Banking and Finance :
Banks : 1) HDFC Bank 2) ICICI Bank 3) Kotak Bank
I would like to restrict myself to the top 3 banks of India. As it is , Banks are Leveraged entities, so better to restrict to the top players with best management. I dont like new and small players in this segment for obvious reasons
In NBFC-
I have diversified into three different NBFC categories
- Bajaj Finance -for consumer finance leader
- Muthoot Finance- For gold finance leader
- Chola Finance- For Commercial Vehicle segment leader.
all players are expert in their own segment and market leaders…
[—to be continued…]