Konversation with Kushal

Former RBI Deputy Governor and NYU Stern professor Dr. Viral Acharya joins Kushal to break down how geopolitics, the AI boom, and the shifting role of US treasuries are reshaping the global and Indian economy. A masterclass in macroeconomics made simple for every investor. What You'll Learn:1-US Treasuries Losing Safe Haven Status: Why the world's most trusted asset is now behaving like a...

Jinesh Gopani, former Head of Equities at Axis Mutual Fund where he managed close to ₹1.5 lakh crore, joins Kushal after founding Taksh Asset Management Private Ltd. He breaks down the framework behind 20 years of multibagger picks and gives a candid read on specialty chemicals and quick commerce. What You'll Learn:1- Management First: Why execution and governance matter more than anything els...

Momentum investing masterclass with Manish Dhawan, founder of Mystic Wealth, who compounded at 27% CAGR over 8 years. In this episode Kushal breaks momentum down from scratch: what it really means (buy high, sell higher), how dual momentum cuts drawdowns in half, how the Nifty Midcap150 Momentum50 index is built, a simple monthly rebalancing system any retail investor can run, and the real weaknes...

Dr. Ajay Shah breaks down India's economic challenges and the policy reforms needed to unlock growth. From inventing Nifty50 to designing GST, he shares insights on why private investment matters, what India can learn from China, and how broken tax systems are killing productivity. What You'll Learn1-How Nifty50 was built on the principle of market liquidity, not market cap weighting2-Why...

Anshul Saigal, founder of Saigal Capital and Former CIO & Head of PMS at Kotak AMC, joins Kushal to share how he has compounded money for 25 years. He breaks down how he spots multibagger stocks early, using real examples from his own journey. What You'll Learn:1- The 4-Point Check: What every stock analysis needs in two minutes.2- Buy Low: How he buys a rupee for fifty paise.3- Spot It Ea...

Rohan Mehta, Founder of Turtle Wealth and Exit Mantra, runs a 1000+ crore momentum PMS. He shares his 3-rule stock filter, why he decides his exit before buying, and why conviction destroys wealth. What You'll Learn:1-The 3-Rule Filter: All time high price, all time high profit, outperforming Nifty 500.2-Exit First: Deciding your exit price before you buy.3-Momentum vs Value: 17 years of data...

Dr. Sajjid Chinoy Chief India Economist at J.P. Morgan, joins Kushal to break down the three biggest challenges facing the Indian economy over the next decade. He explains why AI puts skilled workers at greater risk, why a falling rupee is not the crisis everyone thinks it is, and why foreign money has stopped flowing into India. What You'll Learn:1- AI vs Your Job: Why plumbers are safer than...

In this episode of Konversation with Kushal, Mrin Agarwal, Founder Director of Finsafe India and a 30 year investment advisory veteran, explains why your SIP returns depend more on when you exit than when you start. She breaks down why the average investor earns 13.8% when the fund delivered 19.1%, why most Indian portfolios compound at just 6.4%, and why 12% corporate bonds are riskier than equit...

In this episode of Konversation with Kushal, Neeraj Goyal and Shubham Goyal-promoters of LAPL Automotive Limited-share how an employee took over a dying factory with its liabilities and built it into a successful auto components company now heading for its SME IPO.Here's what you'll learn in this episode:1-Employee To Owner: Why he turned down Minda and Bajaj offers to take over his collap...

In this episode of Konversation with Kushal, Anupam Tiwari, Fund Manager at Groww Mutual Fund and a top-5 rated small cap fund manager with 27 years in the markets, delivers a complete masterclass on small cap investing. Here's what you'll learn:1-The 5-Factor Model for picking stocks and why management quality sits on top2-Numbers vs Story: Why chasing themes makes you lose money3-Why 95%...

In this episode of Konversation with Kushal, Ajay Tyagi-Head of Equity at UTI AMC, managing close to ₹1.5 lakh crore-explains why he stays bullish on IT even in the AI age, and why he avoids metals, oil and defence. He breaks down why AI is net positive for IT services, why today's AI bubble mirrors the Dotcom crash of 2000, why Quality beats Value long-term, and why India's premium on val...

Keki Mistry, former Vice Chairman & CEO of HDFC Ltd, joined in 1981 when the company's profit was under ₹1 crore and market cap below ₹10 crore. At the time of the merger, the group's market cap was $175-180 billion. In this episode, he shares how HDFC was built, why he has never borrowed money in his life, and where do the next opportunities in Indian financial sector lies. #Konversat...

Shefali Goradia, Chairperson of Deloitte South Asia and the first woman to chair a Big Four firm in India, cleared CA in 1990 with an All India Rank 1. Her first salary was ₹4,000 per month. In this episode, she breaks down Big Four pay, Journey towards being Partner, and International Taxation in the simplest language you'll hear. What You'll Learn:1-Big Four Pay: Her ₹150 stipend, ₹4,000...

Kuntal Shah, partner at Oaklane Capital and faculty member at FLAME University, has been investing since the Harshad Mehta era. In this episode, he shares timeless lessons from more than 35 years in the markets, explains why valuation is often misunderstood, breaks down India's manufacturing opportunity, and reveals how he identifies long-term winners before the crowd. What You'll Learn:1-...

Kuntal Shah, partner at Oaklane Capital and faculty member at FLAME University, has been investing since the Harshad Mehta era. In this episode, he shares timeless lessons from more than 35 years in the markets, explains why valuation is often misunderstood, breaks down India's manufacturing opportunity, and reveals how he identifies long-term winners before the crowd. What You'll Learn:1-...

G. Maran-Co-Founder and Executive Director of Unifi Capital-has been in markets since 1991. In this episode, he shares surprising data points about India that challenge every perception, reveals why promoters (not FIIs) are the biggest sellers in the market, breaks down the 60-25-15 valuation split in BSE 500, and explains why time arbitrage is the only real edge a retail investor has. What You&#3...

Kishore Narne, Executive Director at Motilal Oswal Financial Services with 25+ years in commodities, delivers a complete masterclass on how commodity markets actually work. From why your masala dabba is being traded on exchanges, to how jeera exporters in Unjha hedge their risk, to why the "Broken World" of deglobalisation is pushing all commodity prices higher, Kishore covers it all. He...

Dinshaw Irani, CEO of Helios Capital India, manages ₹14,000 crore across AMC, AIF and PMS and has delivered 4X returns in his PMS in just 5 years. In this episode, Dinshaw reveals how he shorted Satyam before the scam broke, breaks down his 8-factor "Elimination Investing" framework, explains why he's still bearish on IT despite cheap valuations, and shares why 85% of his portfolio i...

In this episode of Konversation with Kushal, Gaurav Sud-IIT Delhi & IIM Calcutta alumnus and Managing Partner at Kanav Capital-breaks down how he made 400X on Unitech by mastering special situations. He relives the 2008 crash that gave him a 75% drawdown, decodes his live Vedanta and UPL plays, why TD Power became a 40X data-centre winner, and why he stopped taking cash calls. A raw masterclas...

Nimesh Chandan-CIO of Bajaj Finserv Asset Management, Manages ₹32,000 crore built from scratch in 3 years. In this episode, he decodes "Buy the Rumour, Sell the News" using the 2014 election, reveals which sectors Bajaj Finserv AMC is bullish on today, and shares his gold, silver & SIP allocation framework for young investors. What You'll Learn:1.Buy The Rumour, Sell The News: Wh...

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...

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...