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Moneywise

Moneywise
Investment Strategies
Financial Planning
Mutual Funds
Asset Allocation
Wealth Management
Financial Independence
Investing
Women and Wealth
Index Funds
SIP
Retirement Planning
Financial Literacy
Investment
Behavioral Finance
Portfolio Rebalancing
Emergency Fund
Equities
Fixed Income
Risk Management
Diversification

Most financial advice still sounds like it’s stuck in a textbook. Moneywise flips that. This podcast brings together a Millennial and a Gen Z voice for honest, jargon-free conversations on all things personal finance, from your salary and SIPs to your insecurities about not having “figured it out” yet. Each month, we focus on one financial topic and unpack it through a series of short, weekly, eng... more

PublishesWeeklyEpisodes80Founded4 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Latest Episodes

Still confused about how multi-factor portfolios work in practice?

In this finale episode of Moneywise, we move from concepts to understanding real-world application, and explore the practical aspects of multi-factor model portfolio management. We e... more

Ready to take a deep dive into how to structure investment portfolios?

In this episode of Moneywise, we decode 3 key factors in investing: Momentum, Size, and Low Volatility. We understand these using real-life examples that you’ll actually relate t... more

Want factor investing explained in the simplest way possible?

In this episode of Moneywise, we decode the three powerful styles that influence how portfolios are constructed — Growth, Value, and Momentum.

These aren’t stock tips. They’re structured... more

Is investing really just luck and gut feel… or is there an actual science behind it? 📊🤔

In this episode of Moneywise, Virat and Rachita dive into the world of factor investing, the structured, data‑driven approach that quietly influences how many ... more

Key Facts

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Number of Listeners
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Recent Guests

R. Subramanian
A first-generation entrepreneur and certified chartered financial goal planner with over 30 years of experience in the financial industry.
Episode: Why Your Portfolio Needs Rebalancing | Moneywise Podcast Ep. 51 Ft. R. Subramanian
Sooraj Raveendran
Founder and CEO of Index Funds Sahi Hai
Index Funds Sahi Hai
Episode: How to Build an Index-Only Portfolio | Moneywise Podcast Ep. 50 Ft. Sooraj Raveendran
Mehul Shah
Designated partner at Riqr LLP with over 20 years in the investment business
Riqr LLP
Episode: What Exactly Are Index Funds? | Moneywise Podcast Ep. 49 Ft. Mehul Shah
Chetan Agarwal
Head of treasury at Bennett Coleman and Co. with over 25 years of expertise in treasury, investment, and risk management.
Bennett Coleman and Co.
Episode: What Not to Do When Markets Are Volatile | Moneywise Podcast Ep. 48 Ft. Chetan Agarwal
Hrushikesh Swain
Financial Advisor with a background in IT and investment strategies
Episode: Financial Planning for Children | Moneywise Podcast Ep. 47 | Ft. Hrushikesh Swain
Rahul Jain
Financial advisor and founder of GR. Finvisors
GR. Finvisors
Episode: 46: 046 - How Your Actions Could Make or Break Your Wealth
Prateek Sinha
Successful wealth manager with extensive experience in Asian financial markets.
Episode: 45: 045 - Why Factor Funds Deserve Your Attention
Kashyap Mody
Head of Treasury at Jio Platforms and experienced investment manager
Jio Platforms
Episode: 44: 044 - Can Asset Allocation Make or Break Your Wealth?
Sadashiv Phene
A financial advisor with over 25 years of experience managing investments for thousands of clients.
Episode: 43: 043 - Sadashiv Phene - Retirement planning.

Hosts

Virat
Host of Moneywise, co-presenter in the Factor Investing series; consistent on-air presence discussing investing perspectives and practical guidance.
Rachita
Co-host of Moneywise, discussing investment personalities and practical investing insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#155
Austria/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Factor Investing Explained: Momentum, Size & Low Volatility #MutualFunds
Q: How do we actually use these factors in investing?
There are three approaches: focus strategy, diversified approach, and letting professionals handle the investment.
Who is a fund manager and what are the responsibilities of a fund manager?
Q: How to judge if mutual fund manager is good or bad?
Look at the manager's track record, consistency over time, and their performance in different market conditions.
What Is Goal-Based Investing Through Mutual Funds for Money Management
Q: What if I can't afford all these SIPs at one time?
You should prioritize your emergency fund first, then the goal that is nearest, and finally your long-term goals. As your income increases, you can add more goals to your investment plan.
Mutual Fund Tax Explained | Long-Term vs Short-Term Capital Gains
Q: Should tax drive my investment decisions?
No, tax should be one factor among many, as the primary goal is to generate returns on investments.
Mutual Fund Tax Explained | Long-Term vs Short-Term Capital Gains
Q: What does tax loss harvesting mean?
Tax loss harvesting means selling an underperforming investment to offset taxable gains from other investments.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Moneywise

What is Moneywise about and what kind of topics does it cover?

Moneywise offers approachable, jargon-free conversations about personal finance and investing tailored to Indian audiences. Episodes cover a wide range of topics from factor investing, mutual funds, SIPs, tax considerations, and goal-based planning to broader investment strategies like index funds and risk management. The show frequently blends practical guidance with relatable analogies and humor, helping listeners understand how to apply disciplined, long-term investing in real life. A notable strength is its consistent, two-host dynamic that translates complex topics into everyday decisions, making it a good fit for listeners who want clear, actionable steps without technical overload.

What stands out is the practical orientation toward... more

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What are the audience demographics for Moneywise?

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How many subscribers and views does Moneywise have?

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Which podcasts are similar to Moneywise?

These podcasts share a similar audience with Moneywise:

1. Let's Talk Money with Monika Halan
2. Finshots Daily
3. The Morning Brief
4. The Ramsey Show Highlights
5. Money Girl

How many episodes of Moneywise are there?

Moneywise launched 4 years ago and published 80 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Moneywise?

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What guests have appeared on Moneywise?

Recent guests on Moneywise include:

1. R. Subramanian
2. Sooraj Raveendran
3. Mehul Shah
4. Chetan Agarwal
5. Hrushikesh Swain
6. Rahul Jain
7. Prateek Sinha
8. Kashyap Mody

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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