Samir Arora’s Top New-Age Stock Picks: Zomato, Paytm, PB Fintech & More

Helios Capital’s Samir Arora shares his favourite new-age stocks and explains how to invest in high-growth platform companies. From Zomato (Eternal) and Paytm to PB Fintech, Delhivery, PhysicsWallah and Ather, the key theme is simple: invest in businesses that are doing something truly different and have already been accepted by customers. Arora says investors should not get scared by high price-to-earnings ratios when companies are just turning profitable, as growth in these platforms can be far higher than in IT or consumer staples. Instead of focusing on near-term profits, he suggests looking two to three years ahead. In a balanced portfolio, he believes 15–20% should be allocated to such high-growth opportunities.