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From Business Potential to Investable Opportunity: How Investors Separate Good Businesses From Good Investments: Krushali Jagiwala

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  A strong business does not automatically make a strong investment. A company can have a compelling product, a large addressable market and impressive revenue growth, yet still deliver poor returns to investors if its valuation already discounts years of future success. The more important investment question is not simply whether a business can grow, but whether that growth can translate into sustainable earnings, efficient capital deployment and attractive shareholder returns. This distinction becomes increasingly important as Indian capital markets mature and investors gain access to a broader universe of businesses across sectors and market capitalisations. Krushali Jagiwala , CEO-Founder, SEBI -registered Wealthyvia Ventures , with her experience across capital markets and investment management, approaches this opportunity through the lens of business quality, financial performance and the price investors are being asked to pay for future growth. The starting point for an inve...

Pritam Deuskar on Why Industrial AI Will Create More Shareholder Value Than Consumer AI

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  The Artificial Intelligence investment has revolved mainly around chatbots, generative AI and consumer applications. But the bigger economic opportunity may emerge when AI moves from the screen into the physical economy—factories, machines, power networks and industrial infrastructure. Let's get into the insights of Pritam Prabodh Deuskar , CIO, Wealthyvia Ventures and SEBI -registered research analyst, on how industrial Artificial Intelligence can directly improve productivity, utilisation, quality and costs, creating a clearer link between technology adoption and profitability, cash flows and ROCE. The AI narrative has largely centred on chatbots, generative AI, search and consumer applications. But the more important investment question may be: what happens when AI moves from the screen into the factory? When applied to machines, production lines, power networks, logistics and industrial infrastructure, AI can directly improve productivity, asset utilisation and operating eff...

The Great Component Shift: Pritam Deuskar on India's Export Opportunity Beyond Finished Goods

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  India’s manufacturing opportunity is shifting from assembly to value capture. As global OEMs diversify supply chains and demand more complex products, the companies supplying critical, difficult-to-replace components could capture a growing share of the value chain. Stay with us and keep reading as Pritam Deuskar , CIO, Wealthyvia Ventures and SEBI-registered research analyst, explores how India’s next manufacturing opportunity may lie not in assembling more, but in becoming indispensable to what the world manufactures. For years, India’s manufacturing success has been measured by the finished products it can assemble and export. But the more important question is: who captures greater value—the company assembling the final product, or the company supplying the critical component that the entire product depends upon? Increasingly, the answer points to the latter. India’s next manufacturing opportunity may therefore lie not simply in making more finished goods, but in building...

Pritam Deuskar on the Hidden Moats of Indian Manufacturing

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Why Supplier Qualification Matters More Than Patents India’s manufacturing story is entering a new phase. The opportunity is no longer just about lower costs, but about building capabilities that global companies can trust. As supply chains diversify beyond China and manufacturing complexity rises, supplier qualification, engineering depth and execution are emerging as powerful competitive moat. Read ahead to know what Pritam Deuskar , CIO, Wealthyvia Ventures, thinks about how this creates an opportunity for investors to identify Indian companies moving beyond being vendors to becoming critical and strategic suppliers in global manufacturing ecosystems. Investors typically associate manufacturing moats with patents, proprietary technology and scale. In precision manufacturing, however, the strongest moat is often less visible: becoming a qualified and trusted supplier to a global customer. A competitor can buy the same machine or offer a lower price, but it cannot easily replicat...