Guest bio
- Director and partner of ASK Group, the Mumbai-based asset and wealth manager, where he supervises investment management.
- A rank-holding chartered accountant and MBA topper from IIM Calcutta, named one of 20 market wizards by Forbes India in 2014.
- Connects investing to spirituality and liberation, arguing that doing it right matters as much as getting it right.
Bharat Shah is a director and partner of ASK Group, the Mumbai-based asset and wealth management group and a Blackstone portfolio company, with more than 20 offices in India and offices in Dubai and Singapore, where he supervises the investment management business. A rank-holding chartered accountant, cost accountant and MBA topper from IIM Calcutta, he has 38 years of experience in India's capital markets and takes a bottom-up approach in which stock picking is his special strength. Forbes India named him one of 20 market wizards in 2014. In 2013 he wrote a book on long-term value and wealth creation from equity investing, and he features in the series Wizards of Dalal Street and in the book India's Money Monarchs. He connects investing to spirituality and liberation, arguing that doing it right matters as much as getting it right.
Show notes
In this fascinating episode, Suvo Sarkar talks at length with a leading investment expert from India, Bharat Shah, executive director of ASK group, about the future of the Indian equity market.
Is India over-valued compared to other global markets? Will it continue delivering double digit returns in the next 10 years? Which sectors will outperform?
Bharat and Suvo, friends for 40 years and MBA classmates, debate if investing is a science or an art; if the principle of diversification is overstated; and what an ideal wealth portfolio should hold between equity and fixed income, between active and passive funds and between public markets and private equity.
In a holistic overview of investing, Bharat connects it to spirituality and liberation, and argues that doing it right is as important as getting it right.
Whether you are an amateur or professional investor, this is one episode you can’t miss.
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