Harshad N Doshi

Personal Finance | Ex-VP Treasury-Options Trading @edelweissFin | Founder-Quarizon Ventures LLP-AMFI Registered MFD | Founder-Positive Wealth-FinProd Distributi

[Harshad N Doshi @DoshiHarshad]

@Panks_Arora At the Time of @sureshpprabhu this was resolved big time but now again everything is grabbed by agents

[Harshad N Doshi @DoshiHarshad]

@AdityaD_Shah Risk of Govt as promoter...

[Harshad N Doshi @DoshiHarshad]

@AnirbanManna10 A Good Fund Manager Doesn't Discuss Things on Social Media Daily..

Choose Fund Manager not based daily Gyaan they give but put efforts in Good Research and Money Management

[Harshad N Doshi @DoshiHarshad]

Market Performance Update

[Harshad N Doshi @DoshiHarshad]

@monikahalan @claudeai Well said, @monikahalan 👏
It’s nearly impossible to b consistently “lucky” or “unlucky” year after year for decades but
True wealth creation comes from disciplined investing, patience & Staying Invested for long with
Professionally Managed & diversified portfolio can do wonders

[Harshad N Doshi @DoshiHarshad]

@vj422006_jadhav @adzaware Edelweiss is Great Company to Work as I worked 10 Years and Got Best Profile, Exposure and Rewards but Somehow Not Created
Wealth For Shareholders due to some
Business they Entered Faced Headwinds in terms of Cycle or Macro and Micro Factors.

[Harshad N Doshi @DoshiHarshad]

@vj422006_jadhav @adzaware Issue Price was 825 and went around 1800
So If You Adjust for Bonus Split
Price was 82.5 & 180 was High in 2008
CMP is 103 Today so 18 Years total 25-26% Appreciation & Dividend I have Not Calculated you can Add Adjusted Dividend too
I was Employee & Participated in IPO

[Harshad N Doshi @DoshiHarshad]

Time & Again it's Proven Why Only Few get rich by Equity Investing
1-2 Years Of Poor Performance and All Switch to another Trending Assets and Stops Investing in Equity and Come Back again in Next Bull Market to repeat the Same Cycle again and Again.

[Harshad N Doshi @DoshiHarshad]

@BaluGorade It's a Sales Push
Health Health Insurance Keep Increasing Regularly as u like Term plan Health Premium are not Fixed

These are Only Sales Techniques to Close March End Target

1. Never Buy Any Product in Haste based on these type of Push
2. Take your Time Understand and Buy

[Harshad N Doshi @DoshiHarshad]

@vijaimantrimf @Iamsamirarora I Invested in NFO as well as SIP and Least Worried in current Fall

[Harshad N Doshi @DoshiHarshad]

@cmagurvinder

[Harshad N Doshi @DoshiHarshad]

Another Claim of Our Client Approved within 5 Mins (Cashless)
By Niva Bupa Health Insurance

#nivabupa
#HealthInsurance
#mediclaim

[Harshad N Doshi @DoshiHarshad]

@Gaurav_7887 20 years

[Harshad N Doshi @DoshiHarshad]

Earlier: stock screenshots and profit posts
Now: SIP screenshots and MF top-ups

Retail investors are slowly moving
from showing excitement
to building discipline

That’s a healthy sign

Professionally Managed Portfolio is Better than Bull Market born Self Proclaimed Fund Manager

[Harshad N Doshi @DoshiHarshad]

Best equity returns r not made by fund managers who can deploy at the Rerating Stage but one who exit before Derating begins. Buy & hold after a sharp rerating can erase much of the alpha created over time
Rerating is Most FM able pick up Derating is tough to Decide...

[Harshad N Doshi @DoshiHarshad]

Direct equity is fascinating, but “invest in good companies” is a vague idea
A Idea buyer at ₹3 selling at ₹12 sees a winner
A TCS buyer at ₹4500 sitting on losses sees it bad
Truth is simple for most investors every stock is “good” when it gives return & “bad” when it doesn’t

[Harshad N Doshi @DoshiHarshad]

@vini546 You are investing with Discipline and that is Best
Keep Investing and stay away from noise you will end up Creating a Huge Corpus.

[Harshad N Doshi @DoshiHarshad]

@vini546 3. What we get by doing and checking daily, No harm in seeing but no Benefits too seeing daily