Manish Chokhani Unfiltered: Money, Power & Wealth Creation in Stock Markets on The India Opportunity Show with 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 12, Season 2 of The India Opportunity Show is out now! You can watch it on YouTube or listen on Spotify or Apple Podcasts.
Today’s guest is someone who doesn’t just invest in companies — he invests in ideas, people, and purpose. Manish Chokhani is one of India’s most respected financial thinkers — the former Managing Director of ENAM, a legendary investment banking firm that helped shape the trajectory of India Inc. Over the years, he’s been an investor, advisor, board member, and mentor to some of the country’s most iconic promoters and entrepreneurs.
But what truly sets him apart is not just his capital allocation track record — it’s his rare ability to connect the macro with the moral, the markets with meaning, and wealth with wisdom.
In this conversation, we go far beyond stock picks or market predictions. We explore:
How India’s next 20 years could reshape global capital flows
What he’s learned from decades in boardrooms
The spiritual and emotional dimensions of money
And why character — not IQ — is the real edge in investing
This isn’t just an episode — it’s a philosophical masterclass in how to live, lead, and allocate.
Chapters:
00:00:00 – Teaser
00:02:47 – India’s Wealth Creation Future
00:04:15 – Investing Advice for Indians
00:06:19 – Why India Lacks Global Leaders
00:07:56 – Future of New Age Companies
00:11:34 – Spotting Market Cycles Early
00:14:33 – Current Cycle Analysis
00:20:48 – Risks to the India Growth Story
00:25:08 – Justifying Indian Valuations
00:30:05 – Balancing Growth & Governance
00:35:40 – Ideal Founder Traits
00:38:09 – Evolving View on Wealth & Power
00:44:39 – Early Realization of Calling
00:52:16 – Earning Trust of Top Companies
00:58:06 – Emotions Behind Enam’s Exit
01:01:16 – Fund Management’s Shift
01:03:46 – Lessons from Mentors
01:10:47 – Message for Hustling Youth
01:12:19 – Asymmetrical Bet Strategy
01:21:28 – When to Exit Investments
01:27:17 – Role of Luck in Success
01:29:47 – Investing in a Disruptive World
01:34:28 – Founder Evaluation Checklist
01:36:13 – Future of Investing
01:39:07 – Thoughts on Legacy
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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.