Why Chasing Returns Hurts Serious Investors in PMS and AIFs | Vaibhav Agrawal | Paisa Vaisa

Why Chasing Returns Hurts Serious Investors in PMS and AIFs | Vaibhav Agrawal | Paisa Vaisa

August 9, 2026 · 38 min · Season 1 · Episode 579

About this episode

Vaibhav Agrawal discusses the long term outlook for Indian markets and the mistakes HNI investors make in PMS and AIF strategies.

What does India’s next phase of growth look like and how should investors prepare for it? In this episode of Paisa Vaisa, Vaibhav Agrawal discusses the long term outlook for Indian markets, India’s economic evolution compared with China and why staying invested for the long term is very different from simply saying you are a long term investor. The conversation also looks at one of the biggest mistakes HNI investors make while selecting PMS and AIF strategies which is chasing past performance. Vaibhav explains why headline returns do not always tell the complete story and why investors should understand where those returns actually came from. The episode also explores global diversification and investing overseas from India, along with the challenge of valuing new age businesses that may have high growth and significant potential despite having little or no current earnings. From India’s growth story to PMS and AIF investing, global portfolios, new age stocks and long term wealth creation, this conversation offers a deeper look at how serious investors can think about markets beyond short term returns. From decoding your personal finances to demystifying…

People in this episode

Host: Anupam Gupta

Guest: Vaibhav Agrawal

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Keywords

Mentioned in this episode

Organizations: IVM Podcasts

Places: India, China

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