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In this podcast, I sit with Mr. Anupam Tiwari of Groww Mutual Fund to discuss India's all-important BFSI sector. Mr. Tiwari takes us through different sub-segments like banking, lending, insurance and asset management, sharing insights he has gained over the last 20 years of evaluating & analysing this sector. This video podcast is a promotional collaboration with Groww Mutual Fund

👉 Groww Banking & Financial Services Fund, an open-ended equity scheme investing in banking and financial services related sectors is now open for investing! NFO ends on 31st Jan

Check out the details here: https://www.growwmf.in/mutual-funds/g...

For more details on Groww Mutual Fund, do visit growwmf.in

👉 Resources/Reading:
‣ The Mystery of Capital by Hernando de Soto (book link): https://amzn.to/48POkGN

👉 Video Chapters:
00:00 My First Podcast
00:29 About Mr. Anupam Tiwari
01:32 Chartered Accountant to Equity Analyst
02:55 Learnings from 20 years in Asset Management
05:53 Investing is More of an Art than a Science
07:09 The Wisdom Pyramid
12:03 AMC is a Phenomenal Business
14:14 Groww Mutual Fund's Approach
15:20 Insights on Valuation of AMC Businesses
17:40 Active Management vs Index Funds
21:04 Is Banking Sector Over-represented in the Nifty?
23:20 Co-Existence of Technology & Physical Branches
27:06 Tailwinds supporting NBFC's Growth Story
31:02 Hernando de Soto's The Mystery of Capital
32:58 Monetizing Asset into Capital
34:28 Anticipating Bad NPA Cycles
39:23 Investing in India's BFSI Growth Story
42:07 Key Drivers of India's Insurance Growth
43:56 Simplifying Complex Insurance Terms
45:01 Lessons Learnt by Mr. Tiwari on Evaluating BFSI Sector
48:24 9 Takeaways from the Podcast

#bfsi #bankingandfinancialservices

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

Additionally: Views expressed in this video, involve known and unknown risks and uncertainties that could cause actual results, performance, or events to differ materially from those expressed or implied herein