PMS Bazaar Podcast

In this tenth episode of Season 2 of The Alternates Universe podcast, we explore how wealth managers can build lasting trust with clients in an ever-evolving financial landscape. This session dives into the changing expectations of today’s investors and offers practical, actionable strategies to go beyond transactional relationships. Learn how to foster long-term, value-driven partnerships, mainta...

In this eleventh episode of Season 2 of The Alternates Universe podcast, we explore the future of private banking in India—where trust, technology, and transformation are redefining the client experience. From AI-driven personalization to a digital-first approach, this episode highlights how empowered advisors and evolving client expectations are shaping the next chapter of wealth management. Disc...

In this twelfth episode of Season 2 of The Alternates Universe podcast, we uncover which sectors are poised for growth—and which ones to approach with caution. This session dives into structural growth drivers, emerging market trends, and industries facing near-term headwinds. Whether you're a seasoned investor or just beginning your journey, this episode offers valuable insights to refine yo...

In this eighth episode of Season 2 of The Alternates Universe podcast, Mr. Madanagopal Ramu, Head – Equities and Fund Manager at Sundaram Alternates, shares actionable strategies for navigating midcap investments during market corrections. Learn how to safely “catch the falling knife,” identify value zones, and uncover hidden gems with strong upside potential. Packed with insights on the risks and...

In this ninth episode of Season 2 of The Alternates Universe podcast, we take a deep dive into the rapidly evolving wealth management industry in India in 2025. From the rise of family offices to shifting investment strategies and emerging trends, this episode unpacks the key forces shaping the industry's future. Gain valuable insights into the biggest challenges professionals face and the op...

In this fifth episode of Season 2 of The Alternates Universe podcast, Mr. Alok Saigal, President & Head of Nuvama Private, delves into the evolving world of ultra-high-net-worth individuals (UHNWIs) and family offices. He shares compelling insights on the rise of new-age UHNWIs, next-gen wealth priorities, and the diversification strategies reshaping modern family offices. The discussion also...

In this sixth episode of Season 2 of The Alternates Universe podcast, Mr. Sanjay Shah, Chairman & Managing Director of Prudent Corporate Advisory Services and Founder of Prudent Group, shares his inspirational journey of building one of India’s largest financial product distribution networks.  Follow our channel for more informative podcasts. Subscribe to PMS Bazaar and gain access to in-depth...

In this seventh episode of Season 2 of The Alternates Universe podcast, we explore the rising popularity of Rated Performing Credit Funds among institutional and individual investors. Learn how credit ratings play a critical role in reducing risk while delivering attractive net yields of 13–16%, along with quarterly cash distributions. This episode breaks down how these funds offer a compelling bl...

 In this fourth episode of Season 2 of The Alternates Universe podcast, Mr. Neeraj Choksi, Co-Founder & Promoter of NJ Group, shares the inspiring story of building India’s largest financial products distribution network. In this engaging session, he offers valuable insights and unique perspectives on the evolving landscape of wealth management. This episode is presented in collaboration with...

Watch the first episode of our Alternates Universe Season 2 podcast featuring industry veteran Srikanth Subramanian , Co-Founder, MD & CEO of Angel One Wealth. Follow our channel for more informative podcasts. Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs. Visit us: www.pmsbazaar.com  𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬: 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 | 𝐓𝐰...

In this second episode of Season 2 of The Alternates Universe podcast, Mr. Virendra Somwanshi of Bank of Baroda shares a multi-geographical perspective on how HNIs and UHNIs manage wealth and allocate assets across borders. Drawing from decades of banking experience, he offers deep insights into evolving investor preferences and global portfolio strategies. This episode is presented in collaborati...

 In this third episode of Season 2 of The Alternates Universe podcast, Mr. Rajiv Bajaj, MD & CEO of Bajaj Capital, shares his profound insights on the concept of Ikigai in Wealth Management . Blending purpose with financial wisdom, he offers a unique perspective on aligning life goals with wealth creation. This episode is presented in collaboration with Sundaram Alternates and is moderated by...

 In this twelfth episode of The Alternates Universe podcast, Mr. Nitin Jain of Neo Group shares his journey from Intrapreneur to Entrepreneur and highlights the key characteristics essential for entrepreneurial success. This season final episode is presented in collaboration with Sundaram Alternates.  Follow our channel for more informative podcasts. Subscribe to PMS Bazaar and gain access to in-d...

