All Videos Archive

  • Personal Tax Simplified…

    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

    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

    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

    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

    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”

    “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

    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

    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

    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

    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.

  • Understanding Wealth Management Industry

    Understanding Wealth Management Industry

    Research Analyst Yashodhan Nerurkar speaks about the different aspects of the Wealth Management industry & discusses the players, the business models & where the industry is heading towards with the introduction of fintechs and robo advisors.

  • Understanding the Agri-Inputs Industry

    Understanding the Agri-Inputs Industry

    This video is an attempt to break-down and understand the Agri-Inputs Industry. Abhishek Goenka – Equity Research Analyst, talks about the various sub-segments, product value chain & key drivers. Also talks about current global scenario of Agro-chemicals and major players in the Agri-Inputs industry.

  • How to evaluate PSU companies

    How to evaluate PSU companies

    PSU’s can be a hit & miss while investing. PPFAS Mutual Fund CIO, Rajeev Thakkar walks us through various aspects while studying government owned businesses in India.

  • Decoding Plastic Pipes industry in India

    Decoding Plastic Pipes industry in India

    In this video, Raj Mehta gives an overview of the Plastic Pipes Industry of India and their evolution. This is the 3rd part of the Building materials series (1st part being tiles industry and 2nd being paints industry). He talks about various product categories as well as the major players & their strategies. He also…

  • Global Snacking Industry

    Global Snacking Industry

    In this video, Raj Mehta gives an overview of the packaged foods industry of India as well as globally. He talks about various sub categories as well as the major players & their strategies. Disclaimer: Most of this industry is unorganized and it is difficult to get authentic industry data. Sources for all the data…

  • Decoding Auto Ancillaries

    Decoding Auto Ancillaries

    This presentation is an attempt to decode the way that the Auto Component Industry operates and what factors should an investor keep in mind when investing in this industry.

  • Understanding the Digital Advertising Business

    Understanding the Digital Advertising Business

    From Mad Men to Mad Tech, the Digital Advertising industry has seen a remarkable growth & evolution in the past decades. Fund Manager Raunak Onkar, walks us through these changes.