Capital Conversations Ch2. Ep 1 | Nilesh Shah on India’s response to AI, China & Tariffs
Entrepreneurs
HNI
UHNI
Market Commentary
Technology
Wealth Management
We’re back with the second chapter of Capital Conversations by Waterfield Advisors, where we take you inside the minds of India’s leading money managers!
In this premiere episode, we are pleased to welcome the renowned Nilesh Shah, Managing Director of Kotak Mahindra AMC. From humble beginnings to leadership at Kotak AMC, and from serving on SEBI committees to advising the Prime Minister, Nilesh Shah has viewed markets from every vantage point.
In this candid and insightful discussion with host Samina Nalwala, Nilesh talks about the 'dharma' of asset allocation, the emotional and rational aspects of investing, and staying anchored during market turbulence.
Nilesh also offers insights on:
- How India needs to respond to AI & tech, China, and the rest of the world, to become a global leader.
- The hype around the unlisted space, Pre-IPOs, and SME IPOs.
- The importance of conflict-free advisory for UHNIs and family offices.
Listen to the full episode for valuable insights into leadership, investment strategy, and seizing opportunities in India’s ever-changing market landscape.
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