Konversation with Kushal

In this episode of Konversation with Kushal, Jayant Mundra, IPO analyst, content creator, and author of an upcoming book on IPO investing, breaks down how India's IPO market actually works — from the inside. He shares why the 1000x returns that were once possible for retail investors are now mathematically impossible, and how the real wealth was already captured by angels, VCs, and sovereign wealth funds long before a company ever lists on the stock exchange.The conversation dives deep into how to read a DRHP like a professional — decoding related party transactions, royalty structures, grey market premium manipulation, and the real role of merchant bankers in pricing IPOs. Using explosive case studies like Ola Electric, boat, PhonePe, Zomato, Paytm, Suzlon, and Maruti Suzuki, he exposes the red flags that most retail investors completely miss — and how to spot them before it's too late.From understanding how an entire city controls India's grey market premium, to why founder resignations just weeks before an IPO are a massive warning sign, and how to build a concentrated, high-conviction portfolio in today's market — this episode is a practical masterclass for every serious investor who wants to stop losing money in IPOs and start asking the right questions. Don't forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#JayantMundra #KushalLodha #IPOInvesting #StockMarketIndia #DRHPAnalysis #IPORedFlags #GreyMarketPremium #MerchantBanker #OlaElectric #Paytm #WealthCreation #StockMarketHindi

In this episode of Konversation with Kushal, Gautam Baid, Fund Manager at Stellar Wealth Partners and international bestselling author of The Joys of Compounding, breaks down how he thinks about long-term wealth creation, value investing and building resilience through real experiences. He shares his journey of losing 70–80% of his capital during the 2008 market crash and how that brutal bear market shaped his transition from speculative F&O trading to disciplined, patient investing.The conversation moves into his real investing journeys, including identifying multibagger opportunities like Rajratan Global Wire and HEG, and how understanding business quality and compounding deeply — rather than chasing short-term market euphoria — became the foundation of his approach. Using case studies like the Aarti Pharma Labs demerger and his detailed corporate governance checklist, he shows how patience, inner scorecard thinking and special situation opportunities can create extraordinary long-term wealth. From decoding the three specific stages of bull and bear markets to why continuous learning and daily journaling are the ultimate keys to compounding, this episode offers a practical masterclass on how serious investors build conviction and think about wealth creation over decades.💡 Don't forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#GautamBaid #KushalLodha #ValueInvesting #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #MultibaggerStocks #CorporateGovernance #MarketCrash

In this episode of Konversation with Kushal, Ramneek Kundra, Chief Investment Officer at DSP Pension Fund, breaks down how he thinks about long-term investing, valuation and market cycles through real examples. He explains why businesses like Google create massive consumer surplus and how monetisation naturally follows in “free” digital models. The conversation then moves into his real investing journeys, including buying companies early based on valuation, free cash flow potential and the ability of large businesses to experiment, fail and still compound over time. His approach emphasises understanding business models deeply rather than reacting to short-term narratives.Ramneek also explains how he evaluates stocks through free cash flow and intrinsic value, drawing on frameworks popularised by Benjamin Graham and Warren Buffett. Using case studies like ITC Limited, he shows how market pessimism, regulatory barriers and long-term optionality can create powerful investment opportunities. From understanding opportunity cost and valuation multiples to building conviction and thinking probabilistically about growth, this episode offers a practical masterclass on how serious investors evaluate businesses and think about compounding wealth over decades.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Vikas Khemani, Founder of Carnelian Asset Management & Advisors, for a deep and insightful conversation on wealth creation, investing, and building conviction in the stock market. From losing nearly ₹4 lakh of his father’s hard-earned money during the Harshad Mehta era to managing over ₹15,000 crore in AUM, Vikas shares his journey of resilience, learning, and long-term thinking. He reflects on his early struggles, moving to Mumbai, learning English from scratch, and how setbacks shaped his mindset as an investor and entrepreneur.He also breaks down how real wealth is created through patience, compounding, and understanding businesses deeply rather than chasing short-term trading excitement. From his transition from trading to investing, lessons from CA and CFA, and the importance of reading balance sheets, to identifying multibagger opportunities like PTC Industries, this episode is packed with actionable investing wisdom. Vikas also shares why founder-led AMCs are the future, how credibility is built through communication and performance, and why focusing on the rate of change in businesses can create extraordinary wealth.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #longterminvesting #financepodcast #investmentstrategy #VikasKhemani #CarnelianAsset #stockmarketindia #investing #wealthcreation #mutualfunds #pms

