FLAME INVESTMENT LAB

The Epicentre of Value Investing in India

Mr. Nilesh Shah is the Managing Director (MD) of Kotak Mahindra Asset Management Co. Ltd. He has over 25 years of experience in capital markets and market related investment, having managed funds across equity, fixed income securities and real estate for local and global investors. In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management, Franklin Templeton and ICICI Securities.

Mr. Shah is the recipient of the inaugural Business Standard Fund Manager of the year award – Debt in 2004. He was part of the team that received the best fund house of the year award at Franklin Templeton as well as ICICI Prudential. Mr. Shah is a gold medalist Chartered Accountant and a merit ranking Cost Accountant. His hobbies include reading and educating investors on financial planning. He co-authored a book on Financial Planning called “A Direct Take”.


 

Interviews and Articles

Demonetisation and GST sets stage for sovereign rating upgrade: Nilesh Shah, Kotak AMC
http://economictimes.indiatimes.com/markets/expert-view/demonetisation-and-gst-sets-stage-for-sovereign-rating-upgrade-nilesh-shah-kotak-amc/articleshow/55327623.cms

It is time to invest in the market: Nilesh Shah, Kotak AMC
http://economictimes.indiatimes.com/markets/expert-view/it-is-time-to-invest-in-the-market-nilesh-shah-kotak-amc/articleshow/51194687.cms

Nilesh Shah's 3-formula strategy to pick winning stocks
If you want to do active stock picking, here's how you should do it, says Nilesh Shah, MD of Kotak AMC.
http://www.moneycontrol.com/news/mf-interview/nilesh-shahs-3-formula-strategy-to-pick-winning-stocks_7376801.html

Time to be cautious but not to panic: Kotak MF's Nilesh Shah
A continuing risk-off in global financial markets is likely to impact India as well in the near term as passive funds pull out from equities without discrimination, says Nilesh Shah, MD of Kotak Mahindra Asset Management Company.
http://www.moneycontrol.com/news/mf-interview/time-to-be-cautiousnot-to-panic-kotak-mfs-nilesh-shah_6927421.html

There’s money to be made in equity better than in other assets’
http://www.thehindubusinessline.com/markets/theres-money-to-be-made-in-equity-better-than-in-other-assets/article8934028.ece

Pehla Sauda
http://hindi.moneycontrol.com/tv/cnbc-awaaz-shows/pehla-sauda_2016-03-17.html

Mad dash to the finishing line
Our investing habits have a lot to learn from cricket: here too you don’t win on the first ball.
http://www.outlookmoney.com/invest/alternate/mad-dash-to-the-finishing-line-626

Equity route to your destination
Equity investors should let experts manage their money and stay for the long haul
http://www.outlookmoney.com/invest/stocks/equity-route-to-your-destination-340

It is a time to buy, and buy for long term: Nilesh Shah
Interview with managing director, Kotak Mahindra Asset Management
http://www.business-standard.com/article/markets/it-is-a-time-to-buy-and-buy-for-long-term-nilesh-shah-115110200108_1.html

Majority of economic ownership should be in the hands of Indians: Nilesh Shah
Interview with Managing director, Kotak Mahindra Asset Management
http://www.business-standard.com/article/markets/majority-of-economic-ownership-should-be-in-the-hands-of-indians-nilesh-shah-116040400178_1.html

Equity investment a real short cut to become wealthy: Nilesh Shah
In an interview Niral Shah of ET Now, Nilesh Shah, MD, Kotak AMC, at a B-school event, shares two to three things an equity investor must follow to achieve financial independence by his/her retirement age.
http://economictimes.indiatimes.com/articleshow/49699606.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

Nilesh Shah on why the right time to invest is now
Nilesh Shah, Managing Director of Kotak Mahindra AMC, shared his views during a panel discussion at the Morningstar Investment Conference held in Bengaluru.
http://www.morningstar.in/posts/35286/35286.aspx

Investors can hope for a better 2016
One aspect of fiscal discipline is that the government’s net borrowing programme is lower than last year’s by Rs.15,000 crore, giving more funds for private sector investment
http://www.livemint.com/Money/brrCQZcLbNqk4bFk2heP5K/Investors-can-hope-for-a-better-2016.html

Delays affect competitiveness
Interest during construction from being a reasonable part of a normal project cost becomes a significant part of a delayed project cost, hampering future competitiveness
http://www.livemint.com/Money/3jNBcnt9roX8vnWcibldDM/Delays-affect-competitiveness.html

A to-do list for mutual funds in 2016
Mutual funds have become a short-term vehicle rather than a long-term one
http://www.livemint.com/Money/ebGk7tvMJsmvBO7Kxukg2K/A-todo-list-for-mutual-funds-in-2016.html

