Is CDSL a good play on Zerodha?

Zerodha being the biggest broker in India and all its account being opened with CDSL as depository, is CDSL a play on Zerodha till it comes up with an IPO?

Recently in a podcast with CapitalMind @nithin spoke about how traditional brokerage practices are being challenged and in case like Karvy, business will keep pouring Zerodha’s way.

So till Zerodha IPO, anybody understanding CDSL as company and prospect investment kindly share your view!!

:slight_smile: I won’t be able to comment. Maybe someone else can.

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Sure… But you can bring Zerodha soon to the bourses. :grin:

Can you please explain what you meant by it.

I think CDSL would be the good bet.

WHY I LIKE IT :

Operates in a high growth and tightly regulated industry, the company is largely protected from new competition. Being the favorite of low cost brokerages, owing to its lower charges, it has snatched market share rapidly from its larger competitor