AUM Finance Podcast

In this 25th Episode of the AUM Finance Podcast, I get to Interview the CEO of PGIM India Asset Management Pvt Ltd. Mr. Ajit Menon. We take a close look at the PGIM’s purpose statement & discuss in depth the subject of Retirement Planning… ● Why do people shy away from discussing the word “Retirement”? What are the taboos associated with this word… ● Retirement is the only financial goal for which one cannot take a loan ● Retirement Planning & Financial Freedom go hand in hand. ● Approaching retirement from a fresh perspective as freedom from the primary profession & not from work per se… ● What is the risk of knowing one skill in your life? ● People tend to de-prioritize retirement planning because the word “Retirement” has a negative connotation attached to it. ● 99% of Indians earn <15 Lacs per annum. ● How important it is to develop multiple skills outside one’s profession that can be monetized later in life. ● The Secret of Remaining Wealthy is to have Multiple sources of Income. ● The Transition of the Indian Economy over the past few decades ● WhyJobs with high empathy cannot be replaced by AI. ● Financial Advisory is a job that needs empathy and hence can never be automated beyond a point… ● All about PGIM Mutual Fund ● PGIM stands for – Prudential Global Investment Managers. It’s the 11th Largest Mutual Fund in the World, managing USD 1.4 Trillion. ● PGIM India AUM = 25,000 Crores ● The Purpose Statement of PGIM – “We make lives better by solving the financial problems of a changing world” ● Equity is the only asset class in the world that captures human progress. ● There are only 7 ways to create wealth… 📺 Tune in to the AUM Finance Podcast for this engaging and insightful episode, combining expert knowledge with practical advice to navigate the dynamic world of finance.

In this 24th Episode of the AUM Finance Podcast, I continue the insightful discussion with Vice Chairman & CEO Of Mirae Asset Investment Managers (India) Pvt. Ltd. Mr. Swarup Mohanty. We dig deep into the Structural Growth of Indian Stock Markets over decades and understand the advantages of Mutual Fund as an asset class over physical assets. ● What are solution oriented Mutual Funds? ● What is Risk Profile? ● How to strike the right balance between Financial Goals & Asset Allocation ● Risk is not a function of age. ● The importance of Risk Adjusted Returns (RAD) over Returns ● Understand Margin of Safety, one of the most important concepts in Finance ● Every risk comes with an upside and a downside ● Always "Start with Why" ● India: A Structural Growth Story.. ● When would Indian Equity emerge as an individual asset class? ● "All Time High" - The biggest Mis-conception ● The Transition of Indian Economy over the years ● Geo Political risk & its impact on Stock Market and Real Estate ● The biggest problem of the Mutual Fund industry is that NAV is calculated daily. ● Set a right horizon for your Mutual Fund Portfolio and see the magic. ● The rental return in real estate is hardly 3% - 5% p.a, lower than the interest from a Saving bank account. ● There are 2 types of assets: Physical Assets : Land, gold etc Financial Assets : Equity stocks, PPF, Mutual Funds etc. ● The Gold we keep in our lockers does not enjoy a money multiplier effect. ● The biggest risk in investing is not to take a risk, In India, the biggest risk is, to not invest in Equity 📺 Tune in to the AUM Finance Podcast for this engaging and insightful episode, combining expert knowledge with practical advice to navigate the dynamic world of finance.

