With the macro storm reshaping the money market, the rules of investment are changing fast. The playbooks that created fortunes over the past decade are being rewritten. The investors who succeed in the next one will be those willing to ask tougher questions and look where others haven't.
On June 4 in Mumbai, the ET Alpha Summit will bring together some of India’s most influential voices in investing for an afternoon of high-conviction insights. The market gurus will share sharp perspectives and actionable ideas on the decisions that matter most in today’s markets.
From Saurabh Mukherjea's unflinching challenge to the "quality at any price" consensus, to a head-on discussion between Rahul Jain and Lakshmi Iyer on where your wealth should sit in a world of shifting currencies, and a master class on how to keep the created wealth. Every session is built around one question: what should be your next step?
In a market where every quality stock has been re-rated to the moon, the old certainties are cracking. Saurabh Mukherjea, the founder of Marcellus Investment Managers, confronts this problem head-on: if there are no cheap stocks left, does "quality at any price" still hold, or is it now the most expensive belief in the room? The session will help attendees gain a sharp framework to separate true compounders from overhyped narratives and avoid the most expensive mistakes in today’s market.
In a high-stakes panel discussion titled “Global or Local? The New Allocation Reality”. Rahul Jain, the President and Head of Nuvama Wealth,h and Lakshmi Iyer, the Group President- Investments and CEO, Bajaj Alternate Investment Management Ltd., will debate one of the most important portfolio questions facing investors today: how much wealth should remain in India, and how much should move overseas in a world shaped by currency volatility and structural global shifts. The session promises a practical allocation framework to help investors decide what to diversify, what to double down on, and why.
Building wealth is hard. Keeping it, and passing it on, is even harder. As India's first generation of self-made wealth reaches an inflection point, the conversation is shifting from accumulation to continuity. In this session, Nilesh Shah, Rajeev Thakkar, and Rajesh Saluja, three of the most respected names in Indian asset management and private wealth, move beyond portfolio returns to tackle the questions that matter most to families with serious money:
How do you structure governance so wealth survives a generation transition? What does smart succession planning actually look like in practice? And how do you ensure that what took decades to build isn't quietly eroded by the next one?
The event is bringing together some of the sharpest minds in investing to decode the opportunities, risks, and strategic decisions that could define the next decade of wealth creation. In a world where old certainties are fading, the summit offers something increasingly valuable: clarity on what comes next.
