Interview with Lakshmi Iyer, CEO I&S-Kotak Alternate Asset Managers | Talks With Daulat

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Talks with Daulat | Personal finance tips from wealth experts

Daulat Wealth Management

30 episodes

8 months ago

Talks with Daulat is a brand new way to learn about how to manage your personal finance directly from wealth experts. It covers topics ranging from investments, insurance, debt management, taxation, financial goal planning etc. Daulat is a tech-enabled, wealth-management platform offering all-in-one investing solutions that help Indians invest better. Our mission is to help every Indian achieve true financial well-being.

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All content for Talks with Daulat | Personal finance tips from wealth experts is the property of Daulat Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Hosted on Acast. See acast.com/privacy for more information.

Interview with Lakshmi Iyer, CEO I&S-Kotak Alternate Asset Managers | Talks With Daulat | Expert Series

Talks with Daulat | Personal finance tips from wealth experts

35 minutes 13 seconds

2 years ago

Interview with Lakshmi Iyer, CEO I&S-Kotak Alternate Asset Managers | Talks With Daulat | Expert Series

In the latest installment of "Talks with Daulat," our CEO and founder, Varun, had the pleasure of hosting Lakshmi Iyer, the CEO at Kotak Alternate Asset Manager. The dialogue centered around the notable advancements of the debt mutual fund sector within the market and its burgeoning appeal to investors. Beyond the realm of debt funds, the discussion delved into the growing interest investors have shown in exploring alternative investment avenues. However, the absence of clear benchmarks has led to impatience among investors, prompting a consideration of effective control measures.

The conversation encompassed a wide range of topics, ultimately culminating in an exploration of the significant impact that India, as a country, is exerting on the global markets. Lakshmi Iyer also generously shared insights into her personal approach to managing finances and offered valuable advice tailored to retail investors.

Timestamps

Introduction

How the debt mutual fund market has been cultivated in India

Why retail investors should consider debt mutual funds?

Credit risk in mutual funds

Fixed income vs. credit risk

Asset allocation

Benchmarks for alternative investment options

Morgans Stanley credit rating for India

Effects of the election on markets

Lakshmi Iyer’s personal money management

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Varun is the Founder & CEO of #Daulat. Prior to starting this, he worked with some of the world's biggest investment institutions like Blackstone and Bloomberg in their Hong Kong. This give him a front-row seat on how these firms manage wealth/money for the wealthiest individuals. He plans to disperse this knowledge now and bring the benefits of wealth-creation to every Indian.

Varun graduated with distinction in Finance and Information Systems from the HKUST Business School at The Hong Kong University of Science and Technology. He is a NiSM-certified (Series X-A and X-B) Investment Adviser.

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