Tune in for an exciting episode of the Moneywise Podcast, where host Seetal Iyer is joined by Pankaj Ladha, a seasoned mutual fund distributor. They explore how salary increments and bonuses can be golden opportunities for investment, particularly in mutual funds.  Get insights into effective investment strategies and learn about avoiding common mistakes when investing extra income ..read more

In this captivating episode of the Moneywise Podcast, our host, Seetal Iyer, is joined by Sneha Jain, Founder of WealthTrust Capital Services. Together, they delve into the world of fables to extract timeless investment lessons, focusing on the importance of strategic planning and disciplined investing ..read more

In this episode of the Moneywise Podcast, our host, Seetal Iyer, is joined by Iqbal Singh, Founder and MD of Innovative Financial Management (IFM).  From navigating India's growing financial landscape to practical advice on avoiding investment blunders, this conversation is a must-listen for anyone looking to make informed financial decisions ..read more

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 pitfalls ..read more

"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 temperament and discipline. Unlike earlier times, both in cricket and in investment, coaches or trusted investment advisors play a very vital role."  Rajendra Bhatia is the ..read more

“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 research as well as fund management. In this episode of The Moneywise Podcast, he explains the concept of small caps and highlights the relevance of investing in this segment ..read more

“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 is founder of PlanRupee Investment Services, which helps investors with wealth management products like mutual funds, banking, insurance, equity broking etc. Amol has over two ..read more

“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 empowering women financially by helping them take control of their journey towards financial freedom. In this episode of The Moneywise Podcast, Kanika sketches the timeless tale of ..read more

‘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 same time, it also tries to take advantage of the sentiment factor.”   Sachin Relekar, Senior Fund Manager – Equity at Bandhan AMC Ltd., has over two decades of rich ex ..read more

“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. Budgeting gives a lot of control to people. The next step is having an investment strategy with help from an investment/finance professional.” Hinal Kuvadia is a Co-Founder an ..read more