Emerging Sectors and Investing Implications with Rajeev Thakkar and Raunak Onkar
05 - 06 July, 2025
ABOUT THE FLAME INVESTMENT LAB
FLAME was founded with the concept of interdisciplinary education as its cornerstone. FLAME celebrates ideas, cherishes diversity, and strives to deliver an academic experience that fosters intellectual curiosity, a critical thought process, self-reflection, leadership and teamwork skills, a sense of commitment and professionalism and a heightened sensitivity to one’s sociocultural environment. FLAME aims to provide an interdisciplinary platform of education by propagating different models and paradigms through, but not limited to, history, philosophy, political sciences, psychology, business, economics, mathematics and finance.
As part of its endeavor to constantly redefine education, FLAME inducted the FLAME Investment Lab (FIL), an initiative that strives to deliver the concepts and decipher the art of value investing to interested students. FIL believes in the dictum “invest in yourself”. It provides tools for self-learning and acquiring knowledge, constantly striving for intellectual stimulation and asking questions. FIL strives to widen your horizons, aiding you to connect the dots within seemingly disparate information. FIL truly believes that the best investment is investing in yourself. As Socrates has said, “I cannot teach anybody anything. I can only make them think.”
After successfully hosting multiple FLAME Investment Lab programs, we are excited to announce the ‘FLAME Investment Lab - Emerging Sectors and Investing Implications’ program with Rajeev Thakkar and Raunak Onkar, from July 05 - July 06, 2025.
OUR PHILOSOPHY
FLAME Investment Lab (FIL) is a residential programme, structured keeping in mind our conviction that value investing is the only proven successful investment process that has delivered above market returns through various market cycles. It provides investors with various tools needed to form a temperamentally sound investment discipline.
It is an initiative that strives to deliver the concepts and decipher the art of value investing to interested students. FIL believes in the dictum “invest in yourself”. It provides tools for self-learning and acquiring knowledge, constantly striving for intellectual stimulation and asking questions. FIL strives to widen your horizons, aiding you to connect the dots within seemingly disparate information.
SPEAKERS
Rajeev Thakkar
Possessing over three decades of experience in various segments of the capital markets such as investment banking, corporate finance, securities broking and fund management, he is currently the Chief Investment Officer and Director at PPFAS Mutual Fund.
His association with PPFAS Limited (The sponsor of PPFAS Asset Management Company Ltd.) began in 2001. He was appointed the Fund Manager for the erstwhile flagship strategy of the Portfolio Management Service, titled “Cognito” in 2003.
He is a strong believer in the school of “value investing” and is heavily influenced by Warren Buffett and Charlie Munger’s approach. Apart from his technical ability, what distinguishes him from many others is his ability to stand his ground and remain unflappable during difficult times.
He is a regular contributor to Mint newspaper and has also appeared on business channels such as CNBC, ET Now and NDTV Profit.
He is a qualified Chartered Accountant, Cost Accountant and CFA Charterholder.
Raunak Onkar
Raunak Onkar is a Co-Fund Manager & the Research Head at PPFAS Mutual Fund.
After his Bachelors in IT and an MBA in Finance, Raunak started his capital markets journey with PPFAS, over a decade ago. As an analyst, he covers a variety of businesses & sectors and is a regular speaker at PPFAS’ Monthly Event, Financial Opportunities Forum series on Youtube. (https://ppfasfof.com/)
PROGRAM OUTLINE
- What is Electronics Manufacturing?
- Market Size by Products
- History of in-house manufacturing vs Outsourced manufacturing
- When did it start?
- International Success and Failure with examples
- Current State of Global Electronics Manufacturing
- What’s happening in India?
- Imports and Import Substitution
- Forex
- Employment
- Exports
- Geopolitical Position
- What’s needed in India to become a hub for Outsourced Electronics Manufacturing?
- Progress in India
- Road map for India
- PLI and Policy Initiatives
- Key players in India
- Strategy
- Execution
- Examples
Disclaimer: Businesses discussed during the program are for illustrative purposes only and not a BUY / SELL / HOLD Recommendation.
