Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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Simplifying Small Business Insurance Podcasts

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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
Coterie Insurance, Simplifying Small Business Insurance
Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
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There’s a lot to consider when it comes to health insurance and Sanford Health Plan is here to help. Health Insurance Simplified is a podcast featuring a variety of experts who break down what you need to know to find a health insurance plan that fits your needs and keeps your employees happy.
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Welcome to MoneyMindsMingle, your go-to destination for all things insurance and personal finance! In a world where financial literacy is key to unlocking a secure future, our channel aims to unravel the complexities of insurance and empower you with the knowledge needed to make informed decisions about your personal finances. Whether you’re a seasoned investor looking to optimize your portfolio or a newcomer navigating the world of insurance, our diverse range of content caters to all level ...
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Are you tired of the high cost of healthcare? Are you overwhelmed trying to navigate a complicated healthcare system? Welcome to Get Savvy…Demystifying Healthcare a weekly pod cast where we take complicated healthcare topics and make them simple.Imagine…if you could stop feeling paralyzed with FEAR and FRUSTRATION, and instead be EMPOWERED to make Smart Healthcare decisions for you and your family?Get Savvy with your host Sandy Kibling, a healthcare professional changing how healthcare knowl ...
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Episode 103: Cracking the Code on Lasting Health Changes One Small Step at a Time
31:49
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31:49Send us a text Are you tired of feeling overwhelmed by the healthcare system? Do you struggle to advocate for yourself or create healthy habits that stick? You're not alone. In this episode, we're tackling these challenges head-on with fitness expert and life coach Ronnie Loaiza. Ronnie's journey from journalism to fitness is a testament to the pow…
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Episode 102: Simplifying Complex Healthcare One Short Book at a Time
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11:25Send us a text Ever wished you could have all the healthcare knowledge you need at your fingertips, without slogging through a 500-page textbook? Well, you're in luck! I've got something that might just change the way you think about healthcare information. In this episode, I'm pulling back the curtain on my latest project: The Savvy Healthcare Lad…
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Leading with Trust: How MEA & Associates Inc Provides a Positive Client Experience
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16:43In this episode of the And I Quote podcast, host Ashleigh Burden speaks with Giovanna Plum. Giovanna shares her journey in the insurance industry, the evolution of technology in the field, and how MEA Brokerage is adapting to meet client needs. Giovanna emphasizes the importance of customer service, the use of technology for efficiency, and the sig…
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The Big Shift: India's Financial Future & Your Portfolio | Anupam Gupta
40:12
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40:12Hey everyone! Anupam Gupta is back with an exclusive conversation with Sandip Raichura, a key figure at PL Capital, a firm with a storied history spanning over 80 years in Indian finance. Get ready to unlock the secrets to India's burgeoning wealth creation! We're going deep into the transformative journey of India's equity culture, driven by innov…
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Episode 101: Goodbye Insurance Hassles Hello Personalized Healthcare
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34:20Send us a text Are you tired of rushed doctor visits and feeling like just another number in the healthcare system? What if there was a way to receive personalized, comprehensive care without the hassle of insurance bureaucracy? In this episode, we explore an innovative approach to women's healthcare that's changing the game. I sit down with Dr. Me…
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Beyond Hospitals: How Home Healthcare is Reshaping Indian Medical Care
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36:14Explore the future of healthcare in India with Vishal Lathwal, CEO of Apollo HomeCare. Uncover the booming Indian home healthcare market (projected to hit USD 64.4 Billion by 2033), a vital solution for hospital bed burden and high costs. Learn how Apollo HomeCare delivers integrated home healthcare services, including skilled nursing care, physiot…
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PMS Masterclass: Finding Multi-Baggers in India's Small & Mid-Cap Stocks
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32:55Ready to elevate your equity investment strategy? Join Sheetal Malpani, CIO of Tamohara Investment Managers, as he demystifies Portfolio Management Services (PMS). Explore the benefits of PMS, including customized portfolios and the pursuit of alpha returns, compared to traditional mutual funds. Gain a fresh perspective on the Indian stock market's…
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Stable Returns & Smart Strategies: Your Guide to India's Bond Market | Anupam Gupta | Paisa Vaisa
