-
Real Estate : Why US Homebuilders went Asset Light
Fund Manager Rukun Tarachandani explores how the business model of U.S. homebuilders has evolved, what drove their move towards an asset-light model, and how it compares to the approach of Indian real estate companies.
-
Decoding Hotels Industry – The Asset Right Way
The hotel industry has long been known for its cyclical nature, but how are global hotel chains adapting to these cycles? And how is the Indian hotel industry evolving to follow suit? In this presentation, Ms Jinal Jain from the PPFAS Research Team explores the history of the Indian hotel industry and how it is…
-
Car is the New Smartphone? – Lessons from Chinese Electric Vehicles
After a recent trip to China, Fund Manager – Raunak Onkar wonders whether the current wave of Electric Vehicles resembles the development of the Smartphone.
-
Blitzscaling – The Softbank Protocol
Here, Rajeev Thakkar profiles Masayoshi Son, an entrepreneur who has experienced soaring highs and gut-wrenching lows over the past few decades. While apparently being a strong believer in the adage that… “In a battle between the crazy guy and the smart guy, the crazy guy always wins”, the episode seeks to discern the method behind…
-
Understanding the Payments Ecosystem
In this video we explores India’s payments ecosystem, focusing on its growth, structure, key players, and future trends.
-
Quick Commerce – Can it revolutionize the retail industry?
Retail Industry is an age old industry which might just be on the cusp of being revolutionized. This presentation aims to explore whether “Quick Commerce” as a format is desirable, both from a practical point of view as well as a financial point of view relative to the Kirana stores or the Supermarkets.
-
Decoding the Flavors & Fragrances Industry
The global flavors and fragrances market size is estimated at USD 30.4 billion in 2023. The industry is driven by rising demand and preference for processed food, personal care & cosmetic products globally. Rising disposable income in emerging economies like India and China coupled with population growth, is expected to augment demand for personal care…
-
Rise & Fall of Business Families
Are Business Families destined to fail across generations? It depends on who you ask. Raunak Onkar (Fund Manager & Research Head at PPFAS Mutual Fund) taps into the history of several business families in India & outside. He discusses the common themes for success & failure of business families. There are a lot of books…
-
How to choose a Fund Manager?
In this presentation, Mr. Rukun Tarachandani delves into the process of identifying good fund managers. He begins by exploring the debate between active and passive investing, questioning whether it’s worth the time and effort to choose a fund manager. He then moves on to discuss the various nuances involved in fund manager selection, covering both…
-
Personal Tax Simplified…
In this video, Raj Mehta tries to cover different aspects of personal taxation. This is continuation of the Wealth Management series where different aspects of personal finance are being covered. Apart from the taxation rates, he also tries to cover NRI taxation, foreign remittances, inheritance & estate tax as well as different structures in GIFT…
-
Estate and Succession planning
Ms. Deepika More stresses the importance of planning for succession and estates to avoid family conflicts and legal battles over inheritance. Proper planning provides peace of mind, financial security for dependents, reduces taxes, and protects assets using tools like wills and trusts. Since different religions have their own inheritance laws, wills and trusts offer benefits…
-
Untold truths about Insurance
In a recent presentation, Mahavir Chopra (Founder – beshak.org) provided valuable insights into the insurance industry. He discussed the 13 untold truths of the insurance industry and what all things a consumer should focus on. He also discussed what common mistakes consumers make while buying insurance. He explained that insurance companies depend on intermediaries to…
-
Family Business vs Business Families – Understanding the difference
Mr. Rajeev Thakkar discusses the challenges faced by family businesses, especially when passing on the business to the next generation. He argues that family businesses should transition to becoming a “business family” by separating the business and family aspects. This helps preserve the business if family issues arise and vice versa. Some key challenges for…
-
Factors driving ‘co-working’ spaces
Neeraj Marathe discusses the co-working space industry in India. Some key points: • Co-working spaces provide flexible office spaces for companies where they don’t have to worry about operational issues like cleaning, maintenance, etc. This makes it cost effective for companies. • There are different types of co-working models like pure co-working spaces, build to…
-
“What to do once you are rich”
Mr. Rajeev Thakkar discusses what wealthy individuals should do after accumulating wealth. He talks about various aspects like investments, family businesses, alternatives and structured products. Regarding investments, he mentions that one needs a financial plan irrespective of the size of wealth. He cautions against obsessing over venture capital and startup investments. Though some investments do…
-
Applications of AI in Medicine
The medical field has been one of the early adopters of AI tools. After CIO Rajeev Thakkar’s video on Recent Developments in AI, Fund Manager Raunak Onkar walks us through the application of AI / ML Technology in the healthcare field.
-
Recent developments in AI and Investment Implications
The presentation discussed the rise of artificial intelligence and its implications. Rajeev Thakkar gave an overview of AI, from its early forms to modern large language models and generative AI. While AI has made great strides in tasks like vision, speech recognition and language processing, debates continue on whether machines have truly achieved human-like intelligence.
-
Navigating the Smallcap Landscape: Opportunity and Challenges
In recent years, the Smallcap sector has garnered significant attention. This presentation employs a data-driven perspective to delve into the Indian smallcap equity market. We aim to determine if there’s a genuine opportunity within this segment and, if so, explore the challenges in capitalizing on that opportunity.
-
Stepping Into The Footwear Industry
This video attempts to provide an understanding of the various aspects of the footwear industry. It highlights the similarities as well as the differences between some of larger listed and unlisted players within the country. Comfy Leather Shoes Manufacturing Process: https://youtu.be/6fOpGsUkOjU?si=s-Yzmyknib_V1MOT Palak Dalal.
