Konversation with Kushal

In this episode of Konversation with Kushal, Apurva Sharma-Founder of RAAS Capital, advising ₹400-500 crore with a 35-36% CAGR-reveals how he identified multibaggers like Piccadily Agro , Shilchar Technologies and Cupid , why he went 80% cash in September 2024 before the crash, and how he pivoted to silver miners, copper miners and uranium ETFs globally. He breaks down why Brazil at a PE of 10 is...

Balaji Vaidyanath, Co-founder & CIO of NAFA Asset Managers, manages ₹1,200 crore with a 19-20% CAGR over 10 years on his flagship Emerging Bluechip product. In this episode, Balaji reveals how tracking 100-150 international company earnings calls gives him an edge on Indian stocks, and why Nifty 50 is structurally broken-with 55% of the index facing serious headwinds. What You'll Learn:1-H...

Konversation with Kushal brings podcast with - Amisha Vora, MD & Chairperson of Prabhudas Lilladher, and Siddharth Vora, Executive Director at PL Capital. Amisha shares how she joined as an employee, grew brokerage from ₹1 crore to ₹100 crore in five years, converted her bonus into equity, and ultimately bought out the promoters by pledging her own house. Siddharth breaks down AQUA - his Adapt...

Rishabh Nahar, Fund Manager at Qode Advisors, manages ₹600-700 crore and has delivered a 31% annualised return since November 2024-a period where Nifty was flat to negative. In this episode, Rishabh breaks down exactly how quant investing works, why 68% of active fund managers fail to beat the benchmark over 10 years, and how a simple rules-based system using quality, valuation, and momentum filte...

Rahul Singh, CIO of Tata Mutual Fund (₹2,20,000 Cr+ AUM), breaks down his investing framework built over 20+ years-from CRISIL credit rating to managing equity and hybrid funds at Tata AMC.1-How to identify if a stock has "priced in" surprises-IT sector case study2-Why gold is a de-dollarization hedge for the next 3–5 years, while silver behaves like a cyclical commodity3-Power sector va...

In this episode of Konversation with Kushal, seasoned value investor Naresh Kataria-a full-time investor with a 26% Plus CAGR over 21 years-shares his data-driven framework for spotting investment opportunities before the market catches on. From using Google Trends to predict loan growth and consumer demand months in advance, to explaining why the gold bull market started when the US froze $300 bi...

In this episode of Konversation with Kushal, India's first micro-expressions decoder and body language expert Kanan Tandi-founder of Body Speaks Better-reveals the hidden signals every person leaks without saying a single word. From decoding why Samay Raina enters a stage like he already owns the crowd, to why Ranveer Allahbadia's listening face gets trolled while Raj Shamani mirrors every guest p...

In this hard-hitting episode of Konversation with Kushal, noted economist and best-selling author of the Easy Money trilogy, Vivek Kaul, delivers the most honest, data-backed reality check on the Indian stock market that no influencer will give you. From decoding why retail investors always rush in at the exact peak, to calling out the "bacha party" of finfluencers telling people to brea...

In this powerful episode of Konversation with Kushal, Kaustubh Ropalekar-Chartered Accountant, Founder & Managing Partner of Alpha Wealth Avenues, and an investor who has compounded his personal portfolio at over 30% CAGR for the last decade-breaks down the single biggest megatrend shaping India's next decade: Data Centres. From turning his initial capital into a 70X winner with CCL Produc...

In this episode of Konversation with Kushal, legendary small-cap investor Ashish Chugh-founder of Hidden Gems Advisory and the man who has read over 4,500 balance sheets — decodes the exact framework behind his biggest multibaggers including Avanti Feeds (100X), Natco Pharma (70X), Greenply (60X) and Bajaj Finserv (50X). Ashish breaks down his 3Q framework — Quality of Business, Quality of Managem...

In this episode of Konversation with Kushal, Mohit Bajaj, Founder of a fast-growing tyre recycling company heading for its IPO, breaks down how he built a 50 crore turnover business from scrap tyres - and why he believes the more fear you feel, the bigger the profit. From taking a ₹4 crore loan in 2005 by pledging his own house, to decoding the EPR (Extended Producer Responsibility) model, and the...

In this episode of Konversation with Kushal, we sit down with Rohit Srivastava-Founder of India Charts & Strike Money and one of India's foremost experts on Elliott Wave Analysis, with 25+ years of experience reading the markets. In this masterclass, Rohit breaks down exactly how to apply Elliott Wave Theory to forecast Nifty, Gold, Silver, the Dollar Index and individual stocks - live, on...

