‘Valuations tell you what to pay. Discipline tells you what to avoid.’

In this episode of FIRSTalk, Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank sits down with Aashish Somaiyaa, ED & CEO of White Oak AMC, for a conversation that goes deeper than market levels and return expectations.

They discuss what really matters when markets are expensive - how to separate narratives from numbers, why quality is often misunderstood, and what it takes to stay disciplined when everything around you is working.

This isn’t a conversation about where the market is. It’s about how to think when the market tests your conviction.

#FIRSTalk#Investing#Markets#Leadership#Alpha#WealthManagement#FirstPrivate#IDFCFIRSTBank

&lsquo;Valuations tell you what to pay. Discipline tells you what to avoid.&rsquo; In this episode of FIRSTalk, Vikas Sharma, Head of Wealth Management &amp; Private Banking at IDFC FIRST Bank sits down with Aashish Somaiyaa, ED &amp; CEO of White Oak AMC, for a conversation that goes deeper than market levels and return expectations. They discuss what really matters when markets are expensive - how to separate narratives from numbers, why quality is often misunderstood, and what it takes to stay disciplined when everything around you is working. This isn&rsquo;t a conversation about where the market is. It&rsquo;s about how to think when the market tests your conviction. <a href="https://www.youtube.com/hashtag/firstalk">#FIRSTalk</a> <a href="https://www.youtube.com/hashtag/investing">#Investing</a> <a href="https://www.youtube.com/hashtag/markets">#Markets</a> <a href="https://www.youtube.com/hashtag/leadership">#Leadership</a> <a href="https://www.youtube.com/hashtag/alpha">#Alpha</a> <a href="https://www.youtube.com/hashtag/wealthmanagement">#WealthManagement</a> <a href="https://www.youtube.com/hashtag/firstprivate">#FirstPrivate</a> <a href="https://www.youtube.com/hashtag/idfcfirstbank">#IDFCFIRSTBank</a>

Beyond Valuations

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 #FIRSTALK

In the latest episode of IDFC FIRST Private's FIRSTALK, Vikas Sharma, Head of Wealth Management &amp; Private Banking at IDFC FIRST Bank, engages in an insightful discussion with Prateek Agrawal, MD &amp; CEO of Motilal Oswal AMC.
Don't miss this engaging conversation.
#IDFCFIRSTBank #AlwaysYouFirst #FIRSTPrivate #FIRSTALK

What drives real market outcomes in India today sentiment, flows, or fundamentals?

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.

In this powerful and insightful episode of the First Talk podcast by IDFC First Private, host Vikas Sharma sits down with Radhika Gupta, MD &amp; CEO of Edelweiss Asset Management, to decode the mind and mission of one of India&rsquo;s most dynamic financial leaders.

Against the Tide – Leadership & Markets with Radhika Gupta

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#FIRSTALK

Swarup Mohanty, Vice Chairman &amp; 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&rsquo;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 &amp; 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 &amp; short-term trends <a href="https://www.youtube.com/hashtag/idfcfirstbank">#IDFCFIRSTBank</a> <a href="https://www.youtube.com/hashtag/alwaysyoufirst">#AlwaysYouFirst</a> <a href="https://www.youtube.com/hashtag/firstprivate">#FIRSTPrivate</a> <a href="https://www.youtube.com/hashtag/firstalk">#FIRSTALK</a>

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.

India’s Megatrends: Investing for Tomorrow with Swarup Mohanty 

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#FIRSTALK

In the latest episode of IDFC FIRST Private's FIRSTALK, Vikas Sharma, Head of Wealth Management &amp; Private Banking at IDFC FIRST Bank, engages in a fascinating conversation with Sunil Singhania, the visionary founder of Abakkus Asset Manager.&nbsp; Don't miss this engaging conversation. <a href="https://www.youtube.com/hashtag/idfcfirstbank">#IDFCFIRSTBank</a> <a href="https://www.youtube.com/hashtag/alwaysyoufirst">#AlwaysYouFirst</a> <a href="https://www.youtube.com/hashtag/firstprivate">#FIRSTPrivate</a> <a href="https://www.youtube.com/hashtag/firstalk">#FIRSTALK</a>

Indian Equity Playbook with Sunil Singhania

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 #FIRSTALK

In the second episode of IDFC FIRST Private's FIRSTALK, our host Mr. Vikas Sharma, Head of Wealth Management &amp; 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:
<ul>
<li>
The concept of Coffee Can Investing
</li>
<li>
The new-age Indian investor&rsquo;s approach to buying and selling stocks
</li>
<li>
Red and green flags in Corporate Governance
</li>
<li>
The role of Competitive Advantage in today&rsquo;s market
</li>
<li>
India&rsquo;s love affair with real estate and gold
</li>
<li>
The impact of AI on investing in the modern era
</li>
</ul>
Don&rsquo;t miss this engaging discussion&mdash;tune in now on YouTube and all major audio streaming platforms.
#IDFCFIRSTBank #AlwaysYouFirst #FIRSTPrivate #FIRSTALK

The Art of Investing with Saurabh Mukherjea

In the first episode of IDFC FIRST Private's FIRSTALKhost Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, speaks to Nilesh Shah, Managing Director of Kotak Mahindra Asset Management. They discuss the Great India Story and India's global growth, particularly with recent changes in capital gain taxation, policy reforms and more.

