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Here are some highlights from the Voices of Tomorrow Bangalore Chapter! (1/n)

#VoicesofTomorrow #VoT2023 #ithoughtVoT #ithoughtVoT2023
Session #01

ithought Way – The Journey by Mr Shyam Sekhar

Mr @shyamsek answers the question, ‘What pain points does ithought address & solve?’ (2/n)

#ithought #portfoliomanagement #financialplanning
“We want to make Millennials as $ Millionaires – a well-managed wealth corpus for the 90’s born.” - @shyamsek on what ithought wants to accomplish.

Watch Mr Shyam Sekhar’s talk ‘ithought Way – The Journey’ here… (3/n)

#investors #investearly
Read 27 tweets
We now have @rohitkrishnan to talk about - Is the time right to unearth hidden gems?

PE style due diligence!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Rohit has 10 years of experience in public markets. He has previously worked with McKinsey & Co, Elevation Capital (previously SAIF Partners) a sector and stage agnostic fund, RARE Enterprises – Mr. Rakesh Jhunjhunwala’s family office.
#VoicesofTomorrow #VOT2023 #ithoughtVOT
Some of the big winners over the last 10 years - stocks have gone more than 10x and some have gone 50x. All were below 1000 Crores. These are very well run, companies having some sort of market leadership in their niche. We were also lucky to have participated in a few of them.
Read 12 tweets
We now have @balajispice to talk about the Art and Science of Investing - the Solitaire way!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Mr G R Balaji is a passionate equity investor with over 17 years of experience in the Financial markets. He has worked with Fidelity, Reliance and IIFL Wealth across various functions in Asset Management and Wealth Management. He is also a regular columnist at The Hindu.

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Read 14 tweets
Mr Niranjan Sridhar has over 17 years of experience in the Financial markets with over 12 years at ithought. He has an avid interest for financial markets and has been following the equity markets since his school days. He is a certified FRM (Financial Risk Manager).
Market cycles

Winners can quickly become losers. And the vice versa.
Government Securities were at the top in 2016 and the bottom in 2017.
Gold rose from the bottom of the pile in 2021 to be the leader in 2022.

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Read 8 tweets
Anupam Joshi of @hdfcmf is now live! He will be talking about the Indian Fixed Income opportunity.

Anupam has over 2 decades of experience in Fund Management and Research. He holds a PGDM in Finance. He has been part of HDFC AMC for the last 7 years.
#VOT2023 #ithoughtVOT
Yields have risen substantially across the tenors.
With rate hikes of 225 bps during 2022, large part of curve flattening has already happened. Now entire yield curve remains above RBI CPI inflation target range

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Interest rate outlook and the key drivers for future:

With global monetary policy cycle nearing peak, yields likely to trade in a range with a downward bias. It is a good time to start locking in yields!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Read 7 tweets
Next is Mr Ihab Dalwai (@Ihabdalwai). He is the lead Fund Manager for ICICI Prudential Large & Midcap Fund and ICICI Prudential Infrastructure Fund. He is the youngest in history of @ICICIPruMF to be given the additional responsibility of Fund Management along with Research role.
Themes that are shaping India:
As income level rises, few sectors will see non linear growth.

Number of Indian households with income of more than $10000 is expected to more than double this decade!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Read 7 tweets
Up next @KalpenParekh on International Investing and #Budget2023!

Mr Kalpen has over 2 decades of experience in Asset Management. He is passionate about behavioural finance and believes that investor behaviour is one of the most crucial aspects to a good investment experience.
He starts with a question - "If you were an alien from Mars, how would you invest on earth?"
1) Largest companies of the world?
2) Most profitable companies?
3) Multiple countries?

Or will you invest all your money only in India? India is a nano market in the world market size.
Read 10 tweets
What are the pain points that ithought is addressing and solving?
How are @ithoughtpms's products differentiated?

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Read 4 tweets
We cordially invite you to a one-of-a-kind Investor Conclave with Industry Stalwarts!

@shyamsek (@ithoughtpms)
@KalpenParekh (@dspmf)
@Ihabdalwai (@ICICIPruMF)
Anupam Joshi (@hdfcmf)

Watch it live on Youtube -

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Schedule for the conclave:

The stalwarts will be talking about the #Budget2023, International Investing, Indian Equity Opportunity and Indian Fixed Income Opportunity!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Fund managers of @ithoughtpms will be talking about their style of investing:

@rohitkrishnan & @rajatsetiya on unearthing hidden gems by PE style due diligence.
@balajispice on the art & science of investing.
@theninjax on multi asset investing using macros.
Read 9 tweets

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