Keep doing good, without expecting anything back.
One day it returns from a place you never expected.
In 2024, I met two marquee investors (₹250-500cr portfolios). They gave their time and support to an average, middle-class investor like me — expecting nothing in return.
It
Edelweiss Emerging Markets Opportunities Fund has delivered 57% returns last yr, AUM is just 275 cr.
Their AUM from all offshore funds is 8,391 cr, if there were no regulatory cap, by now it should have hit 1 Lac cr AUM.
I guess they have stopped all offshore subscriptions.😭
Titan
₹40 in 2006. ₹5,000 today. A 125-bagger.
(ex bonus & split)
Tons of investors invested at ₹40,
Few investors invest at ₹40 with Big Allocation,
1 investor enjoy the complete ride of 100 Bagger.
Great thing about RJ was he was averaging this stock on upside movement.
LIC Housing Finance will be repaid 38 lakhs against the credit claim of 1,322.39 crores.
Its the same organisation which ganged up with frauds & granted a loan to me for an already sold sites.
I worked hard, day-night to clear the loan for the sites which dont belongs to me.
Motilal Oswal Small Cap vs Bandhan Small Cap
Whenever your Advisor asks you to invest in two different funds within the same category, ask them for the overlap of stocks.
The overlap of stocks in these two funds — do we need to invest in both funds?
SBI in Bandhan Small-cap😲
Participation in the stock market by Indians is one of the ways to create wealthy Indians, and the Government should support & welcome them through education, not taxation.
Make LTCG 0 and reduce STT — encourage more Indians to participate in the stock market..
Investors with cash are unsure whether to invest in a single go or spread it out over 6 mths via an STP.
Sharing an example of investing into Quant Small-cap fund
*50L 1 payment
*50L 6 mths STP
(in this eg STP is a winner, what if I change the date to 1-Apr instead of 1-Jan).
Most underrated & humble CEO in the AMC Industry.
Not many aware he was the driving force behind Motilal Oswal AMC. In his 8 yr tenure, he scaled equity assets from ₹1,300Cr to a massive ₹42,000Cr
Now at WOC, he has quietly built a $5B AUM while delivering stunning returns.
Indian stocks are trailing the rest of the world by a historic margin right now. Just think about where our economy would be if everyday middle-class investors hadn't poured their hard-earned SIPs in to absorb the massive foreign sell-offs. The middle class literally saved the
A layoff at 52 turned into his daughters' financial head start.
Two years ago, he lost his job. A full year without work followed. He'd never touched equity markets, his life's savings sat locked in real estate & EPFO untouched.
What he did have was a ₹40 lakh severance.
An MFD
I've closed my DMs. I am not here to do any business. Whatever knowledge, successes & failures I have, I'll share here
A few unscrupulous MFDs abused me over my last post on "PPFAS to WhiteOak", without understanding the essence of the post
I don't care & get lost from my TL.
Her Rationale:
Asset allocation is everything when building long-term wealth.
For a young investor with time on her side, here is the blueprint:
Growth Engine: 4 aggressive equity funds to maximize compounding.
Stability Cushion: 1 debt fund as an emergency buffer for
Wholesome life & happiness is:
🎥7-8 hours above 80 score sleep
🎥Fit Body - Gym, Walk
🎥Calm Mind - Breathing &
🎥1 Million Dollar of Liquid Corpus
(Not achieved yet)