Their conversation sheds light on –
Shaping the Future: How Policymakers and Regulators Influence Investments
Tax Tides are Turning: How New Policies Shape India’s Investment Scene
India’s Derivatives Market: Unique Trends Redefining the Financial Markets
Active vs. Passive Investing: The Ultimate Showdown in Fund Management
Gift City: India’s Bold Move to Become a Global Financial Powerhouse
AI-Powered Investing: The Future of Active Fund Management Unveiled
China Plus One Strategy: A Boon for India’s Market Positioning?

Tune in to this episode on YouTube and all major audio streaming platforms. 

In the first episode of IDFC FIRST Private's FIRSTALK host Vikas Sharma, Head of Wealth Management &amp; Private Banking at IDFC FIRST Bank, speaks to Nilesh Shah, Managing Director of Kotak Mahindra Asset Management. They discuss the Great India Story and India's global growth, particularly with recent changes in capital gain taxation, policy reforms and more. Their conversation sheds light on –
<ol>
<li>Shaping the Future: How Policymakers and Regulators Influence Investments</li>
<li>Tax Tides are Turning: How New Policies Shape India’s Investment Scene</li>
<li>India’s Derivatives Market: Unique Trends Redefining the Financial Markets</li>
<li>Active vs. Passive Investing: The Ultimate Showdown in Fund Management</li>
<li>Gift City: India’s Bold Move to Become a Global Financial Powerhouse</li>
<li>AI-Powered Investing: The Future of Active Fund Management Unveiled</li>
<li>China Plus One Strategy: A Boon for India’s Market Positioning?</li>
</ol>
Tune in to this episode on YouTube and all major audio streaming platforms.

In the first episode of IDFC FIRST Private's FIRSTALK host Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, speaks to Nilesh Shah, Managing Director of Kotak Mahindra Asset Management. They discuss the Great India Story and India's global growth, particularly with recent changes in capital gain taxation, policy reforms and more.  Their conversation sheds light on –  Shaping the Future: How Policymakers and Regulators Influence Investments Tax Tides are Turning: How New Policies Shape India’s Investment Scene India’s Derivatives Market: Unique Trends Redefining the Financial Markets Active vs. Passive Investing: The Ultimate Showdown in Fund Management Gift City: India’s Bold Move to Become a Global Financial Powerhouse AI-Powered Investing: The Future of Active Fund Management Unveiled China Plus One Strategy: A Boon for India’s Market Positioning?

The Great India Story: A Conversation on Growth and Investment Opportunities Ft. Nilesh Shah

Welcome to FIRSTALK- Knowledge Speaks, Wisdom Listens presented by IDFC FIRST Private- IDFC FIRST Bank. Hosted by Vikas Sharma, Head - Wealth Management & Private Banking at IDFC FIRST Bank, the podcast focuses on the fascinating journey of India's global economy as it emerges as a superpower. From its post-independence struggles to its current position as one of the world’s fastest-growing economies, India has undergone significant changes over the decades.

As a result, India is not only becoming a key player in global supply chains but also influencing international trade dynamics. The interplay between domestic policies and global trends—like central bank decisions and monetary policies—playing a critical role in shaping investment landscapes and portfolio strategies.

This backdrop sets the stage for insightful discussions on the podcast, where industry experts will share their perspectives on how India's evolving story impacts investment opportunities and financial strategies in an increasingly interconnected world.

Welcome to FIRSTALK- Knowledge Speaks, Wisdom Listens presented by IDFC FIRST Private- IDFC FIRST Bank. Hosted by Vikas Sharma, Head - Wealth Management &amp; Private Banking at IDFC FIRST Bank, the podcast focuses on the fascinating journey of India's global economy as it emerges as a superpower. From its post-independence struggles to its current position as one of the world&rsquo;s fastest-growing economies, India has undergone significant changes over the decades. As a result, India is not only becoming a key player in global supply chains but also influencing international trade dynamics. The interplay between&nbsp;domestic policies and global trends&mdash;like central bank decisions and monetary policies&mdash;playing a critical role in shaping investment landscapes and portfolio strategies. This backdrop sets the stage for insightful discussions on the podcast, where industry experts will share their perspectives on how India's evolving story impacts investment opportunities and financial strategies in an increasingly interconnected world.

FIRSTALK

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