BusinessEntrepreneurship

Konversation with Kushal

Kushal Lodha is a qualified Chartered Accountant who achieved AIR 5 in CA Finals, AIR 5 in CA Inter, and AIR 6 in CA Foundation. Furthermore, he has successfully completed all levels of CFA and ACCA, attaining a World Rank 3 in ACCA.

This podcast caters to the aspiring entrepreneurs of India, offering invaluable insights to kickstart your journey from Zero to One. Additionally, Kushal Lodha is an esteemed part-time content creator, boasting a cumulative following of over 600k+ on social media. He was also honored as LinkedIn's Top Voice for the year 2022.

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31 episodes
Avg 1 hr 26 min
English

Episodes 31

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September 15 · 1 hr 4 min
₹25 Crores Mutual Fund Portfolio REVEALED: Equity, Gold, Debt & Global Funds | Kushal Lodha #378
In this episode of Konversation with Kushal, Binoli Jain and Ankit Jain, the husband-wife duo behind The Money Mart, open up their actual family portfolio live on screen. They manage over ₹640 crore across 900 families and break down how disciplined SIPs, smart asset allocation, and goal-based planning turned small monthly investments into real generational wealth, including making their daughter a crorepati before she turned 15.What You'll Learn:1-The ₹24,500 SIP That Made Their Daughter A Crorepati, started before she was even one month old.2-Why Their Equity Gave 0% Returns For 15 Years, and how compounding exploded right after.3-The Asset Allocation Formula that lets them sleep peacefully even when markets crash 40%.4-How To Actually Pick A Fund by looking at governance and people, never past returns.5-The Cash Flow Exercise that reveals your true net worth and how much you can really invest. #KonversationWithKushal #KushalLodha #MutualFunds #SIP #PersonalFinanceIndia #AssetAllocation #FinancialFreedom #WealthCreation #InvestingForBeginners #TheMoneyMart
September 15 · 1 hr 14 min
US Stock Market Crash Coming? What Indian Investors Should Do Now | Kushal Lodha #377
In this episode of Konversation with Kushal, Amit Jain, Co-Founder, Ashika Global Family Office Services, reveals why he is cautious on global markets and bullish on India right now.Here's what you'll learn:1- Why India Is Cheaper Than the World: The relative price attractiveness principle.2- The US Crash He Sees Coming: Why the index hides the pain while top stocks fall 30 to 50%.3- The 10% Gold Rule: Why gold is a must in every portfolio.4- Invest Rightly, Switch Timely: The one principle he calls the 9th wonder of the world.5- His Stock-Picking Scorecard: ROCE and ROE above 20%, and why 8 to 10 stocks beat 50.#amitjain #ashikagroup #familyoffice #indianstockmarket #goldinvestment #valueinvesting #nifty50 #stockmarketcrash #konversationwithkushal #kushallodha
September 15 · 1 hr 28 min
The Stock Market Warning Nobody Wants to Hear | Kushal Lodha #376
In this episode of Konversation with Kushal, Sanjeev Pandiya, one of India's top behavioural economists with 30+ years in behavioural finance, breaks down how real wealth is built in the stock market.Here's what you'll learn:1- Sex in the Sensex: spotting when a bubble is peaking.2- 6x EBITDA framework: how he values a business and ignores stock prices.3- Caterpillar to Butterfly: the thesis behind SRF, Tata Steel and UPL.4- Debt capacity over debt: why unused borrowing power is your biggest asset.5- Concentration over diversification: why he never held more than two stocks. #sanjeevpandya #behavioralfinance #valueinvesting #stockmarketindia #multibagger #konversationwithkushal #kushallodha
September 15 · 2 hr 1 min
How Ex-MD Of Morgan Stanley Actually Picks Stocks | Kushal Lodha #375