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43:41Unlock the secrets of the Indian Bond Market with Vishal Goenka, Co-founder of IndiaBonds! In this in-depth guide, we break down everything you need to know about investing in bonds in India. Learn about bond market liquidity (from AAA to BBB-), understand how to easily buy and sell bonds, and get clarity on capital gains tax for bond investments. …
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Episode 100: Affordable Estate Planning That Protects Your Assets and Loved Ones
34:10
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34:10Send us a text Have you ever worried about how a sudden medical emergency could impact your family's financial future? You're not alone. With healthcare costs skyrocketing, it's crucial to have a plan in place to protect your loved ones from potential financial hardship. In this eye-opening episode, I sit down with Oscar Vasquez, founder of estated…
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The Power of Community in Insurance: Lessons from Alexander Dopazo
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26:50In this episode of the podcast, Ashleigh Burden interviews Alexander Dopazo, Vice President of Dopozo Insurance. They discuss his journey in the insurance industry, the importance of building a network, understanding client needs, community engagement, leveraging technology, measuring success, and the future of the insurance industry. Alex emphasiz…
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India's Microcredit Boom: Powered with Tech
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46:44Join Anupam Gupta on Paisa Vaisa for a masterclass on the future of Indian finance! Dr. HP Singh, CMD of Satin Creditcare, offers rapid-fire insights into microfinance, rural banking, and FinTech innovation. Discover how Satin, a leading NBFC, drives financial inclusion via digital lending, leveraging Aadhaar Iris verification and AI in finance for…
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Episode 99: Surviving the Health Careless System A Patients Journey to Recovery
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30:34Send us a text Have you ever felt helpless and frustrated while navigating the complex world of healthcare? Imagine being in excruciating pain, desperately seeking help, only to be misdiagnosed and dismissed by the very system meant to heal you. That's exactly what happened to Brian Van Korn, and his harrowing experience led him on a journey to exp…
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Unlocking Growth: Credit Ratings, MSMEs & India's Sovereign Story | Ft. Mehul Pandya
44:56
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44:56Join Anupam Gupta on Paisa Vaisa to unlock financial success! CareEdge Ratings CEO Mehul Pandya demystifies credit ratings for MSMEs and investors, detailing their impact on debt funds and fundraising. Get CareEdge's exclusive India economic outlook 2025, covering corporate health, the infrastructure boom, and a BBB+ sovereign rating. Learn how thi…
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Building a Resilient Portfolio: Strategies for the Indian Investor | Ft. Akshay Chinchalkar
29:22
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29:22On this episode of Paisa Vaisa with Anupam Gupta, Akshay Chinchalkar, Head of Research at Axis Securities, shares smart strategies for asset allocation, choosing the right broker, and using AI in finance. Plus, career tips for aspiring analysts and a must-read book pick! 🔹 Topics Covered: ✅Smart Asset Allocation ✅Brokerage Insights ✅ AI & Career Op…
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Episode 98: Hospital Indemnity Insurance Might Be Your Financial Safety Net
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16:25Send us a text Have you ever worried about how you'd cover the costs if you or a loved one needed an unexpected hospital stay? Even with health insurance, those out-of-pocket expenses can add up quickly. But what if there was a way to protect yourself from these financial surprises? In this eye-opening episode, we're exploring an often-overlooked i…
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Shaping the Digital Backbone of Indian Sports | Ft. Siddharth Raman
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49:23In this episode of Paisa Vaisa, Anupam Gupta hosts Siddharth Raman, CEO of Sportz Interactive. They dive into the world of sports technology – what the company does and how it has evolved since inception. From powering IPL experiences to decoding the balance between brand collaborations and fan engagement, they explore how this bootstrapped company…
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Episode 97: When Your Loved One Is Ill A Guide to Becoming Their Fiercest Supporter
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34:02Send us a text Have you ever felt overwhelmed trying to navigate the healthcare system for a seriously ill loved one? You're not alone. In this episode, I sit down with Erin Galyean, author of "Badass Advocate: Becoming the Champion Your Seriously Ill Loved One Deserves," to explore how to effectively advocate for those we care about most. Turning …
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Equity Allocation in Financial Planning | Ft. Manish Gunwani
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41:45In this episode of Paisa Vaisa, Anupam Gupta hosts Manish Gunwani, Head of Equity at Bandhan AMC. They discuss the impact of India-Pakistan tensions on markets, India’s zero-deficit goal, and the manufacturing boom ahead. Manish shares his career journey, insights on Bandhan AMC’s products, views on interest rates, and the rising role of AI in inve…
