Yash Sachdeva

🎓 CA Finalist | NISM - RA | Markets whisper, I listen | Spotting moats like a treasure hunter | Trends fascinate me, anomalies excite me 🙃

"MarketMaverick"

[Yash Sachdeva @yash_sn06]

Budget blues got you down? 😅

Tax on LTCG was hiked from 10% to 12.5% & tax on STCG skyrocketed from 15% to 20%

Twist: 90% of the people freaking out don’t even have "Capital" or "Gains" in the market 😂

It's like complaining about a yacht tax without owning a boat.

#Budget24

[Thefynprint @thefynprint]

You spent 30 years building wealth. Have you spent 30 minutes planning who protects it?

Will vs Trust vs HUF
here's when each one works:

→ Simple estate? Will.
→ Ancestral property + high income? HUF.
→ Want control over timing & disputes? Trust.
→ NRI? Trust — almost always.
→ Child with special needs? Private trust.

Full breakdown with insights from @cyrilamarchand and Singhania & Co.

Read 👉https://t.co/00mwRG9qc0

Download this week's magazine for more 👇https://t.co/vs21pH3uWw

#EstatePlanning #WealthTransfer #Thefynprint #Trust

[Exencial Research Partners @exencial_RP]

THE OZEMPIC WAVE HITS INDIA

India has 101 million diabetics, 254 million obese adults and the world's most powerful weight-loss drug just went off-patent. Here is what happens next.

(1/11)

[Yash Sachdeva @yash_sn06]

@chiragbarjatya Swaad kaise aayega fir sirji 😅

[Randhir Jaiswal @MEAIndia]

Another step towards leveraging technology for enhancing Ease of Living of the citizens of India.

@MEAIndia has successfully rolled out the upgraded version of its flagship Passport Seva Programme (PSP).

The upgraded version includes the Passport Seva Programme(PSP V2.0), the Global Passport Seva Programme (GPSP V2.0), and the e-Passport, for citizens in India and those who are residing abroad.

🔗 https://t.co/kl3nLcFQ88

[Yash Sachdeva @yash_sn06]

Feels amazing to see Groww on Groww 👏

#Groww #IPO

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

Simple advice.

- Get Comprehensive Health Cover
- Keep 12 months expenses as Emergency Fund
- Avoid Debt until 40
- Rent & Be Flexible (Don't compromise on House, Location, Air Quality, Water Availability, Parks, Greenery)
- Invest consistently in 2-3 Mutual Funds for next 150 - 180 months, no Churning at all
- Marry early and have children early so that you can enjoy time with them
- Spend time with parents
- Travel the World. Don't lock into Debt. Don't trade your Time for Anything.

Even the 25 years old cannot stop wealth creation 🔥🔥 🔥

If Consistency is there for 180 months, the person can SWP after age of 40 until he or she dies 💪

#FI

[Yash Sachdeva @yash_sn06]

@shivaji_1983 Congrats Sirji 🙌

[Shivaji Vitthalrao🇮🇳 @shivaji_1983]

Does anyone remember 2011 fall in #Silver ? No one had time to exit, you know why?

Let me tell you the story as I was a trader in Silve too, back then.

29.04.2011, It was Friday, Silver closed at $48. Everything was great it was near or above 1980 highs.

02.05.2011, Monday morning, 3 or 4am Osama Bin Laden was killed, and news was out early in the morning. People had no chance to exit in MCX as it opened 4% gap down. I called up my mentor @entrepreneur987 and discussed the consequences.

Silver down $48 to $33 in just 5 sessions. That's how quick the move was. I remember many brokers & sub brokers gone bust as clients defaulted from payments due to losses. No proper risk management. In fact, the heads of the broking companies had to visit clients and sub brokers houses in Bangalore to get the payments. It took them 2-3 years to recover from this chaos. Another crack in September 2011, Silver dropped from $44 to 26 in 15 sessions.

People have not seen how quickly this commodity changes its color

Today, 170k to 153k, that's 17,000pts in a single day.

