NIRAV PANCHMATIA PODCAST
Masterclass Dialogues with Mutual Fund CEOs.
Hosted by Nirav Panchmatia, uncovering first-hand insights on portfolio construction, capital allocation, compounding, and wealth preservation across Seasons 1, 2, and 3.
Masterclass Dialogues with Mutual Fund CEOs·Season 1, Season 2 & Season 3
Season 3
1:17:35
S3 · Ep 05 TOP
Playing The Devil's Advocate: Structure, Valuation & Cycles
Deep dive into equity market structure, avoiding market timing fallacies, and long-term compounding frameworks.
Aashish P SomaiyaaCEO, WhiteOak Capital Asset Management
Season 3
1:05:14
S3 · Feature
Building Financial Well-being That Lasts
Long-term financial discipline, investor psychology, and durable capital stewardship frameworks.
Nirav PanchmatiaFounder & CEO, AUM Financials
Season 3
37:09
S3 · Ep 04
GOLD: Beginning or the End? Macro Cycles & Asset Allocation
Gold as a strategic asset class, central bank reserve dynamics, currency debasement, and macro hedging.
Hardaman Singh SethMacro Strategist, Special Feature (Part 2)
Season 3
45:06
S3 · Ep 03
A Primer on ETFs & Passive Investing in India
Understanding exchange traded funds, liquidity mechanics, tracking errors, and smart-beta strategies.
Hardaman Singh SethPassive Investing Specialist, Special Feature (Part 1)
Season 3
48:20
S3 · Ep 02
Geopolitics, Trade Wars & Their Real Impact on Markets
Helios Capital Founder Samir Arora on navigating geopolitical volatility, global trade wars, and picking winners in India.
Samir AroraFounder & Fund Manager, Helios Capital
Season 3
44:03
S3 · Ep 01
Is 35% the New Normal for Gold in Your Portfolio?
Portfolio construction playbook, safe-haven allocations, and rebalancing strategies with Invesco MF CEO.
Saurabh NanavatiCEO, Invesco Mutual Fund
Season 2
36:14
S2 · Ep 12
Everything You Wanted to Know About Gold & Silver ETFs & MFs
Precious metals portfolio construction, physical vs paper gold, taxation realities, and silver demand trends.
Siddharth SrivastavaHead of ETF Products, Mirae Asset Investment Managers
Season 2
41:20
S2 · Ep 11
How a Seasoned Stock Broker Views The Market
Decoding Indian retail participation, momentum vs value, behavioral mistakes, and stress-tested investing rules.
Jimeet ModiFounder & CEO, Samco Mutual Fund
Season 2
44:05
S2 · Ep 10
An Equity Veteran Speaks on Stock Market Cycles
Four decades of market perspective, portfolio construction frameworks, and long-term business moats.
Dinshaw IraniCEO, Helios Capital
Season 2
46:30
S2 · Ep 09
How India's Top PMS Specialist Thinks About High-Conviction Equity
High-conviction equity investing, growth at reasonable price (GARP), and identifying 100x compounders in India.
Prateek AgrawalMD & CEO, Motilal Oswal Asset Management
Season 2
52:10
S2 · Ep 08
He Manages $800M from Singapore: Global & Indian Perspectives
Navigating bull runs and severe corrections, global macro flows, and long-term equity investing discipline.
Samir AroraFounder & Fund Manager, Helios Mutual Fund
Season 2
39:45
S2 · Ep 07
Why the World Is Investing in India: The Megatrend Ahead
Demographic dividend, financialization of household savings, and institutional asset growth in India.
Kailash KulkarniCEO, HSBC Mutual Fund
Season 2
58:20
S2 · Ep 06
The Big Bull: QGLP Investing & 30 Years of Wealth Creation Studies
The legendary value investor shares his QGLP (Quality, Growth, Longevity, Price) investing formula and Berkshire AGM takeaways.
Raamdeo AgrawalChairman & Co-Founder, Motilal Oswal Financial Services
Season 2
47:15
S2 · Ep 05
The Fine Art of Investing: Quality, Valuation & Compounding
The mathematics of quality business franchises, margin of safety, and compounding over multiple decades.
