CFA Society India Podcast

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May 2026

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About the show

The CFA Society India members engage in conversations with industry experts and bring out unique insights on the topics. We shall talk about economic updates and asset classes, Investing frameworks and concepts, industry trends, and new developments. Do follow us on YouTube podcasts for new episodes.

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27 recent

May 17, 202656 min

Part 2 | Building India’s EV Revolution - Charging Infrastructure & Future Mobility Vision | Podcast

As India accelerates toward electric mobility, the conversation now moves beyond EV adoption to the deeper ecosystem required to support it at scale.In this episode, Rajeev YSR shares insights on India’s evolving EV charging infrastructure landscape, the role of OEMs and battery manufacturing, and the long-term vision needed to build a reliable and scalable EV ecosystem. The discussion also explores how charging networks, technology integration, and execution capabilities will shape the future of mobility in India.The episode further highlights the importance of infrastructure readiness, consumer confidence, policy support, and entrepreneurial execution in solving key challenges such as charging accessibility and range anxiety. It offers a practical perspective on what it takes to build sustainable EV businesses and future-ready infrastructure platforms in India.Tune into the conversation!DISCLAIMER: This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._________________________________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

April 29, 202637 min

Building India’s EV Revolution – Infrastructure, Range Anxiety & Entrepreneurial Mindset | Part 1

At a time when the world is still focused on securing oil and gas reserves, this conversation explores the transition toward a more sustainable automotive future through electric vehicle charging infrastructure, the critical backbone of the EV ecosystem. It highlights what is required to reduce dependence on fossil fuels and how innovative infrastructure and business models can help solve consumer concerns such as range anxiety, making EV adoption more seamless and scalable.In essence, the talk brings together innovation in future mobility and multi-dimensional entrepreneurial thinking, offering insights into both building industries of the future and cultivating the mindset needed to lead them.____________________________________________________________DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._________________________________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

March 19, 202643 min

Rise of a Tokenized Economy - India's Digital Public Infrastructure Advantage | Siddharth Shetty

Sandeep Gupta, CFA sits down with Siddharth Shetty - the mind behind India's Account Aggregator framework, a key architect of UPI, and now the visionary building a universal financial internet, to reveal what's next.Debunk tokenization myths, shifting from bank-held to user-owned programmable ledgers that rewire finance, from real estate fractionalization to seamless cross-border investing.Explore India's DPI edge (UPI, Aadhaar) unlocking frozen assets, real-time collateral, automatic audits, and a 20–24 month roadmap to production with live users.Unfiltered 5-year view: Mainstream tokenized economy by 2030 or perpetual pilot?If you work in finance, investments, or fintech, this is the conversation you can't afford to miss. _______________________________________________________________________________________DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._________________________________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

December 4, 202532 min

Investing in Mid-Cap Stocks – Practitioners’ Insights | Podcast | Harshad Patwardhan, CFA

🔊 New podcast episode alert!From our Archives: In this insightful session from CFA Society India’s Practitioners’ Insights series, Harshad Patwardhan, CFA, shares a deep dive into the world of mid-cap investing. Drawing on decades of experience, he explains why mid-caps can offer a compelling blend of growth and value, and how investors can navigate the unique risks and opportunities in this segment.He discusses the evolution of the mid-cap universe in India, key drivers behind long-term wealth creation, and the importance of robust research, disciplined frameworks, and bottom-up stock selection. The conversation also covers market cycles, portfolio construction, valuation discipline, and how investors can differentiate between sustainable growth stories and short-lived momentum plays.Do tune in to this interesting conversation.___________________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

