Shobhit Mathur

Co-founder, Ionic Wealth

[Shobhit Mathur @MathurShobhit_]

Entering that time of the market when 1 yr & 2 yr returns look good, but the 18m period hasn’t delivered much. So don’t just look at absolute returns (1 yr or 2 yr or any period) and insist on looking at rolling returns too!
Check @ionicwealth app to see comparison for your funds

[Shobhit Mathur @MathurShobhit_]

You need to take your money seriously. It’s as big as any startup you can imagine. It deserves your time and energy. You owe it to yourself.

We want to be that partner, that person you think of when it comes to all things Wealth.

[Ionic Wealth @ionicwealth]

Your wealth is your first startup!

You’ve built it with vision, discipline, and hard work. Just like a founder builds their first startup. Now scale it with the right co-founder to unlock its true potential.

We are Ionic Wealth, #YourWealthCoFounder.

[Ionic Wealth @ionicwealth]

How H-1B Visa Impact could be “The Brain Drain in the US is Brain Gain for India”

Short-term margin dent.

Bigger picture: India’s 70% share of H-1Bs + falling dependence = brain drain → brain gain.

How this “shock” could be a tailwind for Indian IT ⬇️

A 🧵 #IonicInsight

[Shobhit Mathur @MathurShobhit_]

And the final thought on how an investor should think about 2-5% of their portfolio in SIFs and grow it to 50% over time as the category matures.

Here is hoping for a great start to this very promising journey..

[Shobhit Mathur @MathurShobhit_]

We don’t have enough talent in this category but there is hope that there will be enough professionals in this space in next 5 years! That’s what I heard Sandeep Tandon say in the webinar today.

[Ionic Wealth @ionicwealth]

Introducing India’s 1st Specialized Investment Fund (SIF) - qSIF Equity Long Short SIF NFO by Quant Mutual Fund on 17th September.

Tune in to understand how your money can work harder in bull, bear, and flat markets.

6pm, Mon, 22 Sep
Registration link: https://t.co/Nd4qbwCsIS

[Shobhit Mathur @MathurShobhit_]

As always, loved the pointed view of how a Long Short strategy is in the DNA of Quant as a house and how they have benefitted from market volatility over last 2 decades.

[Shobhit Mathur @MathurShobhit_]

@harishsai21 Not yet open to users. We currently allow our RMs to use it for our clients. But will be there soon..

[Shobhit Mathur @MathurShobhit_]

Super thrilled to launch STORM - AI, our Next-Gen AI Engine

At Ionic Wealth, we know money is a serious business and just any AI tool won’t serve its purpose. We wanted AI to build on top of our deep research and investment advice.

#WealthTech #AIInnovation #FutureReady

[Shobhit Mathur @MathurShobhit_]

This is more than just technology—it’s a transformation in how we connect with and support our clients. The future of wealth management is here, and it’s powered by innovation.

#WealthTech #AIInnovation #ClientFirst #SmartFinance #FutureReady

[Shobhit Mathur @MathurShobhit_]

⁃Access: Scan across thousands of investment ideas and run scenario analysis
⁃Advantage: Make personalized recommendations customized for each client’s plan

[Shobhit Mathur @MathurShobhit_]

SIFs will bring a new way of investing for HNIs. Would be looking forward to this to know more.

[Ionic Wealth @ionicwealth]

Specialized Investment Funds (SIFs) brings you the best of both worlds- Advanced strategies & Smart taxation

We’ll dive into "How SIFs will create new investment opportunities for investors" with Sandeep Tandon, CIO, @quantmutual

🎙️Catch us live, 6 PM: https://t.co/j0F5WBGHbM

[Abhishek Murarka 💹🐂 @abhymurarka]

Some highlights:

1. Broadening of the base: From investing into only the top 100 companies in 2001 to investing across 80% of Nifty 500 today, FIIs are positioned across more companies.

2. Visible shift in flows from Large caps to SMIDs: FII allocation to Large caps stood at decadal lows in Dec-24, with signs of reversal in 2025.

3. High sensitivity to USD/ INR movement. With slowing Rupee depreciation, the currency favours an increase in FII allocation.

4. From FII reliance towards DII resilience: DIIs have contributed over ₹15.25 lakh crore of cash market inflows in this decade.

[Abhishek Murarka 💹🐂 @abhymurarka]

Ionic Wealth May 2025 Chartbook: Why will FIIs make a comeback to India!

FII exposure to India is at multi-year lows. The FII flows into India depends on a trifecta of three factors: Growth, Currency movement and Valuations.

With US Dollar index softening by ~8% from recent peak and India's GDP growth showing signs of uptick (Q4 FY2024-25 coming in strong at 7.4%), we believe we are nearing a change in direction of foreign inflows into India.

In short, FIIs are under-invested. They currently hold ~18% of Indian equities, down from 21.6% in March 2020 and well below the average of 30% for Emerging markets (ex-China).

Read more on sectoral shifts, FII ownership across companies and more details in our #IonicChartbook.

Link to the report:
https://t.co/DdGZuPBIJH

[Abhishek Murarka 💹🐂 @abhymurarka]

May 2025 Chartbook - Why should FIIs flows reverse.
@ionicwealth
https://t.co/W28b1UDJaR

[Shobhit Mathur @MathurShobhit_]

@abhymurarka @KapilChopra72 Looks lovely!

[Shobhit Mathur @MathurShobhit_]

10X in 25 Years!! Sounds like an investment campaign..but that’s India and its consumption growth and it continues to march ahead 💪

Visual treat for all ‘Long India’ investors!

[Ionic Wealth @ionicwealth]

No investor can miss the Indian Consumption story. Our March 2025 Chartbook shares some interesting insights on India's consumption boom ahead 👇

https://t.co/EI8mk0Q33H

[Ionic Wealth @ionicwealth]

No investor can miss the Indian Consumption story. Our March 2025 Chartbook shares some interesting insights on India's consumption boom ahead 👇

https://t.co/EI8mk0Q33H