Return on India

Mar 16 2023 12 ep. 44

Return on India Podcast artwork

Return on India is a deep dive investing series covering one of the most populous and promising economies in the world. Through conversations with central figures in Indian business, Return on India investigates the past, present and future as we explore India’s investment case. This is a country filled with nuance, contradictions and ambition for the future and we are excited to share why the next decade looks so promising for India. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

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Romeen Sheth - Reviewing India’s Opportunity - [Return on India, EP.11]

Mar 16 2023 43 mins

This is Matt Reustle, and for this season's final episode we decided to flip the table and interview Romeen. We talk at a high level about our favorite lessons in the series, some great behind-the-scenes moments across the project, and what Romeen will be monitoring from here. Please enjoy this conversation with Romeen. For the full show notes, transcript, and links to the best c

Nishchay Ag - Gold: India’s Secret Asset Class - [Return on India, EP.10]

Feb 23 2023 43 mins

My guest today is Nishchay Ag, founder and CEO of Jar. In the last conversation we had on Return on India, we spoke with Nithin Kamath, the founder and CEO of Zerodha. In that conversation, we focused on how tier-one India is advancing up the maturity curve with respect to financial literacy. Today we explore the opposite. We explore the rest of the Indian landscape. How do non-tie

Nithin Kamath - Zerodha: Building India’s Biggest Stockbroker - [Return on India, EP.09]

Feb 16 2023 47 mins

My guest today is Nithin Kamath, founder and CEO of Zerodha. The last 10 years in the Indian startup ecosystem have been flushed with venture capital, especially from the West. The country, understandably, has hit an inflection point and capital allocators are bullish on the potential to build world-scale businesses in India today. One of the most fascinating businesses in India th

Prukalpa Sankar - Building for the World from India - [Return on India, EP.08]

Feb 09 2023 41 mins

My guest today is Prukalpa Sankar, co-founder of Atlan. Atlan is one of the most exciting SaaS businesses in India and PK was the perfect guest to dive deep into what's going on in the Indian ecosystem. When we think about startups, consumer startups at large have experienced a major shift over the years, going from low-hanging-fruit services businesses to more challenging X for Y

Nitish Mittersain - Nazara: Gaming for 1 Billion People - [Return on India, EP.07]

Jan 30 2023 48 mins

My guest today is Nitish Mittersain, founder and CEO of Nazara. One of the longest-standing and most exciting consumer businesses today in India is gaming. The ecosystem is ripe with venture capital, over $2bn has been infused in the last few years, developer talent and an influx of customers with the rise of Jio. But the gaming story has been around for the last 25 years and Nazar

Kunal Shah - Exploring Consumer Psychology - [Return on India, EP.06]

Jan 12 2023 48 mins

My guest today is Kunal Shah, founder and CEO of CRED. When you think of India as a society, the motivations and psychology of consumers and how they interact with brands is fundamentally different than Western societies. There's a different philosophical value attributed to collectivism versus individualism. Trust finds itself aggregating in large entities and institutions and the

Ravish Naresh - Khatabook: Transforming SMB’s in India - [Return on India, EP.05]

Jan 05 2023 49 mins

My guest today is Ravish Naresh, founder and CEO of Khatabook. The Indian economy is set up structurally differently to the West. While the US has big box retail and all the benefits that come with it - efficient supply chains, readily established infrastructure, and access to credit - India largely operates in the backs of the MSME segment; micro, small, and medium enterprise. Und

Anand Chandrasekaran - Understanding India from The West - [Return on India, EP.04]

Dec 22 2022 46 mins

My guest today is Anand Chandrasekaran, Partner at General Catalyst. While India has become a popular investment hub in recent years, it wasn't the case just shy of a decade ago. Even more rare were investors that spent equivalent amounts of time in India and the Bay Area. Anand has a unique perspective, and it's why I wanted to bring him on to Return on India. He's operated and in

Saahil Goel - Enabling Ecommerce in India - [Return on India, EP.03]

Dec 15 2022 61 mins

My guest today is Saahil Goel, founder and CEO of Shiprocket. Over the last decade, a number of startups that have reached escape velocity in India have followed the X for Y startup model. They've taken influence from something that works in the US and western markets, and applied it to India. The next generation of winners will build Native India use cases, and Shiprocket is a per

Nandan Nilekani - Building the India Stack: UPI, Aadhar and Data Empowerment - [Return on India, EP.02]

Dec 08 2022 47 mins

My guest today is Nandan Nilekani. Nandan is one of the most transformative figures in the Indian technology landscape, both in the private and public sector. He co-founded Infosys - one of the world’s largest information technology services firms with a market cap of over $75B, and served as the Chairman of UIDAI which developed many of India’s world class public digital infra