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Set Your Clients Up for Success: Why Insurance Agents Should Encourage Risk Mitigation Solutions
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20:16In this episode of the And I Quote podcast, Ashleigh Burden speaks with John Morlan, founder and CEO of Smarter Risk, about the unique challenges small businesses face in risk management. They discuss the importance of having a solid risk management plan, the role of insurance agents, and the partnership between Coterie and Smarter Risk. John share…
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Shaping the Future of Chartered Accountants | Ft. Anand Bathiya
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41:32In this episode of Paisa Vaisa, Anupam Gupta hosts CA Anand Bathiya, President of the Bombay Chartered Accountants Society (BCAS), to delve into the pivotal role of Chartered Accountants in India's financial ecosystem, how BCAS plays an important role for CAs and more. 🔹 Topics Covered: ✅BCAS's Legacy ✅Support for Aspiring CAs ✅Collaborations with …
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Episode 96: From Businessman to Comedian One Mans Journey with Bipolar Disorder
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29:46Send us a text Have you ever felt trapped in the darkness of mental illness, unsure if there's a way out? You're not alone. In this episode, I sit down with Dave Mowry, a stand-up comedian who's turning his struggles with bipolar disorder into laughter and hope for others. The Moment Everything Changed The sudden "snap" that derailed his life Years…
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Annuities, Free Look, Gen Z: The New Life Insurance Playbook | Ft. Srinivas Balasubramanian
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55:43In this episode of Paisa Vaisa, Anupam Gupta hosts Srinivas Balasubramanian, Head of Products & Marketing at ICICI Prudential Life Insurance, for a deep and insightful conversation about how the life insurance industry is evolving with changing customer expectations, government regulations, and generational shifts. From how Gen Z views insurance to…
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Episode 95: Life Changes Suddenly You Need New Health Insurance Now What
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15:54Send us a text Have you ever found yourself suddenly without health insurance, wondering what to do next? Whether you've lost your job, aged out of your parents' plan, or experienced another life-changing event, navigating the world of health insurance outside of standard enrollment periods can feel overwhelming. But don't worry – you're not alone,…
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Cricket, Branding & Business: Why Team Sponsorships Matter | Ft. Nitin Navneet Tatiwala
33:47
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33:47In this episode of Paisa Vaisa, Anupam Gupta hosts Nitin Navneet Tatiwala, VP Marketing, Customer Experience & Air Network (MEISA), FedEx. The logistics giant is currently in news for sponsoring one of the most celebrated teams, Chennai Super Kings in the ongoing Indian Premier League. Their conversation starts with the inception of the FedEx, its …
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How Brokerages Are Changing the Way India Invests | Ft. Dhiraj Relli
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46:51In this episode of Paisa Vaisa, host Anupam Gupta welcomes Dhiraj Relli, MD & CEO of HDFC Securities. With HDFC Securities marking its 25th year, Dhiraj shares key insights into the company's journey, the impact of recent regulatory changes, and the broader trends shaping India’s brokerage industry. The conversation dives deep into India’s growing …
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Episode 94: Partnering with Your Nursing Team: The Secret to Better Healthcare Outcomes
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32:27Send us a text Have you ever felt overwhelmed or anxious during a hospital stay? You're not alone. Navigating the complex world of healthcare can be daunting, especially when you're feeling vulnerable. What if you could turn that anxiety into empowerment? In this episode, I sit down with Morgan Taylor, a Board Certified Pediatric Nurse Practitioner…
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Top Tips for Insurance Agents to Unlock Their Marketing Potential
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14:53In this episode of the And I Quote podcast, Ashleigh Burden of Coterie Insurance speaks with Alexandria Cardoze, the Digital Marketing Manager at Applied Systems. They discuss the evolution of marketing in the insurance industry, emphasizing the importance of data-driven marketing and personalization. Alex shares insights on effective marketing str…
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Visa India on Digital Payments & Safety | Ft. Vipin Surelia
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27:52In this episode of Paisa Vaisa with Anupam, our host is joined by Vipin Surelia, Head of Risk Services at Visa, India & South Asia, to dive deep into the world of secure digital payments. Vipin shares how India has emerged as a key market for Visa and reflects on the major shifts in the country’s payments landscape over the past decade. As scams an…
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How Trust Fuels the Credit Ecosystem! | Ft. Jairam Sridharan & Bhavesh Jain
43:04
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43:04In this episode of “Credit Conversations with CIBIL”, Anupam sits down with industry expert Mr. Jairam Sridharan, MD of Piramal Finance Limited, and Mr. Bhavesh Jain, MD & CEO of TransUnion CIBIL. Together, they delve into the crucial role of trust in financial services, the impact of digitization on credit evaluation, and key strategies for streng…
