In the first episode of IDFC FIRST Private’s FIRSTALK host Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, speaks to Nilesh Shah, Managing Director of Kotak Mahindra Asset Management. They discuss the Great India Story and India’s global growth, particularly with recent changes in capital gain taxation, policy reforms and more.
Their conversation sheds light on:
1. Shaping the Future: How Policymakers and Regulators Influence Investments
2. Tax Tides are Turning: How New Policies Shape India’s Investment Scene
3. India’s Derivatives Market: Unique Trends Redefining the Financial Markets
4. Active vs. Passive Investing: The Ultimate Showdown in Fund Management
5. Gift City: India’s Bold Move to Become a Global Financial Powerhouse
6. AI-Powered Investing: The Future of Active Fund Management Unveiled
7. China Plus One Strategy: A Boon for India’s Market Positioning?
Tune in to this episode on YouTube and all major audio streaming platforms.
00:00- Introduction
01:00- The Great India Story
01:41- India’s potential & performance on Global stage
02:19- Following America and China, India is also becoming the driving force
for global growth
02:38- Taxation & Capital Gain Tax regime
3:05- India as investment market
3:41- Acharya Vishnu Gupta Chanakya’s thoughts on taxes
5:01- Withdrawal of Indexation in real estate
5:23- AMFI’s representing to Finance Ministry via SEBI
6:05- Overview of Debt in the last 10 years
7:19- Importance of PPF in the older generation
7:55- Equity Saving Scheme vs PPF
9:04- Currency notes & encouraging for real wealth creation
11:00- Advantage of Gift City for India & its impact
13:28- Geographical diversification
14:40- Tarapore Committee Report on Rupee Convertibility & Capital Account
Convertibility
15:23- Active vs Passive Fund Management
19:10 – India’s Derivative and F&O market
21:34-Investment management and financial advisory
23:20- Will AI manage funds in the near future?
24:02- Humans will have edge over machine
24:55- China Plus One Strategy
27:00- India should focus on Precision engineering
28:18- Future of Mid-Cap & Large-Cap
29:25- Government policies and its role in supporting manufacturing segment
in India
31:10- Nilesh Shah’s role model and inspiration
32:34- Nilesh Shah’s advice to the investors
33:32- Rapid Fire with Nilesh Shah
34:42- Best piece of advice received by Nilesh Shah
35:49- Nilesh Shah’s alternate career
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