 In this eleventh episode of The Alternates Universe podcast, Mr. Abhijit Bhave, MD & CEO of Equirus Wealth, shares insights from three decades of wealth management experience. This interactive session is moderated by industry experts Mr. Vikaas M. Sachdeva (Sundaram Alternates) and Mr. Arjun G. Nagarajan (Sundaram AMC).  Follow our channel for more informative podcasts. Subscribe to PMS Bazaa...

 In this ninth episode of The Alternates Universe podcast, Mr. Ashish Shanker, MD & CEO of Motilal Oswal Private Wealth, is in conversation with industry experts Mr. Vikaas M. Sachdeva and Mr. Karthik Athreya of Sundaram Alternates.  Follow our channel for more informative podcasts. Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs. Visit us...

 In this tenth episode of The Alternates Universe podcast, Mr. Himanshu Kholi, a distinguished figure in investment and private banking, shares his insights in a masterclass on Family Offices. The session is moderated by industry experts Mr. Vikaas M. Sachdeva and Mr. Arjun G. Nagarajan, bringing out valuable perspectives from the expert speaker.  Follow our channel for more informative podcasts....

In this Seventh episode of The Alternates Universe podcast, Mr. Anupam Guha (Head – Private Wealth Management, ICICI Securities) shares valuable insights on HNI & UHNI investment strategies and the rising role of Alternatives in wealth creation. Hosted by Sundaram Alternates, with moderators Vikaas M Sachdeva and Karthik Athreya. Follow our channel for more informative podcasts.  Subscribe to...

In this eighth episode of The Alternates Universe podcast, Mr. Karan Bhagat, Founder, MD & CEO of 360 ONE, in conversation with Industry Experts Mr. Vikaas M Sachdeva & Mr. Madanagopal Ramu of Sundaram Alternates. Follow our channel for more informative podcasts. Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs. Visit us: www.pmsbazaar....

 In this Fifth episode of The Alternates Universe podcast, Mr. Umang Papneja (MD & CEO, Julius Baer India) shares valuable insights on emerging trends in the Alternative Investment space. Hosted by Sundaram Alternates, with moderators Vikaas M Sachdeva and Madanagopal Ramu.  Follow our channel for more informative podcasts.  Subscribe to PMS Bazaar and gain access to in-depth data & analyt...

 In this Sixth episode of The Alternates Universe podcast, Mr. Saurabh Jain (MD & Head – Wealth Management, Standard Chartered Bank India) shares valuable insights on the evolving role of wealth managers and the growing relevance of Alternatives in client portfolios. Hosted by Sundaram Alternates, with moderators Vikaas M Sachdeva and Madanagopal Ramu.  Follow our channel for more informative...

May 2025 marked a blockbuster month for Portfolio Management Services, with over 90% of strategies outperforming market benchmarks. In this episode, get a comprehensive breakdown of how equity PMS strategies leveraged market momentum to deliver exceptional returns. Follow our channel for more informative podcasts.  Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 40...

 In this Fourth episode of The Alternates Universe podcast, Ms. Lakshmi Iyer (CEO, Kotak Investment Advisors) shares key insights on the latest trends in advisory and alternatives. Hosted by Sundaram Alternates, with moderators Vikaas M Sachdeva and Madanagopal Ramu.  Follow our channel for more informative podcasts.  Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over...

In this Third episode of The Alternates Universe podcast, Anand Dalmia, Co-founder & CBO of Fisdom, joins Sundaram Alternates’ Vikaas M. Sachdeva and Karthik Athreya to explore how fintech is revolutionizing wealth management. Listen in for expert insights on digital innovation, investor trends, and the future of financial advisory. Follow our channel for more informative podcasts.  Subscribe...

 In this Second episode of The Alternates Universe podcast, Krishnan Ramachandran (CEO, Barjeel Geojit) shares key insights on private markets and alternative investments for NRIs. Hosted by Sundaram Alternates , with moderators Vikaas M Sachdeva and Madanagopal Ramu .  Follow our channel for more informative podcasts.  Subscribe to PMS Bazaar and gain access to in-depth data & analytics on ov...

 In this First episode of The Alternates Universe podcast, Mr. Satheesh Krishnamurthy of Axis Bank shares how HNIs and UHNIs manage wealth differently from traditional investors, and their view on India as an investment destination. Hosted by Vikaas M Sachdeva and Madanagopal Ramu of Sundaram Alternates. Follow our channel for more informative podcasts.  Subscribe to PMS Bazaar and gain access to...