Listen "Money Masters: Samir Arora of Helios Capital on Building Long‑Term Alpha"
Episode Synopsis
In this episode of Money Masters, Dhirendra Kumar sits down with Samir Arora, Founder and Fund Manager at Helios Capital, to unpack the firm's six‑category investment framework that delivers high‑confidence, long‑term alpha in Indian equities. Aurora shares how Helios Capital uses disciplined two‑to‑three‑year holding periods, rigorous governance filters, and a balanced growth‑value approach to navigate market cycles, manage risk, and consistently outperform.
Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy.
#ValueResearch #DhirendraKumar #MoneyMasters #SamirArora #HeliosCapital #EquityInvesting #AlphaGeneration #InvestmentFramework #IndianMarkets
Tags: Samir Arora, Helios Capital, Fund Manager, Equity Strategy, Stock Selection, Long‑Term Investing, Risk Management, Portfolio Construction, Indian Equities, Money Masters, Dhirendra Kumar, Value Research
Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy.
#ValueResearch #DhirendraKumar #MoneyMasters #SamirArora #HeliosCapital #EquityInvesting #AlphaGeneration #InvestmentFramework #IndianMarkets
Tags: Samir Arora, Helios Capital, Fund Manager, Equity Strategy, Stock Selection, Long‑Term Investing, Risk Management, Portfolio Construction, Indian Equities, Money Masters, Dhirendra Kumar, Value Research
More episodes of the podcast Value Research
Insurance should just insure
08/11/2025
SIP at Market Highs: Start Now or Wait?
07/11/2025
Fail fast, fail cheap
03/11/2025
The platform paradox
01/11/2025
The value of failure
31/10/2025
Retirement Ready or Wishful Thinking?
31/10/2025
The silver illusion
28/10/2025
What hasn't changed in 23 years
24/10/2025
Negative on the NPS?
24/10/2025
This time really is different
24/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.