Santosh 🇮🇳

[Santosh 🇮🇳 @agarwalksantosh]

@vaastavngo Thank You @vaastavngo for giving me opportunity to to talk about #mutualfunds in front 200 highly energetic participants. Hope I cleared of their doubt about #MutualFundsSahiHai

[Kedia Advisory @kediaadvisory]

Copper Advances to 1,384 on Tight Supply and Strong Demand

[Sunil Gurjar, CFTe @sunilgurjar01]

INDIA’S RICHEST SURNAMES 🇮🇳

1- AGARWALS
* No. of Families: 12
* Average Wealth per Family: ₹79,200 Cr

2- GUPTAS
* No. of Families: 12
* Average Wealth per Family: ₹63,360 Cr

3- PATELS
* No. of Families: 10
* Average Wealth per Family: ₹54,560 Cr

4- JAINS
* No. of Families: 9
* Average Wealth per Family: ₹51,040 Cr

5- MEHTAS
* No. of Families: 5
* Average Wealth per Family: ₹39,600 Cr

6- BIRLAS
* No. of Families: 4
* Average Wealth per Family: ₹36,800 Cr

7- AMBANIS
* No. of Families: 1
* Average Wealth per Family: ₹34,500 Cr

8- MITTALS
* No. of Families: 3
* Average Wealth per Family: ₹31,200 Cr

9- TATAS
* No. of Families: 2
* Average Wealth per Family: ₹28,900 Cr

10- HINDUJAS
* No. of Families: 1
* Average Wealth per Family: ₹27,600 Cr

[Vikas Khemani @vikaskhemani]

Meditation is as essential as having bath daily. Sadly very few know and realize it.
Make part of your routine.
#MentalWellness

[Samir Arora @Iamsamirarora]

Even the worst year is green. Yeh to humne bhi nahin socha tha ya humein even pata tha @IndiaHelios

[B Padmanaban ([email protected]) @padhucfp]

Small Cap is "Too Risky"? The Data Tells a Different Story.

The Bandhan Small Cap Fund , launched 77 months ago , has delivered remarkable outcomes for disciplined SIP investors.

Here's what a regular SIP would have achieved:

Total Investment: ₹7.70 lakh
Current Value: ₹17.17 lakh
XIRR: 25.24%

That's the power of staying invested.

Yet, we continue to hear:

"Small caps are too risky."
"Invest in small caps only if you can wait 10+ years."

While every investment carries risk, history has repeatedly shown that well-managed small-cap funds have the potential to create significant long-term wealth for patient investors through disciplined SIPs.

In my view, the small-cap segment represents one of the most diversified opportunities in the equity market, with exposure to a large universe of emerging businesses that can become tomorrow's market leaders. Despite this, many investors continue to overlook its wealth-creation potential.

The lesson is simple: Don't let popular narratives outweigh data.

Always do your own due diligence before investing.

This post is purely for educational purposes and should not be construed as investment advice.

Fortune Investment Services (P) Ltd.
ARN: 197457

Disclaimer: Please keep in mind that mutual fund investments are exposed to market risk. Before making any investment decisions, review all scheme-related documentation thoroughly. The material of the reports is intended solely for informational purposes and should be used by the recipient. While we made significant efforts to compile the data and contents of this report, we give no promises about the logic of the assumptions or the veracity of any data. Any decisions made using this material are completely the responsibility of the recipient. We reserve the right to correct any errors or discrepancies in the reports that are discovered or brought to our attention at any time. Perform your research thoroughly before making any investments. Why? Just because it's interesting.

[Kayezad E Adajania @kayezad]

EPFO 3.0 promises instant PF withdrawals via UPI and ATM cards, faster claims, and easier record fixes.

But legacy data issues and employer dependence remain unresolved.

@SanketD_ET explains what changes, and what doesn't. Story in @ET_Wealth out this week.

[Puneet Sharma @FintechSharma]

hey @YouTubeIndia you deleted my son's channel that was managed by his mom. Just 2 videos on abirtheminer, he was getting started, working hard on his hindi writing with scripts and you knocked him out. That boy is depressed for 3 weeks now. Please open doors to talk atleast.

[Gurmeet Chadha @connectgurmeet]

Power of just 1 extra step..

An ex hdfc colleague of mine shared this-

“Stretch and put one extra step. Over and above what normal people do. Instead of doing 12 sips a year , do 13.. instead of paying 12 EMIs pay 13…”

A 25k sip over 20 years at 12-13% CAGR will fetch u 2.5 cr .. one extra sip a year will fetch u over 4 cr

A 2 cr loan for 20 years at 8.5% will have an emi of 87-88K… one extra emi a year goes towards principal repayment and will help u pay off the loan in 16 years with massive savings in interest cost too..

[Coldfire @cold_fire7]

So this is how Plane exit scenes are made 😳 wait for the parachute 😅

[Samir Arora @Iamsamirarora]

Since MFs are otherwise quite transparent and their fee is explicit and one can redeem anyday or even stop SIP anyday how exactly did the distributor fool them? Keen to understand.
Other than the fact that in hindsight the market did not go up as perhaps believed, how were the persons fooled?