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Raunak Onkar, Head of Research and Fund Manager at Parag Parikh Mutual Fund, whose journey began as an intern and grew into leading research at a firm managing ₹1.5 lakh crore in AUM. Having worked closely with legendary investors like Late Parag Parikh and Rajeev Thakkar, Raunak shares how investing is not just about chasing returns, but about discipline, patience, and building a long-term philosophy around wealth creation.The conversation dives deep into practical investing frameworks for young professionals—how to start with SIPs and index funds, why controlling lifestyle inflation matters, the importance of emergency funds, and why global diversification is essential for Indian investors. Raunak explains investing like progressing through levels of a video game, making complex financial concepts simple, relatable, and actionable for anyone starting their wealth creation journey. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode, Rajiv Shastri, Founder and CEO of GoldStandard Wealth, shares a practical framework for wealth creation, especially for young investors starting with limited capital. Drawing from over three decades in the mutual fund industry, he explains why equities and commodities like gold should dominate a long term portfolio and how simple tools like ETFs and flexi cap funds can deliver consistent results. He also highlights common mistakes investors make, such as over diversifying, chasing tax saving products, or taking unnecessary risks in search of quick gains.The conversation moves from theory to execution with clear, actionable strategies on asset allocation, fund selection, and the importance of staying consistent with SIPs instead of trying to time the market. Rajiv also reflects on his journey from managing large funds to building GoldStandard Wealth, offering insight into how modern portfolio management is evolving. This episode is a clear guide for anyone looking to build sustainable long term wealth. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, Mr. Chintan Shah, Director at Ética Wealth Management, shares a complete masterclass on building long term wealth through disciplined investing and smart financial decisions. From starting with small SIPs to growing his net worth at 18 percent annually, he explains how shifting towards equity, increasing SIPs with income growth, and making math driven decisions helped him accelerate financial independence. He also breaks down asset allocation, the reality of market volatility, and why small caps are only for investors who can handle extreme drawdowns.The conversation dives into real world money mistakes families and young earners make, including chasing past returns, managing portfolios without expert help, and falling into the zero cost EMI lifestyle trap. Chintan also shares practical hacks on credit card rewards, saving on travel, planning investments during market crashes, and measuring success through overall net worth instead of single asset returns. This episode is a complete guide to smarter investing, better money habits, and building wealth that lasts.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy #creditcards #sip

In this episode, Akhil Chaturvedi, Executive Director & Chief Business Officer at Motilal Oswal, breaks down the real game behind wealth creation from the power of compounding to the biggest mistakes investors make early in their journey. He shares candid insights from his own investing journey, including lost years, missed compounding, and how discipline, patience, and consistency can turn even simple SIPs into massive long-term wealth. From navigating market corrections to understanding why “time in the market” beats timing the market, this conversation is packed with timeless investing wisdom.The episode also dives deep into asset allocation, global diversification, and the evolving role of AI in shaping future investment opportunities. Akhil explains why investors should think beyond India, how to approach international markets like the US and emerging economies, and why gold still deserves a place in your portfolio. Whether you're just starting out or already investing, this episode of Konversation with Kushal offers a clear, no-noise framework to build long-term wealth in an uncertain world.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, Karan Datta joins Kushal Lodha for a hard-hitting conversation on war, terrorism, and their real economic consequences. From the US–Iran–Israel conflict to the concept of state-sponsored terrorism, this episode breaks down how modern wars are no longer just political — they directly hit GDP, investments, inflation, and global markets.What does a single terrorist attack cost an economy? Why are wars now being fought through economic choke points like oil, gas, and trade routes? And how do these conflicts quietly impact your portfolio, fuel prices, and long-term wealth creation? This episode connects geopolitics to your money like never before making it clear why understanding war is no longer optional for investors.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#kushallodha #karandatta #geopolitics #war #globalconflict #stockmarketindia #investingindia #economy #oilprices #inflation #worldwar3 #marketcrash #financialmarkets #wealthcreation #indiainvesting

