AMIT PARAKH

[Milestones2Wealth @Miles2Wealth]

NSE IPO : Future Growth drivers | @shyamsek & @vardhiniritesh

Beyond transaction charges what's really driving NSE's growth? Listing services, index licensing, GIFT City trading... the market is chasing novelty, and capital will follow. But the core business remains the true driver.

We'll guide you through your financial journey. Join us. Click the link below,
https://t.co/tbXtK74j6Z

Watch the full breakdown on YouTube. Click the link below.
https://t.co/KMWpH1TnC0

#NSEIPO #StockMarket #GrowthDrivers #IndexLicensing #InvestSmart #FinancialFreedom #MarketAnalysis #WealthCreation #M2W

[Shyam Sekhar @shyamsek]

Kodeeswari Conclave in Chennai. A first of its kind initiative.

Across India, more women are earning, leading, and taking charge of their lives than ever before. Yet, true financial ownership remains a conversation women don't have often enough. When we launched Kodeeswari, our goal was to bridge this gap by helping women move from hesitation to action, building genuine financial independence and long-term confidence and comfort in managing money themselves. Today, I am thrilled to share the next major milestone in this journey.

Introducing the Kodeeswari Conclave 2026 — envisioned as our flagship annual gathering for women who are actively building and claiming their financial future. This is not a seminar, a sales pitch, or a basic awareness talk. It is a platform designed around four pillars: Learning, Recognition, Conversation, and Community.

Here is a glimpse of what makes this conclave unique:

•The Theme — "Own Your Future": Anchored in building financial confidence, true ownership, and long-term wealth creation.

•Inspiring Voices: Honoured to host Actor and Film maker Revathy as our Chief Guest, who has inspired us through the many roles she has played on and off screen and successful women from other walks of life who have found their financial voice and independence

•Interactive Community Experiences

•Candid Dialogues through interactive sessions

•Honours to celebrate women who chose to begin with Kodeeswari

Our goal is to bring together women to establish Chennai’s premier platform for women and wealth. This event lasts a day, but this movement is built to last for decades.

Join us as we step forward together. Registrations are now open.

#WomenInFinance #FinancialIndependence #Kodeeswari2026 #OwnYourFuture #WealthCreation #WomenEntrepreneurs #FinancialEmpowerment #FinancialFreedom #WomenAndWealth

[Ajay Bagga @Ajay_Bagga]

I was asked to comment on the criticism of the latest GDP growth number of 7.8% on Real GDP and 10.3% on Nominal GDP yesterday. I refused to be drawn into an on air argument on the same. Will share some of the excellent analyses put out by prominent voices on the same.
Here is one of the best economists India has produced, Prof @APanagariya .
Every insight his is worth listening to.
Looking forward to his latest book to add to my collection of all his previous publications !
Insight, wit and humour combined into an erudite personality.

[Neelkanth Mishra @neelkanthmishra]

As expected, with the fiscal headwinds fading and monetary headwinds (falling credit growth till 1HFY26) becoming tailwinds (credit growth accelerating), GDP growth is surprising on the upside, and should help push up consensus trend-growth estimates to 7%-plus. That is, with a neutral fiscal and monetary policy, the economy should still register 7.5% growth.

In this light, I was shocked to see the ill-educated and egregiously wrong claims made by some that if the 'original' base of June-2025 quarter was used, growth in the June-2026 quarter would be much lower.

The new series introduced in Feb-2026 cleaned up the data and also significantly improved the methodology. For those who track this for a living (and I used to be one such till 45 days ago) - the downward revision in the base was known in March (see our note published on 1-Mar):
https://t.co/3KCHsbIUV9

As our note acknowledged, the new series increased credibility of estimates of real output.

That claim is so obviously wrong that several logical rebuttals have already been made. But bad information tends to travel further than good information, and so it is important to reiterate and reinforce the argument.

That such claims got traction is itself surprising, given that easy-to-track and not-possible-to-fudge indicators of economic activity have been so robust. While June-quarter data was strong, that momentum has picked up:
- personal vehicle (cars, SUVs) dispatches grew 35% YoY in August despite just 9% growth in exports. Even two-wheeler growth is now >20% (though helped by strong exports).
- And if that was consumption, commercial vehicle dispatches grew >40%.
- tax collection growth has picked up meaningfully. This is as real as it gets.
- Credit growth continues to surprise on the upside (albeit on a low base). Last year most believed the then-weak credit growth was a demand problem, whereas we steadfastly stated it was a supply issue - it has for now been addressed.
- indicators of construction are robust.