Always remember the rule "Any stock/sector/Index retest its previous highs for the 1st time after many many years, always book profits. It works 7/10 times, does not matter if you fall in 30% misses but you get right in 70%

It's always better to be safe than getting caught by chasing the last few %

This is a 45-year pattern that takes time to develop and complete the pattern

Have patience never chase after a euphoric move. Find the next 40-50%

There is always a "New Bull Market somewhere". Just find that 😀

#Silver

[Madhav Dhanuka @MadhavDhanuka1]

☀️ Waaree Energies Q2 FY26 Results — Strong Growth, FII Confidence Shines

Foreign Institutional Investors (FIIs) increased their holding from 2.68 % (Jun’25) → 6.35 % (Sep’25) —
a sharp rise even as FIIs net-sold in broader markets, signaling strong institutional conviction in India’s renewable energy leader.

PERFORMANCE:

Revenue (Total Income): ₹ 6,227 cr (+70 % YoY)
EBITDA: ₹ 1,567 cr (+155 % YoY) Margin: 25.2 %
PAT: ₹ 878 cr (+134 % YoY) Margin: 14.1 %
Order Book: ~₹ 47,000 cr | Capex Planned: ~₹ 25,000 cr
ROCE: 41.8 % | ROE: 34.8 %

HIGHLIGHTS:

Results above expectations – record margins and robust module shipments.
Capacity expansion drive:
• Module Capacity ~18.7 GW | Cell Capacity 5.4 GW
• Board-approved ₹ 8,175 cr capex for Storage (20 GWh), Electrolyser (1 GW), Inverter (4 GW).

Strategic acquisitions:

Kotsons Transformers (64 %), Meyer Burger US assets, Racemosa Energy Meters (76 %) – bolstering backward integration.

Interim dividend: ₹ 2 / share approved.

WATCH-OUTS / TECHNICAL VIEW:

Margins slightly below 24 % expectation but remain among industry’s best.
Stock structure bullish – forming higher lows within ascending channel; momentum intact above ₹ 3,100 (SL zone).

EMA supports: 50-day ₹ 3,336 | 100-day ₹ 3,182

Sector tailwinds: India solar capacity to reach 280 GW by 2030; global renewables rally led by US and EU incentives.

#WaareeEnergies #ResultsSeason #Q2FY26 #RenewableEnergy #SolarPower #GreenEnergy #CleanEnergy #FIIHoldings #EarningsUpdate #TechnicalView #SustainableGrowth

[Yash Sachdeva @yash_sn06]

This is what happened last time on weekly charts of Nifty

If you go and see with today’s closing we are exactly forming such pattern.

Not to say what may follow, I’m not saying anything but pls be extremely cautious with your positions!

#Nifty50 #Analysis

[Rattan Dhillon @ShivrattanDhil1]

The higher reaches of Sonmarg in Ganderbal district have received the season’s first snowfall, signaling an early arrival of winter chill in the valley. Snowfall in August is unusually early perhaps this means we’ll be seeing snow much sooner this winter! 🫶🏻❄️

[Madhav Dhanuka @MadhavDhanuka1]

📉 Fewer new jobs at India’s top private banks — Digital takes centre stage

Hiring across India’s leading private sector banks fell to a 3-year low in FY25, driven by attrition and a major shift toward digital banking.

Key Insights:

1.Hiring slowdown – Banks added 131,471 employees in FY25, down 32% YoY (194,213 in FY24).

2.Bank-wise trend –
•HDFC Bank: 49,713 hires (-44% YoY)
•Axis Bank: 31,674 (-22% YoY)
•IndusInd Bank: 4,591 (-55% YoY)
•Kotak, Federal & Yes Bank also reported declines.

3.Why fewer jobs?
•Wider adoption of digital channels reduces branch hiring needs.
•Banks absorbed excess pandemic-era hiring.
•Focus shifting toward internal talent pipelines, promotions, and in-house training.

https://t.co/dD9KQvbS2m demand areas – Hiring now concentrated in technology, AI, cybersecurity, and wealth management.

5.Attrition trends – ICICI, HDFC & Axis reported 18–25% attrition in FY25, lower than FY22–23 highs.

The Big Picture

India’s private banks are becoming leaner and more digital-first. While this means fewer entry-level roles in branch ops, it opens opportunities in digital banking, fintech integration, and specialized tech-driven roles.

