Return on India

Through conversations with central figures in Indian business, Return on India explores the investment case for one of the most populous and promising economies in the world.

Romeen Sheth Host Romeen Sheth

Romeen is the CEO of Metasys.

Return on India

Ep.11

Reviewing India’s Opportunity

Romeen Sheth is the host of Return on India. 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.

03.16.2023

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Return on India

Ep.10

Gold: India’s Secret Asset Class

Nishchay Ag is the founder and CEO of Jar. We cover how a simple product is actually incredibly complicated to build, the psychology of India's consumer class, and the fast-changing behavior patterns of India's next generation.

02.23.2023

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Return on India

Ep.9

Building India’s Biggest Stockbroker

Nithin Kamath is the founder and CEO of Zerodha. We cover the step function growth in the business, why areas of the Indian ecosystem are underdeveloped, and thoughts about operating outside of India.

02.16.2023

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Return on India

Ep.8

Building for the World from India

Prukalpa Sankar is the co-founder of Atlan. We cover why India has hit an inflection point, the evolution of SaaS in the country, and what different countries do well from a cultural perspective.

02.09.2023

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Return on India

Ep.7

Gaming for 1 Billion People

Nitish Mittersain is the founder and CEO of Nazara. We cover the evolution of the video game market in India, the impact of Jio’s high-quality data service, and his outlook on India’s potential video game market over the next ten years.

01.30.2023

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Return on India

Ep.6

Exploring Consumer Psychology

Kunal Shah is the founder and CEO of CRED. We cover why the consumption class is aggregated in approximately 1% of the population, why credit has been underutilized in India, and what characteristics are needed to build a platform company in India.

01.12.2023

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Return on India

Ep.5

Transforming SMBs in India

Ravish Naresh is the founder and CEO of Khatabook. We cover the nuances of small businesses in India, the challenges of building for this segment, and the second and third-order effects of including MSMEs in the formalized Indian economy.

01.05.2023

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Return on India

Ep.4

Understanding India from The West

Anand Chandrasekaran is a Partner at General Catalyst. We cover the different phases of India's growth, the challenges of building in India, and how Indian business compares to the US.

12.22.2022

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Return on India

Ep.3

Enabling Ecommerce in India

Saahil Goel is the founder, and CEO of Shiprocket. We cover the pivot from KartRocket to Shiprocket, why shipping is such a challenge in India, and the next pieces that need to be built for Shiprocket.

12.15.2022

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Return on India

Ep.2

Building the India Stack: UPI, Aadhar and Data Empowerment

Nandan Nilekani is the co-founder of Infosys. We cover the three components of the India Stack, explore the second-order effects of UPI, and discuss Nandan's perspective on what the future holds for India.

12.08.2022

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