In this episode of Konversation with Kushal, Swanand Kelkar, former Managing Director at Morgan Stanley India and Co-Founder & Managing Partner at Breakout Capital ($1.7B AUM), breaks down the global AI bubble, his emerging markets framework, and how he turned ₹2.5 lakh into ₹46 lakh at a 33% CAGR.Here's what you'll learn:1- The Chola Story: The single slide and one CEO meeting that convinced him to make his largest personal position.2- AI Bubble or Not: Why the top-down signals scream bubble but the bottom-up P/E says otherwise, and how to play it safely.3- Memory Price Squeeze: How OpenAI's spending is making your phone, laptop, and TV more expensive.4- The 10 Rules Framework: How Breakout Capital ranks 25 emerging markets to decide where to invest.5- Bottom-Up Stock Screening: The exact ROE, earnings growth, and valuation filters he uses to pick winners.#swanandkelkar #aibubble #emergingmarkets #breakoutcapital #stockmarketindia #valueinvesting #nvidia #tsmc #konversationwithkushal #kushallodha
September 15 · 1 hr 2 min
How To Actually Make Money From IPOs in 2026 | Kushal Lodha #374
In this episode of Konversation with Kushal, Anant Ladha, a third-generation IPO investor with 3M+ followers whose family has invested in IPOs since 1980, breaks down exactly how to make money from IPOs and improve your allotment chances.Here's what you'll learn:1- Retail vs Small HNI vs Big HNI: which category actually gets you the best allotment odds.2- One PAN, One Demat, One Application: the mistakes that get lakhs of applications rejected.3- Rule of 15 (2026 Updated): the exact listing-day exit strategy for mainboard IPOs.4- Rule of 5 for SME IPOs: how to ride the circuits and book profit right.5- Five Point IPO Checklist: anchor book, promoter fraud check, valuation, QIB & GMP, using just ChatGPT. #anantladha #ipoinvesting #ipoallotment #ipostrategy #stockmarketindia #smeipo #mainboardipo #ipogains #konversationwithkushal #kushallodha
September 8 · 1 hr 43 min
The Next Financial Crisis Could Be Very Different | Former RBI Deputy Governor Explains | #373
Former RBI Deputy Governor and NYU Stern professor Dr. Viral Acharya joins Kushal to break down how geopolitics, the AI boom, and the shifting role of US treasuries are reshaping the global and Indian economy. A masterclass in macroeconomics made simple for every investor.What You'll Learn:1-US Treasuries Losing Safe Haven Status: Why the world's most trusted asset is now behaving like a risk asset.2-The AI Growth Race: Why India must become an innovator, not just an enabler, in software.3-Gold Rally Explained: The real reason central banks keep buying and what comes next.4-Fiscal vs Financial Dominance: How government borrowing threatens control over inflation.5-India's Concentration Problem: Why the Big Five business groups may be limiting growth.
September 8 · 56 min
20 Years of Stock Picking Explained in 60 Minutes! | Kushal Lodha #372
Jinesh Gopani, former Head of Equities at Axis Mutual Fund where he managed close to ₹1.5 lakh crore, joins Kushal after founding Taksh Asset Management Private Ltd. He breaks down the framework behind 20 years of multibagger picks and gives a candid read on specialty chemicals and quick commerce.What You'll Learn:1- Management First: Why execution and governance matter more than anything else.2- Spotting Multibaggers: The real research behind Gruh Finance, Bajaj Finance and PI Industries.3- ROE Over Growth: Why an 18% ROE business beats a high-growth, low-ROE one.4- Specialty Chemicals: The China-plus-one shift and where the opportunity sits.5- Quick Commerce: Dark store unit economics and why it stays a two-players game.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds!#KonversationWithKushal #KushalLodha #JineshGopani #TakshAMC #StockMarketIndia #ValueInvesting #MutualFunds #SpecialtyChemicals #QuickCommerce #InvestingForBeginners
September 8 · 1 hr 11 min
Forget “Buy Low, Sell High”-This Strategy Did 27% CAGR For 8 Years! | Kushal Lodha #371
