Nikhil Kamath

Akshar Shah, Founder of Fixerra, and Nikhil Aggarwal, Founder of Grip Invest, dive into the evolving world of equity and fixed asset investments in this engaging conversation with Rohit Murarka, Business Head at Kotak Cherry. From the changing dynamics of equity markets to the rising appeal of fixed assets for consistent returns, this episode unpacks the emerging trends and strategies to navigate today’s financial landscape. They also share personal insights on what it takes to succeed in fintech, the impact of diversification, and actionable advice for investors on building resilient portfolios. A must-watch for those looking to understand the future of investments and make informed financial decisions. Catch the full podcast here: https://lnkd.in/gbBvpwvc #StaySmartWithCherry #ExpertInsights #Investments #Portfolio

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Market Analysis: Key Insights and Investment Opportunities Anil Singhvi, Managing Editor at ZEE Business, had an insightful conversation with Devang Mehta, Director - Equity Advisory at Spark PWM Private Limited, covering crucial market perspectives: Market Direction: Current market correction signals a short-term adjustment phase. However, fundamental economic indicators remain robust. Mid & Small Cap Outlook: Selective opportunities exist in this segment. This could be an opportune time to invest in quality companies with strong fundamentals. Trump Tariff Impact: Limited anticipated impact on Indian markets. Our domestic economy's strength serves as our biggest buffer. Investment Opportunities: Capital Goods ER & D Discretionary Consumption Infrastructure Key Recommendations: - Focus on long-term investments - Maintain portfolio diversification - Adopt regular investment strategy Expert's View: "The current market dynamics present selective buying opportunities, especially in sectors showing strong growth potential." - Devang Mehta Remember: Market corrections often create opportunities for patient investors looking at quality stocks with strong fundamentals. Watch the complete interview here: https://lnkd.in/dPFjMAvE #MarketAnalysis #InvestmentStrategy #IndianMarkets #EquityMarkets #FinancialMarkets #InvestmentOpportunities #StockMarket

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🧬🧑‍🔬 Panacea Biotec Ltd has invested US$ 9,25,000 (~Rs.7.92 Crore) in its subsidiary, Panacea Biotec Inc., acquiring 9.25 Cr shares at US$ 0.01 each.

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https://lnkd.in/girNavcv n this insightful video, join Naha, Aniruddha- Chief Investment Officer of PGIM India Mutual Fund PMS & AIF business, as they delve into the strategic use of leverage in Alternative Investment Funds (AIFs). Whether you are an investor looking to understand the nuances of leveraging or a financial professional seeking deeper insights, this video provides valuable knowledge and practical perspectives on the strategic role of leverage in AIFs. Don't forget to like, share, and subscribe for more expert insights on investment strategies! #investmentmanager #AIF #PGIMalternate #pms Aditya Prabhu Kiran Joshi Abhijeet Sharma Uday Koppalkar Sri Chakri Prakash Mandavilli Ganesh P N

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How does 𝗗𝗮𝘆𝗹𝘆𝗻𝗻 𝗣𝗶𝗻𝘁𝗼 handle a diverse portfolio - from tax-saving funds to multi-asset funds? Discover the strategies behind his approach in this reel! 💼📈 Daylynn Pinto is Senior Fund Manager - Equity at Bandhan AMC Limited. Full interview: vro.in/s201655 #InvestmentStrategies #PortfolioManagement #FinanceInsights #stockmarket #equityinvesting #fundmanagement #investmentphilosophy #marketopportunities #financialinsights #valueresearch #investment #finance #equityfunds #bandhanamc #bandhanmutualfund #markettrends 

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𝗧𝗵𝗲 𝘁𝗵𝗿𝗲𝗲 𝗯𝗹𝗶𝗻𝗱 𝗺𝗲𝗻 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗲𝗹𝗲𝗽𝗵𝗮𝗻𝘁 Market valuations are at dizzy heights, casting apprehension on the continuance of this bull run. Though it is always perilous to hazard a guess on the direction the market will take, it may be less complicated to curate a list of stocks which may look grossly overvalued on some basic parameters. Now, each parameter defines just one or two aspects of a company's fundamentals/valuation. Let's call each of these as a blind man, looking at an elephant (the stock). So, we narrowed down on 3 blind men and ran them through a list of top 200 companies, excluding the Nifty50. Our 3 blind men were: Very high Market Cap/Sales; Very High TTM P/E and Tepid or Negative Growth in Profits over the last 15 months. The table comprises 20 companies shortlisted by these 3 blind men. For the fundamentals of these companies to catch up with their valuation, sales would have to do a serious gallop and also, the profit margins would have to expand significantly. We’re not saying that these companies are intrinsically poor performers. But it could be a while before their fundamentals catch up with their lofty valuations. How long is anyone’s guess. Well, taking a look at the table, do you think that the three blind men have opened your eyes enough so that you can address the elephant in the room? Let me know. #StockMarketIndia #NSE #BSE

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Interesting Update on NEFT/RTGS Systems : The Reserve Bank of India (RBI) has proposed a game-changing feature for Real Time Gross Settlement (RTGS) and National Electronic Funds Transfer (NEFT) systems—a beneficiary bank account name look-up facility! Here’s what this means: 1️⃣ Similar to IMPS and UPI, senders can now verify the beneficiary's account name before initiating a transfer. 2️⃣ This added layer of verification aims to enhance user confidence and reduce errors during transactions. 3️⃣ Banks have been advised to implement this feature by 1st April 2025. This initiative is a significant step towards making digital banking more secure and user-friendly. What are your thoughts on this upgrade? 🚀 #RBI #NEFT #RTGS #Banking #J3