Hopefully, now there will be fewer people asking "why private sector investment is weak," given that there is clear evidence of investments.

That said, there is still slack in the economy, as seen in weak real-wage growth. It may take several quarters of above-trend growth for that slack to tighten, and bring back sticky inflation pressures.

[Shyam Sekhar @shyamsek]

I guessed Shashi Jagadisan was on the way out last week itself. This video talks of the emerging scenario. என்ன நடக்கும் என்று கணித்து நாம் வியுகம் அமைத்து முதலீடு செய்யும் நேரம். @muthaleetukaLam உங்களை அப்படி சிந்திக்கத் தூண்டும் களம். Follow us on youtube. வேற level Content கிடைக்கும் ஒரே இடம்.

https://t.co/dErpWAJwNi

[AMIT PARAKH @amitybytes]

@AmazonHelp Just emptied my cart. Not buying from Amazon anymore. Thanks for a nicely worded reply which basically means nothing from a customer Pov

[AMIT PARAKH @amitybytes]

@amazonIN how do you expect customers to find the time to label and courier returns . If you are going to make refunds so difficult then why be in the business

[Vishal Khandelwal @safalniveshak]

Growing up, the firecracker I trusted least was the “sutali bomb.”

You lit it, then it went quiet, and then just when you went close to it, it went off with everything it had.

I get the same feel seeing the rush into global investing.

It’s like a sutali bomb, not chakri. If you light one, stand well back instead of jumping over it.

[Shyam Sekhar @shyamsek]

One of the finest interviews ! @srirags @businessline

[Shyam Sekhar @shyamsek]

I believe every results season is part of a progressive valuation reset. Valuations are clearly trending downward. The fact it is happening gradually does not make it insignificant. When it has moved farther, people will suddenly realise what's going on . Hardly a handful of institutional managers are strictly aligning to value. Value is the only defence when a slow transition happens. Patience is a virtue totally absent. Everyone thinks higher valuations are here to stay. But data says otherwise. Two interns in BL have flagged earnings in a fine post in yesterday's BL. What the young fresh minds spot, the experienced struggle to see. We invest in very interesting times.

[Shyam Sekhar @shyamsek]

Financial independence is a natural aspiration for every Indian. As more Indians aspire to enter, join and then grow in the middle class they discover financial freedom.

(1/n)

#FinancialFreedom #MiddleClassWealth

[Shyam Sekhar @shyamsek]

This year is probably going to see many investors make significant notional losses in precious metals, IT stocks and ITC.

All three were believed to be least risky by them. Knowing when not to buy is far more important than just seeking to know what to buy all the time.

"Risk comes from not knowing what you are doing".

[Shyam Sekhar @shyamsek]

When i entered the world of investing, what interested me most was the prospect of achieving early financial freedom. When i got there early, i strongly felt that i could take my financial freedom to the next level. My life choices could expand, lifestyle could grow and investment could reach a higher plane in life. Then, i got there too. It was after reaching a far higher place than just financial freedom that i realised something about myself. I had enjoyed creating and growing my financial freedom far more than actually experiencing the benefits of having enough and more money.

It was then that i decided that i will play a constructive role in helping others create and grow their financial freedom. It felt like the best thing for me to do for the rest of my life.

That led me on this path of founding @ithoughtinvest as a wealth management firm, building a 100% pro- investor culture, ideating @Miles2Wealth , creating an education engine and now aspiring to build a futuristic asset management firm.

Now there are multiple goals i pursue building them up one at a time. Supporting 100000 investors who wish to build an investment book of 1 crore through disciplined savings is first big milestone. As I reach each milestone, i will set the next big one to work towards. My milestones are probably bigger, tougher and harder than what i set for investors journeying with me.

But, that's how my life's playbook has always been and will remain so. My commitment to handholding 100000 investors is now open. Feel free, fill this form to join me and journey along towards your financial freedom.
#MakingEveryInvestorThinkBig
#Milestones2Wealth
https://t.co/Xvn7AaFOSk

[Soumeet Sarkar @soumeet_sarkar]

HDFC Bank In Focus - No wrongdoings says Atanu Chakroborty

Atanu Chakroborty to @NDTVProfit @NDTVProfitIndia

- HDFC Bank is an organization I nurtured for 5 years

- I am not pointing out to any wrong doings at the bank

- My ideologies did not match with the organization and hence it was time to part ways

#HDFCBank

[Shyam Sekhar @shyamsek]

The opportunity in crisis.

