Paisa Vaisa with Anupam Gupta The Big Shift: India's Financial Future & Your Portfolio | Anupam Gupta
Jul 14, 2025
In this conversation, Sandip Raichura, CEO of PL Capital, dives into India's evolving financial landscape. He discusses the retail trading boom and the impact of innovative tools like Aadhaar and UPI. Sandip outlines sectors ripe for growth, including Financial Services and Infrastructure, while highlighting the need for a diversified investment approach. He offers practical advice for budding investors on selecting the right partners and cultivating a long-term mindset, making it clear that quality financial guidance can lead to substantial rewards.
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India's Equity Boom Drivers
- Equity investment in India has surged post-demonetization and COVID, driven by digital innovations like Aadhaar and UPI.
- This influx includes a broad demographic, with sustained growth in wealth per investor expected at 20-30% annually.
Derivatives Market Challenges
- The derivatives market's rapid growth has dominated Indian retail trading since 2017 but poses risks due to opaque structures.
- SEBI's regulatory measures aim to control this, possibly linking derivatives trading to PAN or income tax returns to moderate excesses.
Young Investors' Growth Story
- Many young, initially speculative investors have grown to deeply understand capital markets and even advise others.
- These investors come from all city tiers and show improved financial literacy compared to a decade ago.