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Are you looking to raise funds for your working capital needs? Are you facing liquidity crunch in your business? We have some good financing solutions with quick disbursals. Please reach out to me via DM if you would like to discuss your requirement. #startups #startupindia #funding #startupinvestment

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The Money Show | How do you assess which is right for your portfolio? Financing is personal, and it can get confusing Pankaj Mathpal helps our viewers navigate the criteria for choosing the right fund Kavita Thapliyal | Pankaj Mathpal, CFP®, CWM®

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UNION BANK OF INDIA ATTRACTS BIDS FOR 5 TROUBLES ACCOUNTS OUT OF 25 PUT ON SALE Union Bank of India has received bids for five of the 25 non-performing asset (NPA) accounts it put up for sale. The accounts that received bids from asset reconstruction companies such as JC Flowers ARC includes Jaypee Healthcare, Saraiwwalaa AGRR Refiners Limited, RCM Infrastructure and is looking to recover 15%-89% by selling these accounts. READ MORE https://lnkd.in/d8BqcQbZ HDFC BANK MULLING LOAN PORTFOLIO SALE AMID GROWTH SCRUTINY HDFC Bank Ltd. is mulling the sale of a loans portfolio, according to people familiar with the matter, amid heightened regulatory scrutiny on the nation’s lenders as their credit growth surges. READ MORE https://lnkd.in/dXkWv_Ak UJJIVAN SMALL FINANCE BANK RAISES SECURED BUSINESS SHARE  Ujjivan Small Finance Bank has scaled up its secured loan business by 440 basis points over the past one year to 31.5% at the end of June as part of its diversification plans while its overall loan portfolio rose 19% to Rs 30,091 crore. READ MORE https://lnkd.in/d_7u7pzz

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Dear Investors, Greetings from AthangSagar Financial Services !! As you found the technical charts below clearly confirms the bearish technical chart pattern i.e Head & Shoulder Patter. It shows that the next technical support levels are coming @ the level near @ 23350. Fibonacci also confirming the levels on bearish side. Let's wait till this level to touch then after words we will also share the update on the investing strategy. Till that time just maintain your patience and faith. ASFS will definitely come up with the best solution. #Nifty #research #passion #hardwork #stocks #stockmarket #sharemarket #investments #investors #trading #investing #equity #financialservices #asfspremium #capitalmarkets #investors #angelinvestors #startups https://lnkd.in/dCHSKBP9

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Featured on ET Prime! Our CEO, Ankit Garg, shares his expert take on 'Is now the right time to invest in asset allocation funds?' Don’t miss out! 💡📊 Read Now- https://lnkd.in/ePRsi2eu #etprime #assetallocation #investmenttips #ceoinsights #wealthmanagement #expertadvice #financialplanning #smartinvesting #marketinsights #investmentstrategies 

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Find the opportunity to invest in both large-cap and mid-cap stocks with Kotak Equity Opportunities Fund. Watch this video to learn how the fund operates and gives you a diversified portfolio. Invest now: https://lnkd.in/dM6_4kuz #EquityOpportunitiesFund #Investment #Invest #MutualFundSahiHai #KotakEquityOpportunitiesFund 

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Just a little clarification: We don't choose PMS over MFs and are product agnostic. In my experience, investors and distributors invest in PMS for the wrong reasons, mainly higher returns. Like any other product, PMS has its own pros and cons, and one should take exposure only if one understands these nuances completely. Thank you, Cafemutual, for providing the platform to discuss these in detail. Mukul Agarwal Circle Wealth Advisors Private Limited

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RBI tightens rules for peer-to-peer lending platforms💸⚠ RBI has tightened rules for peer-to-peer lending platforms after it found violations of guidelines. The watchdog found that P2P lending is being promoted as an investment. With the rise of fintech in India, P2P lending platforms have emerged and enabled direct connections between individual lenders and borrowers online. This innovation offers higher returns but also carries default risks. New rules for P2P lending platforms focus on transparency and proper fund use.  NBFC-P2P companies can only use lenders funds for specified purposes and cannot replace one lender's funds with another's. Fees must be disclosed upfront and be fixed, not tied to borrower repayments. Matching participants within closed groups, especially through affiliates, is banned. Platforms must display their brand on all materials. The new rules require those individuals lending over Rs 10 lakh to obtain a certificate from their CA that they have a net worth of over Rs 50 lakh. If there is a default, the loss (principal and interest) must be fully borne by lenders. "Some of these platforms have adopted certain practices that are violative of directions. Such practices include violation of the prescribed funds transfer mechanism, promoting peer-to-peer lending as an investment product. Such violations, when observed, have been dealt with bilaterally," RBI said in its circular. There are 26 registered NBFC P2P companies and most of them accept funds ranging from a minimum of Rs 1,000 to Rs 1 lakh. The rules on cross-selling products have also been tightened. While platforms were previously allowed to offer only loan-specific insurance products, Friday's guidelines prohibit them from selling any insurance product that acts as a credit enhancement or guarantee. #digitallending #p2plending #p2plendingplatform #India

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A milestone moment for the mutual fund industry! 📌The domestic mutual fund industry's Assets Under Management (AUM) soared to an all-time high of ₹68.08 lakh crore in November! 📈 📌With inflows of ₹60,295 crore, driven by positive flows across open-ended categories, this achievement reflects the growing confidence of investors in mutual funds as a powerful tool for wealth creation. 🎥 Want a quick overview? Check out this 1-minute video for key insights into the mutual fund industry and its incredible growth story. Follow Money Trek for more such posts!

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