Kush Gupta on Small Cap Investing, AIFs & IPOs | Sanjay Kathuria Podcast EP38

Kush Gupta on Small Cap Investing, AIFs & IPOs | Sanjay Kathuria Podcast EP38In this episode of the Sanjay Kathuria Podcast, we host Kush Gupta, an experienced investment professional with 20+ years in finance and corporate law, currently Director & Fund Manager at SKG Investments & Advisory. He manages the SKG India Small & Midcap Fund (Category III AIF) and is known for applying a private-equity mindset to public markets.Kush specialises in identifying profitable small & mid-cap companies undergoing “impact events” such as mergers, acquisitions, or large capital raises. A frequent media commentator on Indian market trends, he has also served as Chairman, Navi Mumbai Chapter of ICSI, bringing governance and due-diligence rigor to investing.In this no-nonsense conversation, we break down why small caps gave negative returns, how scams happen, how AIFs evaluate IPOs, and the right framework to buy—or exit—stocks. If you’re planning to invest in small caps, IPOs, or AIFs in 2026, this episode offers clear rules, real risks, and practical filters used by professionals.📘 What You’ll Learn✅ How to invest in small caps the right way✅ Key risks & common scams in small-cap investing✅ Small-cap categories explained (what to avoid)✅ AIF investing basics & return expectations✅ How professionals evaluate IPOs✅ When to sell stocks—clear exit rules✅ Best sectors to invest in 2026⏱️ Timestamps00:00 – Episode Teaser01:48 – Small Cap Investing Guide09:16 – Risks of Investing in Small Caps11:35 – Small Cap Scams Exposed14:39 – Small Cap Categories Explained16:51 – AIF Investing Explained20:19 – Returns of AIF Investments22:49 – How to Invest in Small Caps30:02 – Best Sectors to Invest in 202631:55 – How AIFs Evaluate IPOs36:07 – IPO Scams Exposed40:25 – When to Sell Your Stocks?44:32 – The Right Way to Invest in IPOs01:00:27 – Episode Outro🔗 Guest Social Handles – Kush GuptaLinkedIn (Investment): https://in.linkedin.com/in/kush-gupta-skg📲 Sanjay Kathuria Podcast HandlesInstagram: https://www.instagram.com/sanjaykathuriapodcastYouTube (Main): https://www.youtube.com/@sanjaykathuriapodcastYouTube (Clips): https://www.youtube.com/@SKPClipsFacebook: https://www.facebook.com/sanjaykathuriapodcastsSpotify: https://open.spotify.com/show/1VDdqFLEvqtKIr3pJuu1ep?si=I50k9_sCSVqSwOF62ugrIw🙋‍♂️ Connect with Sanjay KathuriaInstagram: https://www.instagram.com/financebysanjayFacebook: https://facebook.com/financebysanjayLinkedIn: https://linkedin.com/in/sanjaykathuriaTwitter: https://twitter.com/sanjaykathuriaYouTube: https://www.youtube.com/@Sanjay_Kathuria🧵 Hashtags #SmallCapInvesting #IPOReality #AIFInvesting #StockMarketIndia #WealthCreation #Investing2026 #SanjayKathuriaPodcast #IndianInvestors🔍 SEO Tagssmall cap investing india, small cap risks india, small cap scams exposed, aif investing explained, category iii aif india, ipo investing reality india, how to evaluate ipos, when to sell stocks india, best sectors to invest 2026, midcap investing strategy, private equity mindset public markets, impact events investing, stock market education india, sanjay kathuria podcast, indian finance podcast⚠️ DisclaimerThis podcast is for educational and informational purposes only. The views expressed are personal opinions of the guest and host and should not be considered financial or investment advice. Please consult a SEBI-registered advisor before investing.📬 Want to Come on Our Podcast?Email us: [email protected]📚 About the PodcastThe Sanjay Kathuria Podcast brings you India’s top investors, fund managers, and entrepreneurs—helping you understand how the top 1% think, assess risk, and build long-term wealth.📌 Subscribe for weekly episodes:https://www.youtube.com/@SanjayKathuriaPodcast