What do HNIs and family offices invest in beyond traditional stocks and mutual funds?

On this episode of Paisa Vaisa, Anupam Gupta speaks with Sachin Sawrikar, Founder and Managing Partner at Artha Bharat, about alternative investments, global diversification, GIFT City and how sophisticated investors approach portfolio construction.

Sachin breaks down the world of distressed assets, private credit, hedge funds, arbitrage and gold, while explaining why alternatives are increasingly becoming part of HNI and family-office portfolios. He also shares how distressed-debt investing works, including the risks involved and why seemingly troubled assets can sometimes create unusual investment opportunities.

The conversation explores why Indian investors should think about global diversification, the opportunities available through GIFT City, and what investors need to understand before committing money to alternative investments.

Sachin also highlights some important red flags: manager skin in the game, hidden fees, illiquidity, unrealistic return expectations and investment products being sold for commissions rather than suitability.

Finally, he shares a simple principle for long-term wealth creation: stay consistent, diversify intelligently and keep investing simple.

From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations.

Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more
Watch full episodes right here on YouTube
Explore more at ivmpodcasts.com

Connect with Anupam Gupta: 
Twitter: @b50
Instagram: @b_50 
LinkedIn: Anupam Gupta 

Follow IVM Podcasts
We’re @ivmpodcasts on Facebook, Twitter & Instagram

What do HNIs and family offices invest in beyond traditional stocks and mutual funds?
On this episode of Paisa Vaisa, Anupam Gupta speaks with Sachin Sawrikar, Founder and Managing Partner at Artha Bharat, about alternative investments, global diversification, GIFT City and how sophisticated investors approach portfolio construction.
Sachin breaks down the world of distressed assets, private credit, hedge funds, arbitrage and gold, while explaining why alternatives are increasingly becoming part of HNI and family-office portfolios. He also shares how distressed-debt investing works, including the risks involved and why seemingly troubled assets can sometimes create unusual investment opportunities.
The conversation explores why Indian investors should think about global diversification, the opportunities available through GIFT City, and what investors need to understand before committing money to alternative investments.
Sachin also highlights some important red flags: manager skin in the game, hidden fees, illiquidity, unrealistic return expectations and investment products being sold for commissions rather than suitability.
Finally, he shares a simple principle for long-term wealth creation: stay consistent, diversify intelligently and keep investing simple. From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations. Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana &amp; more Watch full episodes right here on YouTube Explore more at ivmpodcasts.com Connect with Anupam Gupta: Twitter: @b50 Instagram: @b_50 LinkedIn: Anupam Gupta Follow IVM Podcasts We&rsquo;re @ivmpodcasts on Facebook, Twitter &amp; Instagram

Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship.

You can catch this podcast on YouTube 'Paisa Vaisa with Anupam Gupta' or find it on top audio streaming platforms like Apple Podcasts, Spotify, Amazon Music, Google Podcasts, JioSaavn, Gaana, and others.

Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can catch this podcast on YouTube 'Paisa Vaisa with Anupam Gupta' or find it on top audio streaming platforms like Apple Podcasts, Spotify, Amazon Music, Google Podcasts, JioSaavn, Gaana, and others.

The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services

Paisa Vaisa with Anupam Gupta

Beyond Stocks: Alternatives, Global Investing & GIFT City | Sachin Sawrikar | Paisa Vaisa

How will US debt, AI valuations, geopolitics and global power shifts shape India's stock market over the next few years?

In this episode of Paisa Vaisa, Anupam Gupta speaks with Jitendra Gohil, CIO – Listed Equities at Bajaj Alts, to understand why politics not just earnings and valuations is becoming one of the biggest drivers of financial markets.

The conversation explores the changing economic landscape across the United States, India, Japan and Korea, the risks posed by rising US debt, AI-led market concentration, bond yields, the US dollar, gold and global capital flows. Jitendra explains why India could still remain one of the world's strongest long-term growth stories while highlighting the sectors that may benefit the most from the country's journey from a $4 trillion to a $10 trillion economy.

