Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Company, sheds light on India's dynamic economic growth and investment risks. He discusses the impressive 7% real GDP growth and insights from the recent Union Budget, emphasizing fiscal discipline. Nilesh highlights the importance of inclusive growth amid challenges like complacency and the need for a green transition. He also analyzes the rising Indian equity market, linking corporate earnings trends to prudent investment strategies. Tune in for an engaging perspective on India's economic landscape!

Managing Director of Kotak Mahindra Asset Management Company, Nilesh Shah, discusses the transformation of India, lifelong learning, the importance of humility in investing, spirituality, and more. The podcast explores topics such as equanimity, open-mindedness in investing, separating signal from noise, the role of spirituality, developing rounded edges and maturity, understanding karma and building an optimum portfolio, and instilling life and money skills in daughters.