Why NSDL, CDSL & India Shelter Are Must-Watch Stocks For Patient Investors

India’s financialisation and housing finance sectors are quietly creating long-term wealth for patient investors. Sunil Shah, Fund Manager at SRE PMS, shares why both NSDL and CDSL deserve attention—NSDL for institutional dematerialisation and government-linked listings, CDSL for retail participation and broker growth. He also highlights India Shelter Housing Finance, drawing parallels with early Gruh Finance, pointing to its potential as a compounding NBFC in the housing sector. For investors seeking structural growth through proven financialisation stocks and housing finance themes, this discussion provides actionable insights