In this episode of the Current Account Podcast, host Piyush Shukla talks with Abizer Diwanji , founder at Neostrat Advisors about the RBI’s latest policy changes, including M&A financing, ECL implementation, and banking sector consolidation. They discuss how these moves impact Indian banks, corporate growth, and risk management, providing insights into the future of India’s financial landscape. 

Diwanji also talks about the RBI’s proposed ECL norms, corporate governance at banks and consolidation in Indian banking sector. 

Diwanji goes on to explain how banks will need to adjust their strategies, build capacity for new financing models, and improve governance to handle larger-scale operations. The conversation highlights the potential for larger, more efficient banks and the role of domestic and foreign capital in shaping India’s economy. 

Indian banks are opening up to M&A financing for the first time, recognizing that industry consolidation will create larger corporations, driving significant financing needs, with private equity likely to rely more on onshore funds than offshore, says Abizer Diwanji , founder at Neostrat Advisors.

(Host: Piyush Shukla,  producer: Prethicshaa Gurumoorthy)