Vishal Doshi @Alpha Investment

AMFI Registered Mutual Fund Distributor. Past - Worked with multiple family offices. Done Equity Research, Fund mgmt and handled a mid sized corporate treasury.

[Vishal Doshi @Alpha Investment @VishalAlpha]

Big news! My new venture is officially on X. 🎯

If you want to move beyond market noise and get true Financial Clarity for your life goals, this is the place to be.

Do me a favor and give the new page a follow! 👇 @Goal_SIP

#FinancialPlanning #GoalSIP #Investing #MutualFunds

[GoalSIP @Goal_SIP]

Stop aimless saving. Start goal-investing. 🎯

Excited to launch @GoalSIP

We turn your goals into actionable strategies.

📈 10+ years experience. 🗺️ Purpose-driven portfolios. 🎯 True clarity.

🌐 https://t.co/tbVzHmh40R

#GoalSIP #Investing #FinancialClarity #SIP #MutualFunds

[Vishal Doshi @Alpha Investment @VishalAlpha]

@ActusDei So many MFDs are highly qualified, but they can't give advice. Allow MFDs to provide advice as well, and let clients decide whether they want to pay fees or let the MFD earn from the product. MFD should give the RIA exam and prove his credentials.

[Vishal Doshi @Alpha Investment @VishalAlpha]

@I_am_Viraln Excellent Analysis . Just one thing. Because the index has corrected the PE has not held steady but it has declined

[Vishal Doshi @Alpha Investment @VishalAlpha]

@ActusDei The simplest way to solve the crisis is to allow MFDs to become RIA also and they can decide client specific whether to give advisory or distribution ...

[Vishal Doshi @Alpha Investment @VishalAlpha]

Armed forces valour should be part of school curriculum so that children grow up to be proud Indians.

[vijaimantri @vijaimantrimf]

A Meeting That Humbles You

I was invited in Chandigarh to talk about economy and markets.

I had the honour of meeting a true hero of our armed forces — Brigadier HS Kaura Sena Medal , a veteran of IPKF of 1987 , whose story left me speechless and humbled.

He was hit by three bullets in action:

•One grazed his ear,

•Another shattered eight of his teeth,

•The third struck his jaw.

Despite this, his co-pilot Major Daman , whose right hand was blown open, managed to fly the helicopter back to the army base — a full 17 minutes — with Brigadier Kaura’s teeth lying on his feet.

Major Dr. Ashok Tyagi, without delay or equipment, used a blade to cut open the Brigadier’s throat, creating an airway and saving his life.

The most astonishing part?

Brigadier Kaura narrated this entire incident with calmness — as if it were a casual event. He gave full credit to his co-pilot Major Daman and the Major Dr. Ashok Tyagi. Not once did he glorify his own pain or bravery.

What courage. What humility. What unmatched valour.

In front of such stories, we are reminded how small we are — and how much we owe to the armed forces who protect this nation with every ounce of strength and spirit.

The least we can do is strive to be citizens worthy of their sacrifice.

Rest of the article is in comments section.,

[Vishal Doshi @Alpha Investment @VishalAlpha]

This is heartbreaking. Can @PMOIndia and @DoWRRDGR_MoJS look into this on an urgent basis?

[ANI @ANI]

#WATCH | Maharashtra | Women face hardships in their quest to get water for daily use amid water crisis in Borichivari village of Taluka Peth in Nashik district

[Vishal Doshi @Alpha Investment @VishalAlpha]

Direct stock investing is only for professionals or investors who understand equity research and fund management.

[vijaimantri @vijaimantrimf]

Why Mutual Funds Sahi Hai!

I analysed over 1,400 stocks and more than 450 equity mutual fund schemes, comparing their fall from peak prices to April 04, 2025.

Here’s what I found:

% of % of
Drop from peak Stocks Equity MFs

-40% or more 35% 0.22%

-30% or more 59% 6%

-20% or more 77% 44%

Mutual Funds don’t just help create wealth in the long run—they also fall far less than individual stocks in volatile markets.

Choice is yours.

[Vishal Doshi @Alpha Investment @VishalAlpha]

Who would have thought we would hear such things from a global leader and, least of all, the President of the USA

[Nigel D'Souza @Nigel__DSouza]

“These countries are calling me, kissing my ass, they are dying to make a deal... please please sir let me make a deal, I'll do anything, I'll do anything sir."

#StockMarketNews #TrumpTariffs

https://t.co/wYXnzKyXGn

[Vishal Doshi @Alpha Investment @VishalAlpha]

Retail has to take a tough exam on derivatives before being allowed to trade... or best is to increase the contract size so as to not allow the retail to trade in F&O. It is destroying savings and families. The regulator has allowed this to go on for far too long.

