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Many people think that now we are no longer at that level of Rs 22,000. It came down to 25,000. We just missed it a little and it always remains there. When the market is bad, it is not taken at that time. If we have a view of 3 years or 5 years, then are these markets still good for investing money?
Anil C, I am saying in the beginning that look at this P of 22, consider it as 20. So you are talking about access up to 10%. You can understand that I will not earn 10% for a year. Beyond that, we have seen your journey for 45 years, 40-50 years, that journey will accelerate further, you will become, I mean, the opportunity size is there today, look, start a company, you start a company in Nepal, understand, when will it become a company worth 100 million dollars, when will it become a company worth 1000 crores, here it will become worth 1000 crores, right now look at all the companies that are being created online, brands that are being created, that means in 6-6-8 months, in 7 years, brands worth 10000 crores are being created, why are they being created, because the economy has the power of 4 trillion, when we will become an economy of 8 trillion dollars, then in 6 months brands worth 100 crores will be created.
So this potential of growth in our and building enterprises is rising tremendously. Secondly, the biggest revolution that has happened in the last 11 years, according to me, has brought about a huge change. Firstly, the biggest change that has happened in Defence and which will have a very long term impact is retail participation in the stock market which has started from 2020.
We were there earlier but it was very small, your 3 million customers who became natural every month, which was 40 million 40 million ah demat accounts, today it has become 200 million, last month also despite bad market it was 2 million additional accounts, whatever has come in your equity, that is whatever price has come, the entire market has become resilient, whether the whites sell or buy or not, whatever the promoters are selling, everything will be absorbed and yet the market will move forward, so one more personal question has come to me, sir, can I ask you whether as a founder of Motilal Oswal Financial Services, will Ramdev sir make more money as a promoter or as an investor in the Indian market, will he make more money in the next three-five years, not in the next three-five years, only when the investor makes money will he make money in currency because I am in the business of serving the customers.
Yes, right ? If you guys don't make money. If investors make money then where will I make money? Because by making losses, I mean, how long will you keep me standing? Correct. It is true that you will get tired somewhere or the other. Today you bring Rs 100 crore and it will become Rs 200 crore, then the size of my client becomes Rs 200 crore.
So my entire revenue doubles. So no, our growth depends on the growth of the market. That's right. The market is growing at 18%. You take care of this. We are increasing the index from 13 to 14. 3 to 4% new insurance is being done by small cap and mid cap, making it around 17 to 18%. Meaning the market will double in 4 years.
You have a market of Rs 450 lakh crore. How much now? 450 lakh crore. 450 lakh crore. This will become Rs 900 lakh crore in four years. This much extra wealth needs to be created. So much extra wealth is there. The market cap has to be this much. If the market cap increases, everyone will make money.
Now the promoters will take half of it. The remaining half is for us, for everyone, for the children. That's right. Isn't it? But everything will be made. Meaning you will make a lot of money. What we mean is that earlier the base was small, so even though the size of wealth may seem to have doubled, the size was small.
Now the size will become very big. Very big. Hey, I am not able to manage my money in America. So much has been made, 60 trillion out of 30 trillion, oh what do you call a trillion, friend, we have a total of five trillion, they have 60 trillion and we have a 1% population, so look, this market is back to an all-time high, even after so many issues, USA is almost at an all-time high, sir, where will we make money, in 5-10 years, I mean, where, I mean, at which place, I am your expert, I keep probing your mind, that is why I am trying to probe you, if you see the Indian economy looking strong, then where do you think there are good opportunities, see, the traditional ones, like financials, as you were talking about banks, banks have moved, but more will happen, right now the banks, the credit flow will start now, it will start now, the Governor has just given way, so right now, in my opinion, there will be some difficulty in the beginning, but after 6 months the credit flow will increase, so banks will do well, we financials, what I am telling you, that boom of the capital market will continue, so there will be good money there It will be formed and in that all the intermediaries, all the market intermediaries, from brokers to mutual funds to exchanges to depositories, from wherever you enter, it means it is somewhere or the other, yes, yes, just look at whatever you like, we asset management companies, broking companies, wealth management companies, your depositories, exchanges, yes, all of them, the volume of all of them is increasing, the volume of all of them is increasing, so now see what has become the size of the market, your 450 lakh crore, according to me, about a quarter percent of the market cap is the size of the capital market services, I think we have a revenue of about 1.25 to 1.5 lakh crore, we are of this industry which is growing at 18%, it is very rare that there is a growth like 18 percent, correct, okay, so I think in the next four to five years, it will become a revenue of 2.5 lakh crore, if not 3 lakh crore, we will reach 2.5 to 3 lakh crore, 2.5 to 3 lakh, so if you see the big companies in that, what will be their name?
