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.
CFA Society India Podcast
Claim This Podcastby CFA Society India
4.9(10 reviews)
29 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇮🇳
48
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality28
Social0
YouTube93
Engagement75
Podcast Overview
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.
Language
🇺🇲
Publishing Since
6/14/2023
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48
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality28
Social0
YouTube93
Engagement75
6
Excellent Areas
3
Good Performance
10
Growth Opportunities
excellent
Episode Length
56 minutes
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good
Show Notes Quality
3.0/5
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poor
Publishing Consistency
Every 38 days
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Recent Episodes
July 3, 2026
Part 2 | Building Wealth Beyond Returns: Investing, Family, Legacy & AI in Wealth Management
<p>Wealth management goes far beyond selecting investments or generating returns. It is about aligning money with family values, preparing future generations, and creating a lasting legacy.</p><p>In this episode, we explore the often-overlooked dimensions of wealth management — from involving families in financial conversations and fostering transparency between partners to planning for succession, estate transfer, and intergenerational wealth preservation. The discussion highlights why wealth creation is not only a financial journey but also a human and family journey. </p><p>We also dive into how technology and Artificial Intelligence are reshaping the wealth management industry by improving productivity, enhancing client experiences, and enabling advisors to focus more on what matters most — trust, relationships, and human guidance during uncertain times.</p><p>At its core, this episode brings together timeless principles of wealth preservation with modern tools and insights required to navigate the future of investing, family governance, and financial decision-making.</p><p><br /></p><p>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.</p><p><br /></p><p>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. </p><p>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.</p><p><br /></p><p>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.</p><p><br /></p><p>*CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._________________________________________________________________________________________________</p><p><br /></p><p>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.</p><p>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.</p>
June 18, 2026
Building Wealth Beyond Returns Investing, Family, Legacy & AI in Wealth Management | Gajendra Kothari, CFA | Part 1 | Podcast
<p>In a world driven by short-term market movements and endless financial noise, this conversation explores the principles of building sustainable wealth through disciplined investing, sound financial decision-making, and a long-term mindset.The discussion highlights the importance of financial planning, managing risk, developing healthy money habits, and understanding how compounding, patience, and informed decision-making can create lasting wealth over time.At its core, this episode brings together practical insights on personal finance and investing with the mindset required to achieve financial independence and make purposeful wealth-building decisions.__________________________________________________________________</p><p>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.</p>
May 17, 2026
Part 2 | Building India’s EV Revolution - Charging Infrastructure & Future Mobility Vision | Podcast
<p>As India accelerates toward electric mobility, the conversation now moves beyond EV adoption to the deeper ecosystem required to support it at scale.</p><p><br></p><p>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.</p><p><br></p><p>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.</p><p>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. </p><p>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. </p><p><br></p><p>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.</p><p>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.</p><p>* CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.</p><p>_________________________________________________________________________________</p><p>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.</p><p><br></p><p>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.</p>
29 total episodes available
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- What is CFA Society India Podcast?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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