Wealth by Motilal Oswal

About Wealth by Motilal Oswal

Wealth by Motilal Oswal is a premium podcast platform that brings together some of the most respected founders, business leaders, and industry experts who have built enduring institutions over time. This is not surface-level storytelling. Each episode goes deeper into how real wealth is created, through disciplined capital allocation, thoughtful risk-taking, long-term thinking, and the ability to execute under uncertainty. The conversations move beyond headlines to uncover the frameworks, decisions, and defining moments that shape successful journeys. At its core, the show is about understanding how experienced operators think. From lessons learned the hard way to mistakes that refined their approach, every discussion offers nuanced insights into the realities of building and sustaining wealth. Whether you are an entrepreneur, investor, or someone looking to better understand business and markets, Wealth by Motilal Oswal offers a front-row seat to conversations with people who have truly been there and done that.

Publisher

Motilal Oswal

Category

business · education

Language

en

Explicit

No

First episode

2 May 2026

Latest episode

19 Oct 2026

Latest episodes

24 episodes in the feed.

1. 

   19 Oct 2026

   Is This the Time to Buy Indian Equities? Pankaj Tibrewal on FII Outflow & Investment Opportunities

   In this episode of Wealth by Motilal Oswal, we are joined by Pankaj Tibrewal, Founder of Ikigai Asset Manager and one of India’s most respected fund managers with over two decades of market experience. In a volatile market environment where investors' patience is being tested, Pankaj breaks down his core investment frameworks, his insights on reading current market conditions, managing risk, and spotting long-term wealth creators. Key Takeaways: • Understanding the disconnect between market performance and strong economic indicators. • How global interest rates, US bond yields, and dollar devaluation affect long-term cost of capital. • Impact of foreign investor selling and the cushion provided by domestic savings. • Evaluating business management, succession planning, and promoter-led companies. • Criteria for identifying multibaggers, including cash flows, balance sheet strength, and market size. • Balancing company growth with stock valuation using the PEG ratio. • Key growth sectors: manufacturing (Europe + 1), consumer discretionary (premiumization), and financial services. • Active vs. passive investing approaches for mid-cap and small-cap stocks. • Developing investor discipline, controlling emotions, managing risk, and the benefits of meditation. Chapters: • 00:00 – Teaser & Highlights • 01:45 – Decoding the Current Market Phase & Volatility • 08:25 – Cost of Capital, Global Bond Yields & Dollar Debasement • 12:30 – FII Selling vs Domestic Inflows: When Will the Tide Turn? • 20:30 – The "Two Indias" in the Stock Market Today • 23:50 – Promoter's Edge: How to Evaluate Jockeys Running the Business • 29:40 – Gorilla to King Kong Framework: Identifying Future Industry Leaders • 37:45 – Valuing New-Age Tech Companies & Unit Economics • 39:25 – Big Mega Trends: Manufacturing (Europe + 1), Premiumization & Financialization • 44:50 – Active vs. Passive Investing in Mid & Small-Cap Spaces • 47:05 – Managing Growth vs. Valuation: The "Peg Ratio" Mindset • 49:15 – Asset Allocation Strategy for Long-Term Investors • 52:30 – Biggest Mistakes Retail Investors Make & Power of Compounding • 55:30 – Developing the Right Temperament & Inner Self for Investing • 58:30 – Rapid Fire Round Building wealth isn’t about shortcuts — it’s about learning from people who’ve actually created it. Wealth by MO brings you deep, meaningful conversations with India’s most influential wealth creators — founders, CEOs, fund managers, and domain leaders. Every episode gives you: • Real wealth-creation frameworks • Business insights from top founders • Investment lessons for long-term success • Mindset, risk-taking & decision-making wisdom • Decades of experience broken into actionable learning Whether you’re an investor, professional, or entrepreneur, this channel helps you understand how wealth is built — from the people who've done it. 📌 Subscribe for: Wealth-building insights, leadership wisdom, investing journeys, founder stories, market perspective, and long-term planning. Subscribe Here ➜ / @wealthbymo Explore Our Other Channels: Markets by Motilal Oswal ➜ / @marketsbymo Trades with Motilal Oswal ➜ / @breakoutwithmo Learn with Motilal Oswal ➜ / @learnwith_mo Partners at Motilal Oswal ➜ / @partnersatmotilaloswal 📲 FOLLOW US ON Instagram ➜ / wealthbymo_official Download the RIISE App: https://moriseapp.onelink.me/VgB3/8s6...

2. 