On this episode of Konversation with Kushal, host Kushal Lodha sits down with Sandeep Tandon, Founder and CIO of quant Mutual Fund, to uncover the story of a low profile firm that quietly scaled from managing ₹235 crore to over ₹1 lakh crore with a small team and a deep focus on technology and data driven investing. The conversation explores how discipline, systems, and a very different way of thinking about markets helped build one of the most talked about investing frameworks in India.As the discussion unfolds, Tandon challenges popular investing beliefs and dives into liquidity, investor psychology, and the forces that quietly shape market movements. With insights that question how most people approach wealth and risk, the episode builds toward a bigger mystery that lingers long after the conversation ends. If the markets are driven by factors most investors never notice, what could we all be missing right now?💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Ankit Avasthi, Founder of Ankit Inspires India & Bazaar Ki Baatein, to decode how geopolitics, global power structures, and economic decisions shape financial markets and investment outcomes. From breaking down America’s dominance through military, economic, and cultural power to analyzing the real intent behind Donald Trump’s policies, Ankit offers a sharp, no-nonsense lens on how global narratives influence asset classes like gold, equities, and currencies.The conversation dives deep into how wars, dollar strength, and geopolitical uncertainty impact Indian stock markets, FII flows, and investor sentiment. Ankit also explains why volatility often creates opportunity, how historical shifts like the 1991 reforms changed India’s market trajectory, and what today’s investor should focus on amid global chaos. If you want to understand markets beyond charts and numbers and see the bigger macro picture driving your investments, 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 #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode, we sit down with Suresh Jain, Founding Partner - Sunicon Ventures, to break down his journey from a Chartered Accountant in the 90s to building serious wealth through public markets and startups. He shares how his early days in broking and on-ground research like meeting managements, visiting factories, and studying business models helped him identify multi-bagger opportunities, including early software companies, long before they became obvious. We dive into his investing philosophy, why balance sheets alone are not enough, how staggered investing helps ride winners, and how market perception drives stock prices. He also explains key red flags like poor management quality and operator-driven stocks, along with his transition from public markets to going all-in on startups and technology over the last decade.We also explore real case studies including Hosteller, where he backed the idea of affordable, community-driven travel early on as it scaled from ~₹20 Cr to ₹400 Cr valuation, Neeman’s, where a simple product experience of comfortable, sustainable footwear stood out instantly, and Ajnalens, where his conviction came from the long-term potential of AR/VR technology even before it became mainstream. Suresh Jain emphasizes why he prioritizes the idea over the founder, how Gen Z behavior and technology trends shape future investing, and why today’s investors must look beyond listed markets. Beyond investing, he shares his disciplined daily routine, the impact of Vipassana meditation on decision-making, and the values that guide him including avoiding sectors like alcohol and leather. This episode is a masterclass in spotting asymmetric opportunities and thinking differently in the new-age economy.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode, we sit down with Ankit Agrawal, Educator at StudyIQ IAS, to deep dive into the Iran Israel war of 2026, one of the most complex and high-stakes geopolitical conflicts of our time. From the initial US and Israel strikes on Iran’s leadership and nuclear infrastructure to Iran’s retaliation through missiles, drones, and attacks on global oil routes, this conversation breaks down what is really happening beyond the headlines. We decode the real motives including oil control, China containment, and regional dominance, and explain why this is not just a Middle East conflict but a global economic shockwave impacting every country, including India.We also explore the bigger picture. Why there are no real winners in this war, how fragile ceasefires continue to keep tensions alive, and how this conflict could reshape global power dynamics in the coming years. Towards the end, Ankit connects these insights to UPSC preparation, sharing how to think about geopolitics, build strong analytical frameworks, and approach current affairs for Prelims, Mains, and interviews. If you want to understand international relations beyond textbooks, this episode is a must watch.#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode, Parth Verma, The Valuation School, breaks down what it actually takes to crack finance interviews, from equity research and investment banking to financial modelling roles. This is not textbook advice. Parth shares how he went from multiple CA attempts, rejections, and confusion about his career path to eventually cracking high-stakes finance interviews at firms like Yes Bank and HSBC. We decode the exact mindset, preparation strategy, and mistakes that most candidates make, especially in technical rounds, valuation concepts, and how to truly stand out in a competitive field.What makes this conversation powerful is the raw honesty. From being stuck in a job he did not enjoy, dealing with financial pressure and debt, to teaching himself valuation late at night after work, Parth’s journey shows that careers in finance are not built on degrees alone but on skill, persistence, and clarity. If you are preparing for finance interviews or trying to break into high-paying roles, this episode will give you both the roadmap and the reality check you need.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, we sit down with Mr. B. Gop Kumar, Managing Director & CEO of Axis Mutual Fund, who manages over ₹3.75 lakh crore in assets. From how professional fund managers pick stocks to the biggest mistakes retail investors make, this conversation breaks down investing into simple, actionable insights. He shares his framework of focusing on quality, growth, cash flows, and low debt businesses, along with why consistency matters more than chasing top returns.We also dive into real estate vs renting, the psychology of Gen Z investors, the dangers of speculation, and why most people fail to build long-term wealth. Gop Kumar explains sectoral opportunities in India, including manufacturing, BFSI, and consumption, while also highlighting risks in small caps and the importance of asset allocation. If you want to think like a fund manager and build wealth the right way, 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 #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, we sit down with Mr. Deven Choksey, Managing Director of DRChoksey FinServ Pvt. Ltd., a market veteran with over four decades of investing experience and a remarkable long-term CAGR of ~29–30%. Managing ₹18,000 crore+ in client assets, he breaks down how disciplined investing, strong philosophy, and deep understanding of cycles can create extraordinary wealth over time.From identifying India’s biggest long-term opportunities across digital infrastructure, logistics, and power, to explaining market cycles, valuations, and investor psychology, this episode is a masterclass in wealth creation. If you want to build a solid investing framework, understand where markets are headed, and position yourself for India’s next decade of growth, this conversation 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 #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, we sit down with Kedar B, Founder of Congruence Advisers, to decode what it really takes to build long-term wealth in the stock market. From turning early bets like Kajaria, Cera, and Amara Raja into 5x returns to identifying a 75x winner in APL Apollo, Kedar breaks down the mindset, frameworks, and discipline behind consistent compounding. He shares how spotting high-growth businesses at reasonable valuations and holding them through cycles can completely transform your financial journey.We go deep into small-cap investing, portfolio construction, market cycles, and the importance of balancing fundamentals with technicals. Kedar also reveals his personal playbook: how to identify multibaggers, when to cut losses, and why most investors fail by constantly switching strategies. If you want to think like a serious investor, understand market psychology, and build a portfolio that compounds at 25–30% over time, this episode is packed with real, actionable insights.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, Rajesh Kothari joins Kushal Lodha for a masterclass on navigating markets during uncertainty, war, and volatility.When markets fall, fear rises, but is this actually the best time to invest? Rajesh Kothari breaks down why corrections driven by geopolitical tensions are different, how human behavior drives markets, and why volatility is not a risk but an opportunity. From understanding corrections versus crashes to decoding downside risk, valuations, and long-term wealth creation, this episode simplifies what most investors overcomplicate.He also shares his powerful 3M framework including Market Size, Market Share, and Margin of Safety, a simple yet highly effective way to pick winning stocks, along with real examples of businesses that have created massive wealth.If you want to think like a long-term investor, manage risk better, and build conviction during uncertain times, 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 #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Jiten Parmar, Founder of Aurum Capital, to decode the real playbook of long-term wealth creation in the stock market. From making his first investment in the US markets in 1993 to generating over 29%+ CAGR across decades, Jiten shares powerful insights on identifying multibaggers, the importance of position sizing, and how cycles in business, markets, and the economy truly drive returns.This conversation goes deep into practical investing frameworks, understanding demand-supply cycles, avoiding valuation traps, timing entry and exit, and managing risk through portfolio allocation. Whether it’s spotting a 650x winner, navigating cyclical sectors like capital goods, or mastering the art of selling, this episode is packed with actionable wisdom for both beginners and seasoned investors looking to think differently and build lasting wealth.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, host Kushal Lodha brings out the raw, unfiltered journey of ace investor Piyush Mutha through a deeply engaging and insightful conversation. Known for asking sharp, context-rich questions, Kushal skillfully navigates through the highs of massive wealth creation from early bets like TVS Motors and Force Motors to multi-baggers like Neuland Laboratories and the painful lows of steep drawdowns, including the devastating loss in Vakrangee, where nearly 95% of capital was wiped out. This ensures the audience not only hears the story but truly understands the decisions, mistakes, and mindset behind it. His ability to simplify complex investing concepts and extract practical insights makes the conversation both relatable and valuable for viewers at any stage of their financial journey.Through the discussion, Kushal dives deep into Piyush’s comeback phase, highlighting his high-conviction bets in companies like Laurus Labs, Neuland Laboratories, IOL Chemicals, and Magma (Poonawalla Finance), uncovering how a focus on management quality and long-term vision helped rebuild his portfolio to over ₹100+ crore. The conversation goes beyond just stock names—it breaks down the thinking, discipline, and emotional resilience required to navigate markets, making it a powerful blend of storytelling and actionable investing wisdom.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

