48 results for “Wealth”

ESOPs Demystified : Taxes, Dilution & the Path to Wealth in India

Rethinking NRI Wealth: From Preservation to Purposeful Growth in India

[Podcast] The Hulla Over Inheritance Tax

We explore inheritance taxes in this podcast. Is it wise to tax what should go to your heirs? Is it wiser to make you spend it all before you die? Explore it with us.

[Podcast] How money gets created in India

Ever wondered about the whole money thing – how it's made, where it comes from? Well, in this podcast episode, we're breaking it all down, and without using any jargons.

Wealth Letter Nov 2023: The Illusion of Risk

[Podcast] Should you invest in a PMS?

Wealth Letter July 2023: It's raining new highs

Podcast: How arbitrage funds might have systemic risk on a tax-rule change

"If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck", goes the saying. Arbitrage mutual funds are actually taxed as equity funds but they actually behave as debt funds.  And this tax arbitrage of arbitrage funds is what the regulators may be looking to fix. In light of this, we have our latest episode of the Capitalmind Podcast, where we dive into the intriguing world of arbitrage mutual funds, also known as arb funds.

Wealth Letter May 2023: Much more to go, much more to do

Wealth Letter April 2023: The fresh air in all this despair

Wealth Letter March 2023: Muddling Through Markets

Wealth Letter Feb 2023: The markets that need a spark

Wealth Letter Dec 2022: Back to All Time Highs

🔆 03-Dec: Honda Power, GDP Update & More

🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What stock: Honda India Powers through as Outlier What’s on YouTube: India's Q2FY23 GDP Analysis & More

19-Nov: FTX scandal, Railway stocks, Prataap snacks & More

🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What’s that outlier: Prataap Snacks What’s on YouTube: FTX scandal, Railway stocks & More

[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More

. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: Falling Nifty, Increasing rates & UK monetary crisis!

[24 Sep 22] Newsletter: Power Grid Cracks, 5 Good Reads & What's happening at BYJUs

🔆 Quick glance Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money YouTube: Is BYJUs an Edtech company or NBFC?

[17 Sep 22] Newsletter: IT Stocks Plunge, 5 Good Reads & Our Weekly Show!

Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money Capitalmind Show: Kya Lagta Hai Bazaar on Youtube

Wealth Letter Aug 2022: Change, sometimes, is invisible

[3 Sep 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

. - Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week - Links we like: 5 good reads on markets & money - Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

Podcast: Turbulent times - RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .

Podcast: Is it a good time to invest in gold?

🎙New Podcast In this episode, Deepak and Shray unravel different aspects related to investing in gold.  Gold has been around as a store of value for a couple of millennia, probably longer, because of how little there is and how difficult it is to get out of the earth. Now get this - all the Gold mined would fit in a crate with sides of 21 meters. That’s roughly the length of three and a half standard containers. Yet, in the last decade, this scarce and loved asset class has done just enough to match inflation. This means, adjusted for inflation, gold has returned nothing! Now, after putting returns of gold into perspective, we get on to the theme of our podcast - Does it make sense to invest in Gold? We look at gold from different lenses while we determine: - If gold is a hedge against inflation? - Can gold protect you in a crisis like war? - Is gold investment to create long-term wealth? - What's an efficient way to invest in gold?

Wealth Letter May 2022: Roadblocks on the journey

This is an excerpt from the May 2022 letter to Capitalmind PMS Clients.

Masala Money: Krish Ashok X Deepak Shenoy on Food and Finance

Two engineers get together to discuss two life essentials - food and money! Our food expert is Krish Ashok. Ashok is Global Head, Digital Workplace at TCS. He is a techie, a musician and an author. He talks about the science behind food, the history of food and offers a lot of food for thought for us to explore further. If you are interested, a good starting point is his famous book - Masala Lab. Our money expert is Deepak Shenoy. Deepak talks about the importance of managing your finances, the myths about investing, the fallacies that investors should avoid, and his take on cryptocurrencies. It is quite a treat to listen when he shares food metaphors to explain financial concepts. So listen in!

Book Launch: Money Wise - Timeless Lessons on Building Wealth

My first book is out! Money Wise is where I write about building wealth in the long term. It will help you think about how to make money, save money, invest money and even why you should spend it. The book takes you through a journey about how to grow your money by investing, the pitfalls and the things to watch out for. Happy reading!

