What goes behind managing money at one of India’s leading asset management platforms? 📈
In this insightful conversation, Vikas Agarwal, Founder & CEO – ALTPORT, sits down with Sumit Agrawaal, Fund Manager – Equities at Nuvama Asset Management, to understand how Nuvama approaches investing, portfolio construction, and fund management.
In this episode, we discuss:
🔹 What is Nuvama and how does its asset management business work?
🔹 How does Nuvama identify investment opportunities?
🔹 What goes into building and managing an equity portfolio?
🔹 Nuvama’s investment philosophy and approach
🔹 How fund managers evaluate companies and sectors
🔹 Risk management and portfolio positioning
🔹 Market opportunities and challenges for investors
🔹 What investors should understand before choosing a fund manager
If you are interested in equity investing, mutual funds, PMS, AIFs,