CFA Rupesh

CFA , CA, Trader and Portfolio Manager. Managing Family Office Investment. Options Scalping and Heading Strategy.
Looking for Family Office Investment Advisory.

[UnlistedZone @UnlistedZone]

SBI Funds Management allotted pre-IPO shares worth ~₹1,655 Cr at ₹574/share to 30 investors.

Full list:

1. 3P India Equity Fund 1 – ₹150 Cr
2. Malabar India Fund Ltd – ₹50 Cr
3. Neo Secondaries Fund – ₹50 Cr
4. Neo Series 1 LVF – ₹50 Cr
5. PI Opportunities Fund-II – ₹200 Cr
6. 360 ONE Special Opportunities Fund-Series 13 – ₹40 Cr
7. 360 ONE Private Equity Fund-Series 2 – ₹25 Cr
8. 360 ONE Special Opportunities Fund-Series 11 – ₹25 Cr
9. 360 ONE Equity Opportunity Fund-Series 4 – ₹10 Cr
10. Tata AIG General Insurance Co Ltd – ₹100 Cr

[GrowthEdge @growth_edge_]

A 15% CAGR grows your money by nearly 16.4× in 20 years.

₹10 lakh invested for 20 years = ₹1.64 crore today.

Sounds like a miracle?

Maybe not.

Here are mutual funds that have delivered 15%+ annualised returns over the last 20 years:👇

At 15% CAGR, a ₹10,000 monthly SIP for 20 years grows to nearly ₹1.32 crore.

Disclaimer: Not a recommendation. Past returns do not guarantee future performance.

[RJ Stocks @RakJhun]

FIIs view India's Capital Gains Tax (12.5% LTCG & 20% STCG) as an impediment. Competing markets like US, UK, Germany, Japan, Korea, Brazil, China & Taiwan do NOT impose capital gains tax on FIIs. Benefits to the Indian economy from scrapping the tax will outweigh the revenue loss

[Deepak Shenoy @deepakshenoy]

It's been two months since the petrol and diesel prices were increased and crude is now down to 70 usd after being at 110+ then

Why can't we cut petrol and diesel prices again? Request the omcs and govt to please consider. Was never a free market here but govt led oligopoly

[FinTrekk Capital @fintrekk]

FPI inflows into Indian government securities under the Fully Accessible Route (FAR) rebounded sharply in June 2026, reaching $2.2 billion, the highest monthly inflow in 15 months. This lifted cumulative 2026 FAR inflows to $3.81 billion, with June contributing 58% of the total. The surge followed government reforms announced on June 5, including tax exemptions on interest and capital gains for eligible G-Sec investments and an expansion of FAR-eligible securities to longer-tenor and sovereign green bonds.

Market experts believe these measures, combined with India’s macroeconomic stability and attractive risk-adjusted returns, will continue to support sustained foreign investment in government bonds.

[Capitalmind Mutual Fund @CapitalmindMF]

You can now lock your mutual fund folios.

Switch on Folio Lock on MF Central and no units leave until you unlock it.

Here's a step-by-step video showing how it works.

[Moneycontrol @moneycontrolcom]

#MarketsWithMC 🎥 | Friday Blockbuster 🚨: RBI's Big Currency Bet Pay Off?

Deepak Shenoy (@deepakshenoy) on RBI’s Big Bond Push: ‘Good Stuff for the Long Term’

In conversation with @SurabhiUpadhyay 👇

#FPIs #RBI #RBIPMC

[ishmohit @ishmohit1]

Been almost 21 months since we went anywhere on the index.

Nifty 500 peaked out in September 2024 and is down by 8% overall since then.

Latest Nifty 500 PE= 22x

Selective themes delivered regardless

[Equity Insights Elite @EquityInsightss]

Valuation Summary across Consumer sector

src : Nuvama

[Deepak Shenoy @deepakshenoy]

No change in interest rates. GDP expected down about 0.3%. Inflation higher in the second and third quarter of the year above 5%, expected.

The announcement on tax removal on cap gains (AND Interest!) on GSecs for FPIs has brought down yields to 6.95%.

[The Cloaked Gaze 👀 @gaze_observer]

Q4 Earnings & Revenue Gain Pace, Grow in Double Digits; India Inc Posts 15.1% Adjusted Profit Growth — PSUs, Cyclicals & Non-Bank Lenders Drive Q4FY26, Third Consecutive Quarter of Double-Digit Profit Growth

The Headline Numbers — Q4FY26 Performance
Combined net profit (adjusted for exceptional gains & losses) of listed companies grew at 15.1% YoY in Q4FY26 — much faster than 9.2% YoY growth in year-ago period

Q4 was the 3rd consecutive quarter of double-digit profit growth for India Inc

Also the first in 12 quarters to see double-digit revenue growth — based on available data

Combined adjusted net profit of 3,081 listed companies that declared results for Q4FY26 grew to around ₹4.74 trillion from ₹4.12 trillion in Q4FY25 and ₹4.09 trillion in Q3FY26

Market breadth positive for 2nd straight month

Revenue Growth — Strong Pickup
Net sales growth of listed companies:
All firms 11.4% in Mar'26 vs 18.9% in Mar'22
Ex-BFSI 12.8% in Mar'26 vs 24.3% in Mar'22
Ex-BFSI & oil 14.9% in Mar'26

