The SOIC Podcast
🎧 Welcome to the SOIC Podcast!
SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies.
In each episode, you’ll get:
📊 Stock analysis made easy
📚 Key takeaways from investing books
🧠Mental models to think smarter
💡 Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
The SOIC Podcast
The ETF King of India
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In this episode, we break down Nippon India Asset Management Company and the rapidly growing asset management industry in India. We explore its strong financials, market share gains, and ETF leadership, along with the mental model behind successful AMCs. The discussion covers business model, growth drivers like SIP and passive investing, product mix, and competitive positioning. We also evaluate key risks and valuation to understand whether this is a long-term compounder in the making.
If you want to understand how AMC businesses grow and how to identify high-quality compounders early, this episode is worth your time.