That One Idea by WaterBridge Ventures

From Writing Blogs to Launching a Mutual Fund with Deepak Shenoy, Founder of Capitalmind

Episode Summary

In this episode, Anjali Sosale, Partner at WaterBirdge Ventures, unravels the personal and professional journey of one of India's most insightful market minds.

Episode Notes

Deepak brings a refreshing perspective to the world of public-market investing with his humour, sharp analyses and candid opinions. To many, market commentary is as exciting as a mutual fund’s T&C. Deepak Shenoy is the antidote.

He turned a humble blog into a ₹2,000+ crore asset management powerhouse, serving returns of 27%+ annually to 1400+ PMS and AIF clients. Deepak also authored “Money Wise”, a best-selling book for people who hate jargon but love money.

Most recently, Capitalmind Financial Services received the final approval from SEBI to launch the Capitalmind Mutual Fund, joining a concentrated industry having fewer than 50 players. 

Key Moments in the episode:

(00:00) Highlights
(01:30) Welcome & Introduction of Deepak Shenoy, Founder of Capitalmind
(03:09) Deepak's decision to become an entrepreneur
(08:42) Learning business the hard way
(11:51) Navigating funding through the dot-com boom and bust
(13:55) Deepak's introduction to Finance 101
(18:51) Maggi, Mutual Funds and Macros
(22:40) Meeting Nithin Kamath (Zerodha), and starting an algo-trading company
(26:15) Satyam Scam and Bernie Madoff
(29:15) Starting Capitalmind
(37:07) Joe Rogan-ing the finance world
(39:09) Domestic consumption drives domestic investments
(45:40) Long way to go for retail participation
(51:07) Blossoming into a coveted Mutual Fund House
(56:20) The Future of SIPs
(1:03:20) Loans against Mutual Funds & Securities
(1:06:43) Reform Recommendations

Relevant Links:

WaterBridge Ventures: https://www.waterbridge.vc/
Capitalmind: https://www.capitalmind.in/

LinkedIn Profiles:

Deepak Shenoy: https://www.linkedin.com/in/deepakshenoy/
Anjali Sosale: https://www.linkedin.com/in/pinkamma/
WaterBridge Ventures: www.linkedin.com/company/waterbridgeventures

 

You can also listen to this podcast on
YouTube: https://youtu.be/lRiWhuOupVA