He Manages a ₹13,500cr Fund - Deep Dive Analysis

🔥 Nine years ago, Umesh Agrawal was my first boss who hired me into investment banking. Today, he manages ₹13,500 crores at 360 One. In this full-circle conversation, we discuss what it really takes to break into investment banking, how fund managers pick winning companies, the hidden risks of pre-IPO investing for retail investors, one sector poised for explosive growth, and why he believes "the next 25 years belong to India."

Timestamps:
0:00 - Opening & 9-year-old CV discussion
2:45 - Introduction of the Fund Manager at 360 One (AUM: ₹13,500 crores)
4:01 - What does a fund manager do?
4:43 - How to get into investment banking - key skills & qualifications
7:01 - Pre-IPO investment process & pharma company case study
11:09 - Financial infrastructure investment strategy
13:39 - How to find and filter investment opportunities
16:18 - Healthcare sector deep dive - is there growth potential?
22:30 - Exit strategy & portfolio management framework
26:04 - Pre-IPO investing for retail investors - risks and warnings
30:40 - Warning: "Juice already taken out" in retail pre-IPO deals
34:55 - Investment advice for young investors - "Next 25 years are ours"
37:04 - Direct equity investing - why not to do it?
38:05 - Rapid fire segment
40:33 - Final advice


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