What drives real market outcomes in India today sentiment, flows, or fundamentals?
In the latest episode of IDFC FIRST Private's FIRSTALK, Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, engages in an insightful discussion with Prateek Agrawal, MD & CEO of Motilal Oswal AMC. Don't miss this engaging conversation. #IDFCFIRSTBank #AlwaysYouFirst #FIRSTPrivate #FIRSTALKSee omnystudio.com/listener for privacy information.
Against the Tide – Leadership & Markets with Radhika Gupta
In this powerful and insightful episode of the First Talk podcast by IDFC First Private, host Vikas Sharma sits down with Radhika Gupta, MD & CEO of Edelweiss Asset Management, to decode the mind and mission of one of India’s most dynamic financial leaders.See omnystudio.com/listener for privacy information.
India’s Megatrends: Investing for Tomorrow with Swarup Mohanty
Swarup Mohanty, Vice Chairman & CEO of Mirae Asset India, sheds light on India's economy reaching an inflection point, a structural shift leading to unprecedented growth opportunities, the country’s consumption pattern evolving from lower and middle income to higher-middle income, the financialization of savings, and the revolution in digital infrastructure. He shares these insights while joining Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, for the fourth episode of FIRSTALK. In addition, Swarup discusses how investors can navigate this market cycle and plan their finances for long-term wealth generation. Key topics covered in this episode include: ▪️Core pillar of Indian economy for rebuilding portfolio ▪️India shifting its focus from servicing to manufacturing. ▪️Effect of China Plus One Policy ▪️Lines between India and Bharat being blurred ▪️Striking balance between long-term opportunities & short-term trends#IDFCFIRSTBank #AlwaysYouFirst #FIRSTPrivate #FIRSTALKSee omnystudio.com/listener for privacy information.
Indian Equity Playbook with Sunil Singhania
In the latest episode of IDFC FIRST Private's FIRSTALK, Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, engages in a fascinating conversation with Sunil Singhania, the visionary founder of Abakkus Asset Manager. Don't miss this engaging conversation.#IDFCFIRSTBank #AlwaysYouFirst #FIRSTPrivate #FIRSTALKSee omnystudio.com/listener for privacy information.
The Art of Investing with Saurabh Mukherjea
In the second episode of IDFC FIRST Private's FIRSTALK, our host Mr. Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, interacts with Saurabh Mukherjea, Founder of Marcellus Investment Managers. In this insightful conversation, they explore the idea that investing is not just about number crunching, but an art form that evolves over time. They also delve into the Indian obsession with real estate and gold, discussing how these traditional investment choices continue to shape the financial landscape. Key topics covered in this episode include: The concept of Coffee Can Investing The new-age Indian investor’s approach to buying and selling stocks Red and green flags in Corporate Governance The role of Competitive Advantage in today’s market India’s love affair with real estate and gold The impact of AI on investing in the modern era Don’t miss this engaging discussion—tune in now on YouTube and all major audio streaming platforms. #IDFCFIRSTBank #AlwaysYouFirst #FIRSTPrivate #FIRSTALKSee omnystudio.com/listener for privacy information.