EPISODE · Feb 18, 2026 · 1H 2M
The ₹2.25 Lakh Crore Fund Manager’s Stock Picking Framework | Kushal Lodha #293
from Konversation with Kushal · host Konversation with Kushal
In this insightful episode of Konversation with Kushal, host Kushal Lodha sits down with Mr. Neelesh Surana, Chief Investment Officer, Mirae Asset Investment Managers (India), to decode what truly drives long term wealth creation. From managing over ₹2,25,000+ crore to delivering nearly 20% CAGR in large and mid cap strategies, he breaks down stock selection through growth, ROCE, valuation, and margin of safety. The conversation challenges common myths around high PE stocks and explains why a great business is not always a great investment.They also dive into commodity cycles, errors of omission, rolling returns vs point to point returns, mutual fund selection, and smart asset allocation for young earners starting their SIP journey. If you want a practical, process driven framework to invest in Indian markets with discipline instead of hype, this episode is a must watch.💡 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
What this episode covers
In this insightful episode of Konversation with Kushal, host Kushal Lodha sits down with Mr. Neelesh Surana, Chief Investment Officer, Mirae Asset Investment Managers (India), to decode what truly drives long term wealth creation. From managing over ₹2,25,000+ crore to delivering nearly 20% CAGR in large and mid cap strategies, he breaks down stock selection through growth, ROCE, valuation, and margin of safety. The conversation challenges common myths around high PE stocks and explains why a great business is not always a great investment.They also dive into commodity cycles, errors of omission, rolling returns vs point to point returns, mutual fund selection, and smart asset allocation for young earners starting their SIP journey. If you want a practical, process driven framework to invest in Indian markets with discipline instead of hype, this episode is a must watch.💡 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
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The ₹2.25 Lakh Crore Fund Manager’s Stock Picking Framework | Kushal Lodha #293
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