First Global

Many investors spend hours picking which stock to buy.   But an equally important question is: How is your money divided?   A portfolio isn’t just about picking investments — it’s about balancing them across asset classes.   Equity for growth. Fixed income for stability. Gold for protection. Real assets for diversification.   The way you spread your investments can influence long-term outcomes more than individual stock picks.   If you're looking to build a portfolio aligned with your financial goals   📩 DM us or write to enquiry@firstglobalsec.com

Missed a rally?   Missed a stock everyone is talking about?   That’s when most investing mistakes happen.   Entering late, chasing momentum, or buying out of regret is often driven by FOMO — not fundamentals.   Decisions made in urgency often ignore valuation, risk, and strategy.   Successful investing isn’t about catching every opportunity.   It’s about discipline, patience, and waiting for the right setup.   Because the truth is: Great trades are like buses — there’s always another one coming along. Trying to get onto a fast-moving bus or train mostly makes you fall flat on your face.   MUCH better to wait for the next one.   The next in our series on the Nine Most Important Investment Mantras by First Global.   Get Your Investing Mantras Poster Today. DM us to get the Exclusive High-quality Poster.   Missed an opportunity or unsure what to do next?   DM us or write to enquiry@firstglobalsec.com — we’ll help you plan your next move.

What’s more dangerous in investing… a lie or a half-truth? You may think that having something partly true is better but that is a wrong notion. Even when a calculation or a story about a stock is true, very often what is left out is the really critical part... The part that changes the whole picture and the conclusion. A must-read piece by Devina Mehra on why part-truths can mislead investors more than complete lies. Read the full article: https://www.firstglobalsec.com/fg-in-the-press#928   Article titled, “Part-truths could be a lot more misleading than complete lies”

Should you consider global investment BECAUSE Indian markets are down?   The answer is no.   The short point is that relying only on a single market and single asset can be very risky.   Global diversification helps balance your portfolio & protect your wealth during market downturns... It was different markets do better at various times   Plus, it also helps to guard your portfolio being subject to to Rupee depreciation   For example if you were planning to send your children to Europe to study, your bill went up by 20% in 2025 alone because the rupee depreciated against the euro by that much in a single year!   First Global helps you invest across global equities, bonds, REITs & commodities —reducing risk & keeping your wealth on track.   NO matter what!   Is your portfolio too dependent on India?   DM us or write to enquiry@firstglobalsec.com

Every now and then, a book comes along that makes you question everything you thought you knew about investing. This National Bestseller Money, Myths and Mantras by @DevinaMehra is doing exactly that for readers across the country. If you're looking to sharpen your thinking—not just your portfolio—this book belongs on your shelf. 👉 Bring your copy home today: amzn.in/d/bwx9wxg

We are delighted to see Devina Mehra featured in Penguin Elevate by Penguin India, alongside an outstanding lineup of authors.   It's a wonderful initiative that brings thought leaders and authors closer to organisations through engaging conversations and fresh perspectives.   Wishing the initiative great success!

https://youtu.be/DtfQQ140VCM "Nobody—not even the world's best investors—knows the next multibagger."   That wasn't even the most surprising thing Devina Mehra said.   The longer we spoke, the clearer one thing became:   Great investors don't make better predictions. They build better processes.   From AI and Amazon to market bubbles, multibaggers, risk management and investor psychology, this isn't a conversation about stock tips.   It's about how to think when everyone else is chasing the next big thing.   After more than 30 years in the markets, Devina Mehra shares the timeless investing lessons that have shaped her approach to building wealth.   🎥 Watch the full conversation.

Everyone's asking if AI is in a bubble. Months ago, when the AI rally was in full swing, Devina Mehra looked at the risks beneath the hype. As the debate around AI valuations, spending and returns gathers pace, it's a good time to revisit this piece. Read article here: https://www.firstglobalsec.com/fg-in-the-press#888 Article titled, "Is there an AI bubble? Here is a look at what's brewing" Need a portfolio built on fundamentals, not hype? DM us or write to enquiry@firstglobalsec.com

Everyone loves small caps... until they crash.   An 80% fall changes everything.   But here's the question most investors never ask before investing in small cap stocks.   @DevinaMehra explains why surviving a crash is often harder than chasing returns.   Would you still stay invested after a fall like that?   Share your answer below. 👇   Looking for an investment strategy focused on managing risk as well as returns?   📩 DM us or email enquiry@firstglobalsec.com

