On this episode of Paisa Vaisa, host Anupam Gupta is joined by Harini Dedhia, Fund Manager at Tamohara Investment Managers, for a wide-ranging conversation on investing, stock picking, portfolio construction, AI, pharma, and the future of Indian equities.

Harini shares her journey into investing, the hard lessons she learned from the stock market, and why she believes investing is simple but human behavior makes it complicated. She explains why the old “buy and forget” examples may not work the same way for today’s generation, why disruption has changed long-term investing, and what retail investors often get wrong when they act on public information.

The episode also explores SIPs, midcaps, smallcaps, second-order thinking, DCF models, pre-mortems, global investing, and how serious equity portfolios are built. Harini breaks down Tamohara’s approach to finding businesses that can grow faster than India’s nominal GDP, gain market share, and compound over time.

Anupam and Harini also discuss why India may not be an anti-AI trade, how AI could accelerate drug discovery, why pharma CDMO and API manufacturing matter, and how small engineering companies and premium consumption could become important investing themes.

A sharp and practical episode for anyone interested in Indian markets, long-term investing, direct stocks, mutual funds, PMS strategies, and wealth creation.

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

On this episode of Paisa Vaisa, host Anupam Gupta is joined by Harini Dedhia, Fund Manager at Tamohara Investment Managers, for a wide-ranging conversation on investing, stock picking, portfolio construction, AI, pharma, and the future of Indian equities.
Harini shares her journey into investing, the hard lessons she learned from the stock market, and why she believes investing is simple but human behavior makes it complicated. She explains why the old &ldquo;buy and forget&rdquo; examples may not work the same way for today&rsquo;s generation, why disruption has changed long-term investing, and what retail investors often get wrong when they act on public information.
The episode also explores SIPs, midcaps, smallcaps, second-order thinking, DCF models, pre-mortems, global investing, and how serious equity portfolios are built. Harini breaks down Tamohara&rsquo;s approach to finding businesses that can grow faster than India&rsquo;s nominal GDP, gain market share, and compound over time.
Anupam and Harini also discuss why India may not be an anti-AI trade, how AI could accelerate drug discovery, why pharma CDMO and API manufacturing matter, and how small engineering companies and premium consumption could become important investing themes.
A sharp and practical episode for anyone interested in Indian markets, long-term investing, direct stocks, mutual funds, PMS strategies, and wealth creation. 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

Starting From Scratch? Here’s How To Build A Serious Equity Portfolio

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

Why Chasing Returns Hurts Serious Investors in PMS and AIFs | Vaibhav Agrawal | Paisa Vaisa

Do good returns automatically make a mutual fund trustworthy?

In this episode of Paisa Vaisa, Anupam Gupta speaks with Mitu Samar, founder of Eminence Strategy Consulting, about what really drives investor trust in mutual funds.

Drawing from research involving approximately 1,200 respondents across India, Mitu reveals why performance may only be the starting point. One in three investors said they trust a fund house’s reputation more than their own knowledge, while 46% of Gen Z respondents said they may consider switching after sustained negative news even when returns are good.

The conversation explores the growing importance of fund-manager credibility, brand familiarity, clear communication, customer experience and leadership visibility. Mitu also explains why newer investors often depend on external signals, how women and men evaluate financial brands differently, and why advisors continue to remain an important source of investment guidance.

Anupam and Mitu also discuss the mistakes asset management companies make while communicating with existing investors, the challenges investors face during redemptions and life-stage changes, and what AMCs must do to earn long-term loyalty.

Is reputation becoming as important as returns? Listen to the complete episode to understand what investors should examine before choosing or leaving a mutual fund.

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

Do good returns automatically make a mutual fund trustworthy?
In this episode of Paisa Vaisa, Anupam Gupta speaks with Mitu Samar, founder of Eminence Strategy Consulting, about what really drives investor trust in mutual funds.
Drawing from research involving approximately 1,200 respondents across India, Mitu reveals why performance may only be the starting point. One in three investors said they trust a fund house&rsquo;s reputation more than their own knowledge, while 46% of Gen Z respondents said they may consider switching after sustained negative news even when returns are good.
The conversation explores the growing importance of fund-manager credibility, brand familiarity, clear communication, customer experience and leadership visibility. Mitu also explains why newer investors often depend on external signals, how women and men evaluate financial brands differently, and why advisors continue to remain an important source of investment guidance.
Anupam and Mitu also discuss the mistakes asset management companies make while communicating with existing investors, the challenges investors face during redemptions and life-stage changes, and what AMCs must do to earn long-term loyalty.
Is reputation becoming as important as returns? Listen to the complete episode to understand what investors should examine before choosing or leaving a mutual fund. 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

Why Investors Switch Mutual Funds Despite Good Returns | Mitu Samar | Paisa Vaisa

India has nearly 1 crore crorepati households, but only around 8,000 to 10,000 wealth managers serving this growing segment. So who really needs professional wealth management, and when is DIY investing enough?

In this episode of Paisa Vaisa, Anupam Gupta speaks with Sandeep Jethwani, Co-Founder of Dezerv, about how Indian investors should think about direct mutual funds, financial advisory and PMS.

Sandeep explains why choosing funds purely on past performance can be misleading, why last year’s best-performing fund may not repeat its success, and why 40% of Dezerv’s inflows come from investors transferring existing mutual fund portfolios.

The conversation also explores the real value of a wealth manager, the cost of professional advice and why investing is often more about personality and mindset than numbers. They also discuss why comparing portfolio returns with friends can lead to poor financial decisions.

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 has nearly 1 crore crorepati households, but only around 8,000 to 10,000 wealth managers serving this growing segment. So who really needs professional wealth management, and when is DIY investing enough?
In this episode of Paisa Vaisa, Anupam Gupta speaks with Sandeep Jethwani, Co-Founder of Dezerv, about how Indian investors should think about direct mutual funds, financial advisory and PMS.
Sandeep explains why choosing funds purely on past performance can be misleading, why last year&rsquo;s best-performing fund may not repeat its success, and why 40% of Dezerv&rsquo;s inflows come from investors transferring existing mutual fund portfolios.
The conversation also explores the real value of a wealth manager, the cost of professional advice and why investing is often more about personality and mindset than numbers. They also discuss why comparing portfolio returns with friends can lead to poor financial decisions. 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

Starting From Scratch? Here’s How To Build A Serious Equity Portfolio

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