In this 23rd Episode of the AUM Finance Podcast I get to Interview the Vice Chairman & CEO Of Mirae Asset Investment Managers (India) Pvt. Ltd. Mr. Swarup Mohanty, We dig deep into the Investment philosophy of MIRAE Mutual Fund in South Korea And predominantly how it operates its India Operations… How Big is Mirae as a Fund House, locally and Internationally? Mirae in Korean means "The Future". They are the first AMC in South Korea The market is always smarter than you.because it is the wisdom of the crowds. Fund managers sits on a fiduciary chair. Fiduciary means safeguarding somebody else's money. Aanvikshiki - Means the Art of thinking. "I can lose my job on non performance but never on non compliance" - Swarup Mohanty "Respecting the young" - Each generation thinks differently about money Investing is a business of Risk Management GOAL PLANNING - All investments should have a goal attached to it. You should know, why you are investing. "START WITH WHY" - If you know why you want to invest, then where to invest becomes easy. Even the most affluent people have financial goals. Even charitable initiatives needs to be profitable to sustain in the long run. Ashta-Lakshmi (The 8 kinds of Wealth) "RETIREMENT PLANNING" - The most ignored Financial goal in India- Is the only goal for which you cannot take a loan. The only thing you'll need in the old age is money. Its the only thing that will stand by you in the old age We should not be dependent upon our children for monetary needs Indians are cluless about their retirement. Every human being should have a source of Passive Income We have the best regulator in the World - SEBI under Ms. Madhabi Puri Buch 25 years CAGR points out that Indian Stock Market is the best in the World... The person who takes investor to the goal is a Rockstar… Join us as we unravel the intricacies of investment strategies and philosophies with Mr. Swarup Mohanty, offering invaluable insights for both seasoned investors and newcomers alike. Don't miss out on this enriching conversation!

In this interview with Mr. Nimesh Shah, the MD & CEO of ICICI Prudential Asset Management Company, where we delve into the world of investments, philosophies, and strategies.

The Interview NIMESH SHAH MD & CEO ICICI Prudential AMC | AUM Finance Podcast In this episode, I'm interviewing Mr. NIMESH SHAH MD & CEO ICICI Prudential AMC. Uncover intricate details about Mutual fund strategies, mutual fund investment, mutual fund types & categories, asset allocation, multi asset fund and equity - debt and gold.

In this follow on episode we discuss Debt & AIFs (Alternate investments) with the Diva of AIFs Lakshmi Iyer CEO Kotak Alternate Investment Managers Ltd ; we also delve deeper into the Power Of Compounding and its magic.

In this episode we take a detour from talking only about equities to discussing the world of DEBT Investments & Alternates/AIFs with the diva of Debt & AIFs Lakshmi Iyer CEO Investment & strategy Kotak Alternate Asset Managers Ltd.

In this follow on episode we dig deeper into the nuances of investing in India with Mr. Saurabh Nanavati CEO Invesco Mutual Fund India.

In this episode I get to have a dialogue with Mr. Saurabh Nanavati CEO Invesco Mutual Fund India; Invesco is the 13th biggest investment company in the world. This episode will throws light on the finer nuances of investing from a veteran in the world of investing …

In this follow on episode with Kalpen Parekh MD & CEO of DSP Mutual Fund & we dig deep into how HNIs & UHNIs should plan & strategise their Investments.

In this episode I get to interview & learn from Kalpen Parekh the MD & CEO of DSP Mutual Fund & get to learn a lot about how to think about investing.

In this follow on episode with Chanakya (Dr. Radhakrishnan Pillai) he reveals his secret why he dedicated his life to spreading knowledge about Chanakya & what motivated him to become India’s no. 1 best selling author

In this episode I get to interview the man known as Chanakya of India Dr. Radhakrishnan Pillai Sir who has written 22 books on Chanakya.

In this follow- on podcast with Whiteoak MF MD & CEO Aashish Somaiyaa we discuss how a Mutual Fund Co is structured & which is the best economy to bet your wealth on etc.

In this episode I get the opportunity to Interview Aashish Somaiyaa MD & CEO Whiteoak Mutual Fund that manages more than 7 bn USD in FII money.

This is part 2 of The Interview with Radhika Gupta MD & CEO of Edelweiss MF & with Sahil Shah Fund Manager of Edelweiss Smallcap Fund wherein we probe deeper than into how a Mutual Fund typically functions.

In this episode I dig deep into the mind of 3 teens & try to figure out how they view the world ,academics & money ; a must see for all teenagers.

Her video titled “The Girl with a broken neck” went viral on YouTube & her book “Limitless” is a best seller & she manages 1.10 lac crore at Edelweiss MF; in this episode I Interview Radhika Gupta MD & CEO Edelweiss MF

Find out why American & European housewives hate GOLD of while Indian housewives love it ; why 14 or 15 years is the age we start teaching children to be financially literate

In this episode 3 successful working women professionals question me on how to become financially literate & hence financially independent ; Learn how Gargi (from Ramayana) & Draupadi (from Mahabharata) were financially independent