Kush Gupta on Small Cap Investing, AIFs & IPOs | Sanjay Kathuria Podcast EP38

In this episode of the Sanjay Kathuria Podcast, we host Kush Gupta, an experienced investment professional with 20+ years in finance and corporate law, currently Director & Fund Manager at SKG Investments & Advisory. He manages the SKG India Small & Midcap Fund (Category III AIF) and is known for applying a private-equity mindset to public markets.

Kush specialises in identifying profitable small & mid-cap companies undergoing “impact events” such as mergers, acquisitions, or large capital raises. A frequent media commentator on Indian market trends, he has also served as Chairman, Navi Mumbai Chapter of ICSI, bringing governance and due-diligence rigor to investing.

In this no-nonsense conversation, we break down why small caps gave negative returns, how scams happen, how AIFs evaluate IPOs, and the right framework to buy—or exit—stocks. If you’re planning to invest in small caps, IPOs, or AIFs in 2026, this episode offers clear rules, real risks, and practical filters used by professionals.

📘 What You’ll Learn

✅ How to invest in small caps the right way

✅ Key risks & common scams in small-cap investing

✅ Small-cap categories explained (what to avoid)

✅ AIF investing basics & return expectations

✅ How professionals evaluate IPOs

✅ When to sell stocks—clear exit rules

✅ Best sectors to invest in 2026

⏱️ Timestamps

00:00 – Episode Teaser

01:48 – Small Cap Investing Guide

09:16 – Risks of Investing in Small Caps

11:35 – Small Cap Scams Exposed

14:39 – Small Cap Categories Explained

16:51 – AIF Investing Explained

20:19 – Returns of AIF Investments

22:49 – How to Invest in Small Caps

30:02 – Best Sectors to Invest in 2026

31:55 – How AIFs Evaluate IPOs

36:07 – IPO Scams Exposed

40:25 – When to Sell Your Stocks?

44:32 – The Right Way to Invest in IPOs

01:00:27 – Episode Outro

🔗 Guest Social Handles – Kush Gupta

LinkedIn (Investment): https://in.linkedin.com/in/kush-gupta-skg

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🧵 Hashtags

#SmallCapInvesting #IPOReality #AIFInvesting #StockMarketIndia #WealthCreation #Investing2026 #SanjayKathuriaPodcast #IndianInvestors

🔍 SEO Tags

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⚠️ Disclaimer

This podcast is for educational and informational purposes only. The views expressed are personal opinions of the guest and host and should not be considered financial or investment advice. Please consult a SEBI-registered advisor before investing.

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📚 About the Podcast

The Sanjay Kathuria Podcast brings you India’s top investors, fund managers, and entrepreneurs—helping you understand how the top 1% think, assess risk, and build long-term wealth.

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