Money Masters | Nilesh Shah Exclusive | Kotak AMC

Nilesh Shah has been at the helm of Kotak Mahindra Asset Management Company (AMC) since January 2015. A seasoned investor, he has previously held positions at Franklin Templeton and ICICI Prudential AMCs, dedicating considerable time to mastering the art of investment management.
Intrigued by his journey, we sat down with Shah to understand the reasons for his remarkable success, the essential traits of a successful investor and finding winners in new-age companies.
Watch this interview for all this and much more.
Check out other videos of Money Masters: • Money Masters: Investm...
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Chapters:
00:13 Introduction
01:03 Give us your perspective on India's future for the next 'x' years. You decide on 'x'. Where are we likely to be?
05:57 What have been the biggest factors in your own success?
10:21 Have you had a role model?
12:00 What do you prefer - Stock or Mutual Fund?
13:03 We often hear and see data that suggests that many investors in Mutual Funds are unable to realise the returns that the funds themselves do. What is the reason?
15:15 When was your first Mutual Fund investment?
15:50 What percentage of investors are getting better? Is it 5% that have turned into SIP investors, long-term investors, or 30% or 70%?
17:07 What contributed to this change in investor behaviour?
21:32 How has social media impacted the investment world?
27:09 What do you have to say about this finfluencer phenomenon? Should it be regulated?
28:32 Has the investment management job become tougher than it was two decades ago?
30:45 When will you write the obituary of active management?
32:08 You have been a fixed-income person. How has the world there changed in the last 20 years?
35:14 Where do you stand on this people vs process scale for observing and predicting business success?
37:14 What message will you send to your younger self at this point?
39:21 Which part turned out to be very different from what you had expected?
42:15 Now that you have been in this business for close to 30 years, what difference do you find here?
45:15 You have held leadership positions in all three AMCs. What is the charm of these companies for prospective candidates?
47:31 There used to be an animal called a promoter who had skin in the business and owned the business. We still have a large number of Indian companies with promoters. Then we have a few professional companies -like HDFC Bank, L&T, ITC. Now, there is a third generation, a new generation of companies, which, to begin with, are start-ups, are publically funded, and the skin in the business game in the absence of promoters; how does it change the contours of looking at a business?
51:07 Today we come across a completely new regime where companies don't make money. They have been permitted to raise money. We have global examples too. They are sizable businesses. Millions of customers and millions of other people are involved. And they haven't seen profits at all. How do you see these?
55:17 The great privilege that fixed-income investors had in India disappeared two years ago. What is the point now? Why do we invest?
57:33 Close
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[@ValueResearchvideo]

Check out other videos of Money Masters: kzbin.info/aero/PLlcvGUYyh9LvvgtWnD6_KDHRG2mf07xwt

[@prakharkhandelwal]

What a wonderful person Mr Nilesh Shah is.. even at such a high position, he is so humble, many people getting two promotions feels like they are CEO. Seems like two extremely down to earth person talking intellectually. Really good interview 👍

[@sumit8769]

I have learnt 1 thing from him that i dont learn much from his interviews....it is just the way he speaks sounds very intellectual...

[@pratimbaidya1480]

I am glad that Kotak is one of the big players who is Implementing Quant and Machine Learning for their funds.

[@praveengogia555]

Great conversation. Always something to learn from Mr Nilesh Shah!

[@maasanjana]

Excellent conversations between stalwarts. Learned lot about investonomy.

[@vishvendradeepak1419]

Always interesting to watch Nilesh shah's shows. Great conversation with Dhirendra Kumar !!

[@ValueResearchvideo]

Thank you

[@RajeshAllem8256]

Fortunately I had opportunity to view Dhirendra's show on ETNOW "Investor Guide" in 2009. Now, it has become a ritual to view his weekly videos without fail. I can proudly say I could retire early from my working life by planning and sticking on to his pointers and by the grace of God.

[@prakashraghunathan2685]

Thank you Dhirender sir and Nileshshah sir for the Good conversation.

[@shankeralbela1987]

Lovely interaction , Sirs !!

[@ValueResearchvideo]

Many thanks

[@sabysachikar4439]

Stalwarts are speaking to each other in public, listening is amritkahani.🎉❤

[@arche6188]

Nice and engaging conversation. I learnt something today. Thank you.

[@kishantantiya3327]

Thanks for this excellent talk.Thanks VR. Thanks Dhirendra sir ❤

[@ValueResearchvideo]

Always welcome

[@Arun-st8po]

I love you sir I miss you everyday Because You are Great man ❤

[@deme3017]

Amazing questions. Welcome move. Loved it. Learnt a lot. Asli Stress Test of Mutual fund manager. 😅

[@ValueResearchvideo]

Glad you liked it!!

[@Ac3Sn1per]

The initial statements from Mr. Shah felt like coming from WhatsApp uncle. Mr. Dheerendra Kumar asked some good questions and kept the conversation interesting.

[@yugandharreddynalabolu]

Thank you Nilesh Shah and dheerendra for your ideas and information

[@info-tech2017]

Plz make interview in hindi ,bcaz lot of retailer don't understand English,try next time in हिन्दी

[@shankar167]

Nilesh bhai is a champion 🏆

[@kvsuresh4847]

Ground realities are somthing different.. Vast numbers of Youngsters slogging for salaries as low as 10000 pm . Retrenchment is almost daily affair .

[@omjeegupta7]

Complements to Mr. Shah!

[@amar23]

He is playing same cassette of growing India at every platform.Experts like these aren't aware of ground reality of economy or they don't want to be criticized.

[@KPS_04]

What makes you think otherwise? Why are you pessimistic about India's future?

[@orangewares]

You r right, he should have said raga will be PM in 2024.. so the progress will be faster

[@KPS_04]

@@orangewares 😂😂😂

[@guharup]

Cassate?

[@akashkumar3924]

@@KPS_04he seems to be a bm bhakt

[@krishnagopalagrawal1675]

Great conversation

[@ValueResearchvideo]

Thanks

[@drharshadkadam9296]

Thank you for sharing!

[@ValueResearchvideo]

Our pleasure!

[@deepakgupta1876]

Boss if you can’t get your fundamentals right you can’t do well ever. He had his fundamentals right and fundamentals do t change. So if you have better qualifications than him about money and flow of money , you may see it as a cassette. But remember , compounding is the oldest money making concept , everyone talks about that , do you think that’s allow a “ Cassette”. 2+2 = 4 , not a cassette !!

[@Attuluri_85]

👌🤟

[@sansabh]

Quant

[@ramakantverma8450]

Not expected of Dhirendra ji ...supporting a biased person

[@ramakantverma8450]

Biased view ,gloves in hand , with ruling party of the day...shameful