What does it take to go from selling vegetables on a Dadar footpath at 3 AM to becoming a Chartered Accountant running businesses across Oman and the UAE? In this deeply moving episode, we walk through the real streets where Abhishek's story began -the same spot where his father ran a vegetable stall, the 150 sq ft slum home in Vikhroli where five people lived and studied together, and the tow...

In this no-nonsense roundtable on Konversation with Kushal, three of India's most trusted SEBI Registered Investment Advisers-Suresh Sadagopan,Harsh Roongta, and Lovaii Navlakhi-come together to bust every myth your bank, broker, and insurance agent has been selling you. From real estate return data to credit card traps to the right time to buy a house, this is the most honest, conflict-free p...

In this eye-opening episode of Konversation with Kushal, Rama Bijapurkar, India's foremost authority on Consumer India, a McKinsey and Hindustan Unilever veteran, IIM Ahmedabad visiting faculty of 27 years, independent director on the boards of Infosys, Axis Bank, CRISIL and Godrej Consumer Products, and bestselling author of We Are Like That Only and Lilliput Land, delivers the most honest, data-...

In this powerful SIP Masterclass episode of Konversation with Kushal, Vijai Mantri, a 35-year mutual fund veteran, CA rank holder, and former CEO of two global AMCs, returns for his second appearance to give you the most honest, data-backed breakdown of SIP investing that nobody is showing you with real numbers. From the founding team of HDFC Mutual Fund to touching 34 lakh+ investors across India...

In this eye-opening episode of Konversation with Kushal, Kaivalya Vohra-Co-Founder of Zepto and India's youngest billionaire-sits down with Kushal Lodha to give you the most honest, unfiltered breakdown of building a quick commerce empire-the real delivery metrics, the dark store science, the job market reality, and everything in between that nobody tells you. From delivering groceries during...

In this eye-opening episode of Konversation with Kushal, Ashwin Damera - Harvard MBA graduate, CA ranker, and Co-Founder & CEO of Eruditus & Auris - sits down with Kushal Lodha to give you the most honest, unfiltered breakdown of MBA vs studying abroad in 2026 - the ROI, the real costs, the job market reality, and everything in between that nobody tells you. From a Harvard MBA that led to...

In this must-watch episode of Konversation with Kushal, real estate expert Vishal Bhargava and Chintan Vasani join Kushal Lodha to share the exact mental models strategies and ground realities of India's most dynamic property market and the bold thesis on why Indian real estate is at a defining inflection point right nowVishal and Chintan draw from years of on-ground reporting developer experi...

In this must-watch episode of Konversation with Kushal, Morgan Stanley India Managing Director Ridham Desai one of India's most respected market strategists with 35 years of experience joins Kushal Lodha to share the exact mental models, physics principles, and investing philosophy that have shaped his career, and the bold thesis on why India's valuation right now is the greatest opportuni...

In this must-watch episode of Konversation with Kushal, SEBI Registered Investment Advisor, and personal finance educator Vinny Arora joins Kushal Lodha to reveal the exact step-by-step framework that took him from a ₹8,000 SIP to financial freedom at 37 — and the simple investing philosophy every young Indian must follow right now to build lasting wealth. Vinny draws from over 18 years of combine...

In this eye-opening episode of Konversation with Kushal, three fresh IIM graduates ( Dr. Aradhita Maheshwari - A,Vedika Manek - B,Ishika Mathur - C) — from IIM Ahmedabad, IIM Bangalore, and IIM Calcutta (Batch of 2025) — sit down with Kushal Lodha to give you the most honest, unfiltered inside story of India's top MBA colleges — the CAT prep, the interviews, the placements, and everything in b...

In this powerful episode of Konversation with Kushal, veteran fund manager and bestselling author Saurabh Mukherjea (Founder, Marcellus Investment Managers) joins Kushal Lodha to break down India's deepening Middle Class Crisis — the data, the causes, and what you must do right now to protect your financial future. Saurabh draws from his new book "Break Point", which reveals how Indi...

In this episode of Konversation with Kushal, Krishan Sharma, veteran investor and financial educator who has mentored over 10 lakh people , breaks down how he thinks about long-term wealth creation, asset allocation, and building resilience through real market cycles. He shares his journey of losing his entire savings during the 1992 Harshad Mehta crash and how those early mistakes shaped his tran...

In this episode of Konversation with Kushal, Jayant Mundra, IPO analyst, content creator, and author of an upcoming book on IPO investing, breaks down how India's IPO market actually works — from the inside. He shares why the 1000x returns that were once possible for retail investors are now mathematically impossible, and how the real wealth was already captured by angels, VCs, and sovereign w...