Earnings Growth — Holding in Mid-Teens
Adjusted net profit growth of listed companies:
All firms 15.1% in Mar'26 vs 14.9% in Mar'22
Ex-BFSI 13.1% in Mar'26 vs 24.0% in Mar'22
Ex-BFSI & oil 14.2% in Mar'26 vs 14.4% in Mar'22

The Growth Leaders — Who Drove Numbers
Earnings growth pickup led by cyclicals such as:
Public sector oil marketing companies (OMCs)
Non-bank retail lenders
Metal & mining companies
Power generation utilities
Heavy-weight sectors like banks, IT services, automobile, FMCG and capital goods equipment makers underperformed with relatively lower growth in combined adjusted net profit in Q4FY26

The Risk — Can It Be Sustained?
Even as West Asia conflict, subsequent surge in commodity prices and higher bond yields emerged as significant headwinds, India Inc posted strong numbers

Market experts fear this performance may be difficult to sustain in coming quarters

Performance was driven heavily by cyclical sectors — raising questions about sustainability without broad-based participation from banks, IT, auto and FMCG

Core Theme
India Inc's Q4FY26 scorecard is genuinely impressive on the surface — double-digit profit growth for the third consecutive quarter and the first double-digit revenue growth in 12 quarters signal a broadening recovery; but the concentration of earnings momentum in cyclicals like OMCs, metals and power utilities, combined with underperformance from structural heavyweights like banks, IT, auto and FMCG, raises a legitimate question about whether this growth pace can survive the coming quarters as commodity tailwinds normalise and global headwinds from the West Asia conflict and higher bond yields intensify.

[Dr. Rakesh Bansal @iamrakeshbansal]

Big News! NSE is pushing hard to file its IPO papers by June 15.
India’s top stock exchange may finally go public this year.
If NSE gets listed on MSEI, it will be a total game changer for the Metropolitan Stock Exchange!
Exciting times ahead for Indian markets.
https://t.co/yyVlVGZPDl

[RJ Stocks @RakJhun]

Mukul Agrawal holds 3.4% of Gaudium IVF. M-Cap is ₹800 Cr. Promoters hold 71.29%. FIIs hold 6.7%. RoE is 51%. 40% EBITDA margin. Asset light business model. Drop in fertility rate has created structural demand for IVF reproduction. Mkt to grow 13.13% CAGR to reach $4.54B by 2034

[LifeMathMoney ₿ | Unapologetic Truths. @LifeMathMoney]

THE ONE THING MOST GUYS NEED TO FIX TO IMPROVE THEIR GAME WITH WOMEN

There is a man in Thailand who lives in a cave.

He is neither attractive nor does he have money.

Yet he fucks more women than most players.

All he does is “chat them up” before taking them to his cave (his words).

Female tourists and backpackers will literally go to his cave to have sex with him.

He was so successful that many local beta males got jealous and tried to get him evicted from his cave.

Why do women do things like sleep with a guy in a cave in a foreign country?

Because it’s EXCITING.

It makes them feel so many different emotions they will not easily get to feel elsewhere.

What are the defining characteristics of a beta male? Passivity, stability, and that they are BORING.

The caveman makes the women feel wild and alive. It makes women want to know “what he’s like”.

Meanwhile the average beta male who offers “stability and trust” (the words themselves are boring), she already knows what being around him is like… slow and boring.

PREDICTABLE.

Women hate boredom and predictability (the opposite of exciting).

That’s why they never date beta males (except when they are 28 and older and it’s time to find a provider to marry before time runs out).

Your problem is that you provide her stability, safety, and BOREDOM

In her heart, she wants something exciting, she wants to feel happy and sad and in love and betrayed and made up with.

They WANT to feel the richer emotions of wonder, mystique, new romance, heartbreak, etc.

Give her the excitement of the emotional rollercoaster and she's yours for good

[Gurjot Ahluwalia @gurjota]

Portfolios might not be down by 80%, but a lot of high flying stocks are down by 80-90% in the past 18-20 months

[DIXIT AGGARWAL @Dixitagg]

DMART Q32025 RESULT

📊 Financial Performance

🔹 Standalone
•Total Revenue: +13.2% YoY
•EBITDA: +19.9% YoY
•EBITDA Margin: 8.4% vs 7.9% YoY
•PAT: +17.6% YoY

🔹 Consolidated
•Total Revenue: +13.32% YoY
•EBITDA: +20.2% YoY
•EBITDA Margin: 8.1% vs 7.6% YoY
•PAT: +18.23% YoY

🏬 Store Expansion & Operations
•Stores added in Q3 FY26: 10
•Total stores: 442 as of 31 December 2025

📌 Key Highlights
•Revenue growth was partially impacted due to deflation in staples
•Like-to-like growth (stores older than 2 years): 5.6% YoY
#DMart

[AIM Investments @AimInvestments]

D-Mart: Good result, margins improved. PAT up 17.6%.

[Paryan Sharma @Paryan_Sharma]

Techno Paints is planning to raise ₹500 Cr via IPO

IPO is Expected in FY27

Techno manufactures Decorative, Industrial and speciality paints with over 3,000 shades

Company has appointed Sachin Tendulkar as Brand Ambassador for next few years

FY25 👇🏻
Revenue: ₹210 Cr

Company is Expecting ₹450 Cr Revenue in FY26

#IPOUpdates

[The Boring Money with Aniket🇮🇳 @sharmaaniket03]

Bookmark this!!! It’s a good compilation.