Ayna Insights

Ameya Prabhu: Exploring India's Investment Potential

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Gaurav Batra, CEO of Ayna.AI, welcomes Ameya Prabhu, Founder and Managing Partner of UAP Advisors and the Managing Director of NAFA Capital Advisors, Mumbai, India.  NAFA Capital Advisors is an India-focused integrated financial services platform with activities in investment management and corporate advisory. Ameya, designated "Young Global Leader" by the World Economic Forum, is also an author of "The Rock Babas and Other Stories," distributed by Amazon, and a trustee of Manav Sadhan Vikas Sanstha, an NGO for holistic human development.

In this episode, Ameya discusses building NAFA into a diversified investment platform with a focus on financial services and agriculture. He shares key investment tenets driving its success and offers an outlook on opportunities and challenges for the Indian economy. Finally, he also shares some pearls of wisdom from his book "The Rock Babas".

 

Discussion Points

  • Ameya's investment management success rooted in "old school" fundamentals: profitability, growth, and return on equity.
  • NAFA and UAP's success built on (a) focusing on profitable, cash flow generating businesses, (b) investing in innovation, and (c) providing a differentiated investment opportunity in a competitive marketplace.
  • NAFA's high-touch approach drives success in each subsidiary, deploying talent strategically to scale the platform.
  • Indian economic atmosphere optimistic with domestic demand growth and softening commodity prices, but challenges ahead include job creation with the rise of AI and infrastructure development.
  • Ameya's book, "The Rock Babas," shares compelling personal journeys of distinct characters evolving through trials and tribulations.
  • Entrepreneurship requires continuous learning, humility, and confidence in taking risks to achieve success.

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    Ayna Insights is brought to you by Ayna.AI—a managed service provider that combines domain expertise and transformation capabilities to create alpha—performance superior to market indices—in the industrial and industrial technology sector. Ayna.AI is an affiliate of Fernweh Group. The host of this episode, Gaurav Batra, is the President & CEO of Ayna.AI. Fernweh Group is an investment company that is adapting an engaged investor and operator model to create “segment of one” leaders in the industrial and industrial technology sector.

     

    For More Information

    Ameya Prabhu LinkedIn

    Book: The Rock Babas 

    Ameya Prabhu Website

    NAFA 

    Book: The Titanium Economy

    Ayna.AI Website

    Fernweh Group Website

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