Rajesh Sehgal

Investor: early-stage business as well as listed equities. Here to learn & share ideas on investments and the world at large. Huge physics buff. RT≠Endorsements

[Rajesh Sehgal @rnsehgal]

In the 1990s, while everyone around me was choosing careers like engineering and medicine I decided to follow my heart instead…

I pursued a degree in Physics—a subject I loved—and this choice set the stage for an incredible journey.

During college, I ventured into the stock markets just before the Harshad Mehta scandal.

The market crash wiped out my investments, but this setback turned into a pivotal learning experience. It pushed me to pivot and pursue further education.

Earning my MBA from XLRI Jamshedpur opened the door to a promising career at SBI Capital Markets.

My journey took a significant turn when I joined Franklin Templeton under Dr. Mark Mobius. For 18 whole years there, I gained tons of experience investing in public stock markets and also private companies across the world.

Managing both public and private investments gave me a really unique perspective, combining the best of both worlds. Each step was a lesson in the intricacies of global finance.

In 2007, I made my first investment in a startup, igniting my passion for supporting entrepreneurs. This spark grew into a blaze, and by 2017, I transitioned fully into venture capital.

I founded my first fund in 2018 and a second in 2022, each step fueled by a relentless drive to foster innovation.

Throughout my career, adaptability and resilience have been my guiding principles.

Embracing change and finding value in every experience has taught me that success often requires constantly learning new things and having the courage to completely change directions when needed.

Today, I remain committed to fostering innovation and driving success in the ever-evolving landscape of venture capital.

What challenges have you turned into opportunities in your career?

[Rajesh Sehgal @rnsehgal]

10/ 10: RBI held and acted. Trade deal one signature away. Manufacturing holding. Oil, rupee, FPI exits all in the same frame.

Is India in a holding pattern before a breakout - or just holding on?

What’s your read?

[Rajesh Sehgal @rnsehgal]

The RBI held rates and unveiled capital flow measures in the same announcement. Manufacturing hit a three month high. A trade deal is 99% done.

India – Signal Over Noise 🇮🇳 A thread 🧵
Week Ending: 5th June 2026

Have a fabulous weekend ahead! 👍

[Rajesh Sehgal @rnsehgal]

9/ 10: 🛢️Hormuz talks stalled - no progress on Strait terms this week. Iran disputed conditions; no deal signed. India imports ~88% of crude here. Deadlock is a live current account pressure point.

[Rajesh Sehgal @rnsehgal]

10/ 10: Crude below $100 gave India a breather this week. But the Hormuz deal is unsigned, FPI exits are record-setting, and fuel hikes keep coming. Is the worst of the pressure behind us - or just paused?

What's your read?

[Rajesh Sehgal @rnsehgal]

Brent crude fell below $100 for the first time in weeks. The Sensex surged 1,073 points. The rupee bounced 1.5%. One Hormuz headline changed everything.

India – Signal Over Noise 🇮🇳 A thread🧵

Week ending: 29th May 2026

[Rajesh Sehgal @rnsehgal]

9/ 10:🚆India's first hydrogen fuel cell train approved for the Jind-Sonipat route. Zero emissions. Plus: crypto regulation shifting from outright ban to structured compliance - exchanges face ₹50K fines for inaccurate reporting. Policy is moving.