Raj Shamani's Figuring Out

Money Making Opportunity: Investment, Business & Profitable Sector | Karan Bhagat |FO431 Raj Shamani

Nov 11, 2025
Guest
Karan Bhagat
Karan Bhagat, Founder and CEO of 361.one, dives into wealth creation and investment strategies in India. He discusses the mindset differences between individuals with varying net worths and the unique fears of the ultra-wealthy, such as legacy and succession. Karan identifies six key sectors for investment, including tech services and pharma, while also exploring regional business behaviors. He emphasizes the importance of disciplined incremental growth and shares insights on building trust with affluent families, making this an enlightening listen for aspiring investors.
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ADVICE

Manage Expectations And Social Pressure

  • Handle wealth by managing constant expectations and peer pressure proactively.
  • Set boundaries and maintain humility to reduce social exposure and comparison.
ANECDOTE

How They Won Their First Big Clients

  • Karan described winning first big clients by targeting liquidity events and offering advisory alignment.
  • He converted clients by starting with small mandates and proving trust over 1–2 years.
INSIGHT

Wealth Worries Focus On Values

  • Ultra-wealthy fear losing their values across generations more than losing capital.
  • Succession and passing behavioral inheritance drive major planning decisions.
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