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JIO FIN AT IPO DAY AVWAP ADDING IN MIDTERM PORTFOLIO EXPECTING 30-40% UPSIDE SLOW MOVER

Compounding happens when you have wealth - if you dont have that yet. Focus on generating that -> there are far better investments than stockmarket for young folks. Keep hustling keep building 💪

Happy new year everyone - keep trading and investing 🥳🥳

IPO Closing today 1. DAM Capital Advisors 14x Apply 1 lot 2. Transrail Lighting 11x Apply 1 Lot 3. Mamata Machinery 66x Apply 1 lot

SEBI in its recent amendment order introduced Specialised Investment Funds or SIFs as a new product for mutual fund investors! First, this isn't just another regulatory change – it's SEBI acknowledging that India's wealth creators need more nuanced investment vehicles. The INR 10 lakh minimum investment creates a clear distinction between retail investors and emerging wealth creators. Let’s understand what this means for investors — 1️⃣The 20% single-issuer limit for debt securities (expandable to 25%) allows fund managers to take meaningful credit positions. In a country where credit opportunities are abundant but access is limited, SIFs can now build concentrated positions in high-quality, investment-grade debt. 2️⃣The increased limit for REITs and InvITs (20%) is interesting. Real estate and infrastructure have always been wealth creators in India, but retail mutual funds were constrained. SIFs can now offer institutional-style real estate and infrastructure exposure to individual investors. 3️⃣SIFs can take more significant positions in emerging companies (15% ownership limit in companies). This could create a new ecosystem of sophisticated capital supporting India's next generation of businesses. 4️⃣SEBI is essentially creating a bridge between traditional mutual funds and PMSs. SIFs will likely become the testing ground for sophisticated strategies that were previously limited to PMSs and AIFs, but with better liquidity options through the presence of open-ended structure options. Looking ahead, I believe SIFs will fundamentally alter how India's wealthy invest. They'll demand more sophisticated strategies, better risk management, and deeper market insights. As for us wealth managers, this welcome move by the regulators drives us to strive better to create wealth for our clients - time for wealth managers to up their game to be able to address these new options! Would love to hear your thoughts on this!

IPO Investing: Patience is the Key to Unlocking Long-Term Wealth People have a tendency to go ga-ga over IPOs and treat them like lottery tickets. They rush in to book quick gains on listing day. But this is the truth: unless you play the long game, you might miss some humongous opportunities. Check out last year's IPOs: Companies like J.G. Chemical, Jyoti CNC, Platinum Industries, Epack, Innova Captab, Adhar Housing, Bharati Hexacom, and SRM Contractors initially listed with modest premiums of 20-30%. However, most of these stocks gave fabulous returns of 100-200% over time. This goes to say that listing day performance and GMP are short-term indicators. The real money is in holding quality IPO allotments for the long term. While you may miss out on a minor listing gain by waiting, the potential for significant upside in strong companies far outweighs the initial premium. So, the key takeaway? Be patient and focus on the bigger picture—this is where the real wealth is made. Disclaimer: This is an informative post. Any form of investment in IPO is risky, and prospective investors should consult a financial advisor to guide them on whether to invest or not.

RBI Lifts Restrictions on ECL Finance and Edelweiss ARC: What It Means for the Industry Big news from the financial world! The Reserve Bank of India (RBI) has officially removed the supervisory restrictions on ECL Finance and Edelweiss Asset Reconstruction Company (ARC) with immediate effect. 📌 Backstory: In May 2024, RBI imposed business restrictions on both entities. ECL Finance was directed to halt structured transactions related to its wholesale exposure. Edelweiss ARC was prohibited from acquiring financial assets. With the removal of these restrictions, both entities are now back in full operational capacity. 💡 Why This Matters: For the Institutions: This marks a significant step forward in regaining market confidence and operational freedom. For the Industry: It's a reminder of the importance of compliance, governance, and the regulator’s pivotal role in ensuring market stability. The lifting of restrictions signals a positive move, but the financial ecosystem must continue to uphold transparency and sound practices.

Finoclub :D

https://thearcweb.com/article/zepto-aadit-palicha-growth-profitability-unit-economics-swiggy-zomato-blinkit-instamart-OfuYCqsNYLT0ADj1

The latest on the Adani saga from the Reuters camp this week. The cracks are starting to show as ratings agencies downgrade Adani companies, Sri Lanka puts its port project under review and Andhra Pradesh mulls cancelling the power purchase agreement. But don't miss the most colourful read on Adani's coveted solar project in Gujarat. ** Betting big on the clean energy goals of Indian Prime Minister Narendra Modi, billionaire Gautam Adani found backers in France's TotalEnergies and the Qatar Investment Authority as he set out to build the world's biggest renewable energy project. The project, a solar energy park in western Gujarat state planned to be five times the size of Paris on completion, is the crown jewel of his company Adani Green which is at the centre of the bribery charges https://bit.ly/3ZmUGvn ** India's Andhra Pradesh state is likely to suspend a power purchase deal linked to Adani Group due to the U.S. indictment of the group's billionaire founder Gautam Adani over an alleged bribery scheme, two state government sources told Reuters https://bit.ly/4fLcFl0 ** Adani Group's troubles deepened as multiple credit rating agencies cut their outlook for the Indian conglomerate, whose billionaire founder Gautam Adani has been charged by U.S. authorities over an alleged $265 million bribery scheme. Meanwhile, Adani's projects in one Indian state and Sri Lanka are being put under review https://bit.ly/496DhKU ** TotalEnergies pauses business with Adani, says it was not aware of US investigation. "Until such time when the accusations against the Adani group individuals and their consequences have been clarified, TotalEnergies will not make any new financial contribution as part of its investments in the Adani group of companies," the company said https://bit.ly/3ZomNKV ** Adani presents India with big financing ultimatum. Gautam Adani has put India on the spot. The country’s government may need to nudge local lenders to support the growth of the billionaire’s infrastructure conglomerate after the United States filed criminal charges against him. Such a decision, though, would come at a big cost https://bit.ly/4eTtZDc ** 'Bribe notes' with per megawatt rates: filings detail Sagar Adani's role in Indian scandal https://bit.ly/496sbp5

Two Strategy Notes On Indian Markets Citi sees NIFTY valuations more reasonable Sep’25 NIFTY target is 25k – 7% upside from here See potential H2 recovery in public capex & rural demand are positives Upgrade Cement to Overweight from Neutral Add Ramco Cement and switch from Devyani to Jubilant Food in our mid-cap picks Key Overweight: Financials, Telecom, Pharma Key Underweight: Consumer Discretionary, IT, Metals Goldman Sachs expect the NIFTY to reach 27,000 by end 2025, driven by underlying 13%/16% earnings forecasts Expect the market to remain range-bound over the next 3-months - target 24000 and for a back-loaded recovery as growth picks up Stay tactically neutral India; Favor select domestics Raise exporters like Infotech to Overweight and Pharma to Marketweight on stable/improving demand, EPS tailwinds from weaker INR and defensive characteristics Focus on quality growth, earnings visibility, targeted alpha themes 4 flavours of quality - Strong balance sheets, High earnings visibility, Positive EPS revisions, and Low beta stocks Preferred medium-term themes include housing, agriculture, defense, tourism and affluent India

https://www.ndtv.com/world-news/donald-trumps-day-1-promise-to-shut-clean-energy-projects-send-stocks-tumbling-6959675

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Volatility in Gold n Silver has jus begun Don't overtrade or speculate in fomo