Pankaj Tibrewal on Wealth Creation & Market Insights | Money Mindset with Sonia Shenoy
Sonia Shenoy
@soniashenoyofficialAbout
Former CNBC TV18 executive editor and anchor , now Independent business journalist. Hi , Im Sonia Shenoy and I’m here to talk about money , investing, personal finance and sectors of the future ! The Money Mindset is a show featuring the best minds in the world of finance helping us learn how to create a life of our dreams by learning how to invest and grow our corpus . Money brings you one thing and that is freedom. The main purpose of this channel is to help investor gain a solid understanding of the stock markets, sectors ,asset classes so that you can grow your wealth. 💰 We aim to become one of the most authoritative independent voices in finance with clear, no nonsense and simple ways for you to build wealth ! If you subscribe and follow us, you will get better at money every single day . Thank you for being here ! Business enquiries : [email protected] This is part of the Zero1 network.
Video Description
In this episode of Money Mindset, we sit down with Pankaj Tibrewal of Ikigai Asset Managers Pankaj Tibrewal is the founder and CIO of Ikigai asset managers He is one of India's best known midcap fund managers and someone with over 2 decades of investing experience Before founding IKIGAI, Pankaj was the senior executive vice president and fund manager at Kotak Mahindra AMC where he was managing almost 7 billion $. Pankaj is known in the industry as someone with an astute stock picking ability. 00:00 - 05:00 - How he transitioned from Kotak AMC to founding Ikigai 05:00 - 07:00 - Process of Elimination 07:00 - 11:00 - Identifying the right promoter 11:00 - 16:00 Examples of strong promoters 16:00 - 19:00 Importance of cash flow in a company 19:00 - 20: 30 How to Identify Cash rich companies ? 20:00 - 23:00 Importance of ROCE in a company 23:00 - 24:30 : Which Are The Sectors which have valuation comfort and growth expectations ? 25:00 - 26:38 Emerging Sectors 26:00 - 30:00 How to Approach Tech Sector ? 30:00 - 32:00 Bullish On India Growth Story 32:00 - 36:00 What Should Investors in their 30's do now ? 36:00 - 39: 20 View on Gold 39:20 - 41:00 Copper and Silver as dark horse 41:00- 44:30 Rise of Digital Assets 44:50- 48:00 View on Dixon Tech 48:00 - 49:20 Market Outlook in near term 49:30 - 56:00 Pankaj's journey 56:00 - 59:00 Biggest learning from your mentors 1:03 - 1:08 How he identified Solar Industries 1:08 - 1:11 Has India lost its growth potential ? #investing #wealthbuilding #stockmarket #wealth About the Money Mindset Podcast Hosted by Sonia Shenoy, Money Mindset is a podcast that brings together top investors, business leaders, and financial experts to decode wealth-building strategies, investment philosophies, and money management tips. Whether you're an aspiring investor, a finance professional, or someone looking to gain insights from market veterans, Money Mindset offers engaging, insightful, and practical conversations to help you make informed financial decisions. 🔔 Don’t forget to Like, Share, and Subscribe for more enriching conversations with industry leaders and trailblazers. Follow us on: Instagram: /_soniashenoy X: https://x.com/_soniashenoy LinkedIn: /sonia-shenoy-3810395a Threads: https://www.threads.net/@_soniashenoy
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