What does it really take to succeed in trading and why do 93% of traders lose money? In this episode of Konversation with Kushal, Vivek Bajaj, Founder of Elearnmarkets and StockEdge, shares hard-earned lessons from decades in the markets. From early losses to understanding why discipline, capital, and patience matter more than strategy, this conversation uncovers the uncomfortable truths most traders ignore.We also dive into why options trading can destroy wealth, why you realistically need ₹5 lakh+ to start seriously, and why becoming consistently profitable can take years, not months. If you’re navigating the markets or thinking about trading, this episode will help you avoid the mistakes that wipe out most investors and understand what it actually takes to win.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

Is a 15–25% crash coming in small caps? In this episode of Konversation with Kushal, Nitin Bhasin, Head of Institutional Equities at Ambit Capital, breaks down why small caps may still be expensive, why earnings are not keeping pace, and why many investors could be underestimating the risks ahead. Drawing from over two decades of market experience, he explains how valuations, cash flows, and market cycles are signaling caution.We also explore why markets may stay sideways, the reality behind sectors like quick commerce (Zomato, Swiggy), and how excessive competition can delay profitability. If you want to understand what seasoned investors are seeing right now and how to avoid common mistakes in this phase of the market, this 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

In this episode of Konversation with Kushal, Kushal Lodha speaks with legendary investor Utpal Sheth, Chairman of TRUST Group and former CEO of RARE Enterprises, where he worked closely with the late Rakesh Jhunjhunwala for over 25 years. Utpal shares his journey from a modest childhood with financial constraints to becoming one of India’s most respected investors. He recalls early lessons from his father, the struggles of building a firm from scratch, the difficult decision to sell personal assets to repay investors, and the principles that shaped his approach to markets and life.The conversation dives deep into his investing philosophy. How great investors identify multibaggers, the importance of numbers, narratives and expectations, and the mindset required to hold winning investments for decades. Utpal also shares fascinating stories from his years working with Rakesh Jhunjhunwala, lessons from investments like Titan Company, and frameworks such as Type 1, Type 2 and Type 1.5 investing errors. Packed with insights on investing, leadership, culture and long-term thinking, this episode offers a rare look into how some of India’s greatest investors think and make decisions.💡 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

In this episode of Konversation with Kushal, we sit down with Dr. Indu Shahani, one of India’s most influential education leaders and the founding president of ATLAS SkillTech University. With over four decades of experience in academia and institution building, Dr. Shahani shares incredible stories from her journey in education, including teaching some of India’s most well-known personalities such as Uday Kotak, Rakesh Jhunjhunwala, Ronnie Screwvala, and Karan Johar. Through candid anecdotes and powerful lessons, she reveals what truly makes students successful beyond textbooks.The conversation dives deep into the future of education, entrepreneurship, leadership, and the skills students need to thrive in a rapidly changing world. Dr. Shahani also talks about building modern universities, fostering innovation among students, and why education must evolve to focus on creativity, collaboration, and real-world impact. If you’re a student, educator, or someone interested in how great institutions are built, this episode offers valuable insights from one of India’s most respected voices in education.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#hrcollege #education #karanjohar #rakeshjhunjhunwala #commerce