Every crisis brings our fears out in full strength. But, if for a while, we take a calmer view of things, we will realise that our fears maybe overdone. We start seeing parts of our market where our fears maybe overplaying and overdone. Such realization is immensely valuable. Then, we start seeing opportunity in them.

This is what every crisis taught me. You cannot buy the whole market and gain the most. That is not how you play a crisis to gain the maximum. You need to be very specific and precise.

You pick areas where your money will make maximum impact. You invest very selectively. Importantly, you size your capital decisions carefully. But, even modestly sized decisions made in a crisis can raise your investment performance significantly.

As an investor, I like a good crisis. As a manager, I coach my clients to develop a liking for crisis. The good news is , we all learn to stay on the same page. Thats what every crisis teaches us. Investing in crisis is a way of life for all of us.

@Miles2Wealth @ithoughtpms @ithoughtconnect

[Shyam Sekhar @shyamsek]

எந்த platform உம் உங்கள் கண்முன் காட்டாத mutual fund திட்டம் தான் பெரும் வெற்றியை தரும்.

இப்போது அந்த வகையில் silver ETF. இதில் முதலீடு செய்ய @Miles2Wealth இன் முதலீட்டாளர்களுக்கு தொடர்ந்து அறிவுறுத்தி வந்தும் இதில் போதுமான அளவிற்கு முதலீடு செய்தவர்கள் குறைவான எண்ணிக்கையில் தான் உள்ளனர்.

பரிந்துரை வரும் போது சமூக ஊடக உலகத்திலும் , youtube இலும் என்ன சொல்கிறார்கள் என்று பார்த்து பலர் இதில் அதிக நாட்டம் செலுத்தாமல் விட்டுவிட்டனர்.

ஆனால் வாங்கியவர்கள் அடைந்த பலன் - சந்தை இறங்கும் ஆண்டில் positive returns - அதுவும் மிக கணிசமான அளவில்.

இது அவர்களுக்கு மேலு‌ம் நம்பிக்கை தரும். நிறைய முதலீடு செய்ய ஊக்குவிக்கும். அவர்களின் முதலீட்டு வளர்ச்சியை வேகப்படுத்த கூடும்.
அதுவே என் நம்பிக்கை.

நீங்கள் M2W இல் அடைந்த அனுபவத்தை இங்கு பகிர்ந்து கொண்டால் அது பிறருக்கும் உதவும். எல்லோருக்கும் ஆன முதலீட்டு கலாச்சாரத்தை எல்லோரும் சேர்ந்து வளர்ப்பது தான் சரி.

[Shyam Sekhar @shyamsek]

Your entry valuation is what makes your investing truly defensive. Valuations Are The Drivers As Well As The Defence. Read this !
https://t.co/A0wohfCWFC

[Shyam Sekhar @shyamsek]

The nifty 50 TRI returns over the period 2020-2025 has been 15%.

This is probably amongst the best amd well above the life cycle returns of the nifty50.

This phase has also coincided with the inclusion of the most number of super-expensive stocks into the nifty.

Some questions are worth mulling.

1. When you only include expensive stocks into an index, are you making the index stronger or weaker?

2. If an index has too many over valued stocks, would that not mean you are already front loading future returns in the present?

3. By investing EPFO monies heavily in the nifty50, are we creating an artificial bubble with domestic savings in the nifty50?

4. Are we giving a free run for promoters of nifty 50 companies to take as much liquidity as they want from the market selling by their Shares at high valuations?

5. Lastly, are we completely missing out on building a culture driven by investment discipline? Is our technology driven ecosystem taking crores of retail investors down the garden path?

[Shyam Sekhar @shyamsek]

The next edition og @TIA_Investors Bullet proof investing is here. 500+ investors from all over India congregate on Saturday in Chennai.

Chennai has curated & hosted the Woodstock of Indian investing. Every year, the event grows, bigger and better.

This year's speaker lineup is rocking. Looking forward to a wonderful celebration of Indian investing this weekend.

[Vishal Khandelwal @safalniveshak]

Now, when it comes to your money, you must do what's in your control. You have to prepare for more than the perfect scenario.

That means:

Increase your savings by say 5% every year
Increase SIPs annually
Keep 12–18 months of expenses in liquid assets
Insure well
Avoid leverage