How to Win in Stock Market in 2026! | Ft. Vikas Khemani

INDmoney November 4, 2025
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Video Description

Where to Invest in 2026: Best Sectors, Market Risks & Long-Term Opportunities in India In this episode of The Net Worth Show, we sit down with Vikas Khemani, Founder and Chief Investment Officer at Carnelian Asset Managers, who manages around ₹13,000 Cr in assets, to uncover opportunities and strategies that will help you invest better and smarter. From his contrarian investing mindset to his personal asset allocation, Vikas shares the risks that investors should beware of, his strategy for judging the quality of management of any company, and how his framework helps him pick out stocks that can increase 10X. 🎙️About the Guest Vikas Khemani is a veteran of India’s capital markets with over 27 years of experience. He spent 17 years at Edelweiss Securities leading institutional equities and research, and later co-founded Carnelian Asset Management & Advisors Pvt Ltd, a SEBI-registered PMS platform. Today, he’s among India’s most respected voices in investment strategy and market analysis. 💡What you will learn - Where to invest in India in 2026: top sectors and growth themes - How to spot multibagger stocks and assess company management quality - Smart portfolio strategies: asset allocation, diversification & risk management - Global investing vs Indian markets – what investors should know - Personal finance & wealth-building tips for beginners and young investors - Vikas Khemani’s take on India’s 2026 market outlook and future opportunities ⏰ Time Stamps 0:00 - Highlights 0:53 - About Vikas Khemani 1:20 - Vikas Khemani’s Investing Journey and Biggest Lessons 2:57 - What’s Driving India’s Growth Story? 8:20 - Top Sectors to Watch in India’s 11:50 - How to Find Winning Sectors & Themes 14:20 - How to Analyse a Company’s Management 16:03 - Can Retail Investors Replace FIIs? 23:42 - Should Indians Invest Globally? 26:17 - Vikas Khemani’s Personal Finance Strategies 27:16 - How to Find Opportunities in Bear Markets 32:14 - Investing for Beginners: Where to Start 33:32 - What is your Net Worth 33:47 - Vikas Khemani’s Portfolio Allocation Explained 35:36 - Vikas Khemani’s Equity Diversification 37:22 - Vikas Khemani’s Most Controversial Investing Opinion 39:31 - How a 24-Year-Old Should Manage ₹30,000 Salary 45:09 - The Best First Investment for Beginners 45:36 - How to Pick the Right Mutual Funds or ETFs 46:27 - Biggest Takeaways from This Podcast 📌 Don’t forget to like, share, and subscribe for more conversations on investing, mutual funds, and building long-term wealth in India. [Vikas Khemani Podcast, Finance Podcast, INDmoney, Stock Market India Podcast] #investing #stockmarketindia #podcast #mutualfunds #investmentstrategy #indmoney

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