Momentum investing masterclass with Manish Dhawan, founder of Mystic Wealth, who compounded at 27% CAGR over 8 years. In this episode Kushal breaks momentum down from scratch: what it really means (buy high, sell higher), how dual momentum cuts drawdowns in half, how the Nifty Midcap150 Momentum50 index is built, a simple monthly rebalancing system any retail investor can run, and the real weakness nobody talks about, the brutal drawdowns and how to survive them.What You'll Learn1. What Momentum Investing Actually Is: Why it is buying high and selling higher with a strict exit plan, not random FOMO buying of anything going up.2. Dual Momentum To Halve Your Drawdowns: How combining relative and absolute momentum across equity and gold gives index type returns at half the risk.3. The DIY Monthly System: The exact rank, buy top 30, rebalance and exit rules a retail investor can run in 15 minutes a month to beat the benchmark.If you want to actually understand momentum instead of just chasing what is going up, this one is for you.Subscribe to Konversation with Kushal for more no fluff finance conversations.#KonversationWithKushal #MomentumInvesting #ManishDhawan #MysticWealth #StockMarketIndia #Investing #MutualFunds #NiftyMomentum #IndianStockMarket #WealthCreation
September 8 · 1 hr 41 min
He Built NIFTY 50! Now He Says Indian Investors Are Doing This Wrong! | Kushal Lodha #370
Dr. Ajay Shah breaks down India's economic challenges and the policy reforms needed to unlock growth. From inventing Nifty50 to designing GST, he shares insights on why private investment matters, what India can learn from China, and how broken tax systems are killing productivity.What You'll Learn1-How Nifty50 was built on the principle of market liquidity, not market cap weighting2-Why GST's input tax credit blockages are destroying India's competitive advantage3-The core reason private investment collapsed after 2011 and how to fix it4-What China got right (and wrong) in attracting $400 billion a year of FDI5-Why property taxes and city-level GST are critical to India's urban futureSubscribe to Konversation with Kushal for unfiltered conversations on markets, money, and building wealth.#KonversationWithKushal #AjayShah #GST #Nifty50 #IndianEconomy #PrivateInvestment #FDI #EconomicReforms #FinanceEducation #Investing
August 24 · 1 hr 25 min
He Compounded Money at ~40% for 25 Years. Here’s How He Picks Stocks! | Kushal Lodha #369
Anshul Saigal, founder of Saigal Capital and Former CIO & Head of PMS at Kotak AMC, joins Kushal to share how he has compounded money for 25 years. He breaks down how he spots multibagger stocks early, using real examples from his own journey.What You'll Learn:1- The 4-Point Check: What every stock analysis needs in two minutes.2- Buy Low: How he buys a rupee for fifty paise.3- Spot It Early: Finding stocks before the market wakes up.4- His Costly Lesson: Why selling too soon still hurts.5- Six Categories Of Stocks: The Peter Lynch framework, made simple.#KonversationWithKushal #AnshulSaigal #SaigalCapital #StockMarketIndia #MultibaggerStocks #ValueInvesting #InvestingForBeginners #ShareMarket #StockMarketForBeginners #KushalLodha #peterlynch
August 24 · 1 hr 36 min
₹1,500 Crore Fund Manager Who ONLY Buys Stocks At All-Time High | Kushal Lodha #368
Rohan Mehta, Founder of Turtle Wealth and Exit Mantra, runs a 1000+ crore momentum PMS. He shares his 3-rule stock filter, why he decides his exit before buying, and why conviction destroys wealth.What You'll Learn:1-The 3-Rule Filter: All time high price, all time high profit, outperforming Nifty 500.2-Exit First: Deciding your exit price before you buy.3-Momentum vs Value: 17 years of data on what actually wins in India.4-The Silver Trade: How data alone built a 154% alpha bet.5-Conviction Kills Returns: Why falling in love with a stock is the biggest mistake.#konversationwithkushal #rohanmehta #exitmantra #momentuminvesting #pmsindia #stockmarketindia #quantinvesting #kushallodha #valueinvesting #alphagenerating

Showing 21–31 of 31 episodes