Alok kumar

Finance | Stocks + Career + Money for Indian students & fresh grads 📊💼
I post what took me 2 years to learn — in 2 minutes.

[Alok kumar @Alok___kr]

The ITR mistake that got my friend a ₹14,000 tax notice:

He filed without checking his AIS.

His bank reported ₹3.2L in interest income. He forgot to declare it.

The system knew. He didn't.

Always check AIS before filing. Always.

[Alok kumar @Alok___kr]

@kuchhnahii Haha, not first time.
Just first time trusting pre-fill blindly 😅

[Alok kumar @Alok___kr]

The ITR mistake that got my friend a ₹14,000 tax notice:

He filed without checking his AIS.

His bank reported ₹3.2L in interest income. He forgot to declare it.

The system knew. He didn't.

Always check AIS before filing. Always.

[Alok kumar @Alok___kr]

@REDBOXINDIA 25,750 crore order book…
This isn’t just growth, it’s momentum building. 👀

[Alok kumar @Alok___kr]

My friend "saved" ₹18,000 by choosing a regular mutual fund over direct.

Over 10 years, that 1% annual expense difference compounded into ₹2.7 lakhs of lost returns.

He thought he was being careful.

He was being expensive.

Always check: Regular or Direct?

[Alok kumar @Alok___kr]

My friend "saved" ₹18,000 by choosing a regular mutual fund over direct.

Over 10 years, that 1% annual expense difference compounded into ₹2.7 lakhs of lost returns.

He thought he was being careful.

He was being expensive.

Always check: Regular or Direct?

[Nimesh Shah @nimeshscnbc]

HSBC on Tata Cons
Buy, TP Rs 1390
Q1FY27 results were strong on top-line; weak India business margins qoq from cost inflation
‘Growth’ businesses grew by 47% (Q4FY26: +33% yoy) with Sampann (+58%) & Capital Foods (+40%) standing out
Margin guidance maintained, adjust EPS lower by 2-3% factoring Q1 miss

Jefferies on Tata Cons
Buy, TP Rs 1450
Growth portfolio reported +47% YoY, which was the highlight of qtr - interestingly, this portfolio is now largest contributor to India revenues
Impact of price corrections was visible in the base India branded, unbranded, & international businesses
Outlook remains positive on both growth & margins.
TCPL remains one of top picks & is uniquely positioned due to its limited dependence on crude oil-linked inputs compared to peers.

MS on Tata Cons
OW. TP Rs 1351
Top-line growth at +12% in 1Q (+18% in 4Q), with India branded growth maintained at 13% (similar to past two quarters), while unbranded growth was weaker.
EBITDA margins was 13.5% (+85bps YoY, - 100bps QoQ).
QoQ decline in India margins was due to transitory impact of inflation, higher A&P spends and forex loss.
Management reiterated its guidance: Double-digit revenue growth, 30% revenue growth for growth businesses and 50-70bps EBITDA margin improvement in F27.
For tea, current inflation is ~7-10%; still early days of the procurement period.
Management plans on taking price hikes, if needed, to maintain margins.
@CNBCTV18Live @blitzkreigm

[Alok kumar @Alok___kr]

Waaree Renewable numbers people are ignoring:

53% revenue growth YoY.
37.7% PAT growth.
₹53B order book.

This isn't hype. It's a pipeline.

Question is: does the market already know?

What's your target? 👇 #WaareeRenewable

[Sharad Dubey @Sharad9Dubey]

Stocks Watchlist

POSITIVE

Aviation, Paint, Chemical-Sharp fall in Brent Crude prices

Aurobindo Pharma-License agreement with MSD.

Neogen Chemicals-Board approves Rs 600cr QIP

Astral, Supreme- PVC prices increased by Rs 4/Kg

Indo Tech Transformers, NBCC-Order wins

Sudeep Pharma-SBI MF acquired 20lk shares

Caliber Mining & Logistics-Carnelian acquired 20lk shares

Gandhar Oil Refineries-Societe Generale acquired 8.5k shares

NEGATIVE

3M India, Welspun Living, Piramal Pharma, IndoCount, Zydus Life-Gujarat rains impacting operations

Stallion India Fluorochemicals-Lockin Expiry

GNA Axles-Promoter sold 4.7lk shares

Teamlease Services-ICICI Prudential MF Sells Over 2.1% Stake

[Shalini Rao @ShaliniRaoSays]

Can we have positive start to the week today ?