WHO SHOULD ATTEND?
Prior knowledge of electronics manufacturing processes or supply chain dynamics is useful but not necessary.
Anyone who wishes to understand the current state of electronics manufacturing globally and in India, along with the progress and roadmap for India to become an outsourced electronics manufacturing hub, should attend. This course will also be valuable for those interested in the broader impact on global trade, foreign exchange, employment generation, and geopolitical positioning.
SELECTION CRITERIA
- Graduate and above
- Any educational background
All applicants to note the following:
- Admission to the program is not subject to early submission of application form.
- Corporate nominations will be restricted to not more than five nominees so as to ensure a fair distribution of the cohort.
- FLAME reserves the right for selecting participants to this program.
All applicants to note the following:
- Admission to the program is not subject to early submission of application form.
- Corporate nominations will be restricted to not more than three to ensure diversity of the cohort.
- FLAME reserves the right for selecting participants to this program.
WHO SHOULD NOT ATTEND?
Someone who is expecting detailed discussion on process engineering, manufacturing techniques and factory tooling will not find too much value.
We will be providing a global overview of this sector from a business point of view and we lack the experience to provide a practitioner’s point of view.
WHAT NOT TO EXPECT?
No stock tips will be given. The program is about developing the right-thinking style to become more rational. While this has many useful applications and investing wisely is one of them, if you are contemplating attending this workshop to find ways to get rich quickly, then please do not apply as you will be disappointed.
APPLICATION DEADLINE
May 05, 2025.
SELECTION NOTIFICATION
Confirmation emails will be sent to the selected participants by May 12, 2025.
PROGRAM FEES
- INR 27,500 plus GST (INR 32,450) which includes tuition, course materials, meals and on campus accommodation.
- Fee does not include travel and other incidental expenses.
- Candidates need to submit the application form online.
- On being selected for the program, candidates will receive an online payment link. Selected candidates must complete the payment within 4 days of receiving their selection notification, which is latest by May 15, 2025.
- Kindly note, even if the application is submitted, but the payment is not made within the communicated deadline, the application will be deemed incomplete and annulled.
APPLICATION PROCEDURE
To apply the applicant must complete the application form.
APPLY NOWWITHDRAWAL AND CANCELLATION POLICY
- In the event that FLAME University is unable to provide the program, all fees will be fully refundable.
- For selected candidates:
- If a request for withdrawal is received before and up to June 14, 2025, the full amount of the fee paid shall be refunded.
- If a request for cancellation is received after June 14, 2025, 10% of the fee paid shall be refunded. GST on cancellation will be applicable.
ACCOMODATION
Accommodation will be provided in an AC, double occupancy room to all participants at the FLAME campus in Pune for the night of July 05, 2025.
FACILITIES AND INFRASTRUCTURE
FLAME offers 70 acres of tranquil space, just 13 kms. from the Pune University main gate. It is an eco-friendly campus adjoining an 18-hole golf course. FLAME has an international sized cricket ground, football, tennis, basketball and volleyball courts, outdoor Olympic sized swimming pool, track and field, futsal and handball at their disposal. A fitness and conditioning studio, badminton courts, billiards tables, squash courts, table tennis, carrom and chess ensure that FLAME’s sports facilities are second to none.
Its academic spaces include an auditorium, lecture theatres, conference rooms, a library, a performing arts studio, a visual arts studio, a sculpture studio, Physics, Chemistry and Biology labs, Financial Research lab and amphitheatres. Some of the other amenities include cafes, Wi-fi connectivity, an infirmary and an ambulance in case of emergency.
During the duration of the program, participants are encouraged to explore the campus and use the facilities FLAME offers.
CONTACT
Phone: +91 84840 98259 (Text and WhatsApp only)
Toll-free No: 1-800-209-4567
E-mail:
Website: www.flame.edu.in
DOWNLOAD BROCHURE
VENUE
FLAME University
Gat No. 1270, Lavale, Off. Pune Bangalore Highway,
Pune - 412115, Maharashtra, India.