Bharat ShahExecutive Director, ASK Group (Part 2)
Season 2
43:50
S2 · Ep 04
India vs The World: Structural Wealth Opportunities
Why Indian equities represent one of the most compelling compounding engines in global finance.
Bharat ShahExecutive Director, ASK Group (Part 1)
Season 2
45:10
S2 · Ep 03
How to Build a Resilient Stock Portfolio: The Templeton Way
Portfolio construction methodologies, managing drawdown risks, and spotting undervalued opportunities.
R. JanakiramanVP & CIO - Equity, Franklin Templeton Mutual Fund
Season 2
49:30
S2 · Ep 02
Indian vs World Economy: Navigating Global Uncertainty
Macro factors, inflation cycles, currency dynamics, and long-term equity investing discipline with Kotak AMC MD.
Nilesh ShahManaging Director, Kotak Mahindra AMC
Season 2
34:25
S2 · Ep 01
Financial Goals Planning: Creating Multi-Generational Wealth Frameworks
Ajit Menon, CEO of PGIM India Mutual Fund, on goal-based financial architecture, emergency reserves, asset allocation, and multi-decade wealth compounding.
Ajit MenonCEO, PGIM India Mutual Fund
Season 1
29:22
Episode 25
Financial Insight: Retirement Readiness & Asset Management
Retirement planning realities, longevity risk, multi-asset diversification, and the institutional evolution of Indian mutual funds.
Ajit MenonCEO, PGIM India Asset Management
Season 1
34:00
Episode 24
Structural Growth: India’s Next Decadal Megatrend
Demographics, formalization of savings, the exponential equity culture expansion, and staying disciplined through economic cycles.
Swarup MohantyVice Chairman & CEO, Mirae Asset Investment Managers
Season 1
32:17
Episode 23
Global Strategy: The Power of Systematic Investing
The unstoppable rise of SIPs, investing across global megatrends, and the compounding trajectory of Indian retail wealth.
Swarup MohantyVice Chairman & CEO, Mirae Asset Investment Managers
Season 1
31:05
Episode 22
Insights & Strategies: Multi-Asset Allocation & Compounding
Dynamic asset allocation strategies, structural economic growth in India, and disciplined investor behavior over market cycles.
Nimesh ShahMD & CEO, ICICI Prudential AMC
Season 1
26:55
Episode 21
Secrets of Wealth: The Contrarian Advantage
Contrarian asset allocation, buying when fear is peak, and building India’s largest asset management institutions.
Nimesh ShahMD & CEO, ICICI Prudential AMC
Season 1
32:04
Episode 20
Cracking the Code: Alternate Assets & Credit Opportunities
Private credit, alternate investment funds (AIFs), risk-adjusted yields, and portfolio diversification frameworks for family offices.
Lakshmi IyerCEO, Kotak Alternate Asset Managers
Season 1
27:47
Episode 19
Mastering Debt Investments: Fixed Income Strategy
Yield curves, interest rate cycles, sovereign & corporate bonds, and the indispensable role of debt in wealth preservation.
Lakshmi IyerCEO, Kotak Alternate Asset Managers
Season 1
30:57
Episode 18
Mastering Indian Investments: The Global Playbook
Global capital flows, emerging market resilience, and scaling institutional investment infrastructure across asset classes.
Saurabh NanavatiCEO, Invesco Mutual Fund
Season 1
24:52
Episode 17
Unlocking Investment Secrets: Institutional Process
Global best practices, risk oversight frameworks, and bringing institutional discipline to Indian mutual fund portfolios.
Saurabh NanavatiCEO, Invesco Mutual Fund
Season 1
40:13
Episode 16
Investing Insights: Valuation Disciplines & Governance
Evaluating corporate governance in emerging markets, avoiding value traps, and active equity portfolio construction.
Aashish SomaiyaaCEO, WhiteOak Capital Asset Management
Season 1
36:12
Episode 15
Wealth Secrets: Conquering Greed & Fear
Asset allocation rules of thumb, managing emotional extremes, and building durable multi-decade compounding engines.
Kalpen ParekhMD & CEO, DSP Mutual Fund
Season 1
24:43
Episode 14
Investment Wisdom: Simplicity in Volatile Markets
Why simplicity outperforms complexity, resisting FOMO, and maintaining long-term conviction during market peaks.
