Konversation with Kushal

In this episode of Konversation with Kushal, Gautam Baid, Fund Manager at Stellar Wealth Partners and international bestselling author of The Joys of Compounding, breaks down how he thinks about long-term wealth creation, value investing and building resilience through real experiences. He shares his journey of losing 70–80% of his capital during the 2008 market crash and how that brutal bear mark...

In this episode of Konversation with Kushal, Ramneek Kundra, Chief Investment Officer at DSP Pension Fund, breaks down how he thinks about long-term investing, valuation and market cycles through real examples. He explains why businesses like Google create massive consumer surplus and how monetisation naturally follows in “free” digital models. The conversation then moves into his real investing j...

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Vikas Khemani, Founder of Carnelian Asset Management & Advisors, for a deep and insightful conversation on wealth creation, investing, and building conviction in the stock market. From losing nearly ₹4 lakh of his father’s hard-earned money during the Harshad Mehta era to managing over ₹15,000 crore in AUM, Vikas sha...

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Raunak Onkar, Head of Research and Fund Manager at Parag Parikh Mutual Fund, whose journey began as an intern and grew into leading research at a firm managing ₹1.5 lakh crore in AUM. Having worked closely with legendary investors like Late Parag Parikh and Rajeev Thakkar, Raunak shares how investing is not just about ch...

In this episode, Rajiv Shastri, Founder and CEO of GoldStandard Wealth, shares a practical framework for wealth creation, especially for young investors starting with limited capital. Drawing from over three decades in the mutual fund industry, he explains why equities and commodities like gold should dominate a long term portfolio and how simple tools like ETFs and flexi cap funds can deliver con...

In this episode of Konversation with Kushal, Mr. Chintan Shah, Director at Ética Wealth Management, shares a complete masterclass on building long term wealth through disciplined investing and smart financial decisions. From starting with small SIPs to growing his net worth at 18 percent annually, he explains how shifting towards equity, increasing SIPs with income growth, and making math driven d...

In this episode, Akhil Chaturvedi, Executive Director & Chief Business Officer at Motilal Oswal, breaks down the real game behind wealth creation from the power of compounding to the biggest mistakes investors make early in their journey. He shares candid insights from his own investing journey, including lost years, missed compounding, and how discipline, patience, and consistency can turn ev...

In this episode of Konversation with Kushal, Karan Datta joins Kushal Lodha for a hard-hitting conversation on war, terrorism, and their real economic consequences. From the US–Iran–Israel conflict to the concept of state-sponsored terrorism, this episode breaks down how modern wars are no longer just political — they directly hit GDP, investments, inflation, and global markets. What does a single...

On this episode of Konversation with Kushal, host Kushal Lodha sits down with Sandeep Tandon, Founder and CIO of quant Mutual Fund, to uncover the story of a low profile firm that quietly scaled from managing ₹235 crore to over ₹1 lakh crore with a small team and a deep focus on technology and data driven investing. The conversation explores how discipline, systems, and a very different way of thi...

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Ankit Avasthi, Founder of Ankit Inspires India & Bazaar Ki Baatein, to decode how geopolitics, global power structures, and economic decisions shape financial markets and investment outcomes. From breaking down America’s dominance through military, economic, and cultural power to analyzing the real intent behind Dona...

In this episode, we sit down with Suresh Jain, Founding Partner - Sunicon Ventures, to break down his journey from a Chartered Accountant in the 90s to building serious wealth through public markets and startups. He shares how his early days in broking and on-ground research like meeting managements, visiting factories, and studying business models helped him identify multi-bagger opportunities, i...

In this episode, we sit down with Ankit Agrawal, Educator at StudyIQ IAS, to deep dive into the Iran Israel war of 2026, one of the most complex and high-stakes geopolitical conflicts of our time. From the initial US and Israel strikes on Iran’s leadership and nuclear infrastructure to Iran’s retaliation through missiles, drones, and attacks on global oil routes, this conversation breaks down what...

In this episode, Parth Verma, The Valuation School, breaks down what it actually takes to crack finance interviews, from equity research and investment banking to financial modelling roles. This is not textbook advice. Parth shares how he went from multiple CA attempts, rejections, and confusion about his career path to eventually cracking high-stakes finance interviews at firms like Yes Bank and...

