HNI’s and Family Offices, Moving towards structured, multi asset portfolio
Affluent investors in India are shifting toward structured multi-asset portfolios, emphasizing diversification, risk balance, and long-term sustainability.
India’s metal & mining sector has exceeded expectations in Q2 FY26.
India’s metal & mining sector delivered strong Q2 FY26 results with solid earnings growth, balance sheet strength, and resilient demand supporting a constructive view.
Solar euphoria meets hard data.
India’s solar capacity is set to surge beyond near-term demand. Aggressive bidding and IPO optics raise red flags in an otherwise inevitable renewables story.
FMCG vs TELECOM – – Yes, you read it right!
Mobile connectivity is as essential as FMCG today. With high entry barriers, a telecom duopoly, and attractive valuations, Airtel stands strong.
Warren Buffett Farewell note: ” Greatness isnt in wealth, But in Worth”
Kindness is costless but priceless, and true greatness comes from helping others, not from money, power, or publicity.
Seven of 11 new-age listed companies continue to be loss-making in Q2FY26, but investors remain upbeat
Major startups like Delhivery, Swiggy, Mobikwik and Ola Electric reported losses in the July–September quarter, with several firms seeing a decline in YoY performance.
Markets in Survival Mode – Imagine the Growth Mode
Domestic investors have absorbed heavy FPI selling, showing market resilience. Imagine the growth when FPIs turn net buyers.
Global Headwinds and India’s Resiience
Global headwinds may create temporary market jitters, but India’s structural resilience offers a compelling case for disciplined equity investing.
SME IPO BOOM : Opportunity or Hype
In investing, selectivity beats speed. True wealth is created by owning the right businesses, not the most popular ones.
Decoding – PMS VS AIF
PMS offers personalized, tax-efficient equity strategies with direct stock ownership and real-time transparency—ideal for goal-driven HNWIs