If you’ve just cleared CA Inter and are confused about where to do your Articleship, this episode is for you. In this candid conversation on Konversation with Kushal, we break down the real differences between Big4 firms, mid-size firms, and small CA firms. From exposure and learning to work culture, stipends, and long-term career impact, our panel of CA articles shares their honest, unfiltered experiences to help you decide which path might be right for you.We also discuss the controversial realities of CA Articleship - is Big4 really worth the hype? Do firms sometimes exploit articles with long working hours and low stipends? And what should students prioritise: brand name, learning, or work-life balance? If you're about to start your Articleship journey, this discussion will give you the insights every CA student wishes they had earlier.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#ca #articleship #big4 #deloitte #kpmg #ernst

In this episode of Konversation with Kushal, we speak with Madurai Veeran, whose journey from earning ₹10 a day as a roadside mechanic to building a ₹14 crore investment portfolio is nothing short of extraordinary. After losing his father young and failing his 10th standard, he started working in a workshop before slowly rebuilding his life through education, working in the Middle East, and learning the power of investing. Through discipline and smart financial decisions, he eventually created multiple income streams that now generate around ₹1.8 lakh per month in passive income. In this conversation, he shares powerful lessons on personal finance, investing psychology, asset allocation, and financial independence. From why Indians overinvest in gold and real estate to how young people should start investing from their first salary, this episode is a practical masterclass in wealth creation. If you want to understand how to move from working for money to owning assets that work for you, this episode offers a roadmap for building long-term financial freedom.💡 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

In this important episode of Konversation with Kushal, Kushal Lodha speaks with Mahavir Chopra, Founder of Beshak.org, to break down everything young Indians need to know about insurance. From health insurance and term insurance to the most common mistakes people make while buying policies, this conversation explains why insurance is one of the most important financial decisions you can make early in life. The discussion also covers how insurance actually works, how to evaluate policies, and why many people misunderstand the purpose of insurance.Mahavir Chopra also addresses real concerns people have about the industry, including cases where insurance companies reject claims or act unfairly. The episode explains how consumers can protect themselves, what to look for in policy documents, and how to avoid mis-selling. If you want to understand how insurance protects your financial future and why every young professional should take it seriously, 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!#insurance #healthinsurance #terminsurance #personalfinance #financialplanning #medicalexpenses #insuranceawareness #insuranceeducation #beshak #insurancescam #insurancetruth #claimrejected #financialsecurity

In this powerful 90 minute masterclass on Konversation with Kushal, host Kushal Lodha sits down with Gajendra Kothari, Managing Director and CEO of Etica Wealth (P) Ltd, to break down The Almanack of Naval Ravikant and decode its timeless lessons on wealth, mindset, leverage and freedom. This is not just a book summary. It is a deep and practical interpretation tailored for Indian investors, entrepreneurs and ambitious professionals. From “Seek wealth, not money or status” to building assets that earn while you sleep, the episode explores first principles thinking, ethical wealth creation, active versus passive income, reinvesting in business versus mutual funds and why real wealth begins in your thinking before it reflects in your bank account.Gajendra also shares his personal journey from early career risks to building long term financial independence, and explains how discipline, reading habits, clarity of thought and time leverage shape extraordinary outcomes. If you want to understand how to get rich without depending on luck, avoid status games and design a life of financial and personal freedom, 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

In this insightful episode of Konversation with Kushal, Kushal Lodha speaks with Mr. Swarup Mohanty, Vice Chairman & CEO of Mirae Asset Investment Managers (India), on the future of investing, mutual funds, and India’s economic trajectory. From why Nifty 500 may be more powerful than Nifty 50 to whether Multi-Asset funds could replace Flexi Cap as the core portfolio strategy, this conversation challenges conventional wisdom. They break down asset allocation, SIP flows, gold as a core holding, sectoral opportunities in banking, healthcare, infrastructure and consumption, and why not investing may be a bigger risk than market volatility.The discussion also explores China’s execution model, India’s path from a $4 trillion to potentially an $8 trillion economy, and the psychological mistakes investors make during crashes. Swarup shares personal lessons from 2008 and COVID, retirement planning insights, and why discipline matters more than intelligence in wealth creation. If you want clarity on long-term investing, mutual fund strategy, and building sustainable wealth in India, 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!

In this episode of Konversation with Kushal, Kushal Lodha sits down with Mr. Atul Raval, a former government officer who transitioned into full-time investing and built wealth by identifying multibaggers very early. Over decades of disciplined investing, he has consistently spotted companies before they became 100x, 200x and even 300x stories. In this conversation, he breaks down how he studies market cap instead of just price, tracks balance sheet shifts, reads annual reports deeply and looks for operating leverage and sector cycles before the crowd notices them.This is not a tips-based discussion. Mr. Raval explains how conviction is built, how to hold through volatility, when to book profits and how to avoid common retail mistakes. From real case studies like Caplin Point and Jyoti Resins to his framework for spotting emerging themes, this episode is a masterclass in serious long term investing. If you want to understand how multibaggers are actually found and held, watch this till the end.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy #microcaps #multibaggers

