Moneywise

In this thought-provoking episode of the Moneywise Podcast, host Jude Fernando chats with Rahul Jain, a financial advisor and founder of G.R. Finvisors. 
Together, they discuss how investor behaviour can significantly impact financial success.

Learn about the common mistakes investors make during emotional decision-making, discover key habits for wealth creation, and understand how financial advisors play a vital ...

In this insightful episode of the Moneywise Podcast, host Seetal Iyer speaks with Prateek Sinha, a seasoned wealth manager. They discuss the unique characteristics of factor funds, how they differ from traditional index funds, and why they’ve gained popularity in recent years. 

If you’re interested in understanding how factors like value, momentum, and quality can influence investment returns, this episode is a mu...

Join us for an enlightening episode of the Moneywise Podcast where host Seetal Iyer engages with Sadashiv Phene, a seasoned financial advisor, to discuss the intricacies of retirement planning. From determining the right age to start planning, to understanding how to grow your retirement corpus even post-retirement, this episode offers valuable insights for anyone aiming to retire comfortably, whether early or at the stand...

Join us in this enlightening episode of The Moneywise Podcast as Kalpesh Ashar, an experienced Certified Financial Planner and SEBI-registered Investment Advisor, unravels the complexities of mutual funds. 

With the industry's remarkable growth, Kalpesh provides clarity on how to navigate through the maze of information and misinformation. Gain insights into making informed decisions and avoid common investment pi...

"Life certainly mirrors what a test match is. We all get two innings in which we need to bat. In investing parlance, that's pre-retirement and post-retirement innings. Just like test matches, your second innings will be dependent on how well you and your team have played in the first innings, and how well you've been able to handle your opposition - like your always inflating expenses - highlighting the importance of tempe...

“The DNA of investing in small caps is quite different from large caps. If someone can execute great research, great risk management, I think the potential returns on offer are going to be attractive. It may need patience and tolerance for volatility.”  

Mr. Manish Gunwani heads the Equity Fund Management team for Bandhan AMC Limited. He has over 25 years of rich experience, covering the entire gamut of equity resear...

“Have you ever heard of a retirement loan or loan for your old age? There isn’t one. In your old age, you’re not actively earning money. You’ll spend 20 to 30 years in this phase of life but there is no loan for it. You’ll be able to pursue all your interests and contribute to society and your near-and-dear ones only if your own financial independence is taken care of. It’s never too late. Start today.” 

Amol Joshi i...

“Like in the fable of the Hare and the Tortoise, investors have to be focused on their long-term goal and move persistently towards that goal. In long-term investing, we should not get distracted from our long-term goal and must not give in to temptations like short-term market movements.” 

Kanika Kapur, Founder of Spin Wealth, has over a decade’s experience in the investment industry and is passionate about empowerin...

“You need to start early. It is 5% brain and 95% consistency. There's a doha by Kabir about this: Dheere dheere re mana, dheere sab kuch hoye; maali seenche sau ghada, rtu aaye phal hoye. So, you need to have patience. The ingredients of creating wealth - serious wealth - are patience and discipline. Only then will you derive the benefits of compounding." 

Vinayak Sapre is a financial coach and speaker on a mission to...

‘The financial market is about people; therefore, there is sentiment around it – at times, very positive; at times, very depressed. The idea behind balanced advantage funds is, “How do we cushion the journey of an investor over a long period of time wherein the volatility impact can be smoothened?” That is important, therefore this dynamic asset allocation comes into play. So, you’re trying to cushion the downside. At the ...

“One important thing is to instill a habit of saving from a very early age, because most kids’ early interactions with money usually involve only spending. While most women are definitely good at saving...I would like to tell them: It’s time to start your investment  journey. Goal setting gives clarity and purpose on what you want to do with your money. Inflation is something that should be considered at all times. Budgeti...

“Financial services are a wide spectrum of investment opportunities. The segment has broadened in the last five to ten years. It’s a wide sector and growing, not just restricted to banks. Fintech has also grown at a rapid pace and is enabling people to take advantage of the technology platforms etc. And all this is only going to grow.”  

How do financial services benefit an investor? We are joined by Sumit Agrawal, S...