Claim OwnershipKonversation with Kushal
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Kushal Lodha is a qualified Chartered Accountant who achieved AIR 5 in CA Finals, AIR 5 in CA Inter, and AIR 6 in CA Foundation. Furthermore, he has successfully completed all levels of CFA and ACCA, attaining a World Rank 3 in ACCA.
This podcast caters to the aspiring entrepreneurs of India, offering invaluable insights to kickstart your journey from Zero to One. Additionally, Kushal Lodha is an esteemed part-time content creator, boasting a cumulative following of over 600k+ on social media. He was also honored as LinkedIn's Top Voice for the year 2022.
This podcast caters to the aspiring entrepreneurs of India, offering invaluable insights to kickstart your journey from Zero to One. Additionally, Kushal Lodha is an esteemed part-time content creator, boasting a cumulative following of over 600k+ on social media. He was also honored as LinkedIn's Top Voice for the year 2022.
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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 Nifty stagnates, and how institutional investors filter through hundreds of companies to find hidden gems capable of delivering 3x-4x returns.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy
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 investing and his philosophy of "backing up the truck" when conviction is high. He also takes us through his pilgrimage to Omaha for the Berkshire Hathaway AGM, breaking down the timeless wisdom of Warren Buffett and explaining how the concept of the "Ovarian Lottery" applies perfectly to the current Indian economic landscape.Beyond the legends, Niraj provides a deep dive into the future of the Indian stock market, analyzing short-term consolidations versus the long-term growth story driven by domestic flows and manufacturing prowess. He offers candid advice for aspiring journalists regarding salary expectations and the industry's shift toward individual content creation. Finally, the conversation shifts to personal finance, where Niraj discloses his own asset allocation, his surprising best investment in Gold, his regret regarding health, and a practical "lifestyle sacrifice" hack for young investors to build substantial wealth through mutual funds.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
n this no-holds-barred conversation, I sit down with finance veterans Gajendra Kothari, Neeraj Arora, and Kirttan Shah to reveal what their actual bank accounts look like. We break down their massive portfolios—ranging from ₹34 Crores to over ₹60 Crores—and discuss exactly where they park their money for maximum growth. This isn't just theory; it's a raw look at their personal asset allocation, why they strictly avoid direct stock picking, and the specific mutual funds that helped them build generational wealth.We also get brutally honest about the dark side of the market, exposing why F&O is a trap for 99% of retail investors and sharing their own stories of losing lakhs in trading. Beyond the numbers, we explore the psychology of true wealth: from using a broken iPhone despite being a multi-millionaire to the freedom of buying a Toyota Fortuner in just 5 hours. Whether you are a beginner or a seasoned investor, this episode offers a rare, transparent blueprint on how to build, keep, and enjoy your money.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
I sat down with seasoned trader Vishal Mehta to uncover the reality behind finding multibagger stocks and building a systematic trading career. In this episode, Vishal opens up about his rollercoaster journey, including the legendary "Jai Corp" trade where he turned a mere ₹25,000 into ₹12.5 Lakhs (a staggering 126x return), as well as the dark side of trading where he faced a ₹34 Lakh loss due to a lack of experience.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
In this episode, veteran investor Rajashekar Iyer shares profound insights from his four decades of experience in the Indian stock market. He breaks down his investment framework, which blends the philosophies of Benjamin Graham and Phil Fisher, explaining how he identifies undervalued companies by deeply analyzing balance sheets and understanding cash flow dynamics. Iyer also discusses the critical importance of money management, sharing how to protect capital while letting winning stocks run to maximize returns.The conversation covers real-world case studies, including his multi-bagger success stories with companies like Relaxo and Polyplex, as well as the lessons learned from missing out on the early growth of Infosys. Iyer offers his perspective on the current market cycles, where to find opportunities in the small-cap versus large-cap space, and his rationale for finding value in new-age tech stocks like Zomato. The discussion concludes with timeless advice on professional growth and the importance of prioritizing personal happiness.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
