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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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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

Coterie Insurance, Simplifying Small Business Insurance

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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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Welcome to One Step Beyond Cyber, the ultimate IT and cybersecurity podcast that's sure to keep you on the edge of your seat! Whether you're a tech guru or a total newbie, our hosts Scott Kreisberg, and Tim Derrickson will make sure you're entertained and educated every step of the way. As technology advances, it can be challenging to keep up with the latest trends and developments. Don’t worry, our hosts are here to help! They will discuss real-world IT-related problems and solutions, as we ...
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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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Podcast Video One Step Secure IT - YouTube Learn about our services https://www.onestepsecureit.com/ Host by: Scott Kreisberg - CEO & Founder of One Step Produced by One Step Secure IT ---- LinkedIn: https://www.linkedin.com/company/onestepsecureit/mycompany/ Facebook: https://www.facebook.com/OneStepSecureIT Twitter: https://twitter.com/onestepsec…
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In this conversation, Steve Barnard, Principal AI Engineer at Coterie Insurance, shares how the company is leveraging artificial intelligence and machine learning to make insurance faster, simpler, and more accurate for agents, brokers, and policyholders. Steve discusses the challenges of balancing innovation with compliance, the importance of trus…
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Send us a text Have you ever felt like your brain operates differently from those around you? You're not alone. In this episode, we explore the concept of neurodiversity and its profound impact on individuals and society. Join me as I sit down with Thomas Wilson, a writer, business owner, and advocate for the neurodiverse community. Thomas shares h…
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The face of lending has changed forever. In this episode, we unpack the new era of digital lending and its impact on the modern consumer. Our special guest, Sachin S from CRIF, explains how credit bureaus work, the rise of quick loans and EMIs, and the importance of monitoring your credit score. Learn how to build a healthy score from scratch, unde…
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In this eye-opening episode of the Paisa Vaisa podcast, host Anupam Gupta sits down with the legendary Roopa Kudva, former MD of Crisil and author of Leadership Beyond the Playbook. Roopa shares her extraordinary journey from growing up in Assam and Meghalaya with almost no exposure to the business world to becoming a veteran business leader and a …
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On this episode of Paisa Vaisa, host Anupam Gupta sits down with Pankaj Parwanda, the co-founder of goStops Hostels, to explore the booming youth travel industry in India. Pankaj shares the fascinating story of how a backpacking trip in Europe led to the creation of goStops, a company that has become a leader in the youth travel and hostel market. …
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In this episode of the And I Quote podcast, Ashleigh Burden interviews Laura Gruselski, a bilingual independent insurance agent. They discuss Laura's journey in the insurance industry, her mission-driven agency, and her focus on serving underrepresented communities. Laura shares insights on branding, community engagement, and the importance of educ…
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Join Anupam Gupta on the Paisa Vaisa podcast as he sits down with Akhil Chaturvedi, Chief Business Officer at Motilal Oswal, to explore the monumental shifts in India's financial landscape. In this episode, they discuss the power of equity investing, the explosive growth of SIPs, and the future of India's $30 trillion economy by 2047. This is the u…
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Discover how we can assist you in identifying and closing gaps in your IT strategy to help keep your business safe, scalable, and secure. https://www.onestepsecureit.com/beyond-cyber-contact#beyond-cyber-contact-form In this episode, Scott Kreisberg and CISSP Tim Derrickson break down: Why many SMBs remain below the poverty line—even after buying e…
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Send us a text Have you ever wondered about the connection between your oral health and overall well-being? In this episode, we're diving deep into the often-overlooked world of dental care and its impact on your health. As a healthcare professional and insurance broker, I've seen firsthand the frustration many face with limited dental coverage. Bu…
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Welcome to Paisa Vaisa In this incredibly insightful episode, we sit down with a true titan of the Indian retail sector, BS Nagesh, the founding employee (not founder, as he humbly corrects) of the iconic Shoppers Stop. From being the first employee in 1991, even before the economic reforms came in, Mr. Nagesh takes us on a fascinating journey of h…
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In this exclusive episode of Paisa Vaisa, we host Sanjay Dutt, MD & CEO of Tata Realty & Infrastructure Ltd. A true industry veteran, Dutt unpacks the dramatic evolution of the Indian real estate sector. He traces the market's growth from the pre-liberalization era of the 80s, where office space was a mere 20-30 lakh sq ft, to today's staggering 75…
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Send us a text Are you feeling overwhelmed by the rising costs of healthcare? Do you worry that your insurance might not be enough when you really need it? You're not alone. In this eye-opening episode, we dive deep into the world of supplemental insurance and explore how it can fill the gaps in your healthcare coverage. We start by addressing a st…
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In this exclusive Paisa Vaisa episode, host Anupam Gupta sits down with Saga Kochhar, co-founder of Rebel Foods, the company that revolutionized the food industry with the cloud kitchen model. Sagar shares the strategic decisions and "lightbulb moments" that turned Rebel Foods from a single QSR chain into the world's largest internet restaurant pla…
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Join us for an insightful conversation with Rashesh Shah, the veteran Chairman of Edelweiss Financial Services. In this exclusive episode, Rashesh Shah unpacks the India growth story, revealing how Edelweiss navigated market volatility to build a financial powerhouse. Discover the secrets behind Edelweiss's journey from a merchant banker to a diver…
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In this insightful episode of Paisa Vaisa, join host Anupam Gupta as he explores the intricate world of Indian banking with Narendranath Mishra, Head of Retail and Agri Loans at DCB Bank. Discover how bank deposits stack up against the booming mutual fund industry and what this means for your financial planning. Mr. Mishra breaks down the impact of…
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Cyber insurance has evolved—have you kept up? In this episode, we reconnect with Joseph Cook from The Arizona Group for an in-depth look at how cyber liability insurance has changed over the past two years. From rising claim costs to policy exclusions and shifting underwriting standards, we unpack what business leaders need to know to stay covered—…
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Get ready for a deep dive into India's booming sports tech landscape! In this exclusive Paisa Paisa episode, we're joined by Jatin Paranjape, Founder, and Ujwal Deole, Co-founder & COO of KheloMore, the trailblazers revolutionizing sports participation across the nation. Discover how KheloMore is building a true "super app" that connects players wi…
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Send 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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Send 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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In 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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Hey 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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Send 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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Explore 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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Ready 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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Built for dealerships. Backed by experts. IT and Cybersecurity for Car Dealers https://www.onestepsecureit.com/beyond-cyber-contact#beyond-cyber-contact-form In this episode, Scott Kreisberg sits down with Nick Moyes, Regulatory Compliance Manager at ComplyAuto, for a must-hear conversation on what auto dealerships need to know now about data priva…
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Unlock 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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Send 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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In 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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Join 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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Send 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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Join 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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On 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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Send 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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In 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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One Step Secure IT provides a range of specialized services including Cybersecurity, Managed/Co-Managed IT, Information Security, and Compliance, that enable businesses across the country to leverage technology as a competitive advantage and prioritize business growth. Contact us today: https://www.onestepsecureit.com/beyond-cyber-contact#beyond-cy…
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Send 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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In 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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In 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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In 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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Send 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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In 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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Send 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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In 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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Learn how we can help you identify and close the gaps in your IT strategy to help keep your business safe, scalable, and secure. https://www.onestepsecureit.com/beyond-cyber-contact#beyond-cyber-contact-form Episode Overview 00:00 Episode Welcome: 00:30 Guest Intro: 0:01:00 0:02:05 What are the biggest risks companies need to be aware of today? 0:0…
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In 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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Send 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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In 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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In 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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