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

Wealth Letter July 2021: Following the Disruption

[This is an excerpt from the July 2021 letter to Capitalmind PMS Clients] India has a strange set of rules for movies. When someone is smoking on the screen, the movie must show a line that says smoking is injurious to health. This is resented by the moviemakers, who understand that smoking is bad, but they want to have the viewer’s full focus, and not distract them regularly. Tobacco companies obviously don’t like the legislation, and viewers don’t necessarily care, though there is a slow subliminal message being created of cigarettes being bad things. Read on for the July 2021 letter to PMS clients.

EP38: Money, after you die

How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and Deepak explore what you must do in an unfortunate circumstance of a loved one's death, and for an easy transition in case of your own. We also invite Harshavardhan Ganesan, a practicing lawyer, to give us the legal perspective. Listen in for real life anecdotes from covid, succession certificates, legal wills, and some counter-intuitive learnings.

Wealth Letter April 2021: Sleeping and Staying Awake

I was going through some really old papers, all the way back to 1977, in an effort to finally clear out a box of papers that we had kept since my father passed away more than 20 years ago. It took me a few hours, and through all the emotions, I read through how my Dad had invested and saved his money. And when I look back....the story has some startling revelations. [Read on, in Deepak's monthly letter to Wealth PMS customers]

Wealth Letter March 2021: The Month of Crazy

The Indian budget revealed one big thing: the government is going to borrow a lot more money. From a 7 lakh crore of planned borrowing last year, we’ll see over 12 lakh crores borrowed in the coming year. Add to that the woe of inflation, and interest rates in the bond market - better known as “yields” - have risen sharply. The government used to borrow at 5.8% and now it’s borrowing at 6.2% or more. This has also seen echoes elsewhere in the world. When Joe Biden was sworn in, in January, yields in the US were less than 1%. Now they have moved to 1.5%. Everywhere, people are paying a little more to borrow. How does this impact stocks? Read on for edited excerpts from Deepak's March memo to Capitalmind PMS clients.

Foundations of health for the wealth-walas, with LiveAltLife

Deepak invites Vivek Subramanyam of LiveAltLife to discuss the one thing without which wealth means very little - health. Vivek breaks down the foundations of health to help avoid or even reverse lifestyle diseases as Deepak draws paralells on human behavior from the world of investing.

Wealth Letter Nov 2020: TINA. Where else can you go?

Podcast #33: Momentum Investing, Unintuitive yet Effective

In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration into this strategy, the two schools of thought that explain why it exists. How it applies to Indian markets, and our analysis into whether it has worked. Also the downsides of momentum, both real and perceived, and in what ways it can be a good counterweight to a bottom-up fundamentally picked portfolio. We close with how we manage the Momentum portfolio at Capitalmind, and the differences between the Premium and the PMS Momentum portfolio.

Podcast #31: How trend following can make buy and hold better

In this episode, Shray and Sandeep discuss how adding a trend following layer to a long-only portfolio can help enhance returns and lower drawdowns, in the context of Capitalmind Chase - our own such strategy.

The Capitalmind Wealth Momentum Performance, and How It Weathered the Covid Crisis

Capitalmind Momentum Portfolio has delivered 28% for the year ending July 2020 with lower volatility than the broader market. Here's how the rule-based exit and re-entry strategy enabled reducing the impact of the March market fall.

Podcast #29: Discussing credit scores, trust, valuing your time and habits of the wealthy with Kunal Shah

"How will we become wealthy if we hate everyone who becomes wealthy?". "All the entrepreneurs who are somewhat successful are because of their thick skin" "The largest employer of this country is inefficiency” Some amazing insights in the 29th edition of the Capitalmind Podcast, where Deepak Shenoy of Capitalmind and Kunal Shah of CRED analyze the affluent - their spending patterns, usage of credit, and the behaviour of successful people.

Wealth Letter April 2020: Locking Down and Getting Free

Podcast #25: How do you invest through a panic?

Podcast #18: How to Master Your Cash Flows with Credit-Cards and Overdrafts

Bond Baba #3: Convertible, Callable, Puttable, Floating Rate, and ZCBs [Video]

Podcast #16: What Broke Karvy and How Zerodha is Shaping the Future of Broking

How To Buy A Mutual Fund (Ep-14)

Capitalmind Wealth October 2019 Memo: What Were They Thinking?

Podcast: Momentum- The Anomaly that Persists (Episode-6)

Podcast: Anupam Gupta on Regular Investing and Where To Focus

Podcast: The State of Financial Advice in India (Episode 4)

Video: What are your Biggest Losers?

Budget 2015: More Taxes, No Wealth Tax, More Other Taxes, Black Money Attacks