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Episode 93: Disability Rights Navigating Medicaid Waivers A Guide to Unlocking Disability Support
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25:24Send us a text Are you struggling to navigate the complex world of Medicaid and disability benefits? You're not alone. For many individuals with disabilities and their families, understanding the maze of waivers, eligibility requirements, and available resources can be overwhelming. Navigating the Medicaid Waiver System The challenges of accessing …
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The FUTURE of MSME Lending | Ft. Harshvardhan Lunia
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45:25In this episode of Paisa Vaisa, Anupam Gupta sits down with Harshvardhan Lunia, Founder & MD, Lendingkart understanding the world of MSME lending and how small businesses across India are being funded like never before. They cover the rise of digital lending, regulatory challenges, and what makes MSME finance both promising and risky. Harshvardhan …
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How Comic Con India Won Fans | Ft. Jatin Varma
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55:43In this episode of Paisa Vaisa with Anupam Gupta, we dive into the incredible journey of Comic Con India—from its inception to becoming a massive pop culture phenomenon. Jatin Varma, the founder of Comic Con India, discusses the challenges of bringing an international concept to the Indian market, the business behind fandom, and the evolution of co…
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Episode 92: Navigating Medicare Chronic Special Needs Plans (CSNPs): A Guide to Specialized Coverage
10:58
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10:58Send us a text Are you tired of feeling trapped by Medicare's rigid enrollment periods? What if I told you there's a way to change your health coverage when you need it most, not just when the calendar says you can? In this episode, we're pulling back the curtain on Medicare Chronic Special Needs Plans (C-SNPs) - a game-changing option for those ma…
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AI & The Future of Lending | Ft. Sudipta Roy & Bhavesh Jain
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49:24In this episode of "Credit Conversations with CIBIL," we delve deep into the transformative power of technology in India's credit ecosystem. Join our host as we engage with Mr. Sudipta Roy, MD & CEO of L&T Finance, and Mr. Bhavesh Jain, MD & CEO of TransUnion CIBIL. Discover how digital advancements, including AI and blockchain, are reshaping credi…
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Ambition and Innovation – Bajaj AMC’s Vision for the Future Ft. Ganesh Mohan
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23:52“For every ₹1 lakh in your savings account, you're losing ₹10 per day.” Sounds unbelievable? Think again! In this exclusive episode of Paisa Vaisa, Anupam sits down with Ganesh Mohan, CEO of Bajaj Finserv AMC, to uncover: -How Savings+ can help you earn more from idle money -The biggest mistake investors make & how to fix it -How behavioral finance…
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Mutual Funds: Adapting to New Investor Trends | Ft. Aashish Somaiyaa
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53:45The mutual fund industry is witnessing a significant shift in investor behavior, driven by changing risk appetites, social media influence, and a focus on high-return strategies. Dive into the forces driving this shift on Paisa Vaisa, as Anupam Gupta hosts Aashish Somaiyaa, CEO of White Oak Capital Management, to unpack the changing dynamics of the…
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Bridging the Gap - Evaluating the Credit Landscape | Ft. Bhavesh Jain & Bhushan Padkil
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22:27In this episode of “Credit Conversations with CIBIL”, host Anupam Gupta dives into India’s evolving credit landscape with Mr. Bhavesh Jain, MD & CEO of TransUnion CIBIL, and Mr. Bhushan Padkil, SVP and Head of Direct-to-Consumer Business at TransUnion CIBIL. Together, they discuss the growing importance of credit and the impact it has on our lives.…
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The Power of Compounding – Building Wealth Through SIPs Ft. Kushal Lodha
27:50
27:50
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27:50Want to turn ₹8,000/month into ₹5 CRORES? Sounds crazy, right? But it's not! In this episode of Wealth Creation Simplified, an investor education and awareness initiative by Bajaj Finserv Mutual Fund, we break down the REAL power of compounding and how even small, disciplined investments can lead to massive wealth. Who better to explain than Kushal…
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Navigating the Future of Insurance with Bold Penguin
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16:07In this episode, Nicole Farley, VP of Carrier Operations at Bold Penguin, sits down with Chief Insurance Officer at Coterie, Bobbie Collies, to discuss the current landscape of small commercial insurance, the trends shaping the market for independent agents, and how Bold Penguin and Coterie Insurance are innovating to support agents in navigating t…
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Episode 91: A Caregiver's Journey: From Exhaustion to Empowerment Redefining Self Care
30:23
30:23
