Returns & Beyond | Why Traditional Investing Still Wins | Sachin Shah, Emkay PMS x Wealth1 скачать в хорошем качестве

Returns & Beyond | Why Traditional Investing Still Wins | Sachin Shah, Emkay PMS x Wealth1

Guest: Sachin Shah, Executive Director & Fund Manager, Emkay Investment Managers Ltd. Host: Narender Agarwal, CEO, Wealth1 PMS & AIF Investments Returns and Beyond, a Podcast Series by Wealth1, where we explore the personal stories and philosophies behind some of the brightest minds in the investment world, mostly in the space of Alternates. In this episode, Sachin Shah, the long-standing Fund Manager of Emkay Capital Builder PMS, joins us for an engaging conversation on conviction, compounding, and temperament in investing. With over 12 years at the helm and ₹850 crore+ AUM, Sachin brings decades of wisdom on navigating market cycles and building portfolios that stand the test of time. In this episode, you’ll learn: 1/ Why conviction-based investing beats chasing momentum in the long run 2/ The power of temperament and discipline in compounding wealth 3/ How Emkay’s proprietary EQual framework assesses management and business quality 4/ Insights on India’s evolving macro landscape - from gold and dollar cycles to the India–US trade dynamic 5/ His long-term take on consumption, capex, and the next leg of India’s growth story A masterclass in patience and process - this episode is a reminder that true compounding begins where noise ends. Stay tuned for more stories from the minds behind the funds in 'Returns and Beyond'! Subscribe for more insightful conversations and stories that go beyond returns. Follow us on our social media channels for updates: 1. Website: https://wealth1.com/ 2. X / Twitter: https://x.com/Wealth1_PMSAIF 3. LinkedIn:   / wealth1   4. Instagram:   / wealth1.pms.aif   5. Meta / Facebook:   / 61571423864868   ⚠️ Disclaimer: This video is meant only for informational and educational purposes. It should not be construed as investment advice, solicitation, or an offer to buy or sell any financial products, including Portfolio Management Services (PMS) or Alternative Investment Funds (AIF). Investments in PMS & AIF products are subject to market risks. Past performance is not indicative of future results. Investors must carry out their own due diligence and consult their financial advisor before making any investment decisions. #Emkay #Wealth #Finance For full disclaimer, please visit our website: https://wealth1.com/