Today we hosted finance veteran Sudip Bandyopadhyay, who shared his incredible journey from managing a $1.5 billion treasury at ITC to building Reliance Money from scratch. He opened up about the high-stakes world of corporate finance, sharing fascinating anecdotes about working with Anil Ambani and the bold decisions that shaped his career. Sudip also revealed the mindset shift required to leave a massive corporate salary for entrepreneurship, detailing how a single high-conviction startup investment turned ₹4 crore into ₹40 crore.Later in the episode, Sudip broke down his personal investment strategy, explaining how he compounds wealth at 25-30% CAGR by focusing on high-conviction bets rather than over-diversifying. He discussed his massive wins in stocks like Elantas Beck and Mazagon Dock and shared why he is currently super bullish on the Power and Infrastructure sectors, specifically naming companies like L&T and NTPC. Whether you are looking for next-decade multibaggers or want to understand smart asset allocation, Sudip’s insights offer a masterclass in patient, value-driven investing.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
From sleeping on an office sofa to owning a Rolls-Royce in Dubai, Dixit Jain’s journey is nothing short of cinematic. In this episode, he opens up about his humble beginnings in a small village in Rajasthan, the challenges of moving to a new country, and the pivotal moments that transformed him into one of Dubai's most successful Chartered Accountants. We dive deep into his mindset, the "zero tax" reality of Dubai, and how he built a practice serving over 3,000 global clients.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#kushallodha #investingwisdom #stockmarketindia #wealthcreation #longterminvesting #financepodcast #investmentstrategy
In this episode, I sit down with seasoned investor and ex-consultant Akshat Shrivastava, who breaks down how he manages a $1 million public portfolio with impressive returns. Akshat challenges the conventional wisdom of sticking solely to Indian mutual funds, explaining why he prioritizes US Tech stocks (NASDAQ) and companies with strong "research moats" like Meta and Nvidia over overvalued Indian small-caps. He provides a detailed framework on valuation, comparing the P/E ratios of Indian startups to global giants, and explains why hedging is crucial for portfolio protection.Beyond equities, the conversation dives deep into asset allocation strategies for 2026, including his bullish thesis on Bitcoin as a mathematical hedge and his real estate investments in Dubai and Goa. Akshat opens up about the reality of leaving a corporate job, the cost of living in the UAE compared to India, and why true financial freedom is about having control over your time. Watch this to understand how to restructure your portfolio and avoid the financial traps that keep the majority from building wealth.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
We hosted Tamal Bandyopadhyay, a legendary financial journalist and author, for a revealing deep dive into the untold stories of the Indian banking sector. Tamal opened up about his intense legal battle with Sahara, sharing details of the ₹200 crore defamation suit filed against him and the upcoming Sony LIV series based on his book. He also provided a candid assessment of the industry's evolution, discussing the "cleaning up" of bad loans under Raghuram Rajan, the collapse of Yes Bank due to poor governance, and the stark cultural differences between public and private sector banks, including the high-pressure environment that plagues PSU officers.Beyond the serious analysis, the episode is packed with fascinating and often humorous anecdotes about India’s most powerful bankers. Tamal shared rare behind-the-scenes stories, such as HDFC’s Aditya Puri using a "dog walking" session to resolve team conflicts, former RBI Governor D. Subbarao doing the "lungi dance" at his farewell, and the strict ethical standards of Y.V. Reddy. From quirky superstitions involving "white shoes" to the entrepreneurial spirit that built HDFC Bank, this conversation offers a unique, insider look at the personalities shaping India's financial landscape.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, I hosted Tanmay Khandelwal, a 26-year-old fund manager who achieved a massive feat by winning the US Investing Championship two years in a row. He shares how he generated returns of 131% in 2023 and 126% in 2024 by focusing on real-money trading, not just paper portfolios. We dive into his specific wins with stocks like Zomato and RateGain, and he explains his strict rule of never "averaging down" on a losing position.Tanmay also breaks down his proprietary BEST Framework—Big Potential, Earnings, Strength, and Trustworthy Management. He provides a masterclass on Post-IPO investing, explaining why the best gains often come after a company lists and starts deploying its new capital. Whether you are interested in sector tailwinds or technical indicators like the 200-day moving average, this conversation offers a practical blueprint for high-performance investing.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
