STOP Making These Critical Investment Mistakes in 2024!
In this engaging episode, Utkarsh, co-founder of Casvisory, sits down with Sandeep Myla, a finance expert, Chartered Accountant (CA) and MBA from IIM-B, to uncover the secrets of Investment Banking, Private Equity, and much more. Sandeep dives deep into his career journey, reveals how to navigate the world of impact investing, and sheds light on key financial concepts. Whether you’re an aspiring finance professional or a savvy investor, this episode is packed with golden insights you won’t want to miss!
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Episode Highlights:
Sandeep’s Journey to Becoming a CA, MBA from IIMB & Transition to IB/PE: Explore Sandeep’s career progression from a Chartered Accountant to roles in Investment Banking and Private Equity.
Private Equity & Impact Investing: Sandeep explains the basics of Private Equity and shares his insights on the growing field of Impact Investing and ESG.
Pearls of Wisdom for Retail Investors: How to curate your portfolio, manage risk and return, manage market swings, many more.
Sandeep’s Investment Portfolio & thoughts on asset classes: How a finance professional builds their investment portfolio and his thoughts on equity, F&O, alternatives, etc.
Chapters:
0:32 - Introduction
1:35 - Sandeep’s early journey to CA and IIMB
6:45 - Difference between the buy side and sell side.
8:15 - what is Private Equity
10:38 - What is impact investing
12:45 - Difference between impact investing and ESG investing.
15:30 - Focus of a PE fund
19:09 - The process to evaluate a company
24:17 - Explanation of some technical terms
29:00 - Returns vs risk relationship
31:31 - How does Sandeep manage his own investments
33:40 - Investment knowledge covered in gold dust
44:19 - Thoughts on alternative investments
45:23 - How your investment choices can make a difference
48:45 - Rapid fire round.
Disclaimer:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBl, membership of BASL and certification from NISM in no way guarantee performance of the Investment Advisor or provide any assurance of returns to investors.
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Tags:
Investment Banking, Private Equity Explained, Impact Investing, ESG Investing, Finance Career Advice, Chartered Accountant Journey, Sandeep Myla Interview, IIM Alumni, Investment Portfolio Tips, Finance for Beginners, Risk Management in Investing, Retail Investor Tips, Finance Industry Insights, How to Invest Wisely, Alternative Investments, Asset Class Overview, Equity vs Fixed Income, Wealth Building Tips, Financial Literacy, Expert Investment Advice