Seeco Wealth

AMFI Registered MFD ARN 302614.

We do wealth differently: personalized approach, all asset classes and no generic gyaan. + you'll be talking to a human!

[Akshat Jain, CFA @akshat96jain]

@WizardsUnknown @seecowealth Link to the full episode:

https://t.co/XsLc41ps27

[Seeco Wealth @seecowealth]

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[Akshat Jain, CFA @akshat96jain]

I always said if Seeco ever did a podcast, it had to start with him. @WizardsUnknown

A gentleman with the sharpest analysis of Indian companies out there. And rare for this game, he reads the macro as well as he reads stocks!

We cover his reading of the markets, his stock selection framework, his hits, misses and a lot more!

Episode dropping soon!

[Akshat Jain, CFA @akshat96jain]

Sometimes, you visit a place thinking you’re seeing history. Months later, you realize you saw the prologue!

In March, I walked the glass-walled trading floor of the Tokyo Stock Exchange. The TSE’s Arrows facility is like a living museum.

• Massive LED boards streaming live prices
• The trading floor
• Exhibits on Japan’s market evolution
• A stock trading simulation game

Fast forward to today - August 12, 2025 and Japanese markets have just broken past levels not seen in decades:

📈 Nikkei 225 at a record high of ~42,850+
📈 Topix also at an all-time high

The rally’s fuel?
• Foreign inflows at multi-year highs
• A weaker yen boosting exporters
• Tech & AI stocks guiding on better earnings
• Certainty around tariffs

A timely reminder: markets move in cycles. While the Nifty’s been flat, other indices have crept higher.

Proof that you need to position your portfolio across asset classes - exactly how we build portfolios at @seecowealth!

[Seeco Wealth @seecowealth]

Not how we imagined our first tweet to be.

But here we are at the Growth Summit by @abslmf!

Excited to hear Harish Krishnan @hktg13.

Live notes below! 👇