₹2000 Crore Fund Manager's 5-Point Formula to Find 100X Small Cap Stocks | Kushal Lodha #260 episode artwork

EPISODE · Dec 8, 2025 · 1H 34M

₹2000 Crore Fund Manager's 5-Point Formula to Find 100X Small Cap Stocks | Kushal Lodha #260

from Konversation with Kushal · host Konversation with Kushal

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, we hosted Vineet Arora, Founder of NAV Capital, who manages over ₹2000 Crores in assets, to decode the high-risk, high-reward world of SME IPOs and micro-cap stocks. Vineet broke down his proprietary "5-Point Investing Framework" for picking winners, explaining exactly how he evaluates promoter integrity, unit economics, and business scalability before investing. He also exposed common traps and scams in the SME sector, teaching retail investors how to spot red flags and avoid the "FOMO" driven by retail frenzy.The discussion featured detailed case studies of his investments in companies like Annapurna Swadisht, EFC India, and Dronacharya Aerial Innovations, sharing the exact thesis behind his entry and exit decisions. From analyzing the booming data center industry to understanding the unique mindset of "grounded" founders in Tier-2 and Tier-3 cities, this conversation is packed with actionable insights for anyone looking to navigate the volatile world of small-cap investing safely.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, we hosted Vineet Arora, Founder of NAV Capital, who manages over ₹2000 Crores in assets, to decode the high-risk, high-reward world of SME IPOs and micro-cap stocks. Vineet broke down his proprietary "5-Point Investing Framework" for picking winners, explaining exactly how he evaluates promoter integrity, unit economics, and business scalability before investing. He also exposed common traps and scams in the SME sector, teaching retail investors how to spot red flags and avoid the "FOMO" driven by retail frenzy.The discussion featured detailed case studies of his investments in companies like Annapurna Swadisht, EFC India, and Dronacharya Aerial Innovations, sharing the exact thesis behind his entry and exit decisions. From analyzing the booming data center industry to understanding the unique mindset of "grounded" founders in Tier-2 and Tier-3 cities, this conversation is packed with actionable insights for anyone looking to navigate the volatile world of small-cap investing safely.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!

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₹2000 Crore Fund Manager's 5-Point Formula to Find 100X Small Cap Stocks | Kushal Lodha #260

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➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...In this episode, we hosted Vineet Arora, Founder of NAV...

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