In this power-packed episode of Konversation with Kushal, host Kushal Lodha sits down with Mr. Sudhir Bheda, Ace Investor and Founder of the Bheda Family Office, to decode what it truly takes to create real wealth in the stock market. From starting with small capital and turning conviction into crores, Mr. Bheda shares how deep research, understanding cash flows, enterprise value, and market cap helped him identify multibaggers like KPI Green, Zen Technologies, and others. He explains why investing is about buying businesses, not stocks, and how concepts like operating leverage, margin of safety, and management quality separate serious investors from the crowd.The conversation goes beyond stock tips and dives into mindset — why you must avoid lofty valuations, high leverage, and loss-making traps, why F&O is not for retail investors, and why “you can borrow money but you cannot borrow conviction.” Mr. Bheda also shares hard-earned lessons from losses, sector cycles, and spotting inflection points early whether in renewables, defence tech, or specialty chemicals. A masterclass in disciplined investing, risk management, and long-term wealth creation in India’s growth story.💡 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

In this power-packed episode of Konversation with Kushal, Kushal Lodha sits down with Mr. Kaustubh Belapurkar, Director – Fund Research at Morningstar, to decode mutual fund investing from first principles. From why 75% of investors chase short-term performance… to the shocking “Mind the Gap” study where investors earn far less than the funds they invest in… this conversation breaks down everything you must know before putting money into mutual funds. Risk vs ability to take risk, SIP vs lump sum, index vs active, small cap crashes, sector fund traps, capture ratios, expense ratios, direct vs regular, and how to actually pick the right fund — it’s all covered with data, clarity and zero noise.If you are exploring mutual funds and want to avoid costly mistakes, this is the only video you need to watch. No hype. No blind stock tips. Just clear frameworks, hard numbers and decades of research distilled into actionable insights. Whether you're a beginner or already investing, this episode will fundamentally change how you think about returns, risk and investor behaviour.💡 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

In this insightful episode of Konversation with Kushal, host Kushal Lodha sits down with Mr. Rajesh Sehgal, Managing Partner at Equanimity Investments, to decode how wealth is really built across public markets, private equity and venture capital. From explaining realistic return expectations in public markets to breaking down what “cheap earnings” truly mean, Rajesh shares a practical investing framework built on management quality, opportunity size, execution capability and downside protection. He also reflects on his learnings from legendary investor Dr. Mark Mobius and how global thinking shapes smart capital allocation.Beyond investing, this conversation explores India’s structural growth story, shifting consumer trends, rising risk appetite among young investors and how to think about asset allocation in volatile markets. Rajesh also shares candid advice for young professionals, CFA aspirants and first-time investors navigating today’s dynamic environment. If you want clarity on building long-term wealth while staying grounded and adaptable, 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

In this insightful episode of Konversation with Kushal, host Kushal Lodha sits down with Varun Gupta, CEO at Groww AMC, for a deep dive into investing, asset allocation, and long-term wealth creation. From starting his journey in school to building a structured mutual fund portfolio, Varun explains in simple terms how to think about equity vs hybrid funds, ETFs vs index funds vs FOFs, small caps vs large caps, gold vs silver, and how to read a mutual fund fact sheet. He also breaks down his QGARP framework and shares practical allocation ideas for young investors starting with just ₹10,000 per month.Beyond investing frameworks, this episode gets personal. Varun opens up about his best and worst financial decisions, why his first real estate investment disappointed him, how he made his first ₹1 crore in his 20s, and the biggest mistakes Gen Z investors are making today. If you want clear thinking, honest lessons, and a structured approach to compounding wealth without chasing trends, watch this conversation till the very end.💡 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

India could have its first 100 billion dollar tech company by 2035. The real question is which one and why. In this episode of Konversation with Kushal, Kushal Lodha sits down with Aviral Bhatnagar to decode how generational companies are actually built. From Eternal and Blinkit to Amazon Prime’s growth playbook, from founder psychology to why speed of execution beats moat, this is a deep dive into the real mechanics of scale. No surface level startup talk. Just hard earned pattern recognition from years inside the ecosystem.Later in the conversation, Aviral reflects on witnessing Meesho turn ₹1 Cr into ₹750+ Cr at Venture Highway and what that taught him about conviction, wedges, and near death moments in startups. Now evaluating 13,500 plus applications at AJVC using a system driven approach, he shares how he filters founders, spots asymmetric bets, and thinks about building long term value. If you care about startups, investing, or understanding how billion dollar outcomes are engineered, watch this till the end.💡 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 #startup #entrepreneurship

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

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Dr. Ankit Shah, a geopolitics expert known for 200+ publicly timestamped predictions across markets, currencies, wars, and global power shifts. This is a no-filter conversation on de-dollarisation, AI-driven job losses, collapsing economic models, and why banking, IT, and white-collar careers are far more fragile than people realise.Dr. Ankit Shah explains how he uses cash flows, historical dates, and body language to anticipate events years in advance, shares his calls on gold, silver, geopolitics, and currency resets, and lays out bold predictions for 2026–2030. Whether you agree or not, this episode challenges mainstream narratives and forces you to confront where money, power, and jobs are really headed.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#geopolitics #india #china #semiconductor #lalsinghchadda #stockmarket #investing