We hosted industry veteran Hemant Rustagi, and he explained the complete blueprint of mutual fund investing for both beginners and seasoned investors. He started by sharing his incredible journey from working at UTI in 1986 to managing over ₹2,000 crores in assets today, breaking down exactly how asset allocation should change as you age. We didn't just stay on the surface; we dove deep into the mechanics of goal-based investing, where he explained why aligning your SIPs with specific life goals—like retirement or child education—is the ultimate secret to surviving market volatility.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
This episode features Gurcharan Das, legendary author and former CEO of P&G India. He opens up about his incredible life journey, from witnessing the Partition of 1947 and navigating racism in the US to his rise in the corporate world during the restrictive "License Raj" era. He shares fascinating anecdotes, including being fired on his very first day at work, the "Mouse Merchant" fable that changed his perspective on business, and his courageous decision to walk away from a high-paying CEO role at age 50 to become a full-time writer.In the second half, Gurcharan Das explores profound life philosophies rooted in the Mahabharata and the Bhagavad Gita. He narrates the inspiring true story of Kamble, a security guard who taught himself English and rose to become a Director, and discusses key insights from his bestseller The Difficulty of Being Good. The conversation wraps up with timeless advice for the youth on "Nishkama Karma," the concept of "Laghima" (lightness of being), and the importance of taking your work seriously without taking yourself too seriously.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this insightful episode, former RBI Governor Raghuram Rajan reflects on his tenure at India’s central bank, offering a rare behind-the-scenes look at working with different Prime Ministers and the complexities of high-stakes economic decision-making. He candidly discusses his successes, such as implementing inflation targeting and initiating bank cleanups, while also addressing his inability to stop demonetization. Rajan further opens up about the reality of RBI salaries and the rigorous daily routine required to steer the country’s financial stability.Beyond his past experiences, Rajan provides a sharp analysis of the current global and Indian economic landscape, comparing stock market valuations in the US and India and assessing the risks of a potential financial crisis. He tackles pressing domestic issues like unemployment, the skills gap, and rising inequality, emphasizing the urgent need for educational reform and job creation. The conversation concludes with his strategic advice for global leaders like Donald Trump and Narendra Modi, along with his vision for India’s path toward becoming a developed nation.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, I hosted market veteran Vijai Mantri for a deep dive into the changing landscape of mutual fund investing in India. We discuss why he believes the Nifty 50 might be the "worst performing" index and why active funds still hold a significant edge over index funds in the Indian context. Vijai shares his top investment themes for the next decade—including Healthcare, Consumption, Manufacturing, and Energy—and provides specific fund recommendations across Small Cap, Mid Cap, and Flexi Cap categories for investors looking at 2025 and beyond.We also explore critical asset allocation strategies, looking at the pros and cons of Gold and Commercial Real Estate, and why Debt Mutual Funds often outperform traditional Bank Fixed Deposits. Vijai offers a candid warning about the dangers of F&O trading, describing it as a financial addiction, and we touch upon the often-overlooked link between financial planning and marital stability. Whether you are a beginner or a seasoned investor, this episode is packed with actionable advice on SIPs and the "secret" to building generational wealth through longevity.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this insightful episode, veteran investor Sushil Kedia breaks down his unconventional and contrarian approach to the stock market, relying heavily on technical analysis and Elliott Waves rather than traditional fundamental metrics. He shares specific, bold predictions, including a 40-year back tested strategy for trading around elections, a bearish outlook on HDFC Bank, and bullish calls on the sugar sector and public sector banks .He also discusses the trajectory of the Nifty and Sensex leading up to 2026, explaining why he believes the Dollar Index and interest rates may rise simultaneously with a market bull run after a short-term correction.Beyond technical strategies, the conversation delves into the deep philosophy and psychology required for successful trading. He explains how he treats the Bhagavad Gita as a "manual for life," using its teachings to suspend his ego and intellect to truly listen to the market's price action ("Bhaav"). He emphasizes the importance of "maturity" as the ability to know what information to ignore, and shares his unique framework for learning and retaining knowledge, offering a holistic view of the discipline needed to survive and thrive in the financial world.