In this episode, Kerry Fleming interviews Sanjee Narendran (Head of Funds Management & Education, Teaminvest) about his journey from stockbroking and business management to discovering a proven, fact-based investment process. Sanjeev shares how his family’s resilience, industry insights, and the power of community shaped his approach to investing—and how Teaminvest’s collaborative model helps members avoid common pitfalls and build lasting wealth.Key Topics Covered:The importance of a personal investment philosophyLessons from a migrant family and building resilienceThe realities of the stockbroking industry: stories vs. substanceThe shift from trading to true business ownershipTeaminvest’s “circle of competence” and collective wisdomThe value of community, shared expertise, and disciplined methodologyHow Teaminvest funds and membership support investors at every stageTimestamps:00:00 – Introduction04:00 – Family, migration, and early influences08:00 – Investing, property, and lessons from the GFC14:00 – Broking industry realities and capital raisings20:00 – Business management and investing24:00 – Discovering Teaminvest’s approach30:00 – Membership, funds, and collective opportunity34:00 – Final thoughts & invitation to joinResources & Links:Teaminvest MembershipOur FundsContact UsJoin the Conversation:What’s your investment philosophy? Share your thoughts with us on LinkedIn, Facebook, or by email.Subscribe & Follow:Subscribe on Spotify | Apple Podcasts | YouTubeFollow us on LinkedIn, FacebookAbout Teaminvest:Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

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