BEST Stocks in 2026 : Portfolio Strategy for Indian Investors | Sandeep Jain | FWS 83

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This podcast is a deep dive into how India is transforming, financially, structurally, and in ways most people don’t notice until someone explains it simply. That “someone” in this episode is @SandeepJainStocks, Co-founder of Tradeswift Broking Pvt. Ltd., and a name you’ve probably seen on Zee Business or CNBC Awaaz breaking down markets with calm, practical clarity.

As the conversation unfolds, Sandeep’s background naturally shows through. With 15+ years in equity, commodity and currency markets, plus his work across industry bodies like REMA and CPAI, he brings a front-row view of how India’s financial systems actually behave, beyond headlines, beyond hype. His experience conducting investor education programs across the country also means he explains things in a way everyone can understand.

Inside the episode, we explore why medical tourism in India is exploding, how treatment here can cost a fraction of US prices, and what that signals about India’s rise.

We get into the truth about PMS and exotic financial products, why they rarely serve retail investors, and why simple long-term investing consistently outperforms market chasing. Sandeep breaks down how India may consolidate into just a handful of major banks, which sectors are quietly compounding wealth, and why midcaps have outperformed dramatically over the past decade.

By the end, this isn’t just a finance conversation. It becomes a blueprint of how India is evolving and how regular people can position themselves without overthinking or relying on noise. If you’ve ever wondered where India’s real opportunities lie, or how to actually build wealth in a calm, disciplined way, this episode is packed with clarity.

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Sharan Hegde:
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Sandeep Jain’s Youtube Channel:
@SandeepJainStocks

Sharan Hegde is a personal finance creator & founder of the 1% Club, simplifying money, markets, and mindset for India’s next generation of wealth builders.

Timeline:
00:00 What This Episode Is About
01:06 Meet Today’s Guest: Sandeep Jain
02:23 Ideal Asset Allocation for Ages 20–40
08:08 Sandeep’s PMS Fund gave 28% Returns?!
09:01 Can PMS Actually Beat Mutual Funds?
12:26 How to Think About Investing (Sandeep’s Approach)
14:57 Sectors That Could Win Big by 2026
23:15 GST Cuts & Their Impact on Consumption
25:37 Grow IPO: What Investors Should Know
26:37 Other Sectors Offering Better Returns
28:38 Can Banking Stocks Still Deliver High Returns?
35:21 Auto Sector: Opportunity or Overhyped?
39:15 Will Jio IPO Become a Cult Stock?
40:50 Sandeep’s Stock & Real Estate Investments
43:41 Sandeep’s Formula for Building Wealth
45:50 Will 2026 Be a Bull Market?
47:42 When Is the Right Time to Buy a House?

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44 COMMENTS

  1. Stocks discussed are very random unfortunately, Since you spend a good amount of time on housing, let me share my view.
    Owning a house is like owning gold jewellery—it’s primarily for comfort and emotional satisfaction, not just returns. Don’t overthink short-term appreciation. It’s also one of the best hedges against inflation. Over 15–20 years, it may suddenly appreciate multifold. Until then, enjoy it and live your life in your own style… Until then, enjoy the comfort, memories, and lifestyle it gives you.

  2. Sau saal pehle bohut musKILL tha to prove something. Today, it's damn easy. Take 10K mobile + 349/m Internet + open a YouTube channel + bakwaas upload SHURU KARO.
    .
    Log bindaas belive karte hain.
    That also bilkul Blindly.
    Koi cross-check, Koi investigation, Koi counter question tak nahi karta hai.
    .
    Mahaan Indians ki Aatma.
    😂😂😂

  3. Sharan and Sandeep, this podcast is pure gold! ✨ Your insights on the Indian market are incredibly valuable. I'm so grateful for your calm and practical advice—it's a game-changer for wealth building! Keep shining! ❤

  4. Sagility can be a potential multi bagger this year.

    Although traditionally viewed as a BPO company, the company is actively transitioning into an AI product-led business. LinkedIn employee data shows Sagility employing and hiring AI engineers and platform architects, highlighting a clear strategic shift toward AI-driven solutions. Over time, AI software and products are expected to replace manpower-intensive BPO services.

    The company is supported by strong financials and solid fundamentals. Additionally, there are market rumours that a large US-based healthcare company may acquire Sagility this year.

  5. So cringy podcast 1. Open promotion of his PMS and MF 2. 1 yr old PMS and promising to beat all index funds in next 1 decade, so naive 3. When asked Indian IT sectors, he mentioned as good investment. Are you kidding? 4. Sharing own stocks so that retail investors buy more. 5. Lastly, i expected much better from Sharan.

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