Inside Smart Money: How Institutional Logic & Quant Are Rewriting the Markets

Quant investing is transforming India’s financial markets.
How does it really work, and What makes it different from traditional investing?

In this episode of Leverage by Qode, Gaurav and Rishabh unpacks the rise of quant funds in India, the mechanics behind systematic models, and the psychology required to succeed in today’s complex market environment.


About Qode -

Qode is a data‑driven wealth management firm that uses quantitative strategies to deliver consistent, risk‑adjusted returns for investors. Our mission is to enable long‑term financial growth that shapes legacies.

  / qodeadvisors  

Meet the Founders -

Karan Salecha:

Karan has over a decade of experience across investment strategy, client advisory, and portfolio design. With a background in chartered accountancy, he brings a structured, detail-oriented approach to fund management.
Over the years, he has helped align portfolios with investor needs, always valuing clarity, consistency, and long-term thinking.

LinkedIn:   / karan-salecha-181309a7  


Rishabh Nahar:

Rishabh brings over 8 years of experience in equity and quantitative research, with a focus on building data-driven models to decode market behaviour.
He is a self-taught coder with a background in finance, which he combines with analytical thinking and a deep interest in investment history and strategy.

LinkedIn:   / rishabhnahar  


Kavan Sejpal:

With nearly a decade and a half in investment strategy and asset allocation, Kavan has delivered consistently high risk-adjusted returns with no negative years.
He's worked with global firms like Franklin Templeton and MSD Capital, building deep expertise in research and multi-asset investing.

LinkedIn:   / kavan-sejpal-760a2b23  


Gaurav Didwania:

Gaurav brings nearly 16 years of experience in finance, with deep expertise in investment management and advisory.
He has a proven track record of building portfolios that deliver sustainable long-term wealth.

LinkedIn:   / gauravdidwania1  


What you’ll learn in this episode:

The rise of quant investing in India since 2018 and why it’s still under 1% in equities
How quant models differ from traditional fund managers and why they’re not “black boxes”
The role of passive funds, algorithmic trading, and institutional flows in shaping market dynamics
Challenges quant models face: regime changes, liquidity shocks, overfitting, and unpredictable events like COVID‑19
Why long‑term earnings growth and valuation discipline matter more than short‑term liquidity flows
Insights into small‑cap vs large‑cap dynamics, FII/DII flows, and India’s current market outlook
Practical takeaways for investors: portfolio discipline, patience, and avoiding emotional decision‑making.

Whether you’re a retail investor, finance professional, or simply curious about how smart money really works, this conversation offers actionable insights into the future of investing in India.


Timestamps -

00:00 - Highlights
00:55 - Introduction
01:13 - Why is Quant picking up in India
03:37 - Do Passive Funds follow the Rules of Quant Investing
05:38 - Is Quant a Black Box
09:17 - How does Quant outperform Emotional Investing
16:17 - How Important is Liquidity
21:04 - Has FII Dominance Structurally Reversed
25:10 - Scroll Check
32:45 - Answering the Internet
36:33 - Outro


Don’t forget to subscribe to Qode for more deep‑dive discussions on markets, money, and the mental game of investing.


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