In this deeply insightful and candid episode of Konversation with Kushal, host Kushal Lodha speaks with Tarun Khanna, Professor at Harvard Business School, on careers, entrepreneurship, education, and India’s long-term economic future.The conversation cuts through popular narratives around MBAs and startups, why business school isn’t for everyone, why entrepreneurship is far rarer than social media suggests, and why reflection and structured thinking matter as much as hustle. Professor Khanna explains why many of the most meaningful careers are built outside startup hype, and why there is no single “right” path to success.The discussion goes deep into India’s biggest structural challenge, the middle-income trap, and how underinvestment in science, research, and universities could threaten India’s economic and strategic sovereignty. From climate adaptation and extreme heat to AI, genomics, robotics, and material science, this episode shows how science quietly drives productivity, profitability, and national power, even in businesses as everyday as chai.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#kushallodha #mba #mbajourney #harvard #harvardbusinessschool #ca #cat

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Maneesh Dangi, Ex Co-CIO of Aditya Birla Sun Life Mutual Fund, for a deep, experience driven conversation on markets, cycles, and long term investing. Drawing from decades of institutional investing, Maneesh Dangi shares how professional fund managers think about risk, valuation, portfolio construction, and navigating uncertainty across market phases.From equity market outlooks and sectoral opportunities to asset allocation, investor behaviour, and mistakes retail investors often make, this episode focuses on building the right mental frameworks rather than chasing short term returns. This is not a tips and targets discussion. It is a masterclass in disciplined investing, patience, and decision making from someone who has managed money at scale through multiple market cycles.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy #bond #gold #silver

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Gautam Shah, Founder of Goldilocks Research, for a no-nonsense conversation on markets, cycles, and risk. From small and micro caps to large caps, global investing, gold, silver, PSUs, and index investing, this episode cuts through noise to focus on what really matters for investors navigating uncertain times.With over two decades of market experience, Gautam Shah shares hard-earned lessons on valuation discipline, market breadth, technical indicators, and why India may underperform global markets in phases without “collapsing.” This is not about tips or predictions, it’s about building the right frameworks for long-term investing, understanding corrections, and learning how to survive (and compound) across market cycles.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy #gold #silver

In this episode of Konversation With Kushal, Kushal Lodha sits down with Vetri Subramanian, CEO and MD of UTI Asset Management Company, to reveal what actually decides long term investing success. When you are responsible for managing over ₹22 lakh crore of assets at the UTI Group level, market noise fades and only what survives cycles matters. This conversation takes you inside how professional fund managers think about cash flows, return on capital, valuation discipline, unit economics, and risks that most investors realise only after it is too late.If you are a young investor trying to start right or a seasoned one trying to avoid silent mistakes, this episode will challenge how you think about markets. You will learn why SIPs and diversified equity funds matter earlier than most people believe, how to judge a fund manager beyond past returns, and why predicting markets often destroys wealth while managing odds builds it quietly. This is not about tips or shortcuts. It is about frameworks that hold through cycles. Watch till the end because the most important insight comes when certainty feels highest.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #mutualfunds #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

Silver didn’t just rally, it spooked the market… and then snapped back. Just when everyone started believing the “new silver supercycle” story, prices turned volatile, positions got shaken out, and confidence cracked. Was this a healthy reset… or a warning shot before something much bigger?In this episode of Konversation With Kushal, Jayant Mundhra joins Kushal Lodha to decode what really happened behind the recent silver rally and crash. From leveraged trades and narrative-driven buying to global macro signals most investors ignore, this conversation cuts through the noise and exposes the hidden risks no one talks about when prices are flying.If you’re wondering whether silver is setting up for another explosive move, or if this volatility is a sign of deeper trouble, this episode will challenge your assumptions. No tips. No hype. Just uncomfortable questions every serious investor must ask before the next big move.Watch till the end, because markets don’t crash on bad news, they crash when certainty feels highest.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #silvercrash #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy #goldcrash #silver #gold

In this episode of Konversation With Kushal, host Kushal Lodha speaks with CA Nitin Mangal, founder of the forensic research firm Trudence, who has analysed over 1,300 companies across India and globally. The conversation dives deep into how financial red flags appear in balance sheets, cash flows, and disclosures, often long before a fraud becomes visible. From cash yield and receivables to inventory manipulation and accounting policy choices, the episode explains why forensic analysis is more about judgment and pattern recognition than formulas.Through real-world case studies across FMCG, SaaS, financial services, travel platforms, and the auto sector, the discussion breaks down how narratives can mislead investors and why capital protection should always come first. This is not about stock tips. It is about learning how to think clearly, stay unbiased, and avoid permanent capital loss while investing in Indian businesses.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #forensics #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this in-depth episode of Konversation With Kushal, host Kushal Lodha speaks with Mr. Vikas Sachdeva, a market professional with 30+ years of experience across mutual funds, ETFs, asset allocation, and institutional investing.From scaling AUM from ₹4,000 crore to ₹7,800 crore, to living through market bubbles, crashes, and long phases of stagnation, Vikas shares a rare, ground-level perspective on how capital markets actually work. The conversation also dives deep into Gold and Silver. Why they matter in a portfolio, why they should be treated as hedges rather than return-generating assets, how much allocation is sensible, and why overexposure to metals can quietly hurt long-term wealth.This episode goes beyond stock tips and short-term predictions, focusing instead on how money is truly made, protected, and compounded over decades through discipline, asset allocation, and the right mindset across equity, ETFs, gold, and silver.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy #gold #silver

