Deepak Shenoy’s Investment Playbook: How to Build Wealth in India | The India Opportunity Show ft Shrishti Sahu
Hello everyone, welcome to The India Opportunity Show where you get a front-row seat to people building India’s future. We talk about unlocking the potential of the country with founders, investors, creators, and successful leaders from different fields to bring you real-life stories and behind-the-scenes of what it takes to be at the forefront of building the India Story.
Episode 6, Season 2 of The India Opportunity Show is out now! You can watch it on YouTube or listen on Spotify or Apple Podcasts.
Our guest today is Deepak Shenoy — the founder and CEO of Capitalmind, and one of India’s most respected voices on markets, macro, and money.
He started out as a techie, turned trader, and built Capitalmind from a one-man blog into a full-fledged portfolio management firm, a research powerhouse, and now—soon to be—a mutual fund.
Capitalmind’s All-Weather Portfolio has quietly outperformed with discipline, data, and risk management at the core. Deepak has a rare ability to zoom out into macro chaos and zoom in on individual businesses with clarity. He’s also the author of Money Wise, a book that simplifies personal finance for Indian investors—and a go-to voice for many institutional and retail investors navigating uncertain markets.
In this conversation, we go deep into his investing frameworks, how he sees the Indian capital markets maturing, and what it takes to build wealth in this decade.
This one is packed with insights for founders, investors, and anyone serious about playing the long game. Let’s dive in.
Chapters
03:00 – Top 3 Investing Principles
12:06 – Why Deepak doesn’t meet management of stocks he holds
18:07 – Dealing with portfolio corrections
23:14 – Case study: Holding a stock from ₹900 to ₹16,000
31:22 – Price momentum is his top factor
40:57 – Deepak’s take on defense stocks after Ukraine war
42:47 – How India’s defense strategy changed completely
45:42 – Mazagon Dock: A 5X story
47:45 – Other macro trends investors should observe
49:02 – Streaming revolution: Tips & Saregama investment
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Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered financial advice. Viewers are encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions.