Shrey Mehta

CERTIFIED FINANCIAL PLANNER® | IIM Alum | Simplifying the Art of Investing @investsmfs | Research-Backed Behaviour-First Investing | ₹400Cr AUM

[Shrey Mehta @_Shrey_Mehta]

Lessons to learn from 📈Sensex at 60k

A Thread 🧵

[Shrey Mehta @_Shrey_Mehta]

Very well written take.

[Ritesh Jain @riteshmjn]

AI's four pillars algorithms, compute, data, and human feedback are all showing cracks. From model collapse to cognitive decay, the bull case for AI is conditional, not guaranteed. Here's what we are thinking on the theme.

https://t.co/gG5fpFooQO

[Samir Arora @Iamsamirarora]

We should complete this line of reasoning.
So if Indian investors did not do SIP they could have done the following:
a) Invest outside India which everyone seems to favor this month. Could not have helped the Indian Rupee though
b) Bought gold which everyone seemed to favor at the beginning of the year- same issue
c) Wasted the money in dinners/electronics/phones etc- no one can say that wasting money or excessive consumption is better than saving
d) Kept money in the bank and earned 4-5% type net of tax returns- most SIPs would still be giving that kind of returns in the past 1-2 years.

We could have kept the FIIs and PE funds from selling but that would have also meant even poorer performance of the existing stock of equity that these same retailers own plus less reason for PE or other investors to come back when things are good.

Plus if these new businesses (that have gone public recently due to PE selling etc.) would not have grown the way they have, you would not have been able to get a temp maid to clean your bathroom and (God forbid) you would have had to go out yourself in this 40 degree heat to get your groceries.

[Kalpen Parekh @KalpenParekh]

6 steps in markets that are uncertain. Almost always they are.

[Trendulkar @Trendulkar]

The government wanted 20% tax on STCG, but forgot that 20% of 0 is still 0.

[Kalpen Parekh @KalpenParekh]

It takes a good camera in today’s world to give advise in few min on wealth creation which is a multi decadal process

Better to spend time searching for good MFDs & advisors who also have spent decades learning the dos & donts of investing

[Shrey Mehta @_Shrey_Mehta]

@Iamsamirarora Agreed. The higher usage argument may not help existing listed incumbents. Especially their stocks.
But higher usage argument may lead to newer players (Netflix for example) and at least provide alternate/new jobs down the line, which could shield the economic impact partly, no?

[Shrey Mehta @_Shrey_Mehta]

@1shankarsharma Love Voters Under Management 👏🏻

[George Mack @george__mack]

80% of outcomes in life can be explained by 1 thing: Pareto principle.

The pareto principle is the pareto for principles.

[Sunil Singhania @SunilBSinghania]

Silver took 2 months (nov - dec '25) to move from $50 to $70 and then zoomed to $120. In less than 2 months back to below $70 now.

Crude took 2 months (Jan - feb '26) to move from $60 to $70 and then zoomed to $120.

Will it follow silver trend and come back below $70?

[Shrey Mehta @_Shrey_Mehta]

@karanmerwana @ActusDei Many tech tools available to track and manage underlying Asset Allocation on a portfolio level. A part of the portfolio can be in Multi Asset Funds precisely for the mentioned reasons - smoother return profile and tax efficiency.

[Shrey Mehta @_Shrey_Mehta]

@AashishPS @moneyworks4u_fa This has aged better 😃

[SMFS @investsmfs]

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[abhishek @abhishec_s]

Nobody Knows

👇

[SMFS @investsmfs]

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[Shrey Mehta @_Shrey_Mehta]

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[SMFS @investsmfs]

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[Shrey Mehta @_Shrey_Mehta]

@ActusDei @PosteAnil But for now, one will still need a bank to invest in the MF in the first place 😃

[Monika Halan 🇮🇳 @monikahalan]

Today looks to be ugly in the markets.
Today is all about keeping your plan on course and not reacting to the wild panic that grips world markets.
Unless the world goes back to live in caves and we all trundle wheelbarrows again, markets will recover.
Your armour is your asset allocation between debt and equity.
If you have enough on the debt side with FDs and debt funds, you can ride this patch out.
Don't watch the markets for a few days.

[Shrey Mehta @_Shrey_Mehta]

@Iamsamirarora Some historical proof - quoted you about 3.5 years ago when Indian markets peaked in Sep 2021.

[Shrey Mehta @_Shrey_Mehta]

2 - Similarly, no one can predict whether there will be a 5-10-20% correction in the next 2-3-6 months or not.
As @Iamsamirarora very rightly says, NO ONE knows anything about anything beyond a point.

[Gaurav Rastogi @rustapharian]

As simple as …

[Jatin Khemani, CFA @Jatin_Khemani]

Very well explained why entry valuations are crucial, no matter how good the business & management are.
What makes this session special is that it was done in 2021 when BAAP (coffee can) was considered holy grail! @Iamsamirarora 🫡