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CFA Society India Podcast

CFA Society India 28 Episodes Jun 18, 2026

The CFA Society India Podcast features conversations with industry experts covering economic updates, asset classes, investing frameworks, industry trends, and new developments. Follow for insights from the CFA Society India community.

Episodes

Building Wealth Beyond Returns Investing, Family, Legacy & AI in Wealth Management | Gajendra Kothari, CFA | Part 1 | Podcast Jun 18, 2026 00:34:06 In a world driven by short-term market movements and endless financial noise, this conversation explores the principles of building sustainable wealth through disciplined investing, sound financial decision-making, and a long-term mindset.The discussion highlights the importance of financial planning, managing risk, developing healthy money habits, and understanding how compounding, patience, and

Part 2 | Building India’s EV Revolution - Charging Infrastructure & Future Mobility Vision | Podcast May 17, 2026 00:56:56 As India accelerates toward electric mobility, the conversation now moves beyond EV adoption to the deeper ecosystem required to support it at scale.In this episode, Rajeev YSR shares insights on India’s evolving EV charging infrastructure landscape, the role of OEMs and battery manufacturing, and the long-term vision needed to build a reliable and scalable EV ecosystem. The discussion also explor

Building India’s EV Revolution – Infrastructure, Range Anxiety & Entrepreneurial Mindset | Part 1 Apr 29, 2026 00:37:18 At a time when the world is still focused on securing oil and gas reserves, this conversation explores the transition toward a more sustainable automotive future through electric vehicle charging infrastructure, the critical backbone of the EV ecosystem. It highlights what is required to reduce dependence on fossil fuels and how innovative infrastructure and business models can help solve consumer

Rise of a Tokenized Economy - India's Digital Public Infrastructure Advantage | Siddharth Shetty Mar 19, 2026 00:43:38 Sandeep Gupta, CFA sits down with Siddharth Shetty - the mind behind India's Account Aggregator framework, a key architect of UPI, and now the visionary building a universal financial internet, to reveal what's next.Debunk tokenization myths, shifting from bank-held to user-owned programmable ledgers that rewire finance, from real estate fractionalization to seamless cross-border investing

Investing in Mid-Cap Stocks – Practitioners’ Insights | Podcast | Harshad Patwardhan, CFA Dec 4, 2025 00:32:11 🔊 New podcast episode alert!From our Archives: In this insightful session from CFA Society India’s Practitioners’ Insights series, Harshad Patwardhan, CFA, shares a deep dive into the world of mid-cap investing. Drawing on decades of experience, he explains why mid-caps can offer a compelling blend of growth and value, and how investors can navigate the unique risks and opportunities in this segme

Breaking Barriers – Empowering Women in Finance | FEMTOR Exclusive Podcast Nov 7, 2025 00:56:42 Behind every strong professional story is a journey of courage, reinvention, and empowerment. 💫In this episode, Kanika Shah, CFA, SEBI Registered Investment Adviser and Jayashree Sathy, CFA, Managing Director, Global Head of Performance Analytics and India Head of Investment Compliance, State Street, talk about how they built meaningful careers in finance — from navigating transitions to leading w

Financing the Future: Capital, Valuation, and Deal-Making in India’s M&A Landscape | Mahesh Singhi, Founder & MD, Singhi Advisors Sep 18, 2025 00:38:41 India’s M&A market has undergone a significant transformation over the past few years. From innovative financing structures to the growing role of private capital, the landscape is evolving fast.This engaging conversation explores:* Changing trends in deal financing* Macroeconomic impacts on valuations* Tools for bridging valuation gaps* Role of private equity and alternative capital* Sectoral

State of AI and its Implications on Investing Aug 22, 2025 01:17:51 Quantitative finance connects the world of mathematics, statistics, computing and machine learning to investment decision making.This evolving field is reshaping how markets are understood, investment and trading strategies are built, and risks are managed.Join this podcast to get expert insights on the skills, tools and essentials necessary in the AI-powered, fast-paced world of quantitative fina

