Breaking Investment Stereotypes with Rajkumar Singhal
Nilesh Shah - Group President and MD of Kotak Mahindra Asset Management
28 Oct 2021
My guest for today is Nilesh Shah some one I admire a lot and whom I have the pleasure of knowing for last 25 years Nilesh Shah or Nilesh Bhai as he is popularly known as is Group President and Managing Director of Kotak Mahindra Asset Management Company Limited. Nilesh Bhai was part of the team that has received the Best Fund House of the Year Award at all the mutual funds where he worked viz. Kotak MF, ICICI Prudential and Franklin Templeton over last three decades. Nilesh Bhai is Chairman of Association of Mutual Fund in India (AMFI), Member of Mutual Fund Advisory Committee (MFAC) and a part time member of the Economic Advisory Council to the Prime Minister. Nilesh Bhai was featured in Top 50 People of India by India Today for CY 20. This episode is brought to you by multipie.co where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you Show notes: 00:25-02:30 Introduction 02:30-05:00 Personal Life of Nilesh Shah 05:00-06:20 Fixed income, first love of Nilesh Shah 06:20-07:00 Moved to Equity in 2003 07:00-08:45 Mutual Fund, just the right path 08:45-12:00 Views on the market 12:00-15:00 Corrections in small-cap & mid-cap 15:00-21:50 Comparison of the 2003-08 Capex cycle with current markets 21:50-27:20 Trends in the coming years 27:20-31:00 Role of Indian Government towards double-digit growth 31:00-34:10 Views on the Automobile sector 34:10-37:05 Why are people moving to safe asset classes? 37:05-39:00 Road ahead for Mutual Funds 39:00-41:50 Evaluating Fund Managers 41:50-44:00 Discount Brokerage Firms; partners in expanding the market 44:00-46:10 Nilesh Shah's Investment Strategy 46:10-47:35 Sectors that will play a pivotal role in the Capex cycle 47:35-50:15 Biggest Mistake during his career 50:15-52:25 Views on the Indian Fixed Income Market 52:25-55:35 Key takeaways on Crypto Industry 55:35-56:45 Predictions on the Market 56:45-57:45 Advice to 20 year own self
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