👉 Expect cautious hiring in FY26 with a focus on quality over quantity.

#Banking #Jobs #DigitalBanking #HDFC #AxisBank #Kotak #IndusInd #YesBank #FutureOfWork #HiringTrends #Fintech

[GoldForest Investments @Goldforestinves]

🎯Quarterly Results Wrap. #Goldforest_Results_Wrap

Chosen 29 companies with solid results and at good valuations

Which one are your holding?

Afcom Holdings
Aryaman Capital
Amal
Hubtown
Alfred Herbert
Unifinz Capital
Fermenta Biotec.
Zinka Logistics
Oswal Agro Mills
NTC Industries
Garuda Cons
Rajoo Engineers
Aryaman Fin.Serv
Blue Jet Health
Sarda Energy
Frontier Springs
Kernex Microsys.
Shradha AI Tech
Nisus Finance
Kilburn Engg.
TCC Concept
Shilchar Tech.
Arih.Found.Hsg.
Tanfac Inds.
Deep Industries
Naga Dhunseri
Jindal Drilling
BLS Internat.

[Yash Sachdeva @yash_sn06]

@ShivrattanDhil1 Wowwwww 🤩

[Madhav Dhanuka @MadhavDhanuka1]

“Inflation at 1.55% lowest level in 8 years—Are We Heading Toward Deflation?”

India’s retail inflation plunged to just 1.55% in July 2025, marking the lowest level in eight years—since June 2017—and slipping below the RBI’s 2–6% target range.

Key Highlights:

1. Food & beverages dominate CPI with nearly 46% weight, making them the biggest driver of headline swings.
2.Fuel & light (energy) holds ~6–7%, housing ~10%, clothing & footwear ~6%, and the rest is miscellaneous goods & services (transport, health, education, etc.)

Is Deflation a Risk?

1. Deflation is a sustained decline in the general price level of goods and services, often linked to weak demand, falling incomes, and economic slowdown.

2. At 1.55%, India is not yet in deflation—but the number has breached the lower bound of RBI’s target range for the first time in over six years.

3. Economists view this drop as a temporary base-effect-driven dip rather than a sign of systemic demand collapse, especially since core inflation (excluding food and energy) remains steady at ~4–4.1%.

Policy Outlook:

1. The RBI remains cautious and data-driven, holding policy rates steady while revising FY26 inflation projections to 3.1% from 3.7%.
2. With food’s heavy weight in CPI, even modest changes in agricultural prices can swing headline numbers sharply—up or down.

Takeaways:

1. A rare eight-year low in inflation offers short-term relief but demands policy vigilance to avoid slipping into sustained deflation.
2. Energy is part of CPI but grouped under “Fuel & Light” in weightage charts, without sub-splits.
3. Price stability—within the RBI’s 2–6% range—is key for balanced, sustainable growth.

#IndiaEconomy #Inflation #Deflation #RBI #MonetaryPolicy #CPI #Macroeconomics #EconomicTrends #FinancialMarkets #DataDriven #Investing #IndianEconomy #GlobalMarket

[Yash Sachdeva @yash_sn06]

Ye to aa gaye levels- ab aur kitna niche khulna hai raasta?

#Nifty #NiftyBank #EquityMarkets

[Yash Sachdeva @yash_sn06]

If Nifty Bank is breaking its 10 & 20 EMA, the next support comes around 56100-56200.

Translating that into Nifty levels, we are certainly moving towards 24500!

[Yash Sachdeva @yash_sn06]

Market ne thapad maara aur tu gusse me aur paise le aaya 👀

Always trade with a plan, not with emotions.

Revenge Trading is like trying to win respect back from the market.

Market literally doesn’t care at all!

#Trading #Discipline #Psychology

[Yash Sachdeva @yash_sn06]

@sidhant @REDBOXINDIA

[Yash Sachdeva @yash_sn06]

Booked some juicy profits in Nifty 50.

24850 will be a strong resistance now and for trend to reverse we need to close above 24900.

More panic will be there if Nifty Bank breaks its 50EMA.

It’s completely sell on bounce market for now! Perfect start to the week.