Sensex 2.5 Lakh? This Investor Is Betting BIG (30% CAGR) | Kushal Lodha #314

➡ 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 of Konversation with Kushal, we sit down with Mr. Deven Choksey, Managing Director of DRChoksey FinServ Pvt. Ltd., a market veteran with over four decades of investing experience and a remarkable long-term CAGR of ~29–30%. Managing ₹18,000 crore+ in client assets, he breaks down how disciplined investing, strong philosophy, and deep understanding of cycles can create extraordinary wealth over time. From identifying India’s biggest long-term opportunities across digital infrastructure, logistics, and power, to explaining market cycles, valuations, and investor psychology, this episode is a masterclass in wealth creation. If you want to build a solid investing framework, understand where markets are headed, and position yourself for India’s next decade of growth, this conversation is a must-watch. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world! #KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy ➡ Order my book 'Acing CA' here: https://www.amazon.in/dp/8195816886?r... ➡ Order my book 'Unlocking Unicorn Secrets' here: https://www.amazon.in/dp/0143461605?r... Follow Kushal Lodha on Social Media: 📝 LinkedIn:   / kushallodha548   📷 Instagram:   / kushallodha548   📱 Twitter:   / kushallodha548   Follow guest on Social Media: 📝 LinkedIn:   / deven-choksey-0905b14   📷 Instagram: https://www.instagram.com/deven.choks... 📱 Twitter: https://x.com/DRCFinServ Timestamp: 00:00 Trailer & Introduction 01:56 CAGR Deep Dive 02:39 AUM Deep Dive 04:19 Example of Goal Based Planning 07:47 Sample Portfolio Construction 15:18 Why Midcaps Perform in the Last 2 Years of a Cycle 19:03 Market Peaks and Bottoms Discussion 23:34 Is it a Good Time to Invest ? 28:18 Dollar vs Rupee Deep Dive 30:27 Current Account Deficit Impact on Stock Market 34:27 Sectors and Themes He is Bullish On 41:32 ONDC and CBDC Deep Dive 54:48 Gati Shakti Deep Dive 58:45 Companies with 10x Potential 01:05:03 State Bank of India Deep Dive 01:06:24 Opportunities in Private Banks 01:07:21 Commodity Stocks Deep Dive 01:11:10 Companies Benefiting from Data Centre Theme 01:12:51 Is it the Right Time to Invest in Metals 01:14:17 Adani Enterprise Thesis Deep Dive 01:15:51 Most Inspiring Client Story 01:17:51 Common Mistakes Made by Families 01:21:13 What Would Mr. Deven Ask Himself? 01:22:06 Conclusion 01:24:13 Outro #kushallodha