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Nilesh Shah - Group President and MD of Kotak Mahindra Asset Management
Manage episode 305720633 series 2918101
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
28 episod
Manage episode 305720633 series 2918101
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
28 episod
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