Aditya Rathi

Fund Manager @ ARC | India & Global Equity | CA | Sports Enthusiast

[Aditya Rathi @i_adityarathi]

@ishmohit1 Bees don’t explain to flies why honey is better than shit.

[Dr Aniruddha Malpani, MD @malpani]

This is Siddhartha Bhaiya's legacy. He took great joy in helping his investors fulfill their financial goals. I will miss having him as a sounding board

[Aditya Rathi @i_adityarathi]

It’s a surreal moment to see my journey, from childhood dreams to present-day milestones.

A heartfelt thank you to @sidd1307 and to @asubham81 for believing in me

The journey continues and I’m more driven than ever.

[Aequitas Investments @AequitasL]

Meet Aditya Rathi ( @i_adityarathi ) — from football fields to financial markets,  one of discipline, persistence, and purpose 🏆📈 his journey is one of...🧵 #AssetsOfAequitas

[Aequitas Investments @AequitasL]

𝗪𝗵𝗲𝗻 𝗴𝗹𝗼𝗯𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗿𝗲𝘀𝗲𝘁, 𝗶𝘁’𝘀 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗮𝗯𝗼𝘂𝘁 𝗺𝗼𝘃𝗶𝗻𝗴—𝗯𝘂𝘁 𝗸𝗻𝗼𝘄𝗶𝗻𝗴 𝘄𝗵𝗲𝗿𝗲 𝘁𝗼.

In this June edition of Top-Down & Bottom-Up, we decode tectonic shifts—from fast-tracked FTAs to Operation Sindoor, credit stress to capex surges—and what they mean for your portfolio.

June edition is out now!
𝐂𝐫𝐢𝐬𝐩. 𝐂𝐮𝐫𝐚𝐭𝐞𝐝. 𝐈𝐦𝐩𝐚𝐜𝐭𝐟𝐮𝐥.

Get it delivered straight to your mailbox before the rest.

𝐂𝐥𝐢𝐜𝐤 𝐭𝐨 Read & Subscribe! 📷https://t.co/ZSTbh8ZQPY

#StayInformedStayAhead #KnowledgeCenter #ThoughtLeader #Newsletter #AequitasInvestments

[Aequitas Investments @AequitasL]

𝗪𝗵𝗲𝗻 𝗵𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀 𝘀𝗰𝗿𝗲𝗮𝗺 𝘂𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆, 𝗶𝗻𝘀𝗶𝗴𝗵𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗺𝗼𝘀𝘁.

In this edition of Top-Down & Bottom-Up, we decode the ripple effects of rising tariffs, shifting alliances, and sector slowdowns—while spotlighting potential opportunities emerging for India.

👉 The Pillar of Economy: How are Financial Institutions molding, amidst uncertainty?
👉 Key Economic Updates in the Indian Market: Excise duty on fuels, SIP investment trends, India's Trade numbers with China.
👉 IT, banking face hiring slowdown amid uncertainty and tech shifts
👉 How are Global Markets & Companies behaving in these times?
and more…

From global moves to local impact, our newsletter connects macro themes with bottom-up market insights.
A timely read to stay informed—and stay ahead.

𝐂𝐫𝐢𝐬𝐩. 𝐂𝐮𝐫𝐚𝐭𝐞𝐝. 𝐈𝐦𝐩𝐚𝐜𝐭𝐟𝐮𝐥!

Get it straight to your mailbox before the rest.
𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐧𝐨𝐰 👉 https://t.co/B1ky7HlSlc

#StayInformedStayAhead #KnowledgeCenter #ThoughtLeader #Newsletter

[Aequitas Investments @AequitasL]

𝗬𝗼𝘂𝗿 𝐀𝐩𝐫𝐢𝐥 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 𝗶𝘀 𝗵𝗲𝗿𝗲! 𝗔𝗲𝗾𝘂𝗶𝘁𝗮𝘀 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: 𝗧𝗼𝗽 𝗗𝗼𝘄𝗻 & 𝗕𝗼𝘁𝘁𝗼𝗺 𝗨𝗽

Exclusive Insights, Delivered!

𝐂𝐫𝐢𝐬𝐩. 𝐂𝐮𝐫𝐚𝐭𝐞𝐝. 𝐈𝐦𝐩𝐚𝐜𝐭𝐟𝐮𝐥!
Get it straight to your mailbox before the rest.
𝐂𝐥𝐢𝐜𝐤 𝐭𝐨 𝐂𝐫𝐞𝐚𝐭𝐞 𝐭𝐡𝐞 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞! 𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐧𝐨𝐰 👉 https://t.co/B1ky7HlkvE

#StayInformedStayAhead #KnowledgeCenter #ThoughtLeader #Newsletter

[Aequitas Investments @AequitasL]

𝐒𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬, 𝐨𝐧𝐞 𝐬𝐦𝐚𝐥𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐜𝐚𝐧 𝐩𝐮𝐭 𝐲𝐨𝐮 𝐦𝐢𝐥𝐞𝐬 𝐚𝐡𝐞𝐚𝐝.
In a fast-changing world, timely insights can make all the difference — and our Monthly Newsletter delivers exactly that.

