CFA Society India Podcast

About CFA Society India Podcast

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.

Publisher

CFA Society India

Category

business

Language

en

Explicit

No

First episode

14 Jun 2023

Latest episode

28 Aug 2026

Latest episodes

30 episodes in the feed.

1. 

   28 Aug 2026

   From our Archives | Practitioners' Insights: Nuts & Bolts of Indexing | Christine Lu, CFA | Podcast

   From our Archives: In this insightful practitioner discussion, Christine Lu, CFA, Senior Manager, Equity Index Group at FTSE Russell, shares practical insights into the world of index investing and the mechanics behind index construction. The conversation explores index methodologies, sampling and weighting approaches, rebalancing and trading, and the growing role of rules-based strategies in asset allocation.The discussion also delves into the evolution of smart-beta strategies, how big data can support more informed investment decisions, and the potential impact of artificial intelligence and machine learning on the future of index investing. With passive investing gaining increasing importance globally, the session provides a practical perspective on how indexes are constructed, managed, and used by investors.Do tune in to this interesting 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. 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.

2. 

   3 Jul 2026

   Part 2 | Building Wealth Beyond Returns: Investing, Family, Legacy & AI in Wealth Management

   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. 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. 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. 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. 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.

3. 

   18 Jun 2026

   Building Wealth Beyond Returns Investing, Family, Legacy & AI in Wealth Management | Gajendra Kothari, CFA | Part 1 | Podcast

   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.__________________________________________________________________ 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.

Who has been a guest on CFA Society India Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Sunil Singhania
• Shibani Sircar Kurian
• Rajeev Thakkar
• Manisha Girotra

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

2,828,084

Score snapshot 15 Sept 2025

Spotify

4.9 / 5

10 ratings

Podcast Authority Score: 48 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

28

Social presence

0

YouTube

93

Engagement

75

Contact CFA Society India Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Shows with a similar audience

• 

  Chai with Pabrai

• 

  Finshots Daily

• 

  The Acquirers Podcast

• 

  Capital Allocators – Inside the Institutional Investment Industry

• 

  All-In with Chamath, Jason, Sacks & Friedberg