   12 Oct 2026

   Deepak Shenoy on Building Wealth Without Predicting Markets | Stocks, AI & India’s Next Decade

   Deepak Shenoy is the Founder and CEO of Capital Mind Mutual Fund. He started a company in Bengaluru in 1998, fired himself as CEO seven years later, and lost about 80% on a technology mutual fund within months of the 2000 dotcom peak. He went on to build one of India's first algorithmic trading firms and turned a financial blog into Capital Mind, a SEBI-registered asset management firm. Its rules-based system lets the model, not his opinion, decide when to buy and when to sell. At Capital Mind's Flexi Cap fund, he runs 25 to 60 stocks picked from the top 750 companies using factor scores on momentum, value, growth and profitability, with a high active share and minimal discretionary calls. In this conversation, he explains why India is structurally strong even as foreign investors pull back, why he is not bullish on metals, how quick commerce is reshaping FMCG, how to think about valuations, when to exit a stock, and why you should invest in yourself and spend on experiences. Key topics covered: Why India's structural story is intact despite the "least preferred market" poll How services exports and remittances have offset the goods trade deficit Record earnings growth, a 13-year high in credit growth and healthier balance sheets Why India has little public-market AI exposure and why Indian AI must sit "one layer above" How debt in the West is driving global capital flows Why FIIs left India, and how capital gains tax and policy friction keep them away Why he is not bullish on metals and expects the commodity cycle to stay weak How quick commerce and social media are disrupting FMCG distribution and brand building Manufacturing, defence, auto, premium consumption, tourism and financialisation as five-year themes Why the growth sits in mid and small caps Whether Indian IT is a contrarian opportunity or a broken model How Capital Mind's quant, factor-based fund works and why its active share is so high Why growth, not the PE ratio alone, should drive how you think about valuations Why "stocks don't love you back" and how to avoid emotional attachment Time, inclination and skill: how to decide whether to pick stocks or buy a fund Why you should try getting rich fast with money you can afford to lose IPOs: should retail investors participate? The "uncle point" and why discipline matters more than patience Financial priorities for your 20s and 30s, and why spending on experiences matters Chapters 00:00 Introduction / Cold Open 01:38 Deepak Shenoy's Journey: From the Dotcom Crash to Capital Mind 03:48 Why Deepak Is Structurally Bullish on India 05:35 India's Tailwinds: Current Account, Earnings and Credit Growth 10:50 Bank of America's "Least Preferred Market" Poll: Valuations, Policy and AI 14:41 India's AI Exposure: Washing the Windows of the Car 18:43 Debt in the West and What It Means for India 21:35 What Went Wrong for FIIs, and What Will Bring Them Back 24:34 Capital Gains Tax and Policy Hurdles for Foreign Investors 28:05 Why He Is Not Bullish on Metals 31:25 How Quick Commerce Is Changing FMCG 36:04 Sectors for the Next Five Years: Manufacturing, Defence, Consumption, Financialisation 39:23 Why Mid and Small Caps Offer More Growth 41:30 Expensive Valuations and Growth Traps 44:23 Indian IT and AI: Contrarian Opportunity or Broken Model? 48:23 Inside Capital Mind's Quant Strategy 56:10 Valuations: Can a 40 PE Stock Be Worth It? 58:42 Stocks Don't Love You Back: Knowing When to Exit 01:03:22 Time, Inclination and Skill: Stocks or Funds? 01:04:58 What to Buy If You Have No Time: Emergency Fund and Flexi Cap 01:06:25 Chasing Multibaggers: Why You Should Try Getting Rich Fast 01:08:50 Stocks Sold Too Early and the Lessons Learned 01:11:57 Should Retail Investors Participate in IPOs? 01:14:22 Will the Earnings Momentum Continue? Why Markets Reward Discipline 01:15:49 The "Uncle Point" and Lessons from Market Wizards 01:18:35 Top Financial Decisions for Your 20s and 30s 01:22:06 Saving Too Much: Why You Should Spend on Experiences 01:25:05 Rapid Fire Round 01:30:22 Key Takeaways Building wealth isn't about shortcuts; it's about learning from people who've actually created it. Wealth by MO brings you deep, meaningful conversations with India's most influential wealth creators, founders, CEOs, fund managers, and domain leaders. Every episode gives you: Real wealth-creation frameworks Business insights from top founders Investment lessons for long-term success Mindset, risk-taking & decision-making wisdom Decades of experience broken into actionable learning Whether you're an investor, professional, or entrepreneur, this channel helps you understand how wealth is built from the people who've done it. 📌 Subscribe for: Wealth-building insights, leadership wisdom, investing journeys, founder stories, market perspective, and long-term planning. #WealthCreation #BusinessLeadership #InvestingInsights #WealthByMO #CapitalMind #DeepakShenoy #FutureOfInvesting #motilaloswal Subscribe Here ➜ / @wealthbymo Explore Our Other Channels: Markets by Motilal Oswal ➜ / @marketsbymo Trades with Motilal Oswal ➜ / @breakoutwithmo Learn with Motilal Oswal ➜ / @learnwith_mo Partners at Motilal Oswal ➜ / @partnersatmotilaloswal 📲 FOLLOW US ON Instagram ➜ / wealthbymo_official Download the RIISE App: https://moriseapp.onelink.me/VgB3/8s6...

3. 

