InvestSense Webinar Series

Crystal Gazing Next Decade of Wealth Creation for Investors

Year 2020-2030

Expert talks with
Industry Leaders
High Performance
Philosophies
Relevant
Call to Actions

Investment trends are transforming from relationship-driven decisions to value and information-driven decisions. We are a New Age Wealth Management Company. We are driven by Analysis, focused on Performance, and follow the Quality approach to investing.

The year 2020-21 is the 1st Year of Next Decade. We see it Optimistically as well as Cautiously. Here, we start the expedition for Crystal Gazing the Next Decade of Wealth Creation for Investors. Under this, we will invite the best money managers to share their views on some of the most vivid topics with an aim to simplify the Wealth Creation journey of Investors & our clients.

We are determined to create an Eco-System of Informed and Happy Investors!

Check out

Upcoming Webinars

APRIL 2021

Fri


16

Demystifying Quant Investing and its potential for Outperformance


April 16, 2021 @ 5:30 PM – 6:30 PM

Parijat Garg | Senior VP – Fund Management, IIFL AMC

  • Shashi Singh | Senior Partner

    Shishir Bajpai | Executive VP, IIFL AMC

  • Sankalpo Pal | Biz. Development, PMS AIF World

Register Now

Fri


23

Relevance of Quant Investing in Mutual Funds for WEALTH CREATION


April 23, 2021 @ 5:30 PM – 6:30 PM

Parijat Garg | Senior VP – Fund Management, IIFL AMC

  • Shashi Singh | Senior Partner

    Shishir Bajpai | Executive VP, IIFL AMC

  • Sankalpo Pal | Biz. Development, PMS AIF World

Register Now

Previous Webinars

Watch the recordings of the previous webinars 

MARCH 2021

Fri


9

Recipe for Outperformance & Wealth Creation in stock markets by Samir Arora – PMS AIF WORLD


April 9, 2021 @ 4:00 PM – 6:00 PM

Samir Arora– Founder, Helios Capital

Watch The Recording

Fri


26

Growth at Any Price vs Growth at Reasonable Price: Finding a Right Balance for a Portfolio


March 26, 2021 @ 5:30 PM – 6:30 PM

Aniruddha Sarkar | CIO and Portfolio Manager – Quest Investment Advisors

Watch The Recording

Thu


18

Approaching Equities from The Lens of IIFL AMC's S-C-D-V Framework


March 18, 2021 @ 5:30 PM – 6:30 PM

Anup Maheshwari, CIO and Joint CEO – IIFL Asset Management

Watch The Recording

Fri


12

Opportunities in Indian Private Credit For Fixed Income Investors


March 12, 2021 @ 5:30 PM – 6:30 PM

Rakshat Kapoor, Fund Manager & CIO – Centrum Alternative Investment Managers & Soumyo Roy, Investment Team – Centrum Alternative Investment Managers

Watch the recording

Fri


5

How to generate BIG ALPHA by following “Special Situations” investment approach?


March 5, 2021 @ 5:30 PM – 6:30 PM

Arun Malhotra, Founder & CIO – CapGrow Capital Advisors (SEBI Registered PMS)

Watch the recording

AUGUST 2020

Fri


07

Why Equity and How to Identify Leaders of Tomorrow


August 7, 2020 @ 5:30 PM – 6:30 PM

Hiren Ved, Co-Founder, and CIO, Alchemy Capital

Watch the Recording

Wed


12

Financial services a threat to some, but opportunity to others - Kings of Capital By Marcellus


August 12, 2020 @ 5:30 PM – 6:30 PM

Saurabh Mukherjea, Founder & CIO / Pramod Gubbi, Co-founder & Head Sales / Tej Shah, Portfolio Manager – MARCELLUS

Watch the Recording

Fri


14

Demystify the next decade of global financial markets from the AI and ML lens of a computer scientist-turned-fund manager


August 14, 2020 @ 5:30 PM – 6:30 PM

Raman Nagpal, Co-founder & CIO – AccuraCap

Watch the Recording

Wed


19

How has *SISOP* managed to be one of the Top Wealth Creators of Last Decade & What is the FM Guidance for the next decade


August 19, 2020 @ 5:30 PM – 6:30 PM

Madanagopal Ramu, Fund Manager – Sundaram (SISOP)

Watch the Recording

Thu


20

New SEBI regulations make Advisory and Portfolio Management more transparent for Investors


