{"podcast":{"title":"Smart Money Circle","slug":"smart-money-circle-95624","podcast_index_feed_id":95624,"rss_url":"https://anchor.fm/s/eb41dac/podcast/rss","website_url":"https://smartmoneycircle.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded/2366851/2366851-1569525397856-7e407369936c3.jpg","author":"Adam Sarhan","episode_count":352,"summary":"This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.","last_synced_at":"2026-06-23T08:17:10.007837+00:00","page_url":"https://stenobird.com/podcast/smart-money-circle-95624"},"episode":{"title":"This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients.","slug":"this-600-million-money-manager-built-a-firm-by-doing-the-right-thing-for-his-clients","published_at":"2026-04-16T14:22:41+00:00","page_url":"https://stenobird.com/podcast/smart-money-circle-95624/this-600-million-money-manager-built-a-firm-by-doing-the-right-thing-for-his-clients","show_page_url":"https://stenobird.com/podcast/smart-money-circle-95624","url":"https://podcasters.spotify.com/pod/show/smartmoneycircle/episodes/This-600-Million-Money-Manager-Built-A-Firm-By-Doing-The-Right-Thing-For-His-Clients-e3i0gu7","audio_url":"https://anchor.fm/s/eb41dac/podcast/play/118555015/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-16%2F422200472-44100-2-73285ddb60911.mp3","summary":"This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients. Guest’s Name: Monish Verma * Title: Founding Partner, CEO * Company Website: www.vardhanwealth.com * AUM: ~$630M Bio: Monish Verma is the Founding Partner and CEO of Vardhan Wealth Management, a firm dedicated to helping individuals and multigenerational families achieve their financial goals with confidence. With over 25 years of experience in wealth management, Monish combines his deep expertise in financial planning with a steadfast commitment to integrity and client-first service. His personalized approach to financial strategies focuses on uncovering opportunities and addressing challenges guiding clients toward their unique financial goals while navigating both stable and volatile market environments. Before founding Vardhan Wealth Management, Monish served as Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc., where he led the Verma Wealth Management Group. He also held roles at Smith Barney and Morgan Stanley, developing extensive experience across a range of financial services. Monish earned his Bachelor of Science in Communication Pre-Law, with a minor in Business, from Michigan State University. He is a Chartered Retirement Plans SpecialistSM. Monish is actively engaged in the community as a past president and current member of the INDO American Chamber of Commerce, as well as a charter member of Indus Entrepreneurs, Michigan Chapter. When not working, Monish enjoys spending time with his wife, Roshnee, their three sons, and his parents. He loves playing tennis, supporting Michigan State sports, and recently returned to playing golf.","meta_description":"This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients. Guest’s Name: Monish Verma * Title: Founding Partner, CEO * Company…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1301,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/smart-money-circle-95624/episodes/this-600-million-money-manager-built-a-firm-by-doing-the-right-thing-for-his-clients/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/smart-money-circle-95624/this-600-million-money-manager-built-a-firm-by-doing-the-right-thing-for-his-clients.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}