Investment Masterclass 2026 · 4th Edition · Jhaveri Securities presents
Investing in an uncertain world
Wars, trade fights, AI and markets that swing hard both ways. Five fund managers who invest for a living explain how they protect wealth and still compound it for the long term.
Book your passFrom ₹1,000 per person · in aid of the Tertiary Care Cancer Hospital, Muni Seva Ashram, Goraj
- When
- Sunday 6 December 2026Registration opens at 8:30 am
- Where
- Surya Palace, VadodaraOpposite Parsi Agiary Ground, Sayajigunj, Vadodara, Gujarat 390020
- Host
- Niraj ShahExecutive Editor, NDTV Profit
Niraj Shah
Vikas Khemani
Harish Krishnan
Rahul Veera
Gurmeet Chadha
Bhargav Buddhadev
Five fund managers explain how they decide what to buy, what to avoid and when to wait.
BookThe 2026 theme
What this year is about
One Sunday morning in Vadodara with five fund managers and the host who questions them on air every week.
- 01
Geopolitics and your portfolio
Wars, elections and trade fights move markets overnight. What a long-term investor should react to, and what to ignore.
- 02
AI: threat or opportunity
Which Indian businesses AI will hurt, which it will help, and how fund managers are positioning for both.
- 03
Protecting the downside
How professionals size positions, hold cash and avoid the permanent losses that undo years of compounding.
- 04
India over the next decade
Manufacturing, small and mid caps, and where the panel sees long-term wealth being built from here.
Speakers
Five fund managers and their host
-
Host
Niraj Shah
Executive Editor, NDTV Profit
Co-anchors India Market Open and presents Talking Point and The Portfolio Manager. He returns as host of the Masterclass.
Full profile
- Experience
- Has covered Indian markets on business television since his ET Now years.
- Career
- ET Now: anchor, then Stocks Editor
- BloombergQuint: Markets Editor
- NDTV Profit: since BloombergQuint merged into it in 2023
- Education
- Narsee Monjee Institute of Management Studies (NMIMS), Mumbai
- Known for
- Anchors India Market Open and presents Talking Point and The Portfolio Manager. He questions fund managers and CIOs on air every week, which is why the sessions stay conversational.
-
Speaker
Vikas Khemani
Founder & CEO, Carnelian Asset Management
Founded Carnelian in 2019 after seventeen years at Edelweiss Securities. Known for high-conviction, bottom-up growth investing and the India manufacturing thesis.
Full profile
- Experience
- About 25 years in Indian capital markets.
- Career
- Edelweiss Securities: 17 years, rising to CEO; built its institutional equities, investment banking and research businesses
- Founded Carnelian Asset Management in 2019
- Founder and Trustee, Plaksha University
- Education
- B.Com; Chartered Accountant, Company Secretary and CFA charterholder. ICAI Young Professional Achievers Award, 2014.
- Known for
- High-conviction, bottom-up growth investing with strict quality filters and forensic accounting checks. Best known for the India manufacturing thesis behind Carnelian's Shift strategy.
-
Speaker
Harish Krishnan
CIO – Equity, Aditya Birla Sun Life AMC
Oversees one of India's larger equity books. Spent close to two decades at Kotak before joining Aditya Birla Sun Life.
Full profile
- Experience
- About 21 years in asset management, in India and abroad.
- Career
- Kotak Mahindra (UK): managed offshore funds from Singapore and Dubai
- Kotak Mutual Fund: Senior Fund Manager, Equity
- Aditya Birla Sun Life AMC: Co-CIO and Head of Equity from 2023, CIO – Equity since January 2026
- Education
- B.E., Government Engineering College, Trichur; PGDBM, IIM Kozhikode; CFA charterholder. IIM Kozhikode Distinguished Alumnus Award, 2025.
- Known for
- Oversees the equity investments of one of India's larger fund houses, with a global view from years of running offshore money.
-
Speaker
Rahul Veera
Fund Manager – Equity, Nippon India AIF
Fourteen years in equity research and fund management, with earlier roles at Abakkus, Morgan Stanley, Edelweiss and Elara Capital.
