VC10X - Investing, Venture Capital, Asset Management, Private Equity, Family Office FamilyOffice10x - Managing ₹1.9 Lakh Crore (~ $21 Billion): The 2026 Market Playbook🇮🇳
In this episode, we sit down with Ashish Shanker, MD & CEO of Motilal Oswal Private Wealth, which now oversees over ₹1.9 Lakh Crore in assets under advisory. Ashish breaks down his strategy for 2026, revealing the one "non-obvious" sector poised to surprise the market, why silver might outperform gold, and how high-net-worth investors are hedging against global volatility.
[Important note - This episode was recorded on December 5, 2025. Many market factors have changed since then. The content in this video is for educational and informational purposes only and does not constitute professional financial or investment advice. The views expressed by the guest are their own. Please consult with a certified financial advisor before making any investment decisions.]
We dive deep into:
* Why 2026 might see a fresh uptrend after 2025's consolidation.
* The "capacity paradox" of managing wealth for ultra-high-net-worth families.
* Actionable advice on US market diversification and pre-IPO investing rules.
Timestamps:
(00:00) - Episode Teaser & Introduction
(02:24) - The Non-Obvious Sector to Watch in 2026
(03:56) - Hedging Portfolios Against US Tariffs
(07:20) - Is the Market Pricing in Too Much Perfection for 2026?
(10:34) - NIFTY 50 vs. Mid & Small Caps for Long-Term Growth
(11:46) - Silver: A Strategic Allocation or a Tactical Trade?
(14:30) - The Gold-to-Silver Price Ratio: Is Gold Overvalued?
(15:13) - Is It Time to Go 100% Aggressive on Mid-Caps?
(18:21) - Impact of Rising Japanese Interest Rates on Indian Markets
(22:22) - The Role of Domestic Investments in Market Resilience
(24:14) - Protecting Portfolios from Rupee Depreciation
(25:49) - Most Attractive Global Markets for Indian HNIs
(27:35) - Investing Beyond the $250,000 LRS Limit
(28:34) - Navigating the Pre-IPO and IPO Market
(34:35) - The Relationship Manager (RM) Capacity Paradox
(38:15) - Risk Appetite of Young Tech Founders vs. Traditional Promoters
(39:47) - Is GIFT City Gaining Traction for Global Diversification?
(41:09) - Physical Real Estate vs. REITs for Investment
(41:57) - Essential Estate Planning Moves Before March 2026
(43:21) - Ashish Shankar's Personal Investment Philosophy
(44:42) - The Secret to Motilal Oswal's Success
(48:05) - The Motilal Oswal Private Wealth Client Journey
(51:35) - One Asset Class to Buy and Hold Until 2030
(52:42) - Where to Learn More About Motilal Oswal Private Wealth
Links:
Motilal Oswal Private Wealth - https://www.motilaloswalpwm.com/
Ashish Shanker on Linkedin - https://www.linkedin.com/in/ashishshanker23/
Prashant Choubey - https://www.linkedin.com/in/choubeysahab
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