Ep.18: Indian Equities' Golden Decade in the Global Reset Jun 17, 2025 00:46:08 From our Archives: In this forward-looking discussion from the 13th India Investment Conference, seasoned panelists, including Sunil Singhania, Shibani Sircar Kurian, Rajeev Thakkar, and Manisha Girotra, explored why India may be entering or already be in a golden decade for equities amid a global reset. They emphasized the impact of structural reforms, digitization, and increasing financializatio

Podcast | Institutional Equities 2.0 | Nitin Bhasin, Head of Institutional Equities, Ambit May 6, 2025 00:53:14 Nitin Bhasin, Head of Institutional Equities at Ambit, explores how institutional equities are emerging as a powerful driver of India’s capital markets transformation. He highlights the shift from transaction-led broking to insight-driven partnerships and explains how technology and AI are revolutionizing research, deepening analysis, and sharpening institutional investment decisions. Nitin also s

From Our Archives: Active Value Investing in a Market that Goes Nowhere | Vitaliy Katsenelson, CFA Mar 20, 2025 00:52:52 In this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideway

Nuances of Start-Up Investing: Insights from Neha Singh Dec 24, 2024 00:50:57 Join seasoned start-up investor Neha Singh, co-founder of Tracxn, as she explores the current landscape of start-up investing. In this video, Neha discusses emerging opportunities in the start-up ecosystem, the challenges faced by early-stage companies, and how investors can spot promising ideas to partner with from the very beginning. With over a decade of experience, she provides valuable tips o

The Evolution of Responsible Investing: In Conversation With David Atkin, CEO, PRI | Podcast Nov 8, 2024 00:51:14 In this episode, Jolly Balva, CFA is joined by David Atkin, CEO of Principles for Responsible Investment. Sustainable investing has become mainstream in key financial markets. David shares insights into key aspects of the evolution of responsible, delving deeper into the following: • David shares defining moments in his career journey • Growth of Responsible investing, beginning with

From Our Archives: The Art Of Investing by Sandeep Kothari, Founder & CEO, East Lane Capital LLP. Oct 31, 2024 00:52:33 From our Archives: In this conversation from the 6th #VIPS, Mr. Sandeep Kothari shared his investment approach with Saurabh Singh, emphasizing his 'Deep Simplicity' framework, which helps identify growth and value factors, particularly in young companies and cyclical sectors like construction. He discussed investing in PSUs, using profitability CAGR vs. market cap CAGR for timing investments, and

Meet The Market Masters by Govind Parikh, Founder & Managing Director, Govind Parikh Securities Jul 1, 2024 00:49:58 From our Archives: In this conversation, Mr. Govind Parikh shared invaluable investment pieces of advice through his 4 decades of investment journey including how and when he started investing in Indian stock markets, who and what motivated or guided him in his early investment journey, what and how he learned about quality investing and important of conviction and patience in investment decisions

Green Horizon - India's Next Big Investment Theme | Neha Mudaliar, Northern Arc Capital Jun 14, 2024 00:44:10 Our new podcast episode in the series ‘Green Energy Transition in India' is out. In conversation with Neha Mudaliar, Senior Vice President & Head, Climate Finance, Northern Arc Capital. She has more than two decades of experience in auditing, consulting, investing, and policy advisory roles. She has worked in institutions like PWC, EY, Ambit Corporate Finance, Unitus Capital, IFC and GGGI

Rules-based Long-Term Investing: Quant for Fundamental Study | Chetan Ganatra, CFA May 30, 2024 00:50:41 In this episode, Kislay Upadhyay, CFA is joined by Fidelity India’s Director of Equity Research, Chetan Ganatra, CFA to discuss rule-based approaches for long-term investing and its mainstream adoption. They explore how fundamental data can be used to uncover economic & business insights, identify market trends, and develop robust investment strategies. They discuss: • Integrating data and n

Green Energy Transition In India - Clean Energy Policy and Investment Landscape in India | Dr. Mukund Rajan May 14, 2024 00:34:00 Our new podcast episode in the series ‘Clean Energy Policy and Investment Landscape in India' is out! In conversation with Dr. Mukund Rajan, Chairperson, Ecube Investment Advisors and an industry veteran, who spent 23 years in Tata Group out of his 30 years corporate experience. He is a thought leader in sustainability and has spearheaded several initiatives to advance sustainability practice

