“Deven Choksey is bullish on technology-led NBFCs and large private banks, seeing them as offering the most compelling long-term risk-reward. He highlights their superior loan growth (22-25% CAGR for players like Bajaj Finance) driven by fintech adoption in origination and customer acquisition, alongside easing funding costs from a declining interest rate environment.”

Deven Choksey’s track record: 3 graded calls · 95% CI 0–56%