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this insightful episode, we hosted Kailash Kulkarni, CEO of HSBC Mutual Fund India, who brings over three decades of experience in the financial markets. Kailash shares his candid journey, opening up about his biggest financial blunders—from losing nearly 100% of his capital during the 2000 tech crash to a real estate investment that gave him zero returns for years. He dismantles the myth that experts always get it right and explains why he stopped chasing high-risk returns to focus on sustainable wealth creation.This conversation is a complete masterclass on Mutual Fund selection and Asset Allocation. Kailash breaks down his proprietary "50% Rule" for setting realistic SIP expectations, explains why Central Banks are dumping the Dollar for Gold, and warns against blindly using AI tools like ChatGPT for investment advice. Whether you are a student starting with ₹500 or a seasoned investor looking to rebalance your portfolio, this episode provides a practical, jargon-free roadmap to financial independence.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!In this episode, Kushal Lodha sits down with Jeevan Patwa to trace his unconventional journey from a mechanical engineer and software developer to a successful fund manager. Jeevan opens up about his early trading mistakes during the 2005-2008 cycle that led to losing his capital multiple times, an experience that shaped his current "capital protection first" philosophy. He details his strict "elimination framework" for selecting stocks, explaining why he completely avoids cyclical sectors like steel and cement, as well as banking and NBFCs, to focus on businesses with sustainable competitive advantages.The conversation dives deep into Jeevan’s high-conviction investment themes, specifically his bullish stance on the CDMO (Contract Development and Manufacturing Organization) model across pharma, defense, and food industries. He provides granular case studies of his multi-bagger successes, including Suven Pharma, Manorama Industries, and Laurus Labs, illustrating the power of operating leverage and correct entry valuations. The episode concludes with his ambitious goal of targeting 50x returns over a decade and his advice for young investors to prioritize "compounding knowledge" over just compounding wealth.
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, we hosted Vineet Arora, Founder of NAV Capital, who manages over ₹2000 Crores in assets, to decode the high-risk, high-reward world of SME IPOs and micro-cap stocks. Vineet broke down his proprietary "5-Point Investing Framework" for picking winners, explaining exactly how he evaluates promoter integrity, unit economics, and business scalability before investing. He also exposed common traps and scams in the SME sector, teaching retail investors how to spot red flags and avoid the "FOMO" driven by retail frenzy.The discussion featured detailed case studies of his investments in companies like Annapurna Swadisht, EFC India, and Dronacharya Aerial Innovations, sharing the exact thesis behind his entry and exit decisions. From analyzing the booming data center industry to understanding the unique mindset of "grounded" founders in Tier-2 and Tier-3 cities, this conversation is packed with actionable insights for anyone looking to navigate the volatile world of small-cap investing safely.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this inspiring episode, Ankit Kanodia, shares his unconventional journey from failing his CA Final exams four times to becoming a successful full-time investor. He reveals the logic behind his unique "Stock SIP" experiment, where he consistently invested in a basket of 20 stocks to prove the power of disciplined capital allocation. Ankit delves deep into the psychology of investing, explaining why managing human emotions like envy and FOMO is often more critical than financial analysis, and why true success should be measured by happiness rather than just CAGR.The core of the conversation focuses on Ankit’s proprietary "4-Engine Framework" for identifying high-potential microcap stocks: Turnarounds, High Convexity, Yard Investing, and Deep Value. He provides detailed, actionable case studies on companies like Radiant Cash Management, IEX, and Hester Biosciences, explaining exactly how he spots "trains in the yard" before they leave the station. Whether you are looking to understand the nuances of microcap investing or seeking motivation to overcome professional setbacks, this episode offers a masterclass in independent thinking and wealth creation.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
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