In the latest installment of "Talks with Daulat," our CEO and founder, Varun, had the pleasure of hosting Lakshmi Iyer, the CEO at Kotak Alternate Asset Manager. The dialogue centered around the notable advancements of the debt mutual fund sector within the market and its burgeoning appeal to investors. Beyond the realm of debt funds, the discussion delved into the growing interest investors have shown in exploring alternative investment avenues. However, the absence of clear benchmarks has led to impatience among investors, prompting a consideration of effective control measures.

The conversation encompassed a wide range of topics, ultimately culminating in an exploration of the significant impact that India, as a country, is exerting on the global markets. Lakshmi Iyer also generously shared insights into her personal approach to managing finances and offered valuable advice tailored to retail investors.

Timestamps

Introduction

How the debt mutual fund market has been cultivated in India

Why retail investors should consider debt mutual funds?

Credit risk in mutual funds

Fixed income vs. credit risk

Asset allocation

Benchmarks for alternative investment options

Morgans Stanley credit rating for India

Effects of the election on markets

Lakshmi Iyer’s personal money management

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Varun is the Founder & CEO of #Daulat. Prior to starting this, he worked with some of the world's biggest investment institutions like Blackstone and Bloomberg in their Hong Kong. This give him a front-row seat on how these firms manage wealth/money for the wealthiest individuals. He plans to disperse this knowledge now and bring the benefits of wealth-creation to every Indian.

Varun graduated with distinction in Finance and Information Systems from the HKUST Business School at The Hong Kong University of Science and Technology. He is a NiSM-certified (Series X-A and X-B) Investment Adviser.

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