[Cafemutual @cafemutual]

Here's how Harmik Singh Sachdeva of Milestone Financial Distribution built an empire of Rs 1600 crore :https://t.co/zfT6If8oAX

[Uday Kotak @udaykotak]

Google which is cash surplus, just announced an additional capital raise of $80 bn.
Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together.
It’s a wake up call to all companies to invest into the future, whatever the present maybe.
Now that IPL is done and dusted, time for India to focus on business of business.

[Kush Agarwal @kushgrwl]

In my new office thinking of ditching a chair and table and going back to the gaddi system of yesteryears.
Till 2 decades back that was the norm of our family office.

[Kayezad E Adajania @kayezad]

DO SIPs WORK?

Of the 295 actively managed, diversified equity schemes with a two-year track record, 26% haven’t made any money in the last two years if you had started your SIP then, according to ACE MF data. Nearly 54% have failed to beat 5% returns. Just 1% of schemes have made returns in excess of 10% if you had started your SIP two years back.

These are precisely the times when investors question the veracity and wisdom of SIPs. Which is where our annual @ET_Wealth - @CrisilLimited annual SIP Study 2026 comes in.

If you continue your SIPs for 10 years, you won’t lose money. But the probability of incurring losses starts to decline after 4 years.

+ This year we have also analysed how long it takes for SIPs to recover after market crash. This is for those who panic and stop their SIPs in turbulence.

But the bigger story is how investors actually behave during a crisis. Our cover story features three individuals who didn’t stop their SIPs despite a personal crisis, and two who did and paid the price.

My story in this week’s @ET_Wealth. Let me know in the comments how you’ve reacted during a crisis; I would love to hear your stories.

[Vala Afshar @ValaAfshar]

Do not take a good job, a caring boss, trusted colleagues and steady income for granted.

[B Padmanaban ([email protected]) @padhucfp]

📊 Small Cap Funds: Why Time Horizon Is Everything!!!

I've been tracking small cap fund performance across multiple time horizons — 1, 2, 3, 5, 7, 10, and 15 years — and the data tells a compelling story. Only 1 and 2 years alone single digit!

The market has been under pressure for the past 18–24 months. Short-term returns? Single digits. Underwhelming, and understandably discouraging for many investors.

But zoom out, and the narrative shifts completely.

✅ 3-year returns: 15%+ CAGR ✅5, 7, 10, 15-year returns: Consistently strong.
Small caps are volatile — that's not a secret. But volatility without a long-time horizon is the real risk, not the asset class itself.

The data is clear: if you're investing for the long term, small and mid cap funds deserve a significant place in your portfolio.

Wealth isn't built by avoiding volatility. It's built by staying invested through it. 💡

Narratives can move markets today. Reality builds wealth tomorrow.

Most of the war impact is coming to neutral now!

Conducting thorough due diligence before making any investment decisions is essential to ensure well-informed choices. 🙏🙏🙏

Disclaimer: Please keep in mind that mutual fund investments are exposed to market risk. Before making any investment decisions, review all scheme-related documentation thoroughly. The material of the reports is intended solely for informational purposes and should be used by the recipient. While we made significant efforts to compile the data and contents of this report, we give no promises about the logic of the assumptions or the veracity of any data. Any decisions made using this material are completely the responsibility of the recipient. We reserve the right to correct any errors or discrepancies in the reports that are discovered or brought to our attention at any time. Perform your research thoroughly before making any investments. Why? Just because it's interesting.

[swarup mohanty @mohanty_swarup]

The worst flight experience!
Yesterday I was taking @indigo flight 6E 0322 from Delhi to Mumbai
Schedule departure was 11:30 pm!
We got 4 messages:
- at 11:31 pm that flight would depart at 00:00 hours
- at 11:56 pm saying flight would now leave at 2:00 pm
- at 12:03 pm that flight will go at 2:35 pm
- 2:10 pm with departure at 3:05 am
- at 4:09 pm with departure at 4:30 am

There was a helpless boy, Amandeep, at the departure gate with absolute no clue and help from the airline itself. One just felt sorry for him.

Finally we boarded at 4:30. Took off at almost 5:30 and landed in Mumbai at around 7:30 am

No apology, no regret, nothing from the airline staff.

Where have we reached in aviation in our country?

[Kayezad E Adajania @kayezad]

Your domestic portfolio is sorted. Now, where does your next ₹10 lakh go?

The Nifty 50 has returned 4.86% in the past year. The S&P 500: 29.55%. The Hang Seng: 25.27%.

@ET_Wealth has long said: Do not put all your eggs in one basket. That advice has never looked more right.

@Abhinavkaul gives you the options. Out now this week in ET Wealth, in case you've missed it.

[Narendra Modi @narendramodi]

Received a call from my friend President Donald Trump. We reviewed the substantial progress achieved in our bilateral cooperation in various sectors. We are committed to further strengthening our Comprehensive Global Strategic Partnership in all areas. We also discussed the situation in West Asia and stressed the importance of keeping the Strait of Hormuz open and secure.

@POTUS

@realDonaldTrump