Stock Market Crash Incoming?? Ft. Nilesh Shah

In this conversation, Nilesh Shah, Managing Director & CEO of Kotak Mahindra Asset Management Company, shares deep insights on mutual funds, SIP strategy, retirement investing, gold vs equity, AI opportunities, and India’s economic future. We discuss: • Why time in the market beats timing the market • Mutual Fund growth story in India • Trump tariffs & global impact • AI and Indian IT sector opportunity • Gold investing strategy in 2025 • Retirement investing for 45+ investors • SIP discipline formula • Investment philosophy at Kotak AMC This episode is a must-watch for long-term investors, SIP investors, and anyone serious about wealth creation in India. Subscribe for more deep investment insights. ⏳ Timestamps 00:00 – Global Crisis, Tariffs & India’s Reform Opportunity 06:28 – Indian IT Sector & AI Opportunity 09:46 – Mutual Fund Industry: Growth Trends & Key Risks 17:04 – Retirement Investing Framework (For 45+ Investors) 20:40 – SIP Discipline & The Power of Time in the Market 23:52 – Gold & Silver: Smart Ways to Invest 27:06 – Nilesh Shah’s Personal Journey & PM Economic Advisory Council Insights 35:10 – Kotak AMC Investment Philosophy