How Can Investors Build Long-Term Wealth? ft. Prabhakar Kudva | The Planify Show

In this episode of our podcast, we are joined by Prabhakar Kudva, the Co-Founder & Director of Samvitti Capital, a leading AIF (Alternative Investment Fund) managing over ₹2,000 crore in assets for 40+ HNIs. Prabhakar has built a remarkable career in the investment world, starting with ₹40 crore AUM and scaling it into a thriving enterprise. Known for his deep insights and disciplined strategies, he shares a unique perspective on navigating the dynamic stock market.

Hosted by Vanshika Kataria (Financial Analyst at Planify), this conversation explores Prabhakar’s inspiring journey from his upbringing and early career to building Samvitti Capital into a powerhouse of wealth generation. Together, they discuss the philosophies, strategies, and lessons that have driven his success and shaped his vision for the future.

This is an engaging discussion packed with actionable advice for aspiring investors, fund managers, and anyone interested in mastering the art of long-term wealth creation.

Key Topics Include:
- The Journey Before the Stock Market: How upbringing, family values, and education shaped Prabhakar’s career.
- Scaling Samvitti Capital: The milestones and pivotal strategies that fueled the growth from ₹40 crore AUM to ₹1,700 crore+.
- Client Acquisition and Portfolio Success: Insights into building client trust, achieving strong CAGR returns, and tailoring strategies for diverse investment goals.
- Research & Decision-Making: The framework for screening companies, ensuring robust due diligence, and aligning investments with long-term objectives.
- Navigating Challenges: Lessons learned as an entrepreneur and fund manager, with advice for thriving in the competitive asset management landscape.

CHAPTERS:

00:00 - PreCap
01:11 - Introduction
04:25 - Early Challenges and Lessons
08:13 - Samvitti’s Growth: 40 Cr to 2000 Cr AUM
10:40 - Investment Strategies and Decisions
13:51 - Investing in High-Growth Companies
15:32 - Key Factors for Stock Selection
17:32 - Criteria for Entry and Exit
19:34 - Asset Allocation Strategies
21:39 - Sector Preferences
24:50 - Growing the Client Base
27:02 - Balancing Strategies with Client Needs
29:20 - Risk Limits for Selling
31:14 - How AIFs Stand Out
33:30 - Future Vision for Samvitti
35:52 - Advice for Aspiring Fund Managers
37:39 - Must-Read Books for Investors
41:59 - Tips for Budding Investors
44:53 - Conclusion

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