When people ask whether one should be a bull or a bear, there’s a third — and far better — answer:   Be a hare.   At @firstglobalsec, the hare isn’t just a mascot. It represents how investing actually works.   A hare is alert, fast, and agile.   It can move swiftly — and change direction just as quickly.   That is how one must operate in the markets.   You cannot be wedded to a point of view, because investing is a bet on the future — and the future is never certain, only a range of possibilities.   Even the most well-researched view may not play out. When it doesn’t, you adapt. You change strategy. You be a hare.   With 360-degree vision, always watching for what changes next.   The next in our series of Nine Most Important Investment Mantras by First Global.   DM us or write to enquiry@firstglobalsec.com — we’re here to help you build a strategy that actually works.   Get Your Investing Mantras Poster Today!   DM us to get the Exclusive High-quality Poster.

Most investors worry about when to invest.   But an equally important question is when not to exit.   _Getting out of the market during volatility can interrupt years of compounding.   Yet SEBI data shows that Mutual fund inflows peak after the peak of the market and bottom out after the bottom of the market - basically most investors get in and out at precisely the very worst times.   At First Global, we focus on building portfolios designed to weather market cycles—not react to them.   Because successful investing is about staying disciplined, not making emotional decisions.   📩 DM us or write to enquiry@firstglobalsec.com to build a research-driven investment portfolio.

Do interest rates only affect your EMIs?   In Money, Myths and Mantras, Devina Mehra explains why interest rates have a direct impact on stock markets too.   Here's why👇   * Higher interest rates → Higher expected returns from equities * Higher discount rates → Lower valuations * Growth stocks usually feel the biggest impact   The market isn't just pricing today's earnings.   It's pricing future cash flows —and the cost of money changes what they're worth.   Understanding interest rates isn't just for bond investors. Every equity investor should understand them.   📖 Chapter 16 explains this relationship in simple terms.   And there are 42 such insightful chapters in the book!   Grab your copy here: http://amzn.in/d/ckVzxc8   Want experts who understand what really drives markets?   DM us or mail enquiry@firstglobalsec.com

https://youtu.be/bTyS28nPmS0 As AI reshapes industries, the bigger question is: Are investors buying great businesses—or just the narrative?   Not every breakthrough creates long-term winners.   This conversation explores why technology, market cycles and human judgment matter just as much as innovation.   At Fortune India's Most Powerful Women (MPW) 2026, Devina Mehra joined Arundhati Bhattacharya and Ipsita Dasgupta, with moderator Rukmini Rao, for an engaging discussion on leadership, investing, innovation, technology and the future of business.   If you could ask India's top business leaders one question, what would it be?   Write your question in the comments below!

What if being first isn't always an advantage?   Most of us believe pioneers win.   But what if creating a new market also means making it easier for everyone else to catch up... or even overtake you?   From packaged atta and Amul to ChatGPT and AI companies, the same business pattern keeps repeating.   Why does history keep proving this point?   Read Devina Mehra's latest Mint column: https://www.firstglobalsec.com/fg-in-the-press#946   Article titled, “Wheat flour to ChatGPT: some things stay constant in business”

Is finance truly a level playing field for women?   Devina Mehra shares her candid experience of working with global investors and reveals how different cultures approached women in finance.   From Wall Street to India, her observations on bias, leadership, and the changing role of women in investing   Have things really improved, or do these challenges still exist today?

High conviction doesn't usually go with high returns.   Surprised?   Don't be.   High conviction is a fancy name for Storification and getting emotionally involved with your stocks.   Which means you do not take cognition of changing realities.   Always stay flexible with your investments.   As an example, we made great money in our PMS in chemical stocks from 2020 to 2022 but we had not become 'believers' in the story.   Hence when our systems stopped liking them we got out. This year, after 2 years, some of those stocks have again come back in our systems and we have bought them again...   Play Everything Believe Nothing!   Stick to your plan, but be ready to change as new information comes up.   The next in our series of Nine Most Important Investment Mantras by First Global.   DM us or write to enquiry@firstglobalsec.com — we’re here to help you build a strategy that actually works.   Get Your Investing Mantras Poster Today!   DM us to get the Exclusive High-quality Poster.

The July 2026 FOMC meeting wasn’t just another rate hold. The headline stayed the same, but the message changed. A rare three-member dissent, Chair Warsh’s data-dependent approach, and persistent inflation risks reveal a more hawkish policy backdrop than the unchanged rate decision suggests. This report examines the policy decision, market reaction, and the factors that could shape the Fed’s next move in September.