Untold Secrets of Wealth Creation ft. Deepak Shenoy | The Planify Show

In this podcast, we have Deepak Shenoy, the Founder and CEO of Capitalmind, joining us. Deepak has over 20 years of experience in the investment and stock market world. Through Capitalmind, he provides research, portfolio management services, and practical advice to help investors make better decisions. He is known for simplifying financial concepts and spotting opportunities in the market.

The podcast is hosted by Rajesh Singla, the Founder of Planify. They talk about market trends, wealth-building strategies, and tips for investors.

This is a conversation between two experts sharing ideas and advice that can help you in your financial journey.

Key topics include:
- The journey of transitioning from engineering to finance and the start of writing in 2005.
- Insights into Capital Mind's portfolio management and their unique strategies for optimal returns.
- How Capital Mind navigated the COVID-19 downturn with a 15% portfolio drawdown compared to Nifty's 35%.
- The inspiration behind venturing into mutual funds and how they align with their long-term investment vision.
- Lessons learned from challenging market conditions and strategies for building success during uncertainty

CHAPTERS:

0:00 - Intro: An Engineer Who Loves Finance
2:09 - Journey Begins: Writing Since 2005
13:32 - Capital Mind's Portfolio Strategies
19:46 - Momentum Investing: Stock Selection
21:05 - Momentum Portfolio: Stock Count & Allocation
24:59 - Beyond Momentum: Other Key Strategies
31:00 - Theme Investing: How to Pick Winners
35:05 - When a Stock Fails: Hold or Exit?
37:55 - COVID Drawdown: Capitalmind's 15% vs Nifty's 35%
39:31 - Why Venture into Mutual Funds?
42:54 - Surge India Team & Research Focus
44:15 - Managing ₹2200 Cr AUM: Early Investor Wins
46:50 - Best Investment Books to Read
50:06 - Starting in 2007: Navigating Tough Times
54:51 - Capital Mind's Vision for the Next 5 Years
57:21 - FII Selling Impact: Strategy Ahead
1:00:16 - The Stock Close to Your Heart
1:08:25 - Outro & How to Connect with Capitalmind

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