The India Opportunity - Mr. Sunil Singhania, CFA | Founder, Abakkus Asset Manager LLP. | Podcast Apr 15, 2024 00:35:47 The India Opportunity Our new podcast episode in the series 'Economy and asset classes' is out. In conversation with Mr. Sunil Singhania, CFA, Founder of Abakkus Asset Management and an Investment management industry veteran. He shares his thoughts with Jolly Balva, CFA on the next decade of India's growth story. They explore the nuances of the key fundamentals drivers of growth for

EP 04. In conversation with Nithin Kamath, on Artificial Intelligence (AI) Apr 10, 2024 00:30:46 Artificial Intelligence has been on the minds of businesses globally, as it is set to bring about many changes. In this episode, Nithin Kamath, CEO & co-founder, Zerodha & Rainmatter, shares his thoughts with Anil Ghelani, CFA on the upcoming adoption of AI in businesses. He also talks about the integration of AI at Zerodha, career advice for the times to come and more. DISCLAIMER: This

EP 07: The Art Of Investing by Mr. Rajashekar Iyer | 6th #VIPS Jan 23, 2024 00:30:17 From Our Archives: In this conversation from 6th #VIPS, Mr. Rajashekhar Iyer shares his views with Saurabh Basrar on expected returns of the broader markets in the decade, the importance and usage of both fundamental and technical analysis in value investing as well as handling of the selling decision on portfolio stocks, based on his experience. Mr. Rajashekar is a voracious reader and he also r

EP. 06 China - The Winds Of Change In The Economy And Markets | Herald Van Der Linde Nov 4, 2023 00:40:40 In this episode Herald Van Der Linde, the author of ‘Asia’s Stock Markets From Ground Up’ shares his thoughts on China with Jolly Balva, CFA. They talk about the economic landscape over the short term as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy. The conversation then goes o

Ep. 6: China - The Winds Of Change In The Economy and Markets | Teaser Nov 2, 2023 00:01:05 In this episode Herald Van Der Linde, the author of ‘Asia’s Stock Markets From Ground Up’ shares his thoughts on China with Jolly Balva, CFA. They talk about the economic landscape over the short term as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy. The conversation then goes o

Ep. 5 : Dimensions of Mistakes in Investing by Mr. Utpal Sheth, CEO & Senior Partner, RARE Enterprises Oct 20, 2023 00:30:44 In this episode, Mr. Utpal Sheth shared his views with Varun Goenka on the importance of overcoming natural instincts in investing, focusing on the long-term strategic picture, and sizing bets to match one's conviction. He emphasized on the significance of learning from mistakes and how they define a person over time, particularly in the context of investing where mistakes can compound signif

Ep 03: Key fundamental drivers of Gold |John Reade Sheela Kulkarni Sep 21, 2023 00:48:06 In this episode, Jolly Balva, CFA is joined by World Gold Council's John Reade and Sheela Kulkarni. They talk about gold's performance as an asset class from a long-term perspective, as well as the key fundamental drivers of gold and where they stand. They discuss : - Performance of gold in different economic cycles - Why are central banks ramping up their buying of gold - Gold demand

Ep 02: REITs: The Real deal | Vishal Chandiramani, CFA & Sandeep Gupta, CFA Jul 28, 2023 00:34:14 In today's podcast we cover a very interesting investment option called real estate investment trusts or REITs. REITs were introduced in India in 2019, after SEBI issued the regulations for them in 2014. REITs have attracted both domestic and foreign investors, who are looking for stable and regular income from real estate assets. In this episode, Vishal Chandiramani, CFA from Trust Plutus is

Ep 01. Inflation, central bank policy and the likely implications for markets in the US | Arvind Rajan PhD Jun 27, 2023 00:41:18 In this episode of the ‘Economy and Asset classes’ series, Jolly Balva, CFA, is joined by Dr. Arvind Rajan, a veteran in financial markets in the US. They discuss the macro-economic environment in the US and the implications for markets. They navigate through the following on the current as well as long-term outlook.

Teaser | CFA Society India Podcast | Coming soon Jun 14, 2023 00:00:33 CFA Society India podcast, where society members engage in conversations with industry experts to bring you unique insights. This bi-monthly podcast is available on your favourite podcast channel.

CFA Society India Podcast

Episodes

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