𝐀𝐩𝐫𝐢𝐥 𝐞𝐝𝐢𝐭𝐢𝐨𝐧 𝐢𝐬 𝐨𝐮𝐭 𝐧𝐨𝐰!
𝐂𝐫𝐢𝐬𝐩. 𝐂𝐮𝐫𝐚𝐭𝐞𝐝. 𝐈𝐦𝐩𝐚𝐜𝐭𝐟𝐮𝐥!

Get it delivered straight to your mailbox before the rest.
𝐂𝐥𝐢𝐜𝐤 𝐭𝐨 𝐂𝐫𝐞𝐚𝐭𝐞 𝐭𝐡𝐞 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞! 𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐧𝐨𝐰 👉 https://t.co/ZSTbh8ZQPY

#StayInformedStayAhead #KnowledgeCenter #ThoughtLeader #Newsletter #AequitasInvestment

[Aequitas Investments @AequitasL]

🗞 𝗬𝗼𝘂𝗿 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 𝗶𝘀 𝗵𝗲𝗿𝗲! 𝗔𝗲𝗾𝘂𝗶𝘁𝗮𝘀 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: 𝗧𝗼𝗽 𝗗𝗼𝘄𝗻 & 𝗕𝗼𝘁𝘁𝗼𝗺 𝗨𝗽, 𝗙𝗲𝗯'𝟮𝟱.

🔸 What's the 𝗚𝗼𝗹𝗱𝗲𝗻 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 in 𝖼̶̶̶𝗎̶̶̶𝗋̶̶̶𝗋̶̶̶𝖾̶̶̶𝗇̶̶̶𝗍̶̶̶ any market?
🔸 𝗧𝗵𝗲 𝗕𝗶𝗴 𝗕𝗼𝘆 𝗶𝗻 𝗧𝗼𝘄𝗻: World of AI
🔸 𝗕𝘂𝗱𝗴𝗲𝘁 𝟮𝟬𝟮𝟱: Assumptions Vs Allocations
🔸 𝗥𝗕𝗜'𝘀 𝗟𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 𝗜𝗻𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀: Where are we headed?
🔸 𝗧𝗿𝘂𝗺𝗽 𝟮.𝟬! What's he been upto & how is India placed?

Click to get the Newsletter 𝘀𝘁𝗿𝗮𝗶𝗴𝗵𝘁 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗺𝗮𝗶𝗹𝗯𝗼𝘅:
https://t.co/isbYr1bnnX

💢 Get Ready for tomorrow, today!
#StayInformed_StayAhead

[Aequitas Investments @AequitasL]

A new currency of political power is emerging – welfare promises and Freebies. Are we building a social safety net or a trap of economic dependency? The math as we see, is sobering. Read on.

𝗧𝗵𝗲 𝗿𝗲𝗮𝗹 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗶𝘀: Are we securing the future or mortgaging it? The Bill Nobody Wants to See!

𝗙𝗼𝗿 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 of Market News & Trends, check out Aequitas Newsletter: Top-Down & Bottom-Up https://t.co/8ftD6odtZb

#FiscalPolicy #IndiaEconomy #Investing #EconomicGrowth #AequitasInsights #AequitasIndia #WealthManagers

[Aequitas Investments @AequitasL]

💢 𝗙𝗲𝗯 𝟮𝟬𝟮𝟰: Siddhartha raised serious questions about the 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗼𝗳 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 in Indian markets.

💢 𝗔𝘂𝗴 𝟮𝟬𝟮𝟰: Aequitas in their Monthly Newsletter, warned of clear 𝘀𝗶𝗴𝗻𝘀 𝗼𝗳 𝗮 𝘀𝗹𝗼𝘄𝗱𝗼𝘄𝗻 across sectors & economy.

💢 𝗡𝗼𝘃 𝟮𝟬𝟮𝟰: Siddhartha highlighted concerns about 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗲 𝗼𝗻 𝘁𝗵𝗲 𝗿𝘂𝗽𝗲𝗲 𝗮𝗻𝗱 𝗹𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 in the system.

