On todays episode we have none other than Raamdeo Agarwal , the Chairman of Motilal Oswal ltd.
Raamdeo has over 25 years of experience in the capital markets, he’s watched several bull and bear markets.
Raamdeos journey is nothing short of remarkable. He hails from a small village in Chattisgarh where he grew up and today he runs one of India’s largest financial services company. Raamdeo has always believed in the warren buffet and Charlie Munger investing philosophy of buy right and sit tight.
On this episode we spoke about how to build your first $1 million corpus and then grow your wealth disproportionately from there.
We spoke about the QGLP framework he has built and how to use that framework to identify strong portfolio companies.
0:00 Intro
3:35 Your Journey?
9:54 What does compounding mean?
14:32 How to get to 1 crore?
19:20 How to identify portfolio stocks?
44:54 Consumer behavior changes?
48:01 Will equities have the same charm in the next 20 years?
51:28 How many funds you should have in portfolio?
52:40 Bear market strategy
59:22 Exponential growth themes
1:04:28 How can India learn from others?
1:09:08 Biggest learning?
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.
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@soniashenoyofficial
thank you for being here ! in this episode , Raamdeo Ji talks about how to build a long term portfolio and become a value investor in this volatile market. the most important learning from this episode is that tracking the markets daily is counter productive to long term wealth creation . it does not matter which way the markets are headed, what matters is how you identify good companies with strong promoters at a good price and buy and hold them for long term. Any feedback on the show is always welcome. thanks for watching!
@finaup
Hi, initially, when you left the CNBC TV18, I was so upset because I was so connected to you, Prashant, Surbi and Niegel, and it took me some time to get back to CNBC, after watching a few videos of you. I got it, you're doing a great job for you and for society by asking the million-dollar questions to the billionaires.
@ManojAgadi
Wow, Wonderful Information From Raamdeo Agrawal Sir.
@rushabdave8306
Radhakrishna Damani next
@StockGo-x
Ultimate interview – Raamdeo agrawal sir shared honest, valuable experience and you Guided it beautifully a true lesson for us and new investors. But still want to know how he had made 30 crore in 10 years from zero investment in next interview .
@rajneeshshah
Very Good Inside about all Points.
@vegesh
When Raamdeo sir said good business is Bajaj Finance and then for Sonia said bad business is Asian paints and the moment I saw Raamdeo sir face expression I laughed like hell😂😂😂😂.
At that moment May be he was thinking I shouldn't agree for explaining with an example.
@smrutiranjanmaharana
Ha ha 😂😂😂😂
Old fellow 😊
Regards,
Investor Smrutiranjan Maharana
@ronakprakashbhai4577
Great podcast
@prathameshshewale2909
Watched full podcast, insightful and full of wisdom. Thank you. Keep posting such content. ❤
@momentum10
man of steel… that confidence, mindset, and discipline ..uffs damn
@siddhartha4828
What an interview. The knowledge was truly gold but the interview and the way Mr. Agrawal spoke made you feel so nice and happy.
@omkarmurari8746
Compounding mein people emphasize more on time and interest but the capital amount very few talk about.
Basically, if I start with 10,000 and the same grows at 21% CAGR for 7 years the resultant is only 32k+.
Ramdeo ji did on multiple occasion through various interviews/podcasts whether this or the others like INDmoney he emphasizes the importance of capital.
I am somebody who was probably scared of stock market investing prior to 1-2 years but thanks to legends like him, Madhu Kela ji, Pankaj Tibrewal ji, Mohnish Pabrai ji, Warren Buffet ji, Bill Ackman ji,
Gurmeet Chadha ji, Late Rakesh Jhunjhunwala ji, Akshat Shrivastava, and so many others I have started to dream and these legends helped me to dare to dream big with humility.
I have been able to understand atleast a few and I am confident it's gonna take me millions of steps ahead.
Thanks Ramdeo ji! Thanks Sonia, keep up your good work!
@bhairavkevlogs
Sonia mam good podcast with ramdev agrawal sir and you aslo great ☺️
@nulLanDvoiDashiK
Thanks a lot for bringing the great Mr. Agarwal here. Nice to hear him
@ManiKandan_D25
Good question very good answer one of the best interview
@Cutebabycoin
U r so beauti at peak like mit at peak
@ddhanigond
Page 3 reporting and Finance are different
@lalsawirema1383
It's safe not to buy grow billionsbrains venture without watching, because the promoter has sold their shares and the stock price is apparently going down beside profit booking.
@TusharKarmokar99
Would love to see a debate or rather conflicting ideas of value vs growth. Pls do a podcast of Rajeev thakkar and Ramdeo Agrawal
@abhinandanmohanty3833
Gem of a podcast
@AshutoshGangwar1
One of the best podcasts. Learnt a lot from Mr. Agarwal.
@prakashkarale9292
हिंदी भाषा का ज्यादा उपयोग करे हम हिंदुस्थान मे राहते है सब लोग इंग्लिश नही समजते 😊
@up6427
Power of compounding works only & only when you stay invested in stocks like Hero Honda, Airtel, Page Inds, Eicher Motors, Bajaj Finance, Titan, Nestle, MRF & the likes.
The moot question is, how many retail investors really have such stocks in their portfolio ? How many could really catch them young ? Not even 1% of investors. If one is invested in the rest 98 % of stocks, it is impossible to make 'power of compounding' work for you.
Secondly, for the power of compounding to work, the AMOUNT invested, i.e., the quantum of investment matters too. Small amount 🤏 cannot make wealth for you.
@ImPasta_Game
Many many small caps growing at 25-30% and he thought so hard to come up with Bajaj Finance as an example.
@RP1973UK
Making first million is hard, but second million is inevitable- Charlie Munger
@RP1973UK
We should be teaching the power of compounding to our kids…
@RP1973UK
We should be teaching the power of compounding to our kids
@gopalginde9800
So beautiful point God has designed this system….. Not getting it right always top n bottom. Very enriching conversation. ❤
@doitwmm
Kalyan jewellers, Kaynes technology what next sir?
@sumitkumarahluwalia
thank you so much for such great learning video to Ramdev sir ji…and ..also to sonia mam..thanks…❤❤❤
@himanshudhami8306
Why are she writing 😂😂😂
@mohanmuthu677
It was a pleasure watching this interview. Sonia, you ask the right questions, the questions of a novice retail investor like me. Mr. Agarwal give great perspective in long term wealth creation. Well Done!!!
@amitrathod7191
Excellent