Will Indian Markets Crash Like Japan? | Ft. Suneet Kabra | Sanjay Kathuria Podcast EP37

Suneet Kabra Reveals PMS, IPOs & Multibagger Strategy | Sanjay Kathuria Podcast EP37In this episode of the Sanjay Kathuria Podcast, we sit down with Suneet Kabra, Co-Founder & CEO of Equitree Capital, a Mumbai-based Portfolio Management Services (PMS) firm managing ₹1,000+ Crore AUM. A seasoned Chartered Accountant with 25+ years of experience, Suneet brings a rare blend of private equity discipline, tax expertise, and business-first investing.📘 What You’ll Learn✅ PMS vs Mutual Funds—key differences that matter✅ Who should (and shouldn’t) invest in PMS✅ How to choose the right PMS manager✅ Small-cap & micro-cap investing realities✅ How professionals identify multibaggers✅ Cash flow vs profits—what really matters✅ Valuation bubbles & IPO reality checks✅ How to prepare your portfolio for a market crash✅ Sectors to watch in 2026⏱️ Timestamps00:00 – Episode Teaser01:35 – Guest Intro – Suneet Kabra03:20 – Why Small & Microcaps06:10 – Why PMS Is Not Performing08:10 – PMS Myths & Allegations10:32 – PMS vs Mutual Funds12:15 – Who Should Invest in PMS14:13 – How to Choose the Right PMS16:22 – Long-Term Horizon for PMS17:20 – Profit Sharing in PMS20:45 – PMS vs AIF Differences25:00 – Equitree Capital Journey31:08 – How Companies Are Picked33:05 – Cash Flow vs Profits33:20 – How to Find Multibaggers37:35 – Portfolio Deployment Strategy39:14 – Risk Is Ignorance40:15 – Promoter Integrity & Capability41:35 – Exit Strategy & Red Flags44:55 – Valuation Bubbles Exposed45:45 – IPO Investing Reality47:05 – Multibagger Case Study49:18 – Learning from Mistakes53:25 – India’s Growth Story (Next Decade)55:02 – Sectors to Watch in 202655:25 – Will India Crash Like Japan?59:49 – Preparing for a Crash01:01:14 – Rapid Fire01:07:45 – Episode Outro🔗 Guest Social Handles – Suneet Kabra / Equitree CapitalWebsite: https://equitreecapital.com/LinkedIn: https://www.linkedin.com/in/suneet-kabraInstagram: https://www.instagram.com/equitreecapital/📲 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 #PMSInvesting #MutualFunds #MultibaggerStocks #SmallCapInvesting #PortfolioManagement #MarketCrash #WealthCreation #SanjayKathuriaPodcast #IndianInvestors🔍 SEO Tags pms vs mutual funds india, portfolio management services india, suneet kabra podcast, equitree capital pms, multibagger strategy india, small cap investing india, microcap investing india, pms minimum investment, pms taxation india, pms vs aif india, ipo investing reality india, valuation bubbles india, market crash japan india, sectors to invest 2026 india, long term investing 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 features India’s top investors, fund managers, entrepreneurs, and market experts—helping you understand how the top 1% think, allocate capital, and build long-term wealth.📌 Subscribe for weekly episodes:https://www.youtube.com/@SanjayKathuriaPodcast