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30:23Send us a text Are you feeling overwhelmed, exhausted, and struggling to balance caring for others with taking care of yourself? You're not alone. In this episode, I sit down with Jenny Lytle, a nurse with over 30 years of experience specializing in hospice and end-of-life care. Jenny shares her personal journey of realizing the importance of self-…
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Why Index Funds Matter | Ft. Vetri Subramaniam, CIO, UTI Mutual Fund
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21:15In this discussion on Paisa Vaisa, our host Anupam Gupta in conversation with Vetri Subramaniam, CIO, UTI Mutual Fund breaks down the UTI Nifty Index Fund—its expenses, investor trends, and the evolving role of passive investing in India. They explore how distributors reacted at launch, the fund’s long-term investors, and why Nifty remains a key be…
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Financial Inclusion - TransUnion CIBIL’s Commitment
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33:04In this episode of “Credit Conversations with CIBIL”, Anupam chats with esteemed guests Mr. M. V. Nair, Advisor at TransUnion CIBIL, and Mr. Bhavesh Jain, MD and CEO of TransUnion CIBIL. Together, they explore the crucial role of credit bureaus in India's evolving financial ecosystem, the importance of CIBIL Score, and how financial inclusion initi…
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Navigating Economic Uncertainty – Strategies for Resilient Investing Ft. Vivek Kaul
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36:01In this episode of Wealth Creation Simplified, an investor education and awareness initiative by Bajaj Finserv Mutual Fund, Anupam sits down with Vivek Kaul, an economist, best-selling author, and financial expert, to break down the biggest challenges investors face in today’s uncertain economy. If you’re worried about market volatility, inflation,…
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Inside the Sports Business | Ft. Suhail Chandhok, CEO - U Mumba
1:09:41
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1:09:41In this episode of Paisa Vaisa, Anupam Gupta explores the sports business with Suhail Chandhok, CEO of U Mumba and Co-Founder of Elev8 India Sportz. Suhail shares his journey from athlete to entrepreneur and the challenges of managing a sports franchise. 🔹 Topics Covered: Sports Franchise Management – How to start, attract partners, manage players,…
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Inside India's Credit Bureaus Ft. Mr. Bhavesh Jain | How CIBIL Aids Your Financial Future! | Powered By Transunion CIBIL
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18:51In this episode of “Credit Conversations with CIBIL”, host Anupam Gupta is joined by Mr. Bhavesh Jain, MD & CEO of TransUnion CIBIL, where he delves into the pivotal role of credit bureaus in India's financial landscape. Discover the history, significance, and impact of the CIBIL Score, and learn how TransUnion CIBIL is fostering financial inclusio…
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Episode 90: Medicare Mastery: Navigating Eligibility and Dodging Penalties
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17:56Send us a text Are you approaching your 65th birthday or helping a loved one navigate the complex world of Medicare? The maze of eligibility rules, enrollment periods, and potential penalties can leave even the most organized person feeling overwhelmed. But don't worry – I'm here to guide you through the Medicare eligibility landscape with clarity …
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How Women Can Build Wealth & Invest Smartly | ft. Aparajita Sharma on Bursting Money Myths
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23:05"Women are natural investors. They think long-term, focus on security, and avoid reckless risks. But then why do so many women still rely on others to manage their money?” - Aprajita Sharma In this Women’s Day Special episode of Wealth Creation Simplified, an investor education and awareness initiative by Bajaj Finserv Mutual Fund. We break down wh…
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How to Beat Market Volatility! insights from Suresh Soni of Baroda BNP Paribas
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32:57Should you panic during market downturns or stay invested? Find out as Suresh Soni, CEO of Baroda BNP Paribas Mutual Fund, joins Anupam Gupta on Paisa vaisa Podcast. They break down mutual fund strategies, SIP vs. lump sum investing, and whether small/mid-cap stocks are overvalued! 💰📊 🔹 Topics Covered: ✅ How SIP investors can survive market crashes…
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Credit Conversations With CIBIL | Your Ultimate Credit Guide! | Official Trailer
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1:52💡Your CIBIL Score has a great influence on your financial future—are you managing it right? Welcome to "Credit Conversations with CIBIL", a power-packed special series on the Paisa Vaisa Podcast powered by TransUnion CIBIL that dives deep into the world of credit, lending, and financial inclusion. In this exclusive series, we bring together top ind…
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Mastering Investment Psychology: Insights from Nimesh Chandan on Avoiding Emotional Pitfalls
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37:16"The Crowd is Right on Trends but WRONG at the End!" - Nimesh Chandan Why do investors keep making the same emotional mistakes in the stock market? Why do we chase stocks at their peak and panic sell at the bottom? In this special episode of Wealth Creation Simplified, an investor education and awareness initiative by Bajaj Finserv Mutual Fund our …
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