Dinesh Aneja | DiNivesh

Data. Discipline. Direction. | Mutual Fund Distributor & Insurance Advisor | Sectoral Rotation | Bonds · PMS/AIF · Smallcase | AMFI ARN: 132850

[Dinesh Aneja | DiNivesh @DiNivesh]

@sunilgurjar01 We highlighted the same in our monthly report.

Always focus on Strength. 🙏

[Dinesh Aneja | DiNivesh @DiNivesh]

@Asan_research Rukne bhi nahi denge Atul Ji... 😁

Hum hain na... Point is that if you are adding in Right Sector, we shouldn't worry at all.

[Dinesh Aneja | DiNivesh @DiNivesh]

@prakashadvani Let us tag @GST_Council for more clarification.

[Dinesh Aneja | DiNivesh @DiNivesh]

@ragiiing_bull Thanks for sharing. This is indeed an excellent move.

[NCIB Headquarters @NCIBHQ]

Dear USA president @elonmusk ji –

We Indians consider our national security and sovereignty paramount. No business interest, billionaire, or foreign corporation can be above the laws and policies of our country.

India welcomes foreign investment and advanced technology, but if you want to do business here, respecting our laws, regulatory framework, and national security requirements should not be a problem.

Competition is welcome, but not at the cost of national security. Every company operating in India must comply with the rules established by the Indian government. These are not unreasonable demands; they are the sovereign rights of an independent nation.

If you are unwilling to operate within India's regulatory framework, that is entirely your choice. We Indians will continue using the internet services currently available to us.

India is open for business, not open to compromise on national security. Our country, our laws, our rules. If you want to do business here, respect them. Otherwise, your internet is yours to keep, and we are perfectly entitled to be satisfied with our existing services.

India is open to business, not to pressure. Our country, our laws, our security, and our decisions. No billionaire is bigger than India.

[Dinesh Aneja | DiNivesh @DiNivesh]

🙏🌺 शुभ नवरात्रि! 🌺

माँ दुर्गा आपको सही निर्णय लेने की बुद्धि, निवेश में धैर्य और जीवन में सुख, शांति एवं समृद्धि प्रदान करें।

सही दिशा, सही निर्णय, समृद्ध भविष्य। 🙏

- Dinesh Aneja

[Gurmeet Chadha @connectgurmeet]

India should suspend Instagram , FB, X for all users below 18 years like few developed nations

Very important for productivity and mental well being..

[Ankur Singh @AnkurSingh]

@elonmusk BYD cars are allowed in India, Australia, Japan, UK Europe and 121 countries.

But BYD is not allowed in USA due to Tesla.

Is Elon Musk real Boss of USA?

Also, Airtel and Jio both have also not got licence for Sattelite Internet, same as Starlink.

Everyone treated equally.

[Dinesh Aneja | DiNivesh @DiNivesh]

@elonmusk Data dates for Starlink in US and India by Jio Pls.

You will know what you are missing Mr. Musk

[Dinesh Aneja | DiNivesh @DiNivesh]

@Asan_research Something is cooking in Steel stocks along with Copper as well as per our data points. Next few months will give new headlines.

[Dinesh Aneja | DiNivesh @DiNivesh]

@iRadhikaGupta @EdelweissMF Looks like Edelweiss team is not only managing funds in better way now a days but having creative minds as well with analytics. A lot to learnt from Radhika Ma'am. @Prudent_Corp

[Dinesh Aneja | DiNivesh @DiNivesh]

@deepakshenoy That's a good news indeed.

Hope they do something for Financial Markets as well.

[Dinesh Aneja | DiNivesh @DiNivesh]

🚨 RBI turns hawkish.

The RBI raised the Repo Rate by 25 bps to 5.50% and shifted its stance from Neutral to Calibrated Tightening.

With inflation, crude above $100 and INR pressure, the focus has clearly shifted towards macro stability over easy money.

The bigger signal isn't the 25 bps hike — it's the shift in policy direction.

#RBI #MonetaryPolicy #InterestRates #IndianEconomy #Markets #Investing #DiNivesh

[Dinesh Aneja | DiNivesh @DiNivesh]

Nifty is up. But is your portfolio?

Just 12 stocks contribute ~34.9% of Nifty 50, while the top 2 alone contribute nearly 18%.

So if the heavyweight stocks are still around their old levels, how can you assume your portfolio must be up simply because Nifty is higher?

Nifty ≠ Portfolio.

This is why we have always preferred active mutual funds, unless we have no choice.

Look beyond the index. The real story is beneath the headline number.

#Nifty50 #MutualFunds #EquityInvesting #Investing #DiNivesh

[Dinesh Aneja | DiNivesh @DiNivesh]

@InvestorOfJAMMU

[Dinesh Aneja | DiNivesh @DiNivesh]

@Asan_research Exactly Atul Ji... But Retailers are loosing patience and they want to become rich overnight.

[Dinesh Aneja | DiNivesh @DiNivesh]

If you have a ₹50L mutual fund portfolio & a ₹7L second-hand car, most people will think you're struggling.

If you have a ₹7L mutual fund portfolio & a ₹50L luxury SUV, most people will think you're doing extremely well.

The irony?
The first person may actually be far wealthier.
Society sees the car.
Wealth is built through the portfolio.

Stop spending to look rich.
Start investing to be rich.

Lifestyle is what people see.
Net worth is what actually matters.

[Dinesh Aneja | DiNivesh @DiNivesh]

@BaluGorade Stock portfolio: -20% 📉
Mutual fund portfolio: -2% 😌

Investor: “Mutual funds are too risky!” 🥲

Sir, the mutual fund isn’t the problem… your stock-picking talent is. 😂

[Dinesh Aneja | DiNivesh @DiNivesh]

Yes, still a long way to go. SIP investing in India is only getting started. The potential for growth over the next 10–15 years is huge. We could easily see 10x growth from here. 🚀

We discussed this long back in Oct 25 in one of the sessions by @Prudent_Corp Shrish Patel Sir and @bhanu113 Bhanu Sir

[Harsh Gupta Madhusudan @harshmadhusudan]

Estimated 19 million and 11 million active SIP accounts in Maharashtra and Uttar Pradesh respectively. Overall 100 million active across India. Since many run more than one SIP, data suggests it could be 5-6% of all Indian adults. Still a long way to go. 10x or so more from here.

[Dinesh Aneja | DiNivesh @DiNivesh]

@veermishra0803 @BaluGorade Absolutely Valid point Veer Ji. But flexi caps are no more fall in this category. Most of them are large caps now.