Konversation with Kushal

In this important episode of Konversation with Kushal, Kushal Lodha speaks with Mahavir Chopra, Founder of Beshak.org, to break down everything young Indians need to know about insurance. From health insurance and term insurance to the most common mistakes people make while buying policies, this conversation explains why insurance is one of the most important financial decisions you can make early...

In this powerful 90 minute masterclass on Konversation with Kushal, host Kushal Lodha sits down with Gajendra Kothari, Managing Director and CEO of Etica Wealth (P) Ltd, to break down The Almanack of Naval Ravikant and decode its timeless lessons on wealth, mindset, leverage and freedom. This is not just a book summary. It is a deep and practical interpretation tailored for Indian investors, entre...

In this insightful episode of Konversation with Kushal, Kushal Lodha speaks with Mr. Swarup Mohanty, Vice Chairman & CEO of Mirae Asset Investment Managers (India), on the future of investing, mutual funds, and India’s economic trajectory. From why Nifty 500 may be more powerful than Nifty 50 to whether Multi-Asset funds could replace Flexi Cap as the core portfolio strategy, this conversation...

In this episode of Konversation with Kushal, Kushal Lodha sits down with Mr. Atul Raval, a former government officer who transitioned into full-time investing and built wealth by identifying multibaggers very early. Over decades of disciplined investing, he has consistently spotted companies before they became 100x, 200x and even 300x stories. In this conversation, he breaks down how he studies ma...

In this power-packed episode of Konversation with Kushal, host Kushal Lodha sits down with Mr. Sudhir Bheda, Ace Investor and Founder of the Bheda Family Office, to decode what it truly takes to create real wealth in the stock market. From starting with small capital and turning conviction into crores, Mr. Bheda shares how deep research, understanding cash flows, enterprise value, and market cap h...

In this power-packed episode of Konversation with Kushal, Kushal Lodha sits down with Mr. Kaustubh Belapurkar, Director – Fund Research at Morningstar, to decode mutual fund investing from first principles. From why 75% of investors chase short-term performance… to the shocking “Mind the Gap” study where investors earn far less than the funds they invest in… this conversation breaks down everythin...

In this insightful episode of Konversation with Kushal, host Kushal Lodha sits down with Mr. Rajesh Sehgal, Managing Partner at Equanimity Investments, to decode how wealth is really built across public markets, private equity and venture capital. From explaining realistic return expectations in public markets to breaking down what “cheap earnings” truly mean, Rajesh shares a practical investing f...

In this insightful episode of Konversation with Kushal, host Kushal Lodha sits down with Varun Gupta, CEO at Groww AMC, for a deep dive into investing, asset allocation, and long-term wealth creation. From starting his journey in school to building a structured mutual fund portfolio, Varun explains in simple terms how to think about equity vs hybrid funds, ETFs vs index funds vs FOFs, small caps v...

India could have its first 100 billion dollar tech company by 2035. The real question is which one and why. In this episode of Konversation with Kushal, Kushal Lodha sits down with Aviral Bhatnagar to decode how generational companies are actually built. From Eternal and Blinkit to Amazon Prime’s growth playbook, from founder psychology to why speed of execution beats moat, this is a deep dive int...

In this insightful episode of Konversation with Kushal, host Kushal Lodha sits down with Mr. Neelesh Surana, Chief Investment Officer, Mirae Asset Investment Managers (India), to decode what truly drives long term wealth creation. From managing over ₹2,25,000+ crore to delivering nearly 20% CAGR in large and mid cap strategies, he breaks down stock selection through growth, ROCE, valuation, and ma...

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Dr. Ankit Shah, a geopolitics expert known for 200+ publicly timestamped predictions across markets, currencies, wars, and global power shifts. This is a no-filter conversation on de-dollarisation, AI-driven job losses, collapsing economic models, and why banking, IT, and white-collar careers are far more fragile than pe...

In this deeply insightful and candid episode of Konversation with Kushal, host Kushal Lodha speaks with Tarun Khanna, Professor at Harvard Business School, on careers, entrepreneurship, education, and India’s long-term economic future. The conversation cuts through popular narratives around MBAs and startups, why business school isn’t for everyone, why entrepreneurship is far rarer than social med...