November 7, 202556 min

Breaking Barriers – Empowering Women in Finance | FEMTOR Exclusive Podcast

Behind every strong professional story is a journey of courage, reinvention, and empowerment. 💫In this episode, Kanika Shah, CFA, SEBI Registered Investment Adviser and Jayashree Sathy, CFA, Managing Director, Global Head of Performance Analytics and India Head of Investment Compliance, State Street, talk about how they built meaningful careers in finance — from navigating transitions to leading with empathy and purpose.🎧 A must-listen for anyone seeking inspiration and direction in their finance journey.For more information on the FEMTOR initiative, please visit - https://cfasocietyindia.org/femtor-the-mentorship-club/__________________________________________________________________________________________DISCLAIMER :This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.____________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

September 18, 202538 min

Financing the Future: Capital, Valuation, and Deal-Making in India’s M&A Landscape | Mahesh Singhi, Founder & MD, Singhi Advisors

India’s M&A market has undergone a significant transformation over the past few years. From innovative financing structures to the growing role of private capital, the landscape is evolving fast.This engaging conversation explores:* Changing trends in deal financing* Macroeconomic impacts on valuations* Tools for bridging valuation gaps* Role of private equity and alternative capital* Sectoral momentum driving next-gen M&A* Cross-border appetite vs domestic focus* Common blind spots for promoters* Outlook for dealmaking in the next 12–18 monthsSpeaker – Mahesh Singhi, Founder & MD, Singhi Advisors Moderated by – Siddharth Jain, CFA 🎧 Don’t miss this insightful conversation unpacking the current dynamics and future outlook of Indian M&A. DISCLAIMER :This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

August 22, 20251 hr 17 min

State of AI and its Implications on Investing

Quantitative finance connects the world of mathematics, statistics, computing and machine learning to investment decision making.This evolving field is reshaping how markets are understood, investment and trading strategies are built, and risks are managed.Join this podcast to get expert insights on the skills, tools and essentials necessary in the AI-powered, fast-paced world of quantitative finance.Do tune in to this interesting conversation.

June 17, 2025Episode 1846 min

Ep.18: Indian Equities' Golden Decade in the Global Reset

From our Archives: In this forward-looking discussion from the 13th India Investment Conference, seasoned panelists, including Sunil Singhania, Shibani Sircar Kurian, Rajeev Thakkar, and Manisha Girotra, explored why India may be entering or already be in a golden decade for equities amid a global reset. They emphasized the impact of structural reforms, digitization, and increasing financialization on long-term market performance. The conversation covered the shift in household savings towards equities, the importance of bottom-up stock selection over sector bets, and the role of valuations in a high-growth environment. They also addressed macro risks, global comparisons with U.S. markets, and how disruption in traditional sectors can create opportunities for investors focused on fundamentals and adaptability.

May 6, 2025Episode 153 min

Podcast | Institutional Equities 2.0 | Nitin Bhasin, Head of Institutional Equities, Ambit

Nitin Bhasin, Head of Institutional Equities at Ambit, explores how institutional equities are emerging as a powerful driver of India’s capital markets transformation. He highlights the shift from transaction-led broking to insight-driven partnerships and explains how technology and AI are revolutionizing research, deepening analysis, and sharpening institutional investment decisions. Nitin also shares his perspectives on shifting global investor sentiment towards India and why the real opportunities lie beyond the large caps in the rising momentum of ‘New India.’ Key Takeaways:- The shift to AI-powered, insight-led investing- What’s driving FII sentiment and flows into India- Where risks lie and where opportunities are emergingTune in for actionable insights and sharp perspectives on India’s market outlook!_________________________________________________________________________________________DISCLAIMER:This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice.CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.*CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.____________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

March 20, 202552 min

From Our Archives: Active Value Investing in a Market that Goes Nowhere | Vitaliy Katsenelson, CFA

In this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideways markets, shares practical tips for risk management, and highlights how active management can uncover profitable investment opportunities.Key Takeaways:• Dynamics of sideways markets and implications for investor strategies.• Importance of active management in leveraging undervalued opportunities.• Effective risk mitigation techniques to enhance returns in low-growth market conditions.• Real-world case studies showcasing successful active value investing practices.Tune in for strategic insights to thrive in challenging market conditions!DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.*CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._____________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.