Keyur Mehta

Chairman at Mehta Prime Wealth Limited;

101 Top Most Influential BFSI Leaders by ET Now World BFSI

[Keyur Mehta @MrKeyurMehta]

The Takeaway
Three things every investor should act on:
1️⃣ DII dominance is structural — position around sectors where domestic accumulation is strongest
2️⃣ The FII-DII divergence in Technology & Private Banks is a valuation lens worth examining closely
3️⃣ Mid & small-caps need quality filtering — promoter trimming + uneven retail flows demand discipline
#DIIFlows #FIIFlows #DomesticInvestors #SIP #InvestInIndia #IndiaMarkets #LongTermInvesting

[Keyur Mehta @MrKeyurMehta]

India's equity ownership has quietly crossed a historic milestone.
For the first time, DII holdings (20.9%) have overtaken FII holdings (17.1%) in Nifty-500 companies.
The FII-DII ratio? A historic low of 0.8x — down from 1.7x just a decade ago.
#IndianEquities #FIIvsDII #Nifty500
🧵 A thread on what this means for every long-term investor. 👇

[Keyur Mehta @MrKeyurMehta]

The Capital Scale
Scale this in absolute terms:
FIIs hold USD 696 billion in Nifty-500 — with Private Banks (USD 134b) the top allocation.
DIIs hold an even larger USD 849 billion — with BFSI, Oil & Gas, Consumer & Technology accounting for 60%+ of their deployment.
Domestic capital is no longer the junior partner in Indian markets.

[Keyur Mehta @MrKeyurMehta]

To the 500 families that we work with: THANK YOU for trust, sticking through storms, and letting us shape your abundance stories.
21 years are ours, built together. Next chapter starts NOW—making it the best yet!
#MehtaPrimeWealth #FoundationDay #21Years #WealthToAbundance #Wealth #WealthCreation #WealthManagement #GrowthMindset #PMS #HNI #LegacyBuilding

[Keyur Mehta @MrKeyurMehta]

21 Years. One Conviction. Countless Lives Changed.
In 2005, I chose to focus on what HNIs in South Gujarat truly needed: a true wealth partner, not a product pusher. From sub-broker days under my father to Mehta Prime Wealth today—what began as a realisation has grown into an institution.
#MehtaPrimeWealth #FoundationDay #21Years #WealthToAbundance #Wealth #WealthCreation #WealthManagement #GrowthMindset #PMS #HNI #LegacyBuilding

[Keyur Mehta @MrKeyurMehta]

To my incredible team—past & present: You're the backbone turning a firm into an institution. Your dedication nurtures every relationship & keeps every promise.
Deeply proud. This milestone is OURS.
#MehtaPrimeWealth #FoundationDay #21Years #WealthToAbundance #Wealth #WealthCreation #WealthManagement #GrowthMindset #PMS #HNI #LegacyBuilding

[Keyur Mehta @MrKeyurMehta]

The capex upcycle 📈 that began in FY22–23 has considerable runway 🛣️. Generation ⚡️ → Transmission 🔌 → Equipment ⚙️ → Storage 🔋 → Digital Infra 🖥️. Each segment at a different cycle stage = optionality for a patient, diversified investor 💼

Themes tied to necessity, not novelty, tend to endure ⏳. Few things are more necessary than electricity 🔌⚡️

#Power #Energy #PowerSector #Electricity #Transformation #Infrastructure #Generation #Transmission #Storage #PowerEquipment #Transformers #CapitalGoods #Renewables #Solar #Capex #DataCentres #AI #Wealth #LongTerm

[Keyur Mehta @MrKeyurMehta]

India's Power Sector Value Chain — A Long View Worth Taking 🧵⚡️

India's energy transformation isn't a single event. It's a multi-decade infrastructure build-out 🏗️ — and for patient capital 💰📈, it may be one of the most structurally compelling themes available today ⚡️🇮🇳

#Power #Energy #PowerSector #Electricity #Transformation #Infrastructure #Generation #Transmission #Storage #PowerEquipment #Transformers #CapitalGoods #Renewables #Solar #Capex #DataCentres #AI #Wealth #LongTerm

[Keyur Mehta @MrKeyurMehta]

Capital recycling 🔁💰: InvITs 🏗️ are monetising operational transmission assets ⚡️. NMP targets ₹2.3T 🎯 from transmission by FY30. Intrastate networks 🗺️ add a potential ₹2.9T more 📊 — pending regulatory clarity ⚖️

#Power #Energy #PowerSector #Electricity #Transformation #Infrastructure #Generation #Transmission #Storage #PowerEquipment #Transformers #CapitalGoods #Renewables #Solar #Capex #DataCentres #AI #Wealth #LongTerm

[Keyur Mehta @MrKeyurMehta]

6/ India's midcap & smallcap indices still delivered 11% & 8% CAGR in $ terms over 5 years — through multiple bouts of stress. 📈
This is temporary dislocation. Not permanent impairment. ⏳
History doesn't reward panic. It rewards the clarity to tell the difference. 🧭
#Wealth #WealthCreation #MarketVolatility #LongTermInvesting #WestAsiaConflict #USIran #IsraelIran #Crude #Oil #India #GDP ##Nifty50 #Midcap #Smallcap #Investing #StockMarket #SIPs

[Keyur Mehta @MrKeyurMehta]

🧵 When markets get loud, the patient investor goes quiet.
Here's what the data — not the noise — is telling us right now. 📊
#Wealth #WealthCreation #MarketVolatility #LongTermInvesting #WestAsiaConflict #USIran #IsraelIran #Crude #Oil #India #GDP ##Nifty50 #Midcap #Smallcap #Investing #StockMarket #SIPs

[Keyur Mehta @MrKeyurMehta]

5/ And here's what makes this cycle different: ⚖️
#DII holdings have now SURPASSED #FII holdings in key benchmark constituents — for the first time. 🔁
#SIP inflows hit a record in March 2026. 💰
India's investor base has structurally matured. That is not trivial. 🇮🇳
#Wealth #WealthCreation #MarketVolatility #LongTermInvesting #WestAsiaConflict #USIran #IsraelIran #Crude #Oil #India #GDP ##Nifty50 #Midcap #Smallcap #Investing #StockMarket #SIPs