$1B Investor's Guide to India’s Next Boom: Defence, EVs & Solar | Yash Kela with Sonia Shenoy

On this weeks episode of The Money Mindset , we spoke to Yash Kela , founder and CIO of Singularity AMC , a $1 billion AUM growth equity platform that us deploying capital across three strategies - private growth equity , strategic autonomy and private investments in public equities. Yash comes across as someone with deep domain knowledge and research capabilities and it was a fun chat with him. We did a deep dive into 4 sectors in which India has a right to win and is building strategic autonomy strategic autonomy in these sectors helps India reduce risk, expand profit pools and create export competitiveness Defence Electric buses Solar battery Electronics I tried to understand the investment opportunity for retail investors in these 4 areas. 0:00 Intro 4:10 Your Journey 6:54 Strategic Autonomy premise 14:25 Opportunities in Defence sector 23:07 Where to invest? 26:22 Allocating Money 31:49 Opportunities in EV Buses 36:22 Last Mile connectivity issues 38:20 Big names? 43:41 Opportunities in energy transition 48:05 Next Waaree Energies? 52:43 Struggling companies 54:44 Exit point for a company 56:22 Too late to enter into Waaree? 57:01 Electronic opportunities 1:01:49 Challenges while building these sectors 1:05:30 Learnings from mentor Madhu Kela? #finance #wealth #investment About the Money Mindset Podcast Hosted by Sonia Shenoy, Money Mindset is a podcast that brings together top investors, business leaders, and financial experts to decode wealth-building strategies, investment philosophies, and money management tips. Whether you're an aspiring investor, a finance professional, or someone looking to gain insights from market veterans, Money Mindset offers engaging, insightful, and practical conversations to help you make informed financial decisions. 🔔 Don’t forget to Like, Share, and Subscribe for more enriching conversations with industry leaders and trailblazers.