There will be formation. As you see, Zerodha came from nowhere. Zerodha will become a company worth one lakh to two lakh crores. So, in this way, big outfits will be made and it is possible that if we look at the age of 10-12 years, then Goldman Sachs, Morgan Stanley, Medal Age, this type of size will start being made.
Because see, all its sizes are being made from AM. 15 20 25 30-30 billion dollars. I mean, like Motilal AMC also became worth around 17-18 billion, in terms of A1 and V R 14-15, so you think about how big their top five are in the beginning, they must be bigger than 10 lakh crores, that's why now we are talking about 100 billion dollar assets under management, so brother, it feels good now, yes, when I go, it's fun to meet him, brother, you are managing 100 billion, that's right, so this will become a trillion, in 10 years it will become another trillion, it will become a trillion, correct, so those people will look like God, no, no, it happens, at first it feels like that, if FII comes, then it means, oh, I know, we are going since 98, I am going to Hong Kong, Singapore, I mean, if someone says manage 1 billion, then it feels like, brother, a little, what will happen with this, what will happen now, as the size of such management increases, all the global supply service suppliers will all come here, they will buy out They will start, they will, just like you went to Hong Kong, Singapore, London, Tokyo, all of them will come here, now I hope hopefully we will not have to go to Singapore, Hong Kong.
We are bullish on this new age e-commerce company. Yes, that is a global opportunity, see anything based on the internet. Let us now see what is happening in the US? All this at 10 company they are all internet based. We know what the internet is, the internet gives you a completely new land and gab type of thing.
Meaning, you will completely say there is no sovereignty. Actually you can bring such a product or service which people can buy worldwide. If you are providing yoga service on the net, anyone can buy it. Correct, you know. So, for the first time, such an opportunity is coming that you can start a business from a very small place and suddenly the whole world is open to you and the region is open.
Like, if you are building a brand, you build a brand, which means you can make some very good cookies. Suddenly, you can be pan- India. We are investing in many companies whose products are very good. But earlier, what used to happen was that if you started from a small town, if you started from Mumbai, then you were doing business worth 10, 20, 25 crores.
Suddenly, if you give these companies 200, 400 crores, they are reaching pan-India with the quick commerce and e-commerce. So, this possibility because of the internet will change your entire growth pattern. Correct, you know. So, if your business is good, then it will definitely run. That is also important, whether you take 20 years or 2 years, you have an intense product.
The consumer experience is very good for the consumer. Why do I say this quick commerce because the consumer is liking it, not that they are doing it or private equity is losing money. Consumer wants it true, only then it will be made, then they will pay for it, absolutely today it is okay, to worsen your situation, they are giving it to you at a little cheaper rate, earlier you used to get FT, you used to get Wall General, now how much demand has increased, you go to buy online, so I think same thing will happen here and all this is very fast, see, I read the paper, grow fast and die slow, grow fast, die slow, die and die and die and die slow, okay, so the environment of India is like that, you have to focus on growth and there are very few companies who are able to successfully grow, so there are two, what happens in growth, there is an external talent, there is an internal talent, internal you have a lot of stung internal, internal you will have to stand right there, as soon as the external comes, climb up, loot, loot, absolutely sir, after listening to your entire thought process, one gets enthusiasm , confidence also comes, direction also goes.
This means that this is a time of long boom for India and if you remain steadfast , persist and remain firm in such a situation, you will make a lot of money. Thank you so much sir. Thank you so much Ramdev Sir. Ah you came to the studio and on this special occasion you gave complete direction to our audience
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