Accelt Asset Management

SEBI Registered Portfolio Management Service (PMS). Focus on long term wealth creation for our clients. SEBI Registration No.-INP000009010

[Accelt Asset Management @AcceltAsset]

Accelt Asset Management LLP
SEBI Registration No: INP000009010

Our Q1 FY27 letter is out.

Inside: AI memory, India's EMS shift, defence going structural, and why we buy at the inflection.

https://t.co/noeA1nh4G5

[Accelt Asset Management @AcceltAsset]

Process over performance. Always.
We back businesses where growth comes with capital efficiency, sustainability and predictability
Thanks to all our investors for keeping faith. We continue to work hard to retain that trust.

@_vaibhavagarwal

[Accelt Asset Management @AcceltAsset]

Accelt Asset Management LLP
SEBI PMS Registration No INP000009010

The world is changing. Markets are adjusting.

We remain focused on what matters: quality, discipline, and long-term compounding.
Sharing our latest investor update.

@_vaibhavagarwal

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

Been reading Warren Buffett’s letters for years. They’ve taught me more about business and investing than any book ever could — how to think like an owner, stay grounded, and focus on what really matters.
His last letter yesterday felt special.
Less about numbers, more about life.
About picking the right role models, behaving right, and just trying to be a better human.
At the end of it all, that’s probably what really counts.

#WarrenBuffett #BerkshireHathaway

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

We are pleased to share that our portfolios continued to deliver resilient performance in a volatile market environment.

The Accelt Long Term Equity Fund (Multi-Cap) has maintained its consistent performance trajectory since inception, generating an alpha of 1.28% during the month and 3.84% since inception.

We remain focused on our philosophy of disciplined investing and creating long-term value for our investors.

@AcceltAsset

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

Consumer tech IPOs lately feel like Indian drivers nearing a speed limit — slowing down just before the checkpoint

Companies cut marketing spends, discounts, ESOPs, even salaries — just to look good before listing.

But after listing, they return to status quo — costs rise, margins shrink, and reality shows up in results.

The slowdown only reduces losses temporarily.

As investors, we must look under the hood:
Are the unit economics sound?
How intense is competition?
Can the company be a monopoly if it chases growth?
In consumer tech, the winner takes it all.

#ConsumerTech #IPO #EquityMarkets #InvestingWisely #UnitEconomics #Competition #Monopoly #MarketInsights #AcceltAssetManagement #WealthCreation

[Accelt Asset Management @AcceltAsset]

This Diwali, we celebrate light — in our homes and in our financial journeys.
At @AcceltAsset , our mission is to turn dreams into wealth and wealth into freedom
Wishing everyone a bright, prosperous and wealth-creating Diwali! ✨

@_vaibhavagarwal

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

Recently had the opportunity to share my thoughts in an interview with @MubinaKapasi

We discussed my investing philosophy, market outlook, and the journey of building @AcceltAsset — with a simple vision of accelerating wealth creation through disciplined, long-term investing. What started as a casual discussion on disciplined wealth creation has now reached 20,000+ views — truly grateful for the overwhelming response. 🙏

Link to watch: https://t.co/V8m5ymwVXz

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

India’s equity landscape is undergoing a structural transformation. As market participation deepens beyond metros into Tier 2 and 3 towns, we’re witnessing the rise of a more stable domestic capital base — one that’s less dependent on foreign flows. This marks a cultural shift from traditional savings in gold and real estate towards productive, risk capital in equities. A growing retail investor base not only broadens liquidity but also enhances valuations and long-term funding avenues for Indian businesses.

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

For years, we’ve heard that what works in the West comes to India with a 5–10 year lag.
E-commerce, ride-hailing, streaming — all followed that playbook.
But the script is flipping.

India today has a structural cost advantage in delivery:

Food / quick commerce orders cost $0.5–0.6 to deliver in India vs. $7–8 in the U.S.

Home services cost Urban Company $2–3 per job, while U.S. peers like TaskRabbit/Angi need $15–20.

This means business models that can’t even survive in the West are scaling fast in India:

Quick commerce works here because low delivery costs + dense cities + daily consumption habits.

Urban Company’s full-stack home services thrive because training and fulfillment are viable at scale.

Hyperlocal plays like milk runs and tiffins are uniquely sustainable in India.

@AcceltAsset

#IndiaGrowthStory #ConsumerTech #QuickCommerce #HomeServices #IndiaInnovation

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

Brands don’t spend big unless they see demand visibility.

After 2–3 years of muted consumer growth, the last few months have brought a strong tailwind:
Substantial GST rate cuts
Higher disposable income from income tax relief
RBI’s liquidity push with rate cuts & easier consumer lending
All the ingredients for a demand revival are finally coming together

#ConsumerDemand #IndiaGrowth #EarningsGrowth #FestiveSeason

https://t.co/iijLmouQxe

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

Accelt PMS – Q1FY26 Update

Our portfolio companies delivered another strong quarter with:
📈 18% median sales growth
💰 23% median PAT growth

While Nifty earnings growth for FY26 is expected at just ~10%, our portfolio earnings outlook remains robust at ~25% with valuations still reasonable (PEG = 1x).

Yes, the global environment is challenging with tariffs and volatility, but India’s resilience is shining through – GDP at 7.8%, green shoots in private capex, and supportive reforms on the horizon.

Going forward, it’s truly a stock picker’s market – sustainable earnings growth will drive long-term wealth creation.

At Accelt, we stay committed to our bottom-up, disciplined approach to deliver value for our investors.

@AcceltAsset

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

Great start o the day — my views featured in The Economic Times!

On digital cos: valuations may look stretched early on, but with scale & earnings, they often follow a J-curve before normalising.

📖 Read here: https://t.co/GxJWKmZ3tJ

@AcceltAsset @EconomicTimes

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

In this Outlook Money cover story, I’ve shared why timely action in tax planning, investing, and insurance isn’t just smart—it’s essential.
Delays can mean missed tax savings, penalties, and lost compounding—opportunities that don’t come back.
📖 Read the full article: https://t.co/8V9OVlvwMZ

#TaxPlanning #FinancialDiscipline #WealthCreation #PowerOfCompounding #OutlookMoney #Accelt #InvestSmart

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

Spoke with The Federal today on:
👉 Trump’s tariff plans & their impact on India
👉 Current market outlook

Link to the complete video:
https://t.co/kLARsCda68

@AcceltAsset @TheFederal_News

[Vaibhav Agarwal,CFA @_vaibhavagarwal]

Hi everyone,

I’ll be in Pune tomorrow. If anyone would like to connect for a quick chat on markets, investing, mentorship, or to know more about our PMS at Accelt Asset Management, feel free to DM me here or email at [email protected]

@AcceltAsset

[Accelt Asset Management @AcceltAsset]

Know someone perfect for this?
Tag them or DM this thread.
Let’s build something valuable, stock by stock. 📈
#EquityResearch #FinanceInternship #MumbaiJobs #CFA #Investing #PMS #Accelt

@_vaibhavagarwal

[Accelt Asset Management @AcceltAsset]

1/
This is a 6-month internship based in Mumbai.
You’ll work directly with our investment team, learning the real-world art of stock picking and portfolio construction.

[Accelt Asset Management @AcceltAsset]

6/
At Accelt, we believe wealth creation starts with clarity and conviction.
We’re building a research-first investing culture — and this is your entry point.