🪔 Eight businesses. Eight firecrackers. Eight different clocks.
This Diwali, we take a slightly different look at eight businesses across our proprietary portfolio.
From Thermax’s sizeable order backlog and Moneyview’s growth capital waiting to be deployed, to SMS Pharmaceuticals’ capacity expansion, Sumax’s capacity constraints, and Sical Logistics’ long-dated contracts — each business has a different growth trajectory.
Our Diwali note explores eight distinct stories:
• Thermax — The Anar
• Moneyview — The Rocket
• SMS Pharmaceuticals — The Phuljhadi
• Sumax Engineering — The Chakkar
• Aurum PropTech — The Ladi
• QMS Medi — The Two-Break Shell
• HGS (India) — The Sutli
• Sical Logistics — The Long Fuse
The common thread? Different businesses, different growth drivers, and different timelines for value creation.
As we welcome Samvat 2083, here’s wishing everyone a prosperous year ahead, filled with new opportunities and rewarding journeys.
Eight businesses. Eight different clocks. Happy Diwali! ✨
Read our full Diwali note:
https://t.co/UoL59bMopP
#HappyDiwali #Samvat2083 #BirchTreeVentures #IndianMarkets
Regret is the lifestyle disease of investing.
" jo mil gaya usi ko muqaddar samajh Liya.
Jo kho gaya mein us ko bhulata chala gaya.
Mein zindagi ka saath nibhata chala gaya."
Introducing: @DezervHQ Team of Investment Experts
@vaibhavpor, Pratik Bagaria, @hardlyavailable, Ravi Ajmera, CFA, @KJain_0211, Ankit Gupta and @souravstat.
Finfluencers, Google, and even ChatGPT can give you generic investment tips.
But creating long-term wealth needs the perfect combination of technology and human expertise.
That’s where Dezerv’s team of experts come in.
Our growing team of 7+ investment experts with more than 120 years of experience amongst themselves are what helps us provide the best wealth creation opportunities for all our clients.
Here’s a candid and fun video we did with them that captures our investment team's responses to the most commonly asked investing questions on Google.
If you have any questions for them, feel free to ask them in the comment section, and we will get them to respond to you.
I'm thrilled to announce @DezervHQ's latest campaign — #ReviewedByExperts.
Spearheaded by our Brand team at @DezervHQ and the folks at @BombayLocale, we created this campaign to share a message – get yourself a team of experts who will take timely action on your portfolio.
@iRadhikaGupta One place to start is how the current portfolio is doing and how to optimise it. We’re attempting that with our Wealth Checkup (https://t.co/FodzGUDSir)
And at @DezervHQ we ensure that we don’t index on past performance to select funds.
A 30 yr old friend landed in America, went to a local pharmacy at 10 am without appt & was vaccinated for free by 10:03 am. No documentation.
US sports stadiums, restaurants, public transport, nightclubs are open. Yet, daily cases are down from 3 lakh to 18,000. Vaccine magic.
🔴3 researchers from #China’s #Wuhan Institute of Virology became sick in Nov 2019 & sought hospital care. Undisclosed U.S. intelligence report could add weight to growing calls for a fuller probe of whether the #COVID19 virus may have escaped from the laboratory.