SEBI BAN To Managing Rs. 13,000 Crores: The Untold Story Of Samir Arora | Kushal Lodha #222 episode artwork

EPISODE · Sep 3, 2025 · 1H 44M

SEBI BAN To Managing Rs. 13,000 Crores: The Untold Story Of Samir Arora | Kushal Lodha #222

from Konversation with Kushal · host Konversation with Kushal

l➡ 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 power-packed episode of Konversation with Kushal, we sit down with Samir Arora, one of India’s most respected fund managers and a veteran investor with over three decades of experience in global and Indian markets. From starting his career with Alliance Capital and becoming Head of Asian Emerging Markets to building multi-bagger positions in Infosys, HDFC Bank, Kotak Mahindra Bank, and Nvidia, Samir’s journey is filled with wisdom, conviction, and resilience.He opens up about his elimination investing framework, how to identify red flags in companies, and why avoiding bad businesses is as important as finding great ones. We also dive into his best and worst investments, the mindset needed to survive market crashes like 2008 and 2020, and lessons from overcoming regulatory challenges that almost ended his career.Samir also shares insights on asset allocation, new-age IPOs like Zomato & Paytm, the role of gold in portfolios, and the importance of humility and humor in a high-pressure profession. From Warren Buffett to Nassim Taleb, and from Twitter banter to long-term compounding, this episode is a masterclass on investing, life, and staying excited after 30+ years in the game.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #SamirArora #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy➡ Order my book 'Acing CA' here:https://www.amazon.in/dp/8195816886?r...

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SEBI BAN To Managing Rs. 13,000 Crores: The Untold Story Of Samir Arora | Kushal Lodha #222

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