A Structured Approach to Cash Calls: Deepak Shenoy's Framework

More from Capitalmind with Deepak & Shray

1. 

   S3 · E36 · 23 Dec 2024 · 1 hr 12 min

   The fight between the Dollar and the Rupee

   In this episode, Deepak and Shray dive deep into the dynamics of the Dollar-Rupee equation. With the rupee at 85 to the dollar, what does this mean for us as investors and consumers? Are we losing 3-4% in dollar terms every year without realizing it? And if so, does investing in global assets provide a better hedge? Join us as we break down historical trends in the exchange rate, the RBI's role as the on the same and why inflation differentials drive the long-term trajectory of currencies (or why they may not in this case). Along the way, we explore everything from dosa economics to the…

2. 

   S3 · E35 · 3 Dec 2024 · 1 hr 6 min

   Are Foreign Investors (FIIs) Less Important Now?

   Ever wondered if the Indian stock market still needs Foreign Institutional Investors (FIIs) now that domestic investors are stepping up? Shray and Deepak chew over this hot topic in our latest episode. They examine questions like whether foreign investors are responsible for recent market declines, who the primary owners of Indian companies are, and why foreign ownership is decreasing. They discuss the impact of regulatory changes, such as increased KYC requirements and the end of tax benefits for investments through Mauritius, Singapore, and Cyprus. The episode also delves into the…

3. 

   S3 · E34 · 18 Nov 2024 · 1 hr 26 min

   The F&O Game is fair even if 93% of people lose money

   In this episode of the Capitalmind podcast, Deepak and Shray dive into SEBI's recent report analyzing the profits and losses of F&O traders. The report reveals a staggering statistic, showing that over 90% of individual traders have lost money in F&O trading in the past few years. They explore the reasons behind these losses, the demographic impacts, and whether F&O trading is more akin to gambling than investment. They also discuss SEBI's new rules aimed at curbing losses and what these changes mean for both novice and seasoned traders. Tune in to understand the full implications of SEBI's…

4. 

   S3 · E32 · 21 Sep 2024 · 57 min

   Mutual Funds, PMS, or AIF: Choosing the Right Investment Vehicle for Your Needs

   In this episode, Deepak and Shray dive into the intricacies of mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). We analyze the tax benefits of mutual funds, highlight the liquidity advantages, and compare them with PMS and AIF in terms of fees, transparency, and investment flexibility. We also discusses why different products cater to different investors based on their income levels, asset sizes, and risk appetites. The conversation covers the psychological and practical reasons investors might choose one investment vehicle over another, the role of…

5. 

   S3 · E31 · 11 Sep 2024 · 1 hr 26 min

   Investing in Unlisted Companies: What's the deal?

   In this episode of the Capitalmind Podcast, we take a deep dive into the world of unlisted and private securities. We'll cover key topics such as: What exactly are unlisted and private securities? How do you value them, and what complexities should you watch for, like liquidation preferences and ratchets? Who can you sell these securities to, and what about corporate governance risks? Are these investments or just consumption in disguise? We also explore opportunities in the SME segment and how much of your net worth you should allocate to private investments. Whether you're considering…

6. 

   S3 · E30 · 23 Aug 2024 · 1 hr 10 min

   Why so many new Mutual Fund NFOs?

   In this episode of the Capitalmind Podcast, Deepak and Shray dissect the surge in New Fund Offerings (NFOs) by mutual funds, dissecting why fund houses are launching new schemes and who truly benefits from them—whether it's the AMC, the customer, or intermediaries like distributors. We also discuss the economics of fund distribution, the role of intermediaries, and how to identify the best options for your investments. The episode also ventures into the often not talked about side of financial advisory, the unrealistic expectations of managing wealth independently, and the vital role of…

7. 

   25 Aug 2026 · 1 hr 7 min

   What Is the Closing Auction Session (CAS) and How Does It Affect Investors?

   The way stock prices are determined at the end of the trading day has changed. The new Closing Auction Session (CAS) is designed to improve price discovery, but its early days have raised questions around liquidity, execution, transparency and what it means for investors. In this episode of the Capitalmind Podcast, Shray Chandra , Co- Founder & Director , Capitalmind Financial Services , speaks with Deepak Shenoy, Founder & Chairperson , Capitalmind Financial Services , about how the Closing Auction Session works and why closing prices matter so much to Indian markets. They discuss: Why the…

8. 

   5 Aug 2026 · 56 min

   Peak Pessimism in India: What Does The Data Say?

   Is India really becoming uninvestable, or are investors missing the bigger picture? In this episode of the Capitalmind Podcast, Shray Chandra, Co-founder at Capitalmind Financial Services, speaks with Deepak Shenoy, Founder and CEO, Capitalmind Mutual Fund, about the current pessimism around Indian markets and whether we may be approaching a point of peak pessimism. The discussion covers: • Why investors are bearish on India right now • The bear case around the rupee, crude oil, gold imports, FPI outflows and AI disruption • Lessons from previous market crises in 2002, 2009, 2013, 2020 and…

9. 

   5 Aug 2026 · 1 hr 10 min

   AI Can Optimize Your Investments. But Is That Your Biggest Financial Risk?

   What's the deal with AI? Can it manage your money? Can it make you rich? Artificial Intelligence is changing much more than how we invest. It could fundamentally reshape careers, incomes, financial advice and the way we build wealth. In this episode of the Capitalmind Podcast, Shray Chandra, Co-founder at Capitalmind Financial Services, speaks with Deepak Shenoy, Founder & CEO of Capitalmind Mutual Fund, and Vashistha Iyer, Executive Director, Capitalmind Mutual Fund, about one of the biggest questions facing investors today: Can AI optimize your investments - and what happens if it also…

10. 

    22 May 2026 · 1 hr 3 min

    Why Picking the "Best" Mutual Fund Is the Wrong Goal

    Most investors obsess over finding the best mutual fund to invest in. But what if avoiding the worst fund matters far more than picking the absolute best? In this episode, host Shrey Chandra sits down with Deepak Shenoy (Founder & CEO, Capitalmind Mutual Fund) and Anoop Vijaykumar (Head of Equity & Fund Manager, Capitalmind Mutual Fund) to tackle one of the most searched questions in personal finance: how to pick mutual funds that actually deliver long-term returns — without constantly second-guessing your choices. Using 10 years of FlexiCap fund data across 18 funds, they reveal why even…

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