Kalpen ParekhMD & CEO, DSP Mutual Fund
Season 1
36:55
Episode 13
Inside Chanakya's Mind: Strategic Execution & Ethics
Decision-making under crisis, building lasting institutions, and timeless ancient wisdom for contemporary leaders.
Dr. Radhakrishnan PillaiAuthor & Corporate Guru, CIILS
Season 1
24:43
Episode 12
Chanakya's Wisdom: Ancient Strategy for Modern Wealth
Applying Chanakya Neeti, corporate governance ethics, and strategic discipline to wealth management and life mastery.
Dr. Radhakrishnan PillaiAuthor & Corporate Guru, CIILS
Season 1
28:24
Episode 11
Investing Insights: Alpha & Active Equity Management
Deep dive into bottom-up stock selection, cash flow return on invested capital, and eliminating investment biases.
Aashish SomaiyaaCEO, WhiteOak Capital Asset Management
Season 1
24:12
Episode 10
Mutual Fund Secrets: Insights from the Shark
Capital allocation wisdom, career journey, evaluating fund managers, and creating high-trust financial institutions.
Radhika GuptaMD & CEO, Edelweiss Mutual Fund
Season 1
26:35
Episode 09
Unlocking Teenage Minds: Money, Mindset & Teens
Instilling early financial habits, understanding delayed gratification, and smart money principles for young minds.
Nirav Panchmatia
Season 1
31:04
Episode 08
Wealth Wisdom: The Asset Management Playbook
Building resilient portfolios, balanced advantage strategies, and the growth trajectory of retail investing in India.
Radhika GuptaMD & CEO, Edelweiss Mutual Fund
Season 1
29:26
Episode 07
Empowering Women through Financial Independence
Practical steps for budgeting, investing across asset classes, and achieving true financial autonomy.
Gargi & DraupadiFinancial Educators, Special Feature
Season 1
24:32
Episode 06
Empowering Women through Financial Literacy
Breaking financial taboos, fostering economic independence, and building tailored investment plans for women.
Gargi & DraupadiFinancial Educators, Special Feature
Season 1
34:00
Episode 05
The Power of Compounding: Harnessing Long Cycles
Advanced compounding principles, asset allocation mix, and preserving generational wealth across market cycles.
Nirav Panchmatia
Season 1
32:23
Episode 04
The Power of Compounding: The 8th Wonder
Mathematical realities of compounding, exponential wealth growth, and starting early in Indian equities.
Nirav Panchmatia
Season 1
32:39
Episode 03
Invest With Wisdom: Psychology & Risk Management
Navigating investor psychology, downside protection, and the critical role of emotional discipline in market cycles.
Nirav Panchmatia
Season 1
39:06
Episode 02
Warren Buffett: The Greatest Compounding Machine
Deconstructing Berkshire Hathaway's allocation strategy, float mechanics, and decades of compounding principles.
Nirav Panchmatia
Season 1
16:20
Episode 01
Invest With Wisdom: Investing v/s Speculation
Foundational framework distinguishing long-term disciplined investing from short-term speculative market noise.
Nirav Panchmatia
Season special
15:20
Omaha Special TOP
My Interactions with Warren Buffett: Compounding, Temperament & Moats
Personal reflections and key compounding lessons from attending 8 Berkshire Hathaway Annual General Meetings in Omaha and interacting directly with Warren Buffett.
Nirav PanchmatiaFounder & CEO, AUM Financials · Omaha Series
Season special
10:51
Macro Special TOP
The Changing World Order: Are We Staring at an Economic Collapse?
Analysis of structural geopolitical realignments, currency debasement, debt cycles, and protecting multi-generational capital.
Nirav PanchmatiaFounder & CEO, AUM Financials
Season special
21:31
Special Feature TOP
My Podcast Journey: Interviewing 17 Mutual Fund CEOs
Distilled wisdom from conducting masterclass dialogues with 17 leading Mutual Fund CEOs across India on investment philosophy and multi-decade wealth compounding.
Nirav PanchmatiaFounder & CEO, The Nirav Panchmatia Show
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