August 20, 2020 @ 5:30 PM – 6:30 PM

Rajendra Kalur, Director CFA Society INDIA

Watch the Recording

Fri


28

Role of International Equities for Indian Investors


August 28, 2020 @ 5:30 PM – 6:30 PM

Viram Shah, Co-Founder & CEO, Vested Finance

Watch The Recording

SEPTEMBER 2020

Wed


02

Create Wealth in India's Manufacturing Industry : The SHIFT Strategy


September 02, 2020 @ 5:30 PM – 6:30 PM

Vikas Khemani, Founder – Carnelian Capital

Watch The Recording

Fri


04

How PMS AIF WORLD is helping Investors Create Wealth? - Ask Kamal Manocha


September 04, 2020 @ 5:30 PM – 6:30 PM

Kamal Manocha, CEO – AdviceSense Wealth/PMS AIF World

Watch The Recording

Fri


11

India : Once in a life time opportunity


September 11, 2020 @ 5:30 PM – 6:30 PM

Navin Agarwal, CEO – Motilal Oswal AMC

Watch The Recording

Mon


14

Market Impact of SEBI's new rules for Multicap Mutual Funds


September 14, 2020 @ 5:30 PM – 6:30 PM

Aashish P Sommaiyaa, Ex CEO – Motilal Oswal Asset Management

Watch The Recording

Fri


18

White Oak India Pioneer Equity - Focused yet well Diversified Portfolio for Times of Uncertainty & High Valuations


September 18, 2020 @ 5:30 PM – 6:30 PM

Prashant Khemka, Founder – White Oak Capital

Watch The Recording

Thu


24

Post Pandemic Portfolio for a VUCA (Volatile, Uncertain, Complex, Ambiguous) World


September 24, 2020 @ 5:30 PM – 6:30 PM

Susmit Patodia, Associate Director and Fund Manager – Motilal Oswal AMC

Watch The Recording

OCTOBER 2020

Sun


04

Marcellus Kings of Capital - Detailed Overview in HINDI


October 4, 2020 @ 11:30 AM – 12:30 PM

Tej Shah, Portfolio Manager – Marcellus

Watch The Recording

Wed


07

Investment Trends & Businesses Which Will Compound To Generate Wealth, with Sachin Shah


October 7, 2020 @ 5:30 PM – 6:30 PM

Sachin Shah, Portfolio Manager – Emkay Investment Managers

Watch The Recording

Fri


09

Today’s Mid Caps and Small Caps are Large Caps of the Future


October 9, 2020 @ 5:30 PM – 6:30 PM

Rakesh Tarway, Fund Manager – Motilal Oswal AMC

Watch The Recording

Fri


16

US Investing View Point, Relevance and Passive US Fund Options for Indian Investors


October 16, 2020 @ 5:30 PM – 6:30 PM

Pratik Oswal, Head – Passive Funds, Motilal Oswal AMC

Watch The Recording

Fri


30

A refreshing come back by Motilal NTDOP in 2020. What changes have been made in the portfolio to gear it up for Next Trillion Dollar Opportunities?


October 30, 2020 @ 5:30 PM – 6:30 PM

Akhil Chaturvedi, Head of Sales & Business Development – Passive Funds, Motilal Oswal AMC

Watch The Recording

NOVEMBER 2020

Thu


12

Is it a time to exit equities or are we in the middle of a new broad-based bull run that should build up from here?


November 12, 2020 @ 5:30 PM – 6:30 PM

Rajesh Kothari, Founder & Managing Director – AlfAccurate Advisors

Watch The Recording

Wed


25

Motilal Value Portfolio Creating Wealth for 2 Decades : Guidance on the future outlook


November 25, 2020 @ 5:30 PM – 6:30 PM

Shrey Loonker, Fund Manager – Motilal Oswal AMC

Watch The Recording

DECEMBER 2020

Wed


09

Participate in the bull run without worrying about market fall : IIFL Multi Cap Advantage Portfolio


December 9, 2020 @ 5:30 PM – 6:30 PM

Shashi Singh, Senior Partner | National Sales Head – IIFL Asset Management
Mitul Patel, Senior Vice President | Fund Manager – Portfolio Management Services – IIFL Asset Management

Watch The Recording

Fri


18

A fund for your EQUITY FOCUS : Motilal Oswal Focused 25 Fund


December 18, 2020 @ 5:30 PM – 6:30 PM

Siddharth Bothra, Fund Manager – Motilal Oswal AMC

Watch The Recording

JANUARY 2021

Fri


08

Equities in 2021 - A continued bull run or a breather?


January 8, 2021 @ 5:30 PM – 6:30 PM

Tejas Gutka, Head – Portfolio Management Services, Tata Asset Management Ltd

Watch The Recording

FEBRUARY 2021

Tue


23

Diversified Multi Asset Portfolio : Best Suited For Current Markets


February 23, 2021 @ 5:30 PM – 6:30 PM

Nishit Shah, Fund Manager & Principal Officer – PMS & AIF at Phillip Capital (India) Pvt Ltd

Watch The Recording

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Do not Simply Invest, Make Informed Decisions

imageBook a call with our experts

Don’t Just Invest. Make an Informed Decision.