‘Valuations tell you what to pay. Discipline tells you what to avoid.’

In this episode of FIRSTalk, Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank sits down with Aashish Somaiyaa, ED & CEO of White Oak AMC, for a conversation that goes deeper than market levels and return expectations.

They discuss what really matters when markets are expensive - how to separate narratives from numbers, why quality is often misunderstood, and what it takes to stay disciplined when everything around you is working.

This isn’t a conversation about where the market is. It’s about how to think when the market tests your conviction.

#FIRSTalk #Investing #Markets #Leadership #Alpha #WealthManagement #FirstPrivate #IDFCFIRSTBank

See omnystudio.com/listener for privacy information.

In the latest episode of IDFC FIRST Private's FIRSTALK, Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, engages in an insightful discussion with Prateek Agrawal, MD & CEO of Motilal Oswal AMC.

Don't miss this engaging conversation.

#IDFCFIRSTBank #AlwaysYouFirst #FIRSTPrivate #FIRSTALK

See omnystudio.com/listener for privacy information.

In this powerful and insightful episode of the First Talk podcast by IDFC First Private, host Vikas Sharma sits down with Radhika Gupta, MD & CEO of Edelweiss Asset Management, to decode the mind and mission of one of India’s most dynamic financial leaders.

See omnystudio.com/listener for privacy information.