With Nifty retracing to levels from eight months ago and the new budget around the corner, don’t miss Siddhartha’s insights in his 𝗲𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝗶𝗻𝘁𝗲𝗿𝘃𝗶𝗲𝘄 𝗼𝗻 𝗖𝗡𝗕𝗖 𝗧𝗩-𝟭𝟴 𝘁𝗼𝗱𝗮𝘆 𝗮𝘁 𝟯:𝟯𝟬 𝗣𝗠.

#EconomicInsights #WealthManagement #MarketAnalysis #EquityMarkets #StayInformedStayAhead #AequitasIndia #AequitasInvestments

[Aequitas Investments @AequitasL]

Aequitas 1st Newsletter of 2025: Top Down, Bottom Up, is here!

👣 Special Coverage on the year 2024 gone by,
- How did Indian markets perform against Global markets.
- Clouds of INR Currency depreciation intensifies

🎯 Why the Signs of Slowdown, aren't slowing down!
- December EV sales reached 6 month low
- ⁠Telecom industry rapidly losing users
- ⁠India's CapEx down 12%..and more

📢 Commentary Straight from Horse's Mouth - what are industry leaders saying.. And more..

To read & download the newsletter, click https://t.co/tdlo087P56

Want early access to our newsletter?
Subscribe now & get it delivered straight to your mailbox, before anyone else.
https://t.co/oQ0Pjb2Tpj

Enjoy your Sunday read.
#StayInformed.StayAhead

[Aequitas Investments @AequitasL]

A lot unfolded last month!

Introducing our revamped Newsletter with a comprehensive take on 𝗦𝗶𝗴𝗻𝘀 𝗼𝗳 𝗦𝗹𝗼𝘄𝗱𝗼𝘄𝗻, Sectorial outlook, biggest rally since COVID in the 2nd largest economy & the biggest IPO listing - Hyundai.

The signs are out there at the retail level, as well as institutional level - have you noticed it?

Stay Informed, Stay Ahead.

Click here to check out our series of Top-Down Bottom-Up https://t.co/fPPX8H76Y0

#AequitasIndia #TopDownBottomUp #FinancialUpdates #MarketTrends #EconomicInsights #WealthManagement #MarketAnalysis #EquityMarkets

[Aequitas Investments @AequitasL]

Stocks in the Far East market are showing record rally – and we are well prepared to ride it.

While the liquidity and investor attention has started shifting now, our research identified these opportunities quite early, enabling us to participate ahead of the curve.

If you are keen to explore this investment strategy, connect with Aequitas Investments now.
https://t.co/6ege0kimID

#AequitasIndia #InternationalMarkets #InvestmentJourney #FarEast #EquityInvestments #EquityMarkets

[Aequitas Investments @AequitasL]

Cheers to the Chartered Accountants who ensure the financial health is in check, always. Happy Chartered Accountants Day!

At Aequitas Investments, we value the expertise and integrity that our team of Chartered Accountants bring to the table. Their financial acumen is instrumental in making sound investment decisions and navigating complex financial landscapes.

We salute all of you today and everyday!

[Aequitas Investments @AequitasL]

👉China or US? Who emerged as India's largest trading partner - by a whisker?
👉"Bird of Gold" - India's gold reserve has continued to rise in the last 5 fiscal years.
👉30 Airbus planes! Which Indian airline is aiming to dominate the airspace?
Catch the latest edition of India Top-Down Bottom-Up : https://t.co/KNjZUha9Fm

[Siddhartha Bhaiya @sidd1307]

Before you jump into the markets with your pot of savings. Please spend 2 minutes to read what our team has to say.

Take investment decisions carefully and not emotionally. Stock markets are raw brutal and like the animal kingdom, they don’t understand emotions

[Aequitas Investments @AequitasL]

Has the Indian equity market reached its peak?

As the upward trend continues, @asubham81, our Co-Fund Manager, recently shared his opinions with Moneycontrol, discussing the strategy we are following at Aequitas.

Watch the full video to hear his take.
https://t.co/x8YpTkli5B

[Aequitas Investments @AequitasL]

👉INR 30bn. worth homes sold in 3 days! What is this hot property?
👉Half-a-million people in the air! Record breaking domestic air traffic in April.
👉127-yr-old Indian Family Business empire splits.
Catch the latest edition of India Top-Down Bottom-Up : https://t.co/0aW5cdaQqN

[Aequitas Investments @AequitasL]

If our results over the last 11 years have proved anything, it’s this: when it comes to spotting opportunities, we trust ourselves! That’s why we say with certainty-we are ready for the next big leap. Find out where it will take us.
Reach out to know more: https://t.co/mZyItlWCLt

[Aequitas Investments @AequitasL]

MNCs are selling their Indian 'family silver' left, right and centre! Are managements of these companies seeing something that investors are unable to?

Tag along to see what other madness is happening in the markets!

#AequitasIndia #madnessofmarkets