vivek sharma

Head - Investments @GulaqFintech.

[vivek sharma @viveshar]

My discussion with @_groww on quant investing and consistency of @gulaqfintech portfolios.

https://t.co/xaxp40W10N

[vivek sharma @viveshar]

Got this in my whatsapp

[Ravi Handa @ravihanda]

Join me and @viveshar from @gulaqfintech at 8 in this space.

Special thanks to @pickrightIn for organising this.

https://t.co/bqCUdbabjW

[vivek sharma @viveshar]

@ManishNifty Banning foreign HFTs won't solve the problem. If you ban them, what prevents traders to trade these strategies using Indian HFTs ?

[vivek sharma @viveshar]

We can infer where markets stand in their cycle from the behaviour of those around us. When other investors are unworried, we should be cautious; when investors are paniked, we should turn aggressive. The Most Important Thing - Howard Marks

[vivek sharma @viveshar]

Its impossibe to know when an overheated market will turn down, or when a downturn will cease and appreciation will take place. But while we never know where we are going, we ought to know where we are.

[vivek sharma @viveshar]

If you have to spend time analyzing how yesterday's budget is going to impact your portfolio, then you definitely don't have the right portfolio.

[vivek sharma @viveshar]

@RamaniSumit Sumit - give Gulaq gear-6 a try

[vivek sharma @viveshar]

@ravihanda And I always thought it was Churchill who said it.

[vivek sharma @viveshar]

@ravihanda I love the simple easy to use interface of zerodha. Besides I login to my zerodha account once a month to rebalance my portfolio, so I would be fine if it stays down for the rest 29 days

[vivek sharma @viveshar]

Was talking to a client who has started his investing journey last yr

Tried explaining him that having life insurance is key to better financial planning. Took a bit of convincing

btw, he just got the his iPhone 15 and because it was expensive, he had taken insurance for it

[vivek sharma @viveshar]

@aditya_kondawar These numbers are still very small on the basis of per capita consumption, relative to US/Europe.

[vivek sharma @viveshar]

@Simple_trader_ Very hard for investors to handle underperformance for more than a year.

[vivek sharma @viveshar]

Be systematic about investing and do not get swayed by the emotions. The markets are desigend in a way to go up over long run.

[vivek sharma @viveshar]

Few days back my feed was filled with messages about Nifty reaching 20K level.

"𝑺𝒖𝒑𝒆𝒓 𝒉𝒂𝒑𝒑𝒚 𝒕𝒐 𝒔𝒆𝒆 𝑵𝒊𝒇𝒕𝒚 𝒃𝒓𝒆𝒂𝒄𝒉𝒊𝒏𝒈 20,000"

So, now that Nifty is back below 20,000 , should we be sad about it ??

[vivek sharma @viveshar]

The words of Rudyard Kipling are apt for this occasion:

𝑰𝒇 𝒚𝒐𝒖 𝒄𝒂𝒏 𝒎𝒆𝒆𝒕 𝒘𝒊𝒕𝒉 𝑻𝒓𝒊𝒖𝒎𝒑𝒉 𝒂𝒏𝒅 𝑫𝒊𝒔𝒂𝒔𝒕𝒆𝒓
  𝑨𝒏𝒅 𝒕𝒓𝒆𝒂𝒕 𝒕𝒉𝒐𝒔𝒆 𝒕𝒘𝒐 𝒊𝒎𝒑𝒐𝒔𝒕𝒐𝒓𝒔 𝒋𝒖𝒔𝒕 𝒕𝒉𝒆 𝒔𝒂𝒎𝒆

[vivek sharma @viveshar]

@padhucfp Because the investent is locked till 60.
In MFs, 1st challenge is to identify those which will beat the index, maybe that number is 60-70% in case of small and mid cap, next challange is to stay invested in a fund for long term and not to time the mkts.

[vivek sharma @viveshar]

@ravihanda Investing app idea - you can only look at your portfolio once a month.

[VivekTaru @kendheswapnil]

SEBI IA regulation came in 2013. We have less than 1000 active RIAs in the country after 10 years.

Nobody wants to become an RIA. Many existing RIAs are surrendering their registrations.

But SEBI & BASL continues to make life difficult for RIAs.