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Maneesh Dangi, Ex Co-CIO of Aditya Birla Sun Life Mutual Fund, for a deep, experience driven conversation on markets, cycles, and long term investing. Drawing from decades of institutional investing, Maneesh Dangi shares how professional fund managers think about risk, valuation, portfolio construction, and navigating un...

In this episode of Konversation with Kushal, host Kushal Lodha sits down with Gautam Shah, Founder of Goldilocks Research, for a no-nonsense conversation on markets, cycles, and risk. From small and micro caps to large caps, global investing, gold, silver, PSUs, and index investing, this episode cuts through noise to focus on what really matters for investors navigating uncertain times. With over...

In this episode of Konversation With Kushal, Kushal Lodha sits down with Vetri Subramanian, CEO and MD of UTI Asset Management Company, to reveal what actually decides long term investing success. When you are responsible for managing over ₹22 lakh crore of assets at the UTI Group level, market noise fades and only what survives cycles matters. This conversation takes you inside how professional f...

Silver didn’t just rally, it spooked the market… and then snapped back. Just when everyone started believing the “new silver supercycle” story, prices turned volatile, positions got shaken out, and confidence cracked. Was this a healthy reset… or a warning shot before something much bigger? In this episode of Konversation With Kushal, Jayant Mundhra joins Kushal Lodha to decode what really happene...

In this episode of Konversation With Kushal, host Kushal Lodha speaks with CA Nitin Mangal, founder of the forensic research firm Trudence, who has analysed over 1,300 companies across India and globally. The conversation dives deep into how financial red flags appear in balance sheets, cash flows, and disclosures, often long before a fraud becomes visible. From cash yield and receivables to inven...

In this in-depth episode of Konversation With Kushal, host Kushal Lodha speaks with Mr. Vikas Sachdeva, a market professional with 30+ years of experience across mutual funds, ETFs, asset allocation, and institutional investing. From scaling AUM from ₹4,000 crore to ₹7,800 crore, to living through market bubbles, crashes, and long phases of stagnation, Vikas shares a rare, ground-level perspective...

In this episode of Konversation with Kushal, Professor Ramesh Raskar provides an exclusive look inside the MIT Media Lab, an institution he describes as a startup within MIT dedicated to exploring crazy ideas at the forefront of technology. The lab has been responsible for world-changing innovations, including the concept of social media, the e-ink used in Kindle readers, and Lego Mindstorms. Rask...

In this episode of Konversation with Kushal, host Kushal Lodha sits down with veteran investor Debashish Neogi for one of the most honest, ground-level conversations on investing, business, and life you’ll hear this year. This is not a “top stock picks” episode. This is a mental-model episode. Debashish Neogi has been investing for over 25+ years, across bull markets, crashes, bubbles, and crises....

What really moves gold, silver, and commodities and why do most investors understand them only after the rally is over? In this episode of Konversation with Kushal, Kushal Lodha speaks with Vikram Dhawan, a 25+ year commodities veteran, to decode the hidden drivers behind precious metals, oil, and copper. From central bank buying and global debt to green energy, geopolitics, and India’s commodity...

In this episode, we hosted Sid Swaminathan, the MD & CEO of Jio BlackRock Asset Management. Before taking the helm at this massive joint venture between Jio Financial Services and BlackRock, Sid spent over 20 years at BlackRock in London. We discuss his sudden move to India, the rigorous interview process for the CEO role, and the "Aladdin" technology that powers the world's larg...

In this episode of Konversation with Kushal, I sat down with veteran investor Aniket Gore, who brings over 19 years of experience in the stock market. Aniket dives deep into his robust stock-picking framework, explaining to me how he analyzes unit economics and identifies "moats" in businesses using real-world examples like PVR Inox and Indigo Airlines. He breaks down complex concepts su...

In this episode, fund manager Abhishek Jaiswal reveals his proven framework for identifying high-growth SME stocks before they become mainstream multibaggers. He shares his incredible personal story of buying Adani Green at just ₹30—the exact cost of his daily rickshaw ride—and watching it soar to ₹900. The conversation breaks down why the SME sector is currently generating 50% CAGR while the Nift...

In this episode, we host veteran financial journalist Niraj Shah, who brings over 18 years of front-row experience tracking Indian markets and interviewing investing legends like Rakesh Jhunjhunwala. Niraj shares exclusive, behind-the-scenes stories of his intimidating first interaction with the "Big Bull," revealing Jhunjhunwala’s unique ability to balance trading with long-term investi...