Emkay Investment Managers Limited

Emkay Investment Managers Limited A trusted name in Investment Management space, Emkay Investment Managers Limited (EIML) is the Asset Management arm of Emkay Global Financial Services Ltd.

Emkay Investment Managers Limited (EIML) is the Asset Management arm of Emkay Global Financial Services Ltd.

29/05/2026

Speaking at the Wealth Creation Summit by , Manish Sonthalia, Director & CIO, pointed to emerging sectors that are still in their early innings but could shape India’s next phase of growth. As manufacturing capabilities deepen, areas like semiconductors, EMS, and CDMO could move from niche to meaningful over time.

Watch the full panel discussion: https://www.youtube.com/live/-R6qYHFgSco
Know more about our multi-thematic strategy for India’s Golden Decade of Growth managed by Manish: https://emkayim.com/e-qual/indias-golden-decade-of-growth-strategy/

29/05/2026

Speaking at the Wealth Creation Summit by Zee Business, Manish Sonthalia, Director & CIO, pointed to emerging sectors that are still in their early innings but could shape India’s next phase of growth. As manufacturing capabilities deepen, areas like semiconductors, EMS, and CDMO could move from niche to meaningful over time.
Watch the full panel discussion: https://www.youtube.com/live/-R6qYHFgSco
Know more about our multi-thematic strategy for India’s Golden Decade of Growth managed by Manish: https://emkayim.com/e-qual/indias-golden-decade-of-growth-strategy/

27/05/2026

Markets rarely reward perfect timing. They reward conviction and participation.
At the Wealth Creation Summit by , Manish Sonthalia, Director & CIO, shared why investors should focus on broad market direction rather than chasing the perfect top or bottom. Waiting for the “last 5%” often means missing meaningful opportunities.

Watch the full panel discussion: https://www.youtube.com/live/-R6qYHFgSco
Know more about our multi-thematic strategy for India’s Golden Decade of Growth managed by Manish: https://emkayim.com/e-qual/indias-golden-decade-of-growth-strategy/

27/05/2026

Markets rarely reward perfect timing. They reward conviction and participation.
At the Wealth Creation Summit by Zee Business, Manish Sonthalia, Director & CIO, shared why investors should focus on broad market direction rather than chasing the perfect top or bottom. Waiting for the “last 5%” often means missing meaningful opportunities.

Watch the full panel discussion: https://www.youtube.com/live/-R6qYHFgSco
Know more about our multi-thematic strategy for India’s Golden Decade of Growth managed by Manish: https://emkayim.com/e-qual/indias-golden-decade-of-growth-strategy/

25/05/2026

While Q4 earnings reflected performance across key sectors with most companies reporting numbers exceeding expectations. As the markets brace for the impact of the war in Q1, the management commentary has been positive indicating improving demand trends, signalling constructive momentum across parts of the economy.
Speaking with , Sachin Shah, Executive Director and Fund Manager, shared his perspective on the earnings season, sectoral performance and the factors likely to shape market performance in the coming quarters.

Watch the full interview:
https://www.youtube.com/watch?v=_vJECvIr__Q
Know more about Sachin Shah’s Capital Builder Strategy:
https://emkayim.com/e-qual/emkay-capital-builder-strategy/

25/05/2026

While Q4 earnings reflected performance across key sectors with most companies reporting numbers exceeding expectations. As the markets brace for the impact of the war in Q1, the management commentary has been positive indicating improving demand trends, signalling constructive momentum across parts of the economy.
Speaking with NDTV Profit, Sachin Shah, Executive Director and Fund Manager, shared his perspective on the earnings season, sectoral performance and the factors likely to shape market performance in the coming quarters.

Watch the full interview:
https://www.youtube.com/watch?v=_vJECvIr__Q
Know more about Sachin Shah’s Capital Builder Strategy:
https://emkayim.com/e-qual/emkay-capital-builder-strategy/

23/05/2026

Logistics is navigating a phase of short-term disruption.
Global trade shocks are beginning to reflect in port volumes, freight rates, and overall demand indicators.
While volatility remains elevated, the underlying movement of goods continues to hold steady.
The real question is whether this is a temporary dislocation or the start of a broader slowdown in trade momentum.

21/05/2026

India’s financial sector is not a one-size-fits-all story anymore.
Speaking with , Manish Sonthalia, Director and CIO, highlighted why leadership within financials is becoming increasingly selective across banks, insurance, and NBFCs.
With a stronger preference emerging for health insurance and differentiated opportunities across private and public-sector banks, stock selection remains critical in the current market environment.

Watch the full interview: https://www.youtube.com/watch?v=ISA1LS1p0Sc
Know more about our multi-thematic strategy for India’s Golden Decade of Growth: https://emkayim.com/e-qual/indias-golden-decade-of-growth-strategy/

21/05/2026

India’s financial sector is not a one-size-fits-all story anymore.
Speaking with ET NOW, Manish Sonthalia, Director and CIO, highlighted why leadership within financials is becoming increasingly selective across banks, insurance, and NBFCs.
With a stronger preference emerging for health insurance and differentiated opportunities across private and public-sector banks, stock selection remains critical in the current market environment.

Watch the full interview: https://www.youtube.com/watch?v=ISA1LS1p0Sc
Know more about our multi-thematic strategy for India’s Golden Decade of Growth: https://emkayim.com/e-qual/indias-golden-decade-of-growth-strategy/

18/05/2026

Insurance as a sector is showing an interesting divergence.
Growth is moderating across segments, yet profitability remains largely stable.
Short-term pressures from market volatility are evident, but the underlying fundamentals remain strong.
With valuations now at multi-year lows, the question is not about resilience, but about timing.

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7th Floor , The Ruby, Senapati Bapat Marg, Dadar West
Mumbai
400028

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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+912241334500

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