Moneycontrol
Masterclass Ideas For A New India

IT'S RAINING INTERNET IPOs: Should you subscribe or stay away?

03 November, Wednesday 06:00 pm

Meet Our Speakers

Harsha Upadhyaya

Harsha Upadhyaya

CIO- Equity, Kotak MF

Harsha currently manages assets worth Rs 46,000 crore for Kotak Mahindra Asset Management Company. With two decades of experience spread across equity research and fund management, he has worked with several leading firms including DSP BlackRock, UTI Asset Management, Reliance Group and SG Asia Securities. Harsha is an engineering graduate from NIT, Suratkal and a post-graduate in management from IIM, Lucknow. He also holds a CFA charter conferred by the CFA Institute, USA.

Rajeev Thakkar

Rajeev Thakkar

CIO, PPFAS MF

Rajeev has served in various segments of the Capital Markets For two decades including investment banking, corporate finance, securities broking and managing client's investments in equities. His tenure at PPFAS Limited began in 2001, where he soon earned respect for his passion for researching and analysing fundamentals of companies. He is a strong believer in the school of "value-investing" and is heavily influenced by Warren Buffett and Charlie Munger. Rajeev has earned a plethora of degrees. He is qualified Chartered Accountant, Cost Accountant and CFA Charterholder.

Deepak Shenoy

Deepak Shenoy

Founder, Capitalmind

Deepak is a fund manager, entrepreneur, techie, blogger and financial market expert. He was one of the first people in India to start an algorithmic trading firm back in 2009. He co-founded two start-ups (Agni Software and Moneyoga) before launching Capitalmind, a Bengaluru based wealth advisory and portfolio management service, in 2010. He has also written over 5,000 articles on topics ranging from personal finance, macro economy, stocks, bonds, derivatives and public policies. He has done his B.E in Computer Science from NIT, Suratkal and is a regular commentator on various TV channels like CNBC-TV18.

Shyam Sekhar

Shyam Sekhar

Ideator & Founder, ithought

Shyam is a renowned investor with over three decades experience in the financial markets. Although he graduated in Chemical Engineering, he was drawn to economics and business, which later progressed towards investing. An independent thinker, he chose to build his own investment advisory firm from scratch. Shyam is an active speaker on public platforms and is a regular columnist at Dinamalar, Economic Times, and Livemint. He has also served as President of the Tamil Nadu Investors Association (TIA).

What To Expect

It's going to be a historic month ahead for the Indian startup and internet ecosystem as 3 unicorns- Nykaa, Policybazaar and Paytm will together raise over $4 Billion from IPOs over the next few weeks. This would imply a combined market cap of over $35 Billion getting added to Indian stock exchanges. This is not all. Oyo, Delhivery, Mobikwik, and Ola too are lining up plans for a listing.

What's more, a large number of new investors entering these new-age companies are aged below 30, as India's young population is looking at newer avenues to maximise their returns.

But is this trend driven by FOMO (Fear of Missing Out)? Are the current valuations justified? What principles should a retail investor keep in mind while looking at internet IPOs, beyond the excitement and euphoria?

Moneycontrol breaks down these vital questions with a panel comprising some of the best voices when it comes to markets and investing in India.

Watch
Rajeev Thakkar, CIO, PPAF MF
Harsha Upadhyaya, CIO- Equity, Kotak MF
Shyam Sekhar, Ideator & Founder, ithought
Deepak Shenoy, Founder
Capitalmind decode Internet IPOs on a special Diwali episode of Moneycontrol Masterclass.

Tune in live on November 3rd, Friday 6 pm. Send us your questions with #MCMasterclass.

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