Samvat 2083 Investment Strategy: Nilesh Shah On Stocks, Sectors & Wealth Creation

Welcome to this Diwali Special edition of Market Masters on Business Today. As we enter Samvat 2083, Nilesh Shah, MD & CEO of Envision Capital, joins us to decode the market outlook. Despite global headwinds and FII sell-offs, India remains a resilient wealth creation engine. In this exclusive conversation, Shah reveals his dual investment strategy: betting on undervalued large-cap bellwethers like Reliance and HDFC Bank and riding a massive 20-25% growth wave in his "New Frontiers" portfolio across defense, digitization, and pharma. Are domestic SIPs just bailing out foreign investors, or is it a structural boom? Plus, hear his bold take on LTCG tax expectations. Tune in to light up your portfolio this festive season.