Kuntal Shah is a value investor with three decades of experience spanning various aspects of the capital market. He is an investor turned entrepreneur with experience of having invested in all sorts of enterprises-seed, early growth, and late-stage growth. Now working on developing technology related solution to deal with unstructured streaming data and founded Needl. Ai

Kuntal is interested in further enhancing skills and apply experience cultivated over multi-business cycle tracking and analyzing of select businesses and knowledge of “what to focus on” and “what not to do. He has experience in India centric capital allocation related investments and have an opportunistic inclination towards a value-oriented and risk-controlled approach to investments. He has seen evolution of multiple companies across all maturity stages and associated with many organization boards and helped companies in multiple areas of growth strategy to capital allocation, financing, M&A and other related topics.

Kuntal is an electronics engineer from Pune University and also volunteers for few non-profit organizations to make desirable positive societal impact. He contributes to the society by giving lectures at IIM – Ahmedabad, IIT- Mumbai, CA Institute and FLAME University.

Presentations / Webinars

The Art of Selling - 2024
https://www.flame.edu.in/pdfs/fil/presentations/The-Art-of-selling-Kuntal-Shah-Sept2024.pdf

Technology for investment - 2021
https://www.flame.edu.in/pdfs/fil/presentations/technology-for investment-by-kuntal-shah.pdf

India Inc. : Consolidation in the Era of Covid 19 - 2021
https://www.flame.edu.in/pdfs/fil/presentations/India-Inc-Consolidation-in-the-Era-of-Covid-19-by-Kuntal-Shah.pdf

India : Wealth Creation Story - Kuntal Shah @ Indian Embassy, Moscow - 9th October 2019
https://twitter.com/kuntalhshah/status/1184719686019080192?s=12
(Profiting India Multi-Trillion USD Stock Markets)

Practitioner's Insights : Investing Wisdom from a Library of Mistakes (Webinar)
https://cfainstitute.org/research/multimedia/2019/practitioners-insights-investing-wisdom-from-a-library-of-mistakes

Practitioner's Insights : Investing Wisdom from a Library of Mistakes (Presentation)
https://on24static.akamaized.net/event/20/59/75/8/rt/1/
documents/resourceList1568258632674/cfainstitutepresentationkuntalshah1568258631485.pdf

Investing Framework : Learning from the History of Capital Markets
https://www.cfasociety.org/india/Presentations/History of Capital Markets-MAW 29th June-Kuntal Shah.pdf

Disclaimer - FLAME University is a fully philanthropic, not-for-profit university. The FLAME Investment Lab is established with the aim of providing a platform for experienced specialists to assist humble practitioners and students in acquiring knowledge about the art and science of investing. It is important to note that the courses offered, as well as the materials shared during these courses and on our website, should be regarded solely as educational resources.

Please be advised that no recommendations to buy, sell, or hold any particular investment should be anticipated from these presentations. The content provided is strictly for educational purposes and does not constitute investment advice or tips.

Interviews and Articles

Mr Kuntal Shah conversation with Mahalakshmi for The Wealth Formula | Spotting mulibaggers, detecting frauds and checks & balances before investing
https://www.flame.edu.in/pdfs/fil/articles/Mr-Kuntal-Shah-conversation-with-Mahalakshmi-for-The-Wealth-Formula.pdf

The One Percent Show: Kuntal Shah
https://www.safalniveshak.com/the-one-percent-show-kuntal-shah-transcript/

When Tech Meets Finance – Indian Investing Conclave 2021
https://oaklanecapital.com/when-tech-meets-finance-indian-investing-conclave-2021/

Kuntal Shah’s conversation with Rohith Potti, on behalf of MOI Global
https://oaklanecapital.com/kuntal-shahs-conversation-with-rohith-potti-on-behalf-of-moi-global/

Kuntal Shah on Three Decades of Intelligent Investing in India
https://moiglobal.com/kuntal-shah-interview-202107/

Financial Literacy
Savings, Wealth Creation, Preservation, Time Value and Role of Borrowings
Financial Scams And How To Spot Them
India Inc. : Consolidation in the Era of Covid19

ET Interview: We are not yet at the bottom of the valuations, says this value investor
Kuntal Shah is the founding partner of Oaklane Capital Management. A value-oriented investor, he possesses an in-depth understanding of value investing with a focus on risk identification and mitigation, emerging trends, and opportunities.
https://economictimes.indiatimes.com/markets/expert-view/we-are-not-yet-at-the-bottom-of-the-valuations-says-this-value-investor/articleshow/70585086.cms

Morningstar Interview: Does technology defy longevity of growth in a business?
Kuntal Shah is the founding partner of Oaklane Capital Management. A value-oriented investor, he possesses an in-depth understanding of value investing with a focus on risk identification and mitigation, emerging trends, and opportunities.
https://www.morningstar.in/posts/54111/technology-defy-longevity-growth-business.aspx

Session by Mr. Kuntal Shah- Master’s at work (MAW) event, Kolkata-2019
On 29th of June 2019, Kuntal Shah, founder of Pune based Oaklane Capital Management spoke on “Investing Frameworks and Learning from the Markets”. His talk covered over 300 years of financial market history and was filled with specific anecdotes of the major financial market crashes of history.
https://cfasocietyindia.com/2019/07/12/session-by-mr-kuntal-shah-masters-at-work-maw-event-kolkata-2019/

InvestorInsights: Safal Niveshak Interview - Kuntal Shah
https://www.flame.edu.in/pdfs/fil/articles/Safal-Niveshak-Interview-Kuntal-Shah.pdf

Value Investor Interview: Kuntal Shah
Kuntal Shah is one of the founding partners of SageOne Investment Advisors and has an opportunistic inclination towards a value-oriented and risk-controlled approach to investments.
http://www.safalniveshak.com/value-investor-interview-kuntal-shah/

How this D-Street wizard conquers greed and fear
Ramesh Damani sat down with Kuntal Shah, Partner of SageOne Investments, and asked him about his investment processes and how he controls emotions of greed and fear.
http://www.moneycontrol.com/news/market-outlook/how-this-d-street-wizard-conquers-greedfear_7651661.html

Implication of GST on the broader economy and Stock Markets: Stakeholders’ perspective
CFA Society, Pune Chapter hosted a session on “Implication of GST on the broader economy and Stock Markets: stakeholders’ perspective” by Mr. Kuntal Shah on 18th August 2017.
https://cfasocietyindia.com/2017/10/02/implication-of-gst-on-the-broader-economy-and-stock-markets-stakeholders-perspective/

Videos