Complete Circle

Reimagining Wealth Management in India 🇮🇳 📊 Data-Driven Portfolios | 🎯 Goal-Based Plans |📍PAN India | 🌐

[Gurmeet Chadha @connectgurmeet]

May good always triumph over evil,

Dharma always prevail over Adharma.

May all the wars n unrest end

May the affected rebuild their homes, shops and career.

Happy Dussehra !!

[Gurmeet Chadha @connectgurmeet]

If the Honourable FM reduces LTCG and STT, India can get over $150 Billion of FII and FDI flows surpassing even FCNR deposits in next 3 years ..

Moreover the capital gain and STT Collections will actually go up. This is the power of capital markets . It’s a win win!

[Gurmeet Chadha @connectgurmeet]

I think this is THE MOST IMPORTANT ,RELEVANT and USEFUL Association being formed after a long time.

I can start the Delhi chapter :)

[Gurmeet Chadha @connectgurmeet]

SBI research report is on the money.

Increase tenure to 2-3 years and make LTCG nil. Will bring patient risk capital to fund India growth story.

Will unleash investment animal spirits and bring tons of long term money.

[Gurmeet Chadha @connectgurmeet]

May Matarani protect us all and bless India…

[Complete Circle @Compcircle]

Our Managing Partner and CIO, Gurmeet Chadha, on market sentiment, policy stability and investor confidence

Src: CNBC TV18

Disclaimer: Not investment advice. Investments are subject to market risks

Watch Full Video here
https://t.co/kgHrEXe6w5

#IndianMarkets #MarketInsights

[Gurmeet Chadha @connectgurmeet]

Take on recent FII selling and way forward. Expect some policy response too! @blitzkreigm @ekta_batra

[Gurmeet Chadha @connectgurmeet]

Good quarterly update from Banks and NBFCs with credit growth above 18%

Strong updates from retail n consumer businesses- Dmart ,Trent

Barring tractors , PVs and 2 wheelers also show good uptick.. met some auto anc promoters and outlook is positive.

Focus on good stock picking n be disciplined .. too much pessimism is often a good level in hindsight :)

[Gurmeet Chadha @connectgurmeet]

Nvidia doing a $150 Bn buyback

open AI doing a private funding round of $30 Bn at $1.4 Trillion valuation

AI capex in US alone is $700 Bn+

Our big corporates have clearly missed the biggest Industrial Revolution in form of AI..

But there are a few first Gen entrepreneurs investing in AI ancillaries and ecosystem, energy value chain , defence technology as works rearms and future health tech.. use the correction to own them for long term. Others are mostly value traps n may at best give u some tactical bounce …

[Gurmeet Chadha @connectgurmeet]

Revenue growth of NSE 500 cos for Q1 was 21%.. when u meet managements they r upbeat ..concern is not demand ..it’s raw material, input cost.

GST, IIP nos ,bank credit reflect economic momentum. Focus on stronger balance sheets n cash flows as cost of capital goes up.

[Gurmeet Chadha @connectgurmeet]

Look for promoters who have consistently scaled up revenues, no or very low equity dilution and are constantly moving up the value chain through innovation and proper capital allocation..

They are very few and may optically look expensive but are the right ones to bet on.

[Gurmeet Chadha @connectgurmeet]

Cost of Vada paav when I was Born :25 Paisa
Today : Rs 25

Cost of Tibb’s Mutton Frankie : Rs 3
Today : Rs 335

In 45 years that’s ~11% inflation

FDs won’t even beat a Vada Paav inflation. Invest in equities .Will be volatile, give negative returns in some years but will beat inflation over long term.
Credit @pareshreliable

[CNBC-AWAAZ @CNBC_Awaaz]

#BigMarketVoices | “क्रूड, बॉन्ड यील्ड में नरमी आना बाजार के लिए जरूरी” - गुरमीत चड्ढा

▶️Complete Circle के Managing Partner & CIO गुरमीत चड्ढा

- क्रूड, बॉन्ड यील्ड में नरमी आना ब���जार के लिए जरूरी
- 4 साल में FCNR डिपॉजिट लौटाना भी पड़ेगा
- सोलार इंडस्ट्रीज की दक्षिण अफ्रीका में पहले से मौजूदगी
- सोलार इंडस्ट्रीज में मुनाफावसूली का भी असर है
- दक्षिण अफ्रीकी डील पूरा होने में समय लगेगा
- सोलार इंडस्ट्रीज में गिरावट पर खरीदारी की रणनीति
- IT सेक्टर पर अभी भी अंडरवेट नजरिया
- कोफोर्ज औऱ परसिस्टटेंट नजर रखें हुए, पोर्टफोलियो में नहीं
- न्यू एज स्पेस पर काफी पॉजिटिव
- एथर एनर्जी पोर्टफोलियो में शामिल किया है
- केबल एंड वायर में पुराना एक्सपोजर बरकरार

@_anujsinghal @virendraonNifty @connectgurmeet #StockMarket

[Complete Circle @Compcircle]

May Lord Ganesha bless you with the wisdom to make thoughtful decisions, the patience to stay the course, and the strength to overcome every obstacle along the way. 🙏✨

Happy Ganesh Chaturthi! 🪔🐘

#ganeshchaturthi #financialfreedom #mutualfunds #wealthmanagement

[Gurmeet Chadha @connectgurmeet]

India GDP is 2014 was $2 trillion

In 12 years we have just managed to double the GDP in dollar terms

This is 6% nominal GDP growth ?

Time to reboot and do more reforms. Attract risk capital and reduce taxes. Else we can forget about $10 trillion goal for some time..

[Gurmeet Chadha @connectgurmeet]

A former RBI governor said India would be lucky to grow at 5%.. and why do we want to be a superpower ? What a fall

A leading journalist says what will be do reaching Prayagraj 5 hours early when asked on expressway?

Question GDP growth with no knowledge of basics statistics ..

Yes we must be critical of govt on jobs, excessive taxes n surcharge n cess but let’s not demean or wish ill for our Country..

Need to draw a line between political ideology n National interest !!

[Gurmeet Chadha @connectgurmeet]

$135 Billion of Forex flows through FCNR, ECB. India forex reserves cross $750 billion.. this is massive !

Banking system now surplus with liquidity and credit demand is strong. I strongly feel FPI flows also will see a reversal once crude cools off.

[Gurmeet Chadha @connectgurmeet]

ICICI bank has mobilised $18 Bn in FCNR deposits .. also issued $9Bn loan against the deposits..

ICICI bank deposit base is $180 Bn , it mobilised 10% of its deposit base in 6 weeks.

This is leadership and seizing the opportunity.. one bank , one team working across geographies

[Gurmeet Chadha @connectgurmeet]

One of the finest leaders in Asset management space… thank you for all the guidance and mentorship @dpsingh_sbimf sir..

Blessed to have you around !

[Gurmeet Chadha @connectgurmeet]

People keep asking what is FIRE, how shud we plan retirement … is so many crores enough ?

This is the perfect answer … don’t just build portfolio.. build health , build relationships and most importantly LIVE

Amount alone is not imp !!