[NDTV Profit @NDTVProfitIndia]

#NDTVProfitExclusive | #SEBI committee may consider asking retail F&O investors to prove their suitability.

@CharuSingh_345

For the latest news and updates, visit: https://t.co/by4FF5oyu4

[Vishal Doshi @Alpha Investment @VishalAlpha]

Such acts should be celebrated and highlighted by the regulator and the media.

[vijaimantri @vijaimantrimf]

The Story of MFDs (1/52)

In 2000, while working with HDFC MF, I met Sanjay Bhai in Ahmedabad. He was assisting corporate clients back then, but soon, he became an MFD himself. Over time, he built an (1/3) @amfiindia @NileshShah68 @iRadhikaGupta @hdfcmf
@livemint @ActusDei

[Vishal Doshi @Alpha Investment @VishalAlpha]

Finally someone has given the correct perspective of MFDs

[vijaimantri @vijaimantrimf]

MFDs: The Most Cost-Effective Financial Intermediaries in India

The role of Mutual Fund Distributors (MFDs) in India’s financial ecosystem has been undervalued and often misunderstood. While other financial intermediaries earn significantly higher commissions, (1/14)

[Vishal Doshi @Alpha Investment @VishalAlpha]

@FinMinIndia @PMOIndia @RBI not worried about large scale outflow of forex?

[Sonia Shenoy @_soniashenoy]

🚨Large foreign investor selling continues in this market 🚨
➡️FIIs sold 6286cr in the cash markets today
➡️FIIs have now sold 43200cr in February so far
➡️Nifty has now hit an 8 month low
➡️US growth slowdown and uncertainty over tariffs from Trump causes incremental selling by FIIs

[Vishal Doshi @Alpha Investment @VishalAlpha]

When the regulator says it is one thing but when a professional says it can have multiple meanings. Best is to walk the talk. Close down the SMID schemes and return the money to investors. Comeback when comfortable on valuations.

[Vivek Singhal @TheVivekSinghal]

Just sell everything so they can buy?
Utmost care should be taken before making such an irresponsible statement.
One simple question: Have they stopped accepting money in their small- and mid-cap mutual fund schemes?"

[Vishal Doshi @Alpha Investment @VishalAlpha]

@ankursingh @sardesairajdeep this guy should be DOGED

[Vishal Doshi @Alpha Investment @VishalAlpha]

@elonmusk @elonmusk Defence, Education and Infrastructure can continue .... Rest all cut by 20% ...Potential to save upwards of a trillion dollars !!

[Vishal Doshi @Alpha Investment @VishalAlpha]

Will this prove to be recessionary? Whatever be the results it's a bold move.

[Elon Musk @elonmusk]

Reducing the federal deficit from $2T to $1T in FY2026 requires cutting an average of ~$4B/day in projected 2026 spending from now to Sept 30.

That would still result in a ~$1T deficit, but economic growth should be able to match that number, which would mean no inflation in 2026.

Super big deal.

[Vishal Doshi @Alpha Investment @VishalAlpha]

Ghar ghar ki kahani

[Ashish Kumar @BaapofOption]

🙈🙈🙈

Shock Market 😂😂😂

[Vishal Doshi @Alpha Investment @VishalAlpha]

Costs need to come down and TERs need to increase ... 20 bps on each side will make a huge difference ...
Allow alpha generating MFs to charge investors a % of gains generated.

Regulations need to innovate with time...

[Vashistha Iyer @uptickr]

Mutual Funds are a tough business!

33/44 AMCs had >5,000 Cr AAUM in the last quarter of FY24. 10 of them (30%) reported an operating loss. 5 of them had >10,000 Cr AAUM.

360 One and NJ are largely profitable based on PMS/AIF/Advisory business, rather than MF management fees.

[Vishal Doshi @Alpha Investment @VishalAlpha]

Time for India to have its own DOGE Team @narendramodi

[Department of Government Efficiency @DOGE]

The DOGE Team is looking for world-class talent to work long hours identifying/eliminating waste, fraud, and abuse. These are full-time, salaried positions for software engineers, InfoSec engineers, financial analysts, HR professionals, and, in general, all competent/caring people. Apply here!

https://t.co/mXVcERZFRx

[Vishal Doshi @Alpha Investment @VishalAlpha]

DEEPSEEK

Game-changing.

Trust the Chinese to re-innovate everything at a much lower cost

Solar energy
EV cars
And now AI

Maybe this will pop the US stock bubble centred around AI and tech

[Vishal Doshi @Alpha Investment @VishalAlpha]

DeepSeek: China’s AI disruptor takes on OpenAI and Google!

According to the NYT, DeepSeek’s engineers pulled this off with far fewer specialized chips.

The kicker? It’s ~96% cheaper than ChatGPT:
-OpenAI (o1): $60.00 per 1M tokens
-DeepSeek (R1): $2.19 per 1M tokens