size of contactless payments in India,...
Jun 27, 2022•22 min•Ep 363•Transcript available on Metacast This week on the #PaisaVaisa Podcast, Anupam Gupta is joined by Ashish Gumashta, Managing Director & CEO - Julius Baer India where they discuss the outlook for the equity market, what's happening in wealth management in India and much more! Anupam and Ashish initiate the conversation about Julius Baer globally and Julius Baer India, how is wealth management industry doing in India, and alternative assets for recommendation. Further, they even chat about the view on the debt market in the env...
Jun 20, 2022•38 min•Ep 362•Transcript available on Metacast 
