#MoneyKonnect

Premier financial services Aggregator

[Ritesh Jain @riteshmjn]

Economic rebalancing has already started.

This is the first signal that Mfg as % of GDP (which is stuck at 14% for last 3 years) is headed higher.

This is not only true for India… just check the situation in U.S where mfg as % of GdP is now less than 10%.

The correlation between engineers getting placed and companies in large cap benchmarks is negative.. and I will reiterate here clearly.. our large cap benchmarks don’t have tommorow”s winner.

[SrinagarGirl @SrinagarGirl]

Worth a listen

[Dr. Deepessh Divaakaran (Dr. DD) @md_deepesh]

Priyanka Gandhi Vadra called him a “gaumutra expert.”
She seemed very proud.
One cheap phrase.
One parliamentary laugh.
One scientist was casually thrown under the bus.

Perhaps she did not know who Prof. V. Kamakoti was.

So let us help.

Prof. Kamakoti earned his https://t.co/l3aehJY3Bk.
Then his M.S.
Then his Ph.D.

All from IIT Madras.

He became a professor there.

Then, in January 2022, he became its Director.
Now let us inspect this “gaumutra expert.”

Under his leadership, IIT Madras filed:
378 patents in 2023-24.
419 patents in 2024-25.
431 patents in 2025-26.

Total?
1,228 patents.

Including 284 international filings.
More than one patent every day.

Apparently, innovation now needs political permission too.

Patents granted?
178 in 2022.
325 in 2023.
356 in 2024.

Total: 859.
Almost 100% growth.

Technology-transfer transactions?
84.

Because patents should not only sleep inside government files.

They should enter factories.
Markets.
Hospitals.
Defence systems.
And national infrastructure.

Now the startups.

104 startups incubated in 2024-25.
112 more in 2025-26.
216 startups in two years.

His vision was called “Startup Shatam.”

The IIT Madras ecosystem now has more than 500 startups.
Its portfolio is valued above ₹74,000 crore.
It has attracted nearly ₹12,000 crore in investment.
It has created over 11,000 direct jobs.

Priyanka Gandhi reads political speeches written some Scribbler.
Kamakoti manages innovation ecosystems.

Small difference.

IIT Madras also raised nearly ₹1,728 crore through alumni.
CSR and corporate fundraising across five years.

Sponsored research funding rose from ₹504 crore to ₹956 crore.
Almost 89% growth.

The institute also opened its first International campus.

It created an indigenous high-performance RISC-V chip.
A contribution to India’s semiconductor self-reliance.

Its startups work in:
Semiconductors.
Defence.
Aerospace.
Robotics.
Quantum technology.
Artificial intelligence.
Biotechnology.
Medical technology.
Advanced manufacturing.
Batteries.
Climate technology.
5G.
6G.
Cyber systems.

Prof. Kamakoti also led India’s SHAKTI processor programme.
He chaired the national AI Task Force.
He served on the National Security Advisory Board.

And in 2026, India honoured him with the Padma Shri.
Not for delivering political speeches.
For Science and Engineering.

Criticise his ideas.
Question his claims.
Challenge his science.
That is democracy.

But reducing a national scientist to one mocking label?
A perfect example of being a privileged brat.

History remembers the people who built the nation.

It rarely remembers those who mocked the builders.

[Narendra Modi @narendramodi]

Abuses never solve anything.

Let’s guide the misguided.

Let’s work together.

Let’s work for Bharat.

[Rahul Shivshankar @RShivshankar]

THERE ARE TWO SIDES TO EVERY STORY. BUT POLITICS ENSURES ONLY ONE IS TOLD. BUT THIS YOUNG WOMAN DEMANDS TO BE HEARD.

"My father was almost lynched to death. He suffered head injuries. He was dragged by a violent mob. His uniform was soaked in blood. But when I opened social media, I was shocked to see my father being portrayed as the villain."

INDEED. They perform one of the most thankless jobs in the country.
A job that demands they put their lives on the line so that law and order holds.

Whatever your politics, no family should have to watch a loved one risk their life in service, only to see them vilified without regard for the facts.

[Nilesh Shah @NileshShah68]

I got two missed calls and a SMS to call courier with a 15 digit no

*21*89698 49428#

There was a call after some time to dial the number

I checked in google to see what fraud this was

This is the reply

Dialing *21*8969849428# will immediately activate unconditional call forwarding from your phone line to the scammer's number.