They also discuss:


US debt and AI bubble risks


India's long-term market outlook


EMS (Electronics Manufacturing Services), shipbuilding and defence


Active funds vs ETFs


Gold allocation and portfolio diversification


Nifty return expectations


Mid-cap and small-cap opportunities


What retail investors and HNIs should be doing over the next few years

Whether you're an investor, mutual fund enthusiast, market follower or someone trying to understand the future of global investing, this episode offers a framework that connects politics, economics and markets.

From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations.

Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more
Watch full episodes right here on YouTube
Explore more at ivmpodcasts.com

Connect with Anupam Gupta: 
Twitter: @b50
Instagram: @b_50 
LinkedIn: Anupam Gupta 

Follow IVM Podcasts
We’re @ivmpodcasts on Facebook, Twitter & Instagram

How will US debt, AI valuations, geopolitics and global power shifts shape India's stock market over the next few years?
In this episode of Paisa Vaisa, Anupam Gupta speaks with Jitendra Gohil, CIO &ndash; Listed Equities at Bajaj Alts, to understand why politics not just earnings and valuations is becoming one of the biggest drivers of financial markets.
The conversation explores the changing economic landscape across the United States, India, Japan and Korea, the risks posed by rising US debt, AI-led market concentration, bond yields, the US dollar, gold and global capital flows. Jitendra explains why India could still remain one of the world's strongest long-term growth stories while highlighting the sectors that may benefit the most from the country's journey from a $4 trillion to a $10 trillion economy.
They also discuss:
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US debt and AI bubble risks
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India's long-term market outlook
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EMS (Electronics Manufacturing Services), shipbuilding and defence
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Active funds vs ETFs
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Gold allocation and portfolio diversification
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Nifty return expectations
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Mid-cap and small-cap opportunities
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What retail investors and HNIs should be doing over the next few years
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Whether you're an investor, mutual fund enthusiast, market follower or someone trying to understand the future of global investing, this episode offers a framework that connects politics, economics and markets. From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations. Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana &amp; more Watch full episodes right here on YouTube Explore more at ivmpodcasts.com Connect with Anupam Gupta: Twitter: @b50 Instagram: @b_50 LinkedIn: Anupam Gupta Follow IVM Podcasts We&rsquo;re @ivmpodcasts on Facebook, Twitter &amp; Instagram

India’s Growth Story Is Intact But the Market Leaders Are Changing | Jitendra Gohil | Paisa Vaisa

India’s REIT market is growing, but how should investors actually understand the opportunity?

On this episode of Paisa Vaisa, host Anupam Gupta speaks with Amit Shetty, Chief Executive Officer of Embassy Office Parks REIT, about the evolution of REITs in India and the forces driving the country’s commercial real estate market.

Amit explains how REITs generate and distribute income to unitholders, why metrics such as occupancy, DPU, NAV and lease tenure matter, and what investors should evaluate before adding REITs to their portfolios.

The conversation also looks at the rise of Global Capability Centres or GCCs, their growing demand for Grade A office space, and why Bengaluru, Hyderabad, Chennai and other major markets continue to attract global companies. Amit discusses rising office demand, rental growth, capital allocation, debt, acquisitions and Embassy REIT’s own expansion journey.

They also explore the larger Indian REIT ecosystem, which Amit says has distributed around ₹31,000 crore to unitholders, and why awareness and participation in the asset class still have considerable room to grow.

For anyone interested in REIT investing, commercial real estate, income-oriented investing, GCCs, portfolio diversification and India’s office-market growth story, this episode offers a detailed look at where the opportunity may lie.

From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations.

Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more
Watch full episodes right here on YouTube
Explore more at ivmpodcasts.com

Connect with Anupam Gupta: 
Twitter: @b50
Instagram: @b_50 
LinkedIn: Anupam Gupta 

Follow IVM Podcasts
We’re @ivmpodcasts on Facebook, Twitter & Instagram

India&rsquo;s REIT market is growing, but how should investors actually understand the opportunity?
On this episode of Paisa Vaisa, host Anupam Gupta speaks with Amit Shetty, Chief Executive Officer of Embassy Office Parks REIT, about the evolution of REITs in India and the forces driving the country&rsquo;s commercial real estate market.
Amit explains how REITs generate and distribute income to unitholders, why metrics such as occupancy, DPU, NAV and lease tenure matter, and what investors should evaluate before adding REITs to their portfolios.
The conversation also looks at the rise of Global Capability Centres or GCCs, their growing demand for Grade A office space, and why Bengaluru, Hyderabad, Chennai and other major markets continue to attract global companies. Amit discusses rising office demand, rental growth, capital allocation, debt, acquisitions and Embassy REIT&rsquo;s own expansion journey.
They also explore the larger Indian REIT ecosystem, which Amit says has distributed around ₹31,000 crore to unitholders, and why awareness and participation in the asset class still have considerable room to grow.
For anyone interested in REIT investing, commercial real estate, income-oriented investing, GCCs, portfolio diversification and India&rsquo;s office-market growth story, this episode offers a detailed look at where the opportunity may lie. From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations. Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana &amp; more Watch full episodes right here on YouTube Explore more at ivmpodcasts.com Connect with Anupam Gupta: Twitter: @b50 Instagram: @b_50 LinkedIn: Anupam Gupta Follow IVM Podcasts We&rsquo;re @ivmpodcasts on Facebook, Twitter &amp; Instagram

India’s REIT Opportunity with Amit Shetty on Commercial Real Estate and GCC Growth | Paisa Vaisa

What does India’s next phase of growth look like and how should investors prepare for it?

In this episode of Paisa Vaisa, Vaibhav Agrawal discusses the long term outlook for Indian markets, India’s economic evolution compared with China and why staying invested for the long term is very different from simply saying you are a long term investor.

The conversation also looks at one of the biggest mistakes HNI investors make while selecting PMS and AIF strategies which is chasing past performance. Vaibhav explains why headline returns do not always tell the complete story and why investors should understand where those returns actually came from.

The episode also explores global diversification and investing overseas from India, along with the challenge of valuing new age businesses that may have high growth and significant potential despite having little or no current earnings.

From India’s growth story to PMS and AIF investing, global portfolios, new age stocks and long term wealth creation, this conversation offers a deeper look at how serious investors can think about markets beyond short term returns.

From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations.

Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more
Watch full episodes right here on YouTube
Explore more at ivmpodcasts.com

Connect with Anupam Gupta: 
Twitter: @b50
Instagram: @b_50 
LinkedIn: Anupam Gupta 

Follow IVM Podcasts
We’re @ivmpodcasts on Facebook, Twitter & Instagram

What does India&rsquo;s next phase of growth look like and how should investors prepare for it? In this episode of Paisa Vaisa, Vaibhav Agrawal discusses the long term outlook for Indian markets, India&rsquo;s economic evolution compared with China and why staying invested for the long term is very different from simply saying you are a long term investor. The conversation also looks at one of the biggest mistakes HNI investors make while selecting PMS and AIF strategies which is chasing past performance. Vaibhav explains why headline returns do not always tell the complete story and why investors should understand where those returns actually came from. The episode also explores global diversification and investing overseas from India, along with the challenge of valuing new age businesses that may have high growth and significant potential despite having little or no current earnings. From India&rsquo;s growth story to PMS and AIF investing, global portfolios, new age stocks and long term wealth creation, this conversation offers a deeper look at how serious investors can think about markets beyond short term returns. From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations. Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana &amp; more Watch full episodes right here on YouTube Explore more at ivmpodcasts.com Connect with Anupam Gupta: Twitter: @b50 Instagram: @b_50 LinkedIn: Anupam Gupta Follow IVM Podcasts We&rsquo;re @ivmpodcasts on Facebook, Twitter &amp; Instagram

Beyond Stocks: Alternatives, Global Investing & GIFT City | Sachin Sawrikar | Paisa Vaisa

Paisa Vaisa with Anupam Gupta

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