Full profile
- Experience
- More than 14 years in equity research and fund management.
- Career
- Abakkus Asset Managers
- Morgan Stanley
- Edelweiss
- Elara Capital
- Education
- B.Com, H.R. College (Mumbai University); MBA, Swansea University, UK; Executive Finance programme, IIM Calcutta.
- Known for
- Stock research across consumer, pharma, chemicals and building materials.
-
Speaker
Gurmeet Chadha
Managing Partner & CIO, Complete Circle Wealth
A familiar voice on business television, and co-founder of the investor-education platform myfirstcrore.com.
Full profile
- Experience
- More than 20 years in investments and wealth management.
- Career
- Reliance Mutual Fund: seven years, including Regional Head, Greater Mumbai
- Citibank: Vice President and Investments Head, North
- Co-founded Complete Circle in 2015
- Education
- MBA, Institute of Management Studies, Devi Ahilya University, Indore.
- Known for
- A plain-spoken, story-led market voice on business television and in the financial press, and co-founder of the investor-education platform myfirstcrore.com.
-
Speaker
Bhargav Buddhadev
Fund Manager, Ambit Asset Management
Runs the Ambit Micro Marvels Portfolio. Built his small-cap research on channel checks with competitors, suppliers and distributors.
Full profile
- Experience
- About 20 years in investing and equity research.
- Career
- Kotak Mutual Fund: part of the investment decisions for its mid- and small-cap funds
- Ambit Institutional Equities: led mid-cap research and created the Beachcombing series
- Ambit Asset Management: runs Micro Marvels and co-manages Emerging Giants Small Cap
- Education
- Chartered Accountant; MBA (Finance). Ranked 4th for Small Caps in the 2017 Asiamoney polls.
- Known for
- Finding small companies before the market does, through on-the-ground checks with competitors, suppliers and distributors.
Sunday 6 December 2026
The morning
Last edition's timings. The order of sessions will be published closer to the day.
- 8:30 amRegistration and breakfast
- 9:30 amSessions with the speakers, hosted by Niraj Shah
- 1:30 pmLunch
The reasoning, not the tips
Each manager explains how they decide, so you can test it against your own portfolio.
Five ways of investing
A founder-run PMS, a large fund house's CIO, an AIF manager, a small-cap specialist and a wealth adviser.
Bring your family
One booking covers up to four people, and each of them gets their own pass on WhatsApp.
Passes
One pass per person, up to four per booking
Per person. One booking covers up to four people, and each of them gets their own pass.
- ₹1,000Early bird, if you book before Diwali
- ₹1,500From Diwali onwards
In aid of
The Masterclass is held in aid of the Tertiary Care Cancer Hospital at Muni Seva Ashram, Goraj, a charitable hospital near Vadodara. Your pass supports its work.
Before you book
Questions
Anything else: +91 96876 39578 or events@jslwealth.in
Who should come?
Long-term investors, business owners, and anyone who looks after their family's savings and wants to hear how professional fund managers decide what to buy and what to avoid.
How do I get my pass?
Book and pay on this site. Everyone named on the booking receives their own QR pass on WhatsApp, and the person who booked receives all of the passes by email.
Can I book for my family or colleagues?
Yes. One booking can include up to four people. Give each person's name and mobile number so that each of them receives their own pass.
Can I cancel or get a refund?
Passes cannot be refunded. If you cannot attend, the pass can be transferred to someone else. Write to us before the day with the new name and mobile number.
Where does the money go?
The Masterclass is held in aid of the Tertiary Care Cancer Hospital run by Muni Seva Ashram in Goraj.
What do I bring on the day?
Only your QR pass, on your phone or printed. It is scanned at the entrance.
Venue
Surya Palace, Vadodara
Opposite Parsi Agiary Ground, Sayajigunj, Vadodara, Gujarat 390020
Sunday 6 December 2026
- 8:30 am Registration and breakfast
- 9:30 am Sessions with the speakers, hosted by Niraj Shah
- 1:30 pm Lunch