Samir Arora vs Pulak Prasad: 'Itne paas, phir bhi itne door'

You would think that if two investors ran billion-dollar India-focused funds out of the same city (Singapore), they would at least have a few things in common: a shared worldview, a preference for certain kinds of stocks, maybe even a similar framework for thinking about risk. But Samir Arora and Pulak Prasad are a study in contradiction—'itne paas, phir bhi itne door'. Samir Arora's investing philosophy The founder of Helios Capital believes in the process. And more importantly, in filters. He doesn't chase multibaggers or future narratives. He filters out the obvious mistakes, such as bad governance, poor capital allocation, potential disruption and unsustainable valuations. His eight-factor checklist (theme, industry, disruption risk, management, governance, accounting, near-term triggers an

This article was originally published on April 23, 2025.