This is a well-known USSD-based call forwarding scam. Once activated, fraudsters will silently intercept all your incoming calls, allowing them to steal voice OTPs, hijack your WhatsApp or Telegram accounts, and compromise your bank details.

If you or someone else accidentally dialed this code, open your phone's dialer right away and dial ##002# to completely deactivate all call forwarding services. You can also verify your line's current forwarding status at any time by dialing *#21#.

Always be careful.

Never dial such numbers .

[RedboxGlobal India @REDBOXINDIA]

INDIA'S MANUFACTURING SECTOR COULD GROW 2.8X TO $1.5 TRILLION BY 2035 AS INDUSTRIAL POLICY, REFORMS AND A MULTI-YEAR CAPEX SUPER-CYCLE DRIVE STRONG EXPANSION.

[Ritesh Jain @riteshmjn]

Sorry guys investing is not at all easy.

This chart is a great example of “Market discounting the future”

As Stanley druckenmiller said “Never, ever invest in the present. You always have to sort of imagine the world the way it's going to be in 18 to 24 months as opposed to now."

This is why understanding macro environment matters in investing… best investors are the ones who can visualise down the line because today, you are buying a promise in the form of higher P/E multiple not supported by earnings or collapsing P/E multiple ( value trap) although today”s earnings are superb.

[#MoneyKonnect @TayalCapitals]

What amazon taught me about investing in uncertain markets https://t.co/FnfwGGNsuz

[Nooresh Merani @nooreshtech]

#WhiteOak MF Note on Gold/Silver.

The Past Drawdowns
Gold -25% Recovery 7 years ( USD around 10-12 years)
Silver: -55% Recovery 9 years. ( USD 14 years.)

Nobody knows the future.
Remember - There is no Asset without Drawdowns and Time Correction.

[Harinder S Sikka @sikka_harinder]

A must-listen talk. Bharat needs this wake-up call. Our failure is not of talent, but of a corrupt, trigger-happy regulatory mindset. Despite meaningful change since 2014, the colonial bureaucracy continues to suffocate India’s potential.

Reverse brain drain & reverse engineering will happen only when IITs & IIMs evolve into global innovation hubs that reward invention.

A nation capable of supercomputers, Moon missions, Mars plans can reclaim its ancient scientific genius; from precision temple engineering to genomics. Now is the time.

[Peak Financial Investing @PeakFinInv]

Why is the silver market so dramatically short relative to all the other commodities? The oil and corn industries are short 3 days' worth of production, but #silver is short over 12 months' worth of production!

Full report: https://t.co/uKElLi8yYD

[Ritesh Jain @riteshmjn]

This is probably the most important thing you will read after Russian FX reserves were confiscated.
If Russian reserves are used in any “structured” way to fund Ukraine war then GOLD will just go parabolic.

[#MoneyKonnect @TayalCapitals]

@aubankindia A U bank seems to in shortage of funds

[#MoneyKonnect @TayalCapitals]

Submitted three SB accounts closure request **in person** at AU Bank Noida Sector 18 branch yesterday, but the branch manager is still refusing to release my funds.  
Requesting urgent intervention. @aubankindia @RBI @FinMinIndia @CPGrievance

[#MoneyKonnect @TayalCapitals]

@aubankindia

[#MoneyKonnect @TayalCapitals]

@aubankindia savings accounts closure request submitted in person yesterday, Noida branch not ready to close my three accounts. BM forcing himself in my house without appointment. My money is blocked.@RBI

[#MoneyKonnect @TayalCapitals]

Submitted three SB accounts closure request **in person** at AU Bank Noida Sector 18 branch yesterday, but the branch manager is still refusing to release my funds.  
Requesting urgent intervention. @aubankindia @RBI @FinMinIndia @CPGrievance

[#MoneyKonnect @TayalCapitals]

Submitted three SB accounts closure request **in person** at AU Bank Noida Sector 18 branch yesterday, but the branch manager is still refusing to release my funds.  
Requesting urgent intervention. @aubankindia @RBI @FinMinIndia @CPGrievance

[#MoneyKonnect @TayalCapitals]

@CPGreivance @rbi

[#MoneyKonnect @TayalCapitals]

@CPGreivance @rbi