23 Dec 2025
Demystifying Quant Investing with Rishabh Nahar
Mr. Rishabh Nahar
This interview with Rishabh Nahar, Partner and Fund Manager at Qode Advisors, highlights his journey into quantitative investing, his approach to data-driven portfolio management, and views on equities, gold, and risk-adjusted returns. He also shares insights on Qode’s All Weather and Tactical Fund strategies and the future of quant-based PMS in India.
17 Dec 2025
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CARE PMS Strategy Unpacked: Macro Outlook, Valuations & Themes Driving Indian Equities
Mr. Arpit Shah
This interview with Arpit Shah, Co-founder and Director at Care Portfolio Managers, captures his perspectives on India’s macroeconomic outlook, equity market valuations, and risk management in volatile conditions. He also shares insights into Care PMS’s Growth Plus Value and Large & Midcap strategies, highlighting the importance of balance-sheet strength, disciplined valuation, and early identification of long-term themes driving Indian equities.
16 Dec 2025
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Nippon India’s Private Credit Playbook | Fund Manager Interview | Rahul Apte
Mr. Rahul Apte
This interview with Rahul Apte, Co-Fund Manager – Private Credit at Nippon India Alternative Investments, explores the growth of India’s private credit market and the regulatory forces shaping it. He also shares insights on disciplined deal structuring, risk management, and the role of performing credit in delivering risk-adjusted returns within portfolios.
03 Sep 2025
Markets & Coffee Can Investing Masterclass with Siddharth Bothra- Ambit Asset Management
Mr. Siddharth Bothra
This interview with Siddharth Bothra, Executive Director and Fund Manager at Ambit Asset Management, highlights his views on Indian markets, private capex, and long-term growth. He also shares insights on Ambit’s Coffee Can PMS and a new theme on “longevity and pricing power.”
05 Oct 2024
Will Market Rally Last? 36-Year-Old PMS House’s Take
Mr.Aniruddha Sarkar
This interview with the CIO and Portfolio Manager at Quest Investment Advisers, Aniruddha Sarkar, covers his perspectives on the Indian market's resilience, sector rotation strategies, and the importance of aligning earnings with valuations for sustained growth.
18 Sep 2024
How to find multi-baggers with Small & Mid cap valuations?
Mr.Arpit Shah
This interview with the Co-Founder & Investment Director of Care PMS, Arpit Shah, focuses on the company’s investment philosophy, particularly their approach to identifying multi-bagger stocks in the small and mid-cap space by considering factors like valuation, management quality, and potential growth triggers.
15 May 2024
Sonam Srivastava on FY25 Outlook, Markets & Quant Investing
Ms.Sonam Srivastava
This interview with the CEO and founder of Wright Research, Sonam Srivastava, highlights her insights into the Indian financial market, investment strategies, and the growing influence of quantitative methods and AI in investment decisions.