Devang Kabra

We invest actively to help you earn passive income

[Devang Kabra @devang_kabra]

Rakesh Jhunjhunwala wasn’t just an investor.
He was an UNAPOLOGETIC CAPITALIST PHILOSOPHER.

Conviction over consensus.
Belief in India over everything.

The ultimate multibagger. 🇮🇳📈
#RakeshJhunjhunwala #InvestingWisdom #LongTermThinking #IndianMarkets #CapitalMarkets

[Devang Kabra @devang_kabra]

Warren Buffett reminds us:
• Kindness is costless, yet priceless
• Most can’t copy success because no one wants it slow

The real long game isn’t just money, it’s integrity, patience & relationships.

#DevangKabra #WallfortPMS #WarrenBuffett #LongGame #Compounding #Integrity

[Devang Kabra @devang_kabra]

India went from hot favorite → least least favored → AI hedge in just 18 months.

Global investors left for AI trades in Korea/Taiwan/China only to circle back as the frenzy got too crowded.

#IndiaEquity #EmergingMarkets #DevangKabra #WallfortPMS #Investing #Markets #FPIFlows

[Devang Kabra @devang_kabra]

FIIs now own just 16% of Indian equities, while domestic investors hold 84% and we may hit 90% soon with strong IPO appetite + steady SIP flows.

Young investors + consistent inflows are keeping valuations supported.

#DevangKabra #WallfortPMS #IndianMarkets #Investing #SIPs

[Devang Kabra @devang_kabra]

History doesn’t repeat, but it rhymes.
From 16th century Spain’s silver boom to today’s dollar dominance, reserve currency status is both a privilege and a risk. The West looks to gold and silver for balance, Indian households hold that hedge naturally.

#DevangKabra #WallfortPMS

[Devang Kabra @devang_kabra]

Every month, millions of tiny automated payments go unnoticed.

No posts. No celebrations. No hype.But 10 years later,
these quiet SIPs build something remarkable.

This is how India’s savers became investors.

#DevangKabra #WallfortPMS #InvestingDiscipline #WealthBuilding #SIPs

[Devang Kabra @devang_kabra]

The cloud market is set to cross $400B this year, growing 25% annually thanks to AI.

Fast industries create fast companies globally that’s 25%+, in India often 40–50%, and exceptional players can hit 80–100% business growth.

#DevangKabra #WallfortPMS #AI #IndiaGrowthStory

[Devang Kabra @devang_kabra]

In 2000, Nokia wasn’t a company, it was the company. If you’d asked which business would last forever, I’d have said Nokia, without blinking.
But the world moved on.

#Investing #Markets #Adaptability #Nokia #Change #Learning #DevangKabra #WallfortPMS

[Devang Kabra @devang_kabra]

Gold’s up 55% in 6 months.
25-yr IRR: 10.4% | 50-yr IRR: 6%.
This year = 5 years of returns already.
If you missed it, relax - tops take decades to break.

#DevangKabra #WallfortPMS #SmartInvesting

[Devang Kabra @devang_kabra]

When the CFO bets ₹250 cr of company funds on F&O - It’s not strategy, it’s fantasy.

Governance > Growth.

That’s why WallfortPMS sits out some “10x in 2 years” parties.

#DevangKabra #WallfortPMS #InvestingDiscipline

[Devang Kabra @devang_kabra]

- Diversification is for allocators.
- Concentration is for managers who know their investments deeply.

At Wallfort PMS, we walk the concentrated path focusing on businesses we truly understand. You can choose yours.

#DevangKabra #WallfortPMS #Investing #PortfolioManagement

[Devang Kabra @devang_kabra]

The Federal Reserve is widely expected to make its first interest rate cut of 2025 this week. For India, this is significant...

#DevangKabra #WallfortPMS #FedRateCut #GlobalMarkets #IndianEquity #Investing #WealthManagement #Finance

[Devang Kabra @devang_kabra]

𝐖𝐚𝐥𝐥𝐟𝐨𝐫𝐭 𝐏𝐌𝐒 | 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐔𝐩𝐝𝐚𝐭𝐞 | 𝐀𝐮𝐠𝐮𝐬𝐭 2025

🔹 1 Month (Aug 2025): +0.85% vs BSE 500 TRI -1.75%
🔹 6 Month: +32.76% vs 13.62%
🔹 5 Year CAGR: +44.22% vs 20.32%

Read the ET article here: https://t.co/9GyOSADYEl

#DevangKabra #WallfortPMS

[Devang Kabra @devang_kabra]

Overnight experts say: “If Indian IT & pharma saved dividends for R&D, we’d have built Microsoft & Pfizer.” 😂

Money ≠ Innovation. Execution DNA ≠ Product DNA. Ecosystems, failures & obsession matter.

#DevangKabra #WallfortPMS #Investing #Innovation

[Devang Kabra @devang_kabra]

Here’s to new beginnings, endless positivity, and the sweet taste of modaks this festive season. 🙏 Happy Ganesh Chaturthi!

[Devang Kabra @devang_kabra]

The ₹74 lakh crore MF industry is heating up with new players entering. More funds chasing the same stocks means high valuations may persist. In this market, raising money is easy - finding good ideas is hard. Skill matters.

#DevangKabra #WallfortPMS #Mumbai #Pune #India

[Devang Kabra @devang_kabra]

Copycat strategies!

Too much money chasing the same idea only makes the unwind more brutal. At Wallfort PMS, we avoid the euphoria and focus on what really matters - deep, lasting value.

#DevangKabra #WallfortPMS #InvestingWisdom #ValueInvesting

[Devang Kabra @devang_kabra]

Big ≠ safe. Risk isn’t in size, it’s in what you don’t know. Know before you buy. #Investing

[Devang Kabra @devang_kabra]

Tariffs may shake sectors, but at Wallfort PMS, Devang Kabra finds clarity in the chaos. Opportunities don't vanish - they just change sectors.

#DevangKabra #WallfortPMS #SmartInvesting #GlobalMarkets #TradeWars #SectorWatch #PMSIndia #InvestmentOpportunities