Business and Investing Mental Models with Gaurav Dalmia, Private Equity Pioneer in India

Gaurav Dalmia is a doyen of the Indian investments industry. It’s one thing to invest money and it's another thing to multiply it, and our guest today, Mr. Gaurav Dalmia, has been a savvy allocator of capital in Indian markets who has consistently multiplied his money for more than 30 years. He has also seeded, supported, and founded many of the top funds in India, and is very likely among the best -- top decile -- investors in the country today. He is Chairman of Dalmia Group Holdings and invests across private equity, real estate, structured credit, special situations, venture capital, and public equities. He used to previously lead Dalmia Cement. He has an MBA from Columbia University and regularly comments in the leading business and media publications both in India and around the world. In this video, he shares: (1) A little bit about his personal and investment firm's background (2) Why he is long term bullish on the Indian economy and why one should ride short term economic fluctuations (3) His framework for evaluating investments (4) Case study on when things go right, InCred -- an investment where he is expecting to make 8-10x on what he invested (5) Case study on when things don't work out, PharmEasy -- where his company is possibly underwater after five years (6) Case study on when people we deal with go completely rogue, Ansals -- how he's spent 12 years battling with this once successful but now notorious real estate group in Delhi, a fight that's taken his company from police stations to high courts to the supreme court (7) Finally, he distills and summarizes his life's key learnings in three key takeaways that are applicable beyond the business world Welcome to The Anand & Dhananjay Show, where we bring you in-depth business interviews with top leaders from various industries. Our goal is to break down complex business concepts into simple, jargon-free insights, guided by first principles. Tune in for honest, no-nonsense conversations that give you a clear understanding of how successful businesses operate. We hope you enjoy the episode with Mr Dalmia, where a titan of Indian investment shares his formulas, successes, and learnings in transparent and candid honesty. #BusinessInterviews #Leadership #FirstPrinciples #BusinessInsights #Entrepreneurship #NoJargon #IndustryLeaders #SimplifiedBusiness #TheAnandAndDhananjayShow #BusinessTalks #startupadvice Subscribe, follow, and engage with us: Instagram: @theananddhananjayshow