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Advait Arora Profile picture
@WealthEnrich
Oct 1, 2021 • 10 tweets • 4 min read • Read on X
Scrolly
'Am I overthinking this' ~ @TheRialMichelle

💫What an awesome quick picture #book with relatable quips. It’s about searching for answers for things that don’t change !

Perfect for a coffee table!
Sharing my favorite learnings!
Grab your ☕️or🍵 for an easy read...
🧵...(1/10) Image
→ Its never too late to Start !! Image
→ "In great attempts, it is glorious even to fail” Image
→ Be it good times or bad, it finally passes !! Image
→ By failing to prepare, you are preparing to fail ! Image
→Its always a tug-of-war between two worlds:
'A world of freedom versus a world of stability' Image
→ Wine is always OK ! Remember the golden words: “Either give me more wine or leave me alone" Image
→Let us be grateful to the people & things that make us happy !
Always remember: "Be thankful for what you have; you'll end up having more" 💯 Image
→ Could have, would have & should have : “modals of lost opportunities.” ! Image
→ "What goes best with (or after) a cup of coffee?.... Another cup" Image

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More from @WealthEnrich

Advait Arora Profile picture
Nov 6
📊 #Groww IPO opens Nov 4–7 at ₹95–₹100 per share.
Issue size ₹6,632 Cr including ₹1,060 Cr fresh issue and ₹5,572 Cr OFS. Post-issue market cap around ₹49,000 Cr.
Finally India’s largest retail investing platform goes public, let’s explore what makes it special 🧵👇... Image
📊 Groww is India’s biggest direct-to-customer investment platform with over 6 cr users & 1.7 cr investors on NSE as of Jun'25.
It offers stocks, mutual funds, derivatives, bonds & IPOs, along with margin trading & personal loans, handling over ₹39,000 Cr in FY25 revenue.
📊 Groww platform covers 98% of India’s pin codes with over 6 crore users.
Nearly 45% are under 30 &another 21% are aged 31–35. ~3.3 million users are women & 81% come from outside the top 5 cities. 5.7 million customers are using multiple products & 83% acquired organically
Read 8 tweets
Advait Arora Profile picture
Sep 17
🌍 Indian investors' portfolios are mostly India only, with no Tesla, no Nvidia, no Amazon, no Google or LVMH.
A 10–15% allocation to overseas funds gives access to global giants & megatrends worth trillions. Check these 7 international funds, study them & take your call 🧵👇.. Image
⭐ Invesco Global Consumer Trends Fund

• 1Y return 70% , 3Y CAGR 25%
• Bets on $30T+ global consumer market , leaders like Amazon , Netflix , Lululemon , Sea Ltd
• Captures wallet shifts to ecommerce , premium lifestyle & digital payments
⭐ Edelweiss Greater China Equity Offshore Fund

• 1Y return 53% , 3Y CAGR 12%
• China $18T economy , leads in EVs , 5G , fintech
• Invests in Alibaba , Tencent , BYD , CATL
• High policy risk , but China is 30% of global manufacturing
Read 9 tweets
Advait Arora Profile picture
Aug 31
🇮🇳 Power sector will need ₹3 trillion investment in next 5 yrs ⚡
Target: from 200 GW of clean energy today → 500 GW by 2030.
Massive capex across transformers, cables, switchgear, insulators & towers.
Here's 60+ power stocks that could benefit big.
👇 Mega Thread 🧵... Image
India’s energy demand to rise ~6% CAGR this decade.
Needs ₹20–25 tn capex by 2030, with power equipment industry already a $70 bn+ market growing 10%+ annually.
This theme is surely 🇮🇳 backbone to progress & its too vital & too big for to ignore!
Investors : Let's get specific
1. Transformers & Power Components:
CG Power, Bharat Bijlee, BHEL, TRIL, Voltamp, Shilchar, Indo Tech, Siemens, HPL Electric, Kirloskar Electric, Pitti Engineering, TD Power, Ram Ratna Wires Quality Power Equipments, Igarashi Motors India !
#StocksToWatch
(Continued..)
Read 8 tweets
Advait Arora Profile picture
Aug 23
By 2030, estimates of E-commerce trade is India is that it could cross $350 bn+, making 🇮🇳 the 3rd largest e-com market after US & China.
🚀 10 E-Commerce/New-Age fast growing 🇮🇳 Companies Worth Tracking ! 🧵👇..... Image
1️⃣ Delhivery Ltd
• Q1FY26 revenue ~₹2,100 Cr, up double digits YoY
• Express parcel volumes growing >20% YoY
• Network optimisation cut costs, EBITDA margin improving
• Market leader in logistics with 25%+ share
• Focus on high-margin PTL & B2B express
2️⃣ Medplus Health Services
• Revenue up 23% YoY, PAT up 35% in Q1
• 4,000+ stores, targeting 7,000 in 3 years
• Same-store sales still compounding at double digits
• Expanding diagnostics & private label for margins
• Deep reach in Tier 2/3 cities powering scale
Read 12 tweets
Advait Arora Profile picture
Aug 8
EVs, missiles, mobile chips, even wind turbines, all need 1 thing: Rare Earth Elements.
🇨🇳 China produces & processes most of it but 🇮🇳 India is finally fighting back !
Leading the charge is a ₹13,000 Cr capex by GMDC.
Lets dive into this underrated strategic Firm !
🧵👇...
Why REEs matter now:
• April 2025: China restricted REE exports
• Impacted Indian firms: Uno Minda, Bosch, Sona Comstar
• India holds 6.9% of global REE reserves
• GMDC is the front-runner in India's REE self-reliance push
Govt support + capex visibility = tailwind for GMDC.
India’s rare earth moment 🇮🇳
• India aims to reduce China dependency
• GMDC’s lab (GSRC) working on REE extraction tech
• Potential to meet 15% of India’s Nd-Pr needs
• Used in EVs, wind turbines, & missiles
GMDC is prepared to become India’s REE R&D hub.
Read 9 tweets
Advait Arora Profile picture
Jul 28
While everyone is busy chasing the next Zomato or Nvidia, its India’s next ₹10 lakh Cr opportunity that needs to be tracked. It may look boring or invisible, but it powers AI, UPI, cloud & Digital 🇮🇳 & it's growing at record speed !
Here are some 🗝️ insights🧵👇...
India’s data centre capacity is on track to reach 3 gigawatts by FY30 & infact could touch 6 gigawatts by in FY'33.
Right now we are at just 1.1 GW so that’s massive growth ahead.
Annual capacity addition is picking up to 300 to 350 megawatts per year backed by over ₹2 lakh crore of fresh investments
This is not just about servers and cables
It’s the hidden infrastructure behind everything we use like UPI, fintech, OTT, e-commerce, edtech, and now AI too.
Vacancy rates in data centres have dropped from 20% in 2019 to under 5% by 2027
India is already in the top 15 global DC markets and the second fastest growing in Asia-Pacific
Read 9 tweets

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