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

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.

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