How we missed creating an additional trillion-dollar economy
India remitted more money than what it received in FDI or FII inflows in the past decade. If we had retained and invested the $227 billion within the economy, it would have created an additional trillion-dollar-plus economy
http://www.livemint.com/Money/t1QOgC4pEUcILuaov4hzMM/How-we-missed-creating-a-trilliondollar-economy.html

Modern arthashashtra - waging a war on the economy
Regulators and policymakers will have to be prepared with a deeper understanding of the market
http://www.livemint.com/Money/L2lQCWUHpXVDGM3CZ0N2AJ/Modern-arthashashtrawaging-a-war-on-the-economy.html

Equity returns will moderate but continue to outperform
Investors should take advantage of every correction to increase their allocation to equity
http://www.livemint.com/Money/lViaINFc325WQloDnZDCAP/Equity-returns-will-moderate-but-continue-to-outperform.html

Heads I win, tails you lose
There are different standards for the developed world and the developing world
http://www.livemint.com/Money/jyPrTmg1vkeUpVIsF1dawJ/Heads-I-win-tails-you-lose.html

Increase productivity and lower cost of capital
Indian economy has been suffering from high inflation for some time now
http://www.livemint.com/Money/FFQzNp6wdTQL9OkJNBsAUL/Increase-productivity-and-lower-cost-of-capital.html

Why is financial saving falling?
Ease of transacting remains an issue in most financial services other than banking
http://www.livemint.com/Money/vyiSD3ak4UB0cQncgw3dRK/Why-is-financial-saving-falling.html

Secrets that market capitalization hold
Sectors such as real estate contribute less than 1% to the total market cap
http://www.livemint.com/Money/5nUDbWRsKORHEopH8nuBhI/Secrets-that-market-capitalization-hold.html

Did the US default in 1971?
If we went by the US version of history, we’d believe that they have never defaulted
http://www.livemint.com/Money/57inMm5EbLi1soOnOrMk1J/Did-the-US-default-in-1971.html

Interview with Mr. Nilesh Shah, Chief Investment Officer, Franklin - Templeton Asset
Synopsis of the interview with Mr. Nilesh Shah, Chief Investment Officer, Franklin - Templeton Asset Management India Private Limited, Mumbai, India.
http://capitalideasonline.com/articles/index.php?id=546


Presentations


Books

A Direct Take: Investment stories to help you make a life without Intervals
Written as a series of short stories, this book is a simple guide to help one understand the importance of managing money. It lays out simple principles on how to manage one's money better, lead a more fulfilling life, and what common pitfalls to avoid in investing.
Written by renowned investment expert, Nilesh Shah (MD & CEO, Axis Capital and Director, Axis Securities), and co-authored by Modan Saha (Joint Managing Director & CEO – Retail Broking, Axis Securities), this book is a must-read for anyone looking for guidance on improving his or her long-term financial health.
https://www.amazon.in/Direct-Take-Investment-stories-Intervals-ebook/dp/B00IE2VEII


Videos

Mr. Nilesh Shah, MD Kotak MF at Money Bee Month 2017

 

How to make India Great by Nilesh Shah MD Kotak Mutual Funds at Money Bee Month

 

Etica Wealth Management presents a talk on "The Art of Wealth Creation" by Mr Nilesh Shah
Etica Wealth Management organized an investor awareness event on Saturday, September 26, 2015 wherein more than 100 investors attended the seminar on "The Art of Wealth Creation" by Mr Nilesh Shah, MD, Kotak Mahindra AMC.

 

Investor's Guide - In Conversation with Nilesh Shah
"Stay invested for the long term," says Nilesh Shah, MD, Kotak AMC. In this week's special episode of Investor's Guide, catch Faye D'Souza in conversation with the MD of Kotak AMC, Nilesh Shah.

 

Equity Market Outlook for 2016- Nilesh Shah
Watch this video for the Equity Market Outlook for the New Year 2016 from Kotak Mutual Funds MD, Mr. Nilesh Shah

 

InvestorForum - Investor Forum Mumbai - India's Biggest Investor Camp.
CNBC-TV18 brings you India's largest Investor Forum on 17th October in Mumbai where India's most reputed financial experts will guide you through the ups and downs of the market and make sure you get the best return on your investment.

 

Back To School - Advising Students On How To Approach Investment
In this special show, ET NOW’s Niraj Shah visited SP Jain Institute of Management Studies in Mumbai and got in Raamdeo Agrawal - Joint MD of MOFSL and Nilesh Shah – MD of Kotak AMC to speak to the students and advise them on how they can approach investing.

 

Exclusive Interaction with Mr. Nilesh Shah, Managing Director, Kotak Asset Management.
Watch expert comments on mutual funds in India and tips on investing

 

Investor’s Guide: Samvat 2072 - The Street View
In this special edition of Investor’s Guide, find ET NOW’s Faye D’Souza in conversation with Nilesh Shah of Kotak AMC, as they discuss his investment mantra and market outlook for Samvat 2072.

 

Shri Nilesh Shah, Money Bee Month 2016