   5 Oct 2026

   Forget Blue Chips, Here's Where the REAL Money Is | Samit Vartak

   Samit Vartak is the Founder and CIO of SageOne Investment Managers. He has spent over two decades investing in businesses with strong earnings growth, long runways and the potential to compound wealth over many years. He describes investing not as picking stocks but as buying businesses, with discipline on how much to pay, how much to own, when to add, when to trim and when to walk away. At SageOne, he manages roughly ₹8,900 crore with a concentrated portfolio built around a 20%+ earnings growth hurdle, with a focus on mid and small caps. In this conversation, he shares why India is a structural long-term story even as foreign investors look elsewhere, why the real growth sits in mid and small caps, how to read cash flows and judge promoters, how to size, trim and exit positions, and how losing his entire portfolio in the dotcom crash shaped his temperament. Key topics covered: • Why India could be a better long-term investment than Apple, Samsung or any single-theme market • How India stayed resilient through the tariffs, the Iran-US war and the oil shock • Why FIIs are looking elsewhere in the short term, and what could bring them back • How India's market has widened: the 1,000th company has gone from ₹250 crore to over ₹3,000 crore market cap since 2019 • Why the real growth is in mid and small caps, and how deleveraging has made them less risky • Why price-to-book can be more reliable than PE for small caps • AI as a threat or an opportunity for India's talent pool and IT services • Specialty chemicals, building materials and textile exports: the case for these themes • The 20%+ earnings growth rule and why banks, FMCG and most IT stay out of the portfolio • The valuation trap, the falling knife and the dangers of momentum investing • How to evaluate a business: ROE, operating cash flow to profit, margin predictability • Why he stays away from quick commerce and new-age tech, and why he's fine with FOMO • How to assess promoters, spot red flags and identify real moats • Losing his entire portfolio in the dotcom crash and what it taught him • Samit Vartak's views on temperament, money and the long-term India story Chapters 00:00 Introduction / Cold Open 02:29 Why India Is a Better Long-Term Bet Than Apple 04:36 India's Resilience: Tariffs, Wars and Record Earnings Growth 07:26 Why FIIs Are Ignoring India (For Now) 09:34 The Expanding Breadth of the Indian Market 11:20 Why the Real Growth Is in Mid and Small Caps 13:27 Are Small Caps Too Risky? The Post-COVID Deleveraging 15:08 Price-to-Book vs PE: Valuing Volatile Earnings 16:52 AI: Threat or Opportunity for India? 19:52 Inside the SageOne Portfolio: Specialty Chemicals and Building Materials 22:12 The Textile and Garment Export Theme 23:06 The 20% Earnings Growth Rule: Why No Banks, FMCG or Autos 24:22 Building Your Own Portfolio: How to Evaluate a Business 29:07 Why "Cheap" Doesn't Mean a Good Buy 32:17 The Biggest Investor Traps: Valuation Trap and Falling Knives 35:48 Asset Allocation and Diversification 38:16 The Dotcom Crash: Losing Everything and the Guilt 41:28 Lessons from the Crash: Understand the Business and the Valuation 46:17 When to Trim and Add: The APL Apollo Example 48:07 Why Exit a Stock: The EID Parry Example 49:18 IT Services and AI: Persistent, Coforge and the Growth Hurdle 51:10 Valuing Expensive Winners Like TVS Motor 52:53 JOMO: Why Stay Away from Quick Commerce and New-Age Tech 55:00 Have Traditional Value Frameworks Become Inadequate? 57:22 Reading an Annual Report: Why Cash Flow Matters 59:11 How to Assess Management and Spot Promoter Red Flags 01:03:19 How to Spot a Real Moat 01:04:42 How Much to Allocate to a High-Conviction Stock 01:06:24 When to Exit a Multibagger 01:07:36 Regrets: Bajaj Finance and Holding On Too Long 01:10:21 Temperament: Having the Guts to Ride the Cycle 01:13:06 Samit Vartak's Relationship with Money 01:15:11 Rapid Fire Round Building wealth isn't about shortcuts; it's about learning from people who've actually created it. Wealth by MO brings you deep, meaningful conversations with India's most influential wealth creators — founders, CEOs, fund managers, and domain leaders. Every episode gives you: Real wealth-creation frameworks Business insights from top founders Investment lessons for long-term success Mindset, risk-taking & decision-making wisdom Decades of experience broken into actionable learning Whether you're an investor, professional, or entrepreneur, this channel helps you understand how wealth is built from the people who've done it. 📌 Subscribe for: Wealth-building insights, leadership wisdom, investing journeys, founder stories, market perspective, and long-term planning. #WealthCreation #BusinessLeadership #InvestingInsights #WealthByMO #SageOne #SamitVartak #SmallCaps #MidCaps #FutureOfInvesting #WealthBuilding #ValueInvesting #motilaloswal Subscribe Here ➜ / @wealthbymo Explore Our Other Channels: Markets by Motilal Oswal ➜ / @marketsbymo Trades with Motilal Oswal ➜ / @breakoutwithmo Learn with Motilal Oswal ➜ / @learnwith_mo Partners at Motilal Oswal ➜ / @partnersatmotilaloswal 📲 FOLLOW US ON Instagram ➜ / wealthbymo_official Download the RIISE App: https://moriseapp.onelink.me/VgB3/8s6... #wealthbymotilaloswal #motilaloswal #leadershippodcast #founderstories #businessinsights

Contact Wealth by Motilal Oswal

Guest appearances

Books guests

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