Paisa Vaisa with Anupam Gupta The Future of Indian Markets: A Deep Dive into Active vs. Passive Investing | Paisa Vaisa
Sep 1, 2025
Akhil Chaturvedi, Chief Business Officer at Motilal Oswal, dives into India's dynamic financial landscape. He discusses the explosive growth of equity investing and SIPs, projecting a bright future for India's economy by 2047. He clarifies common misconceptions about investment returns and weighs the pros and cons of active versus passive investing strategies. First-time investors receive valuable tips on starting their journey, while the conversation highlights innovative investment vehicles like PMS and SIF, shaping modern wealth management.
AI Snips
Chapters
Transcript
Episode notes
Seven Businesses Power A Unified Financial Group
- Motilal Oswal built seven complementary businesses from brokerage to asset management and home finance.
- Strong group franchises and leadership fueled rapid growth across these businesses.
Financialization Accelerated Since 2013
- India has dramatically financialized savings since 2013 with equity mutual fund AUM leaping from ₹1 lakh crore to ₹55 lakh crore.
- SIP growth and rising unique PANs show retail participation is still early and accelerating.
From Brokerage To Billions Through Compounding
- Ramdeo Agarwal and Motilal started from balance-sheet research and brokerage earnings, then compounded that capital into a large firm.
- A small initial capital of ₹12 lakh grew into several thousand crores over decades through long-term equity compounding.