Madhusudan Kela Portfolio Analysis
About Madhusudan Kela
Madhusudan Kela, a prominent figure in the Indian Capital Markets, publicly holds 8 stocks with a net worth of over ₹ 1,140.9 Cr. Over 30 years’ impressive track record in both the sell side and buy side investment mandates, well-deserved reputation earned by him as one of the most seasoned investors in the capital markets.
Portfolio and Holdings of Madhusudan Kela
Madhusudan Kela's portfolio, as of September 2023, is diversified across various sectors, demonstrating his strategic approach to investing. The sector-wise allocation of his holdings is as follows:
Journey and Investment Philosophy of Madhusudan Kela
Kela's journey in the financial world has been nothing short of remarkable. He spent more than a decade as the Chief Investment Officer at Reliance Capital Limited, where he led a team of over 40 investment professionals. Under his leadership, he managed the Equity AUM portfolio of the largest asset management company in India, a testament to his exceptional financial acumen.
Kela's influence in the financial sector extends beyond his roles in various organizations. He is an esteemed member of the Venture Capital Investment Committee (VCIC) of Small Industries Development Bank of India (SIDBI) for Fund of Funds for Start-ups (FFS). He also holds positions on committees for industry bodies such as the Federation of Indian Chambers of Commerce & Industry (FICCI) and the Confederation of Indian Industry (CII). Additionally, he is a Founder and Trustee at Plaksha University, showcasing his commitment to educational and philanthropic causes.
Kela's insights and expertise are highly sought after by leading business news channels in India, including CNBC TV18, ET Now, Bloomberg, BTVI, CNBC Awaaz, and Zee Business. He is a regular panelist at investment forums and major conferences organized by industry bodies such as FICCI, CII, and ICAI, as well as domestic and international institutions related to capital markets.
Recognized for his outstanding contributions, Madhusudan Kela has received accolades, including the Best Equity Fund Manager award presented by the Prime Minister of India. His counsel is valued by leading industrial houses in India, who rely on his strategic insights for both business and personal investments.
Portfolio Diversification of Madhusudan Kela
Madhusudan Kela's portfolio reflects a well-thought-out diversification strategy. With investments spanning across various sectors, including following:
- Printing & stationery,
Kela's approach seeks to balance risk and opportunity while capitalizing on the growth potential in diverse industries. This diversification strategy underlines his investment philosophy of managing risk and seizing growth prospects across different sectors.
Recent Jump in his Picked Stock
In his portfolio, the Choice International turned out to be the biggest gainer.
Financial Overview of the Choice International Ltd.
|Metrics||As of FY'23|
|Dividend Yield %||0|
|Debt to equity||0.43|
- The company should have a strong quarter.
- Over the past five years, the company has produced strong profit growth at a 37.5% CAGR.
As of September 2022 Mr. Madhusudan Kela owns the 12.06% of Choice Internationals Ltd.
Since March 2022, Madhusudan Kela and his spouse's share holdings has increased in value by more than 335%. The portfolio is currently valued at Rs 1,155 crore. In his portfolio, Choice International turned out to be the biggest gainer.
DisclaimerInvestment/Trading in securities Market is subject to market risk, past performance is not a guarantee of future performance. The risk of loss in trading and investment in Securities markets including Equites and Derivatives can be substantial.
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