In this episode of Konversation with Kushal, we sit down with Mr. B. Gop Kumar, Managing Director & CEO of Axis Mutual Fund, who manages over ₹3.75 lakh crore in assets. From how professional fund managers pick stocks to the biggest mistakes retail investors make, this conversation breaks down investing into simple, actionable insights. He shares his framework of focusing on quality, growth, c...

In this episode of Konversation with Kushal, we sit down with Mr. Deven Choksey, Managing Director of DRChoksey FinServ Pvt. Ltd., a market veteran with over four decades of investing experience and a remarkable long-term CAGR of ~29–30%. Managing ₹18,000 crore+ in client assets, he breaks down how disciplined investing, strong philosophy, and deep understanding of cycles can create extraordinary...

In this episode of Konversation with Kushal, we sit down with Kedar B, Founder of Congruence Advisers, to decode what it really takes to build long-term wealth in the stock market. From turning early bets like Kajaria, Cera, and Amara Raja into 5x returns to identifying a 75x winner in APL Apollo, Kedar breaks down the mindset, frameworks, and discipline behind consistent compounding. He shares ho...

In this episode of Konversation with Kushal, Rajesh Kothari joins Kushal Lodha for a masterclass on navigating markets during uncertainty, war, and volatility. When markets fall, fear rises, but is this actually the best time to invest? Rajesh Kothari breaks down why corrections driven by geopolitical tensions are different, how human behavior drives markets, and why volatility is not a risk but a...

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Jiten Parmar, Founder of Aurum Capital, to decode the real playbook of long-term wealth creation in the stock market. From making his first investment in the US markets in 1993 to generating over 29%+ CAGR across decades, Jiten shares powerful insights on identifying multibaggers, the importance of position sizing, and h...

In this episode of Konversation with Kushal, host Kushal Lodha brings out the raw, unfiltered journey of ace investor Piyush Mutha through a deeply engaging and insightful conversation. Known for asking sharp, context-rich questions, Kushal skillfully navigates through the highs of massive wealth creation from early bets like TVS Motors and Force Motors to multi-baggers like Neuland Laboratories a...

What does it really take to succeed in trading and why do 93% of traders lose money? In this episode of Konversation with Kushal, Vivek Bajaj, Founder of Elearnmarkets and StockEdge, shares hard-earned lessons from decades in the markets. From early losses to understanding why discipline, capital, and patience matter more than strategy, this conversation uncovers the uncomfortable truths most trad...

Is a 15–25% crash coming in small caps? In this episode of Konversation with Kushal, Nitin Bhasin, Head of Institutional Equities at Ambit Capital, breaks down why small caps may still be expensive, why earnings are not keeping pace, and why many investors could be underestimating the risks ahead. Drawing from over two decades of market experience, he explains how valuations, cash flows, and marke...

In this episode of Konversation with Kushal, Kushal Lodha speaks with legendary investor Utpal Sheth, Chairman of TRUST Group and former CEO of RARE Enterprises, where he worked closely with the late Rakesh Jhunjhunwala for over 25 years. Utpal shares his journey from a modest childhood with financial constraints to becoming one of India’s most respected investors. He recalls early lessons from hi...

In this episode of Konversation with Kushal, we sit down with Dr. Indu Shahani, one of India’s most influential education leaders and the founding president of ATLAS SkillTech University. With over four decades of experience in academia and institution building, Dr. Shahani shares incredible stories from her journey in education, including teaching some of India’s most well-known personalities suc...

If you’ve just cleared CA Inter and are confused about where to do your Articleship, this episode is for you. In this candid conversation on Konversation with Kushal, we break down the real differences between Big4 firms, mid-size firms, and small CA firms. From exposure and learning to work culture, stipends, and long-term career impact, our panel of CA articles shares their honest, unfiltered ex...

In this episode of Konversation with Kushal, we speak with Madurai Veeran, whose journey from earning ₹10 a day as a roadside mechanic to building a ₹14 crore investment portfolio is nothing short of extraordinary. After losing his father young and failing his 10th standard, he started working in a workshop before slowly rebuilding his life through education, working in the Middle East, and learni...