[₹SR₹ @drip_dividend]

If I were building a dividend portfolio from scratch, this is the order I'd follow:

1. InvITs → Build the first cashflow engine.
Accumulate a meaningful position before moving on.

2. REITs → Build the second cashflow engine.
Diversify your cashflow and build another meaningful position.

3. High-yield dividend stocks → Add businesses that can grow both dividends and capital.
Focus on one stock at a time until you've built a solid position.

4. Growth stocks → Let your cashflow fund your wealth creation.

Once the foundation is built:

→ Reinvest every distribution and dividend into one growth stock.
→ Build a meaningful position.
→ The following year, pick the next growth stock.
→ Repeat the process.

Every asset has a job:

• InvITs generate cashflow.
• REITs strengthen cashflow.
• Dividend stocks grow income.
• Growth stocks build wealth.

The goal isn't to keep adding new positions.

The goal is to let your cashflow buy your future portfolio.

If you were starting from ₹0 today, would you build cashflow first or chase growth?

Not investment advice. Just sharing how I'd build mine.
→ ₹SR₹

[Shalini Rao @ShaliniRaoSays]

Despite strong domestic inflows into Indian equities, mutual funds have reduced stakes in 60+ listed companies for four consecutive quarters, signaling selective profit-booking and portfolio rebalancing rather than broad-based buying.

KNR Constructions
Concord Enviro Systems
Nazara Technologies
GE Vernova T&D India
Praj Industries
Gateway Distriparks
Route Mobile
TD Power Systems
Zaggle Prepaid Ocean Services
Sterling and Wilson Renewable Energy
Mahindra Holidays & Resorts
Unicommerce eSolutions
Nirlon
Aeroflex Industries
JNK India

[Nifty Sniper @trading_bn]

So Gift Nifty is trading close to 24k

#Nifty

[Alok kumar @Alok___kr]

Nifty today: 23,600

Nifty in June 2020: 10,000

Every single day between then and now, someone said "if it breaks this level, sell."

The people who ignored all of it:
Up 136%.

Levels matter for traders.
Time matters for investors.

Decide which one you are. #Nifty

[Fin Trader @fin_trd]

If CJP, INC, BJP, AAP, SP, TMC, RJD, Shiv Sena were all listed stocks how would Market price every thing and how would these stocks open today. My take:

CJP +20%
INC +8%
SP +6%
Shiv Sena +2.5%
AAP +2%
TMC +0.5%
RJD +0.2%
BJP -5%

#Nifty50 #Sensex #jantarMantar #NEETExamIssue

[Wealth with Puj@ @WealthWithPuja]

Which is a good options

1. Renting a home
2. Buying an apartment

Which one u will prefer and why ???

[Amazing World 🥰 @Magical__views7]

London UK 🇬🇧

[Alok kumar @Alok___kr]

Every time Sensex hits a level like this, two types of investors appear:

Type A: "I'll wait for confirmation, then enter."
Type B: "It's going to crash. I'll wait for lower."

Type A builds wealth slowly.
Type B is still waiting.

Which one are you right now? Reply below 👇

[Alok kumar @Alok___kr]

3 weeks ago: zero followers, posting into the void.

Today: still posting, slightly less void.

The difference between this week and last week isn't talent.

It's just showing up again after nobody clapped.

Day 8. Still here. 👀

[Vineeth K @DealsDhamaka]

Govt collects 4% Health and Education Cess on my income Tax …

This is a pretty big amount, it would be good to know how they are using it

#Tax

[Alok kumar @Alok___kr]

@TusharChawla10 True, pre-fill isn’t new.
But blindly trusting it is where people get caught.
AIS is the real game.

[Shalini Rao @ShaliniRaoSays]

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