In this episode of Konversation with Kushal, Professor Ramesh Raskar provides an exclusive look inside the MIT Media Lab, an institution he describes as a startup within MIT dedicated to exploring crazy ideas at the forefront of technology. The lab has been responsible for world-changing innovations, including the concept of social media, the e-ink used in Kindle readers, and Lego Mindstorms. Raskar discusses his own pioneering work in femtophotography, which includes a camera that can see around corners and the development of conformable medical devices that can wrap around the human body for more effective imaging.The discussion also delves into the future of Artificial Intelligence and Raskar’s ambitious Project Nanda, which envisions a world where every citizen possesses a personal AI agent to navigate complex tasks like healthcare and travel. This vision is being tested through real-world applications at the Kumbh Mela, where Raskar’s team transitioned from using cell tower data for crowd control in 2015 to planning an AI-first experience for 2027. Beyond technical insights, Raskar shares profound leadership lessons from his interactions with legends like Ratan Tata and Larry Page, emphasizing that true success is building something that can survive and thrive without its creator.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #RameshRaskar #Innovation #Technology #MIT #LongTermInvesting #FinancePodcast #InvestmentStrategy

In this episode of Konversation with Kushal, host Kushal Lodha sits down with veteran investor Debashish Neogi for one of the most honest, ground-level conversations on investing, business, and life you’ll hear this year.This is not a “top stock picks” episode.This is a mental-model episode.Debashish Neogi has been investing for over 25+ years, across bull markets, crashes, bubbles, and crises. Early in his career, he over-leveraged, lost over 90% of his portfolio, and came dangerously close to bankruptcy just as family responsibilities peaked. That scar shaped everything that followed.What unfolds next is a masterclass in how real long-term investors think when no one is watching.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

What really moves gold, silver, and commodities and why do most investors understand them only after the rally is over? In this episode of Konversation with Kushal, Kushal Lodha speaks with Vikram Dhawan, a 25+ year commodities veteran, to decode the hidden drivers behind precious metals, oil, and copper. From central bank buying and global debt to green energy, geopolitics, and India’s commodity deficit this conversation isn’t about tips, it’s about building the right mental models for long-term investing.You’ll learn why gold performs best when nobody is talking about it, how silver is quietly becoming a strategic green-tech metal, why ETFs matter more than physical narratives, and how to think about asset allocation without falling for hype. If markets really move before headlines catch up, then the question is when the next big shift comes, will you spot it early… or only after it’s obvious to everyone?💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#kushallodha #investingwisdom #stockmarketindia #wealthcreation #longterminvesting #financepodcast #investmentstrategy #gold #silver

In this episode, we hosted Sid Swaminathan, the MD & CEO of Jio BlackRock Asset Management. Before taking the helm at this massive joint venture between Jio Financial Services and BlackRock, Sid spent over 20 years at BlackRock in London.We discuss his sudden move to India, the rigorous interview process for the CEO role, and the "Aladdin" technology that powers the world's largest asset manager. Sid also opens up about his personal experience navigating the 2008 Financial Crisis and the Brexit vote, his best and worst investment decisions, and how Jio BlackRock plans to disrupt the Indian mutual fund industry.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#kushallodha #investingwisdom #stockmarketindia #wealthcreation #longterminvesting #financepodcast #investmentstrategy

In this episode of Konversation with Kushal, I sat down with veteran investor Aniket Gore, who brings over 19 years of experience in the stock market. Aniket dives deep into his robust stock-picking framework, explaining to me how he analyzes unit economics and identifies "moats" in businesses using real-world examples like PVR Inox and Indigo Airlines. He breaks down complex concepts such as PVR’s advertising revenue flow-through and Indigo’s sale-and-leaseback model, offering a masterclass on how to look beyond standard operating metrics to understand what truly drives a company's balance sheet. We also explore emerging opportunities in high-growth sectors like Defense and Shipbuilding, providing a strategic outlook on India’s manufacturing capabilities and geopolitical positioning.Beyond financial metrics, our discussion pivots to the psychology of investing and the personal habits that sustain long-term success. Aniket shares his daily routines with me, including the importance of meditation to calm the "monkey mind" amidst market noise, and offers profound advice on maintaining physical health and strong relationships. He reflects on his best and worst investments—measuring success not just by monetary alpha but by the emotional rewards of backing ethical, passionate promoters. This episode is a comprehensive guide for anyone looking to understand the nuanced art of investing, combining sharp financial analysis with the wisdom of a disciplined, life-long learner.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#kushallodha #investingwisdom #stockmarketindia #wealthcreation #longterminvesting #financepodcast #investmentstrategy

In this episode, fund manager Abhishek Jaiswal reveals his proven framework for identifying high-growth SME stocks before they become mainstream multibaggers. He shares his incredible personal story of buying Adani Green at just ₹30—the exact cost of his daily rickshaw ride—and watching it soar to ₹900. The conversation breaks down why the SME sector is currently generating 50% CAGR while the Nifty stagnates, and how institutional investors filter through hundreds of companies to find hidden gems capable of delivering 3x-4x returns.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy