This Ashvvy Investment webinar features FPSB India CEO Krishna Mishra explaining why SIPs alone aren’t enough for true wealth. He advocates for “life-centric” planning, where investments are driven by specific personal goals rather than just market products.
The session highlights India’s economic strength for 2025 and warns against the risks of DIY investing. It concludes that professional, goal-based strategies are essential for navigating market volatility and ensuring long-term financial security.
In this episode of “Money Ki Baat” Ashvvy Investment hosts Mr. Navendu Shekhar from Tata Mutual Fund to break down the newly introduced category of Specialised Investment Funds (SIFs). Designed for seasoned investors, SIFs bridge the gap between retail mutual funds and high-ticket PMS/AIF products. The session highlights how SIFs allow fund managers to generate returns even during market downturns through “shorting,” offering a unique advantage over traditional “long-only” mutual funds.
MoneyKiBaat is a monthly live webinar series where seasoned finance trainers decode complex investing concepts into practical knowledge.
Think of it as your monthly financial health checker—so your decisions are driven by data, not news or emotions.
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The latest macro-economic trends shaping Indian markets
Which sectors experts are bullish on and why
Long-term growth trajectories across industries
Practical insights on how & where to invest
The mistakes to avoid that often derail individual investors
Transparency is our hallmark. In MoneyKiBaat you will never find:
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Mohit Sharma
Experienced financial services professional with extensive expertise in retail sales and distribution. Currently serving as Director & Co-Head – India Retail Sales at Franklin Templeton Investments, I focus on driving business growth, building strong distribution networks, and delivering value-driven investment solutions to clients across India.
With a proven track record in mutual funds, wealth management, and investment advisory, I specialize in strengthening relationships with distributors, IFAs, and institutional partners while leading high-performing teams. Passionate about investor education and long-term wealth creation, I believe in combining data-driven insights with client-centric strategies to achieve sustainable growth.
Mohinder Kumar
I am VP & Head of FT Academy, with deep expertise in financial education, wealth management, and capability building. As a Chartered Wealth Manager (CWM®), I focus on designing and delivering learning programs that empower financial advisors, distributors, and partners with practical knowledge and skills.
My passion lies in bridging the gap between theory and practice, enabling professionals to stay ahead in a dynamic investment landscape and drive better outcomes for clients.
Satish Prabhu
As Vice President & Head – Products & Content at Franklin Templeton Investments, I lead initiatives around product strategy, investment solutions, and client-focused content. With prior experience at CRISIL, I bring a strong background in research, analytics, and financial markets.
I am deeply passionate about financial literacy and mentoring, often engaging as a speaker and storyteller to simplify complex investment concepts. My focus has always been on creating impactful solutions that empower investors and strengthen trust in the financial ecosystem.
