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A SEBI registered investment advisory firm that follows the principles of value investing to achieve long term wealth creation.
Feb 18 11 tweets 2 min read
Here is this Week’s Market Wrap 'Art of Getting Your Asset Reset Right' written by @shyamsek

Thread (1/n)

#AssetAllocation #Investor #Portfolio #Equity #Valuation #Stocks #MarketWrap #Thread Changing asset allocation is a sure shot way of ensuring risk mitigation in an investor's portfolio. But if you are already owning a portfolio of equity that you built assiduously, you are posed with a peculiar problem. (2/n)

#AssetAllocation #Investor
Jun 25, 2023 6 tweets 1 min read
Here is this Week’s Market Wrap 'Stick to Valuations' written by @shyamsek

A Thread (1/n)

#stockmarket #equity #investing #nifty #marketwrap The markets seem to have hit a new all-time high and turned. Clearly, the index highs need more legs to stand on and still need tremendous firepower to rise. (2/n)

#markets #personalfinance
May 14, 2023 10 tweets 7 min read
Here is this Week’s Market Wrap 'Politics Returns' written by @shyamsek

A Thread (1/n)

#stockmarket #investments #politics #personalfinance #marketwrap The markets have intense spells when politics prevails over everything else in directing sentiment. Closer to every general election, this trend returns to haunt the markets. (2/n)

#markets #indiangovernment #elections
May 7, 2023 13 tweets 9 min read
Here is this Week’s Market Wrap 'FOMO & False Starts' written by @shyamsek

A Thread (1/n)

#stockmarket #investing #personalfinance #FOMO #marketwrap The markets go up too quickly when people are least prepared for it. That setting is perfect for us to get that fear of missing out. We call it the FOMO feeling. (2/n)

#stockmarket
Apr 23, 2023 13 tweets 9 min read
Here is this Week’s Market Wrap

'2023: The Year to Show Conviction' written by @shyamsek

A Thread (1/n)

#stockmarket #investors #marketwrap The markets seem to be progressively losing steam. This would show up as weak sentiment, selling pressure, lower volumes on exchanges, and FII outflows. (2/n)

#stockmarketindia #FII #investors
Mar 26, 2023 15 tweets 10 min read
Here is this Week’s Market Wrap

'The Times Get Taxing' written by @shyamsek

A Thread (1/n)

#tax #investing #taxbenefits #marketwrap Investment decisions can be taken based on tax implications. There is a natural tendency among investors to be drawn to investments where they feel taxes are lower. (2/n)

#taxes #investments #investors
Mar 20, 2023 7 tweets 6 min read
#1 Decide Your Tax Regime

The new regime is no fuss and works well.

The old regime allows you to claim deductions and exemptions

If you choose the old regime finalise your tax planning strategy now! (2/7)

#tax #deductions #taxplanning #taxregime #2 Restructure Your Payslip

Study your pay slip and optimise your EPF contributions. If you choose the old tax regime structure your allowances properly.

Talk to our financial planning team today if you’d like assistance. (3/7)

#salary #CTC #payslip #epf #providentfund
Mar 19, 2023 11 tweets 8 min read
Here is this Week’s Market Wrap

'Prepare With Patience' written by @shyamsek

A thread! (1/n)

#globalmarkets #investors #marketwrap The last week has caused a significant reset in our investing. We are once again worried about how global factors will come to hurt. Banking, which is the bed rock of every economy looks like the most rattled space in the west. (2/n)

#banking #economy #investments
Mar 13, 2023 20 tweets 14 min read
Highlights from the keynote address made by Mr. Deepak Bagla, Managing Director & CEO of Invest India at the Standard Chartered Treasury Leadership Forum 2023.

A thread! (1/n)

#India #economy #GDP #highlights #thread India is going through the most unprecedented transformation of human history in the free world today. (2/n)

#india #economy
Mar 12, 2023 13 tweets 10 min read
Here is this Week’s Market Wrap

'Banking on a Collapse' written by @shyamsek

A Thread (1/n)

#Banking #SiliconValleyBank #SVBCollapse #marketwrap One week is a long time in global banking. Or, so it seems if one goes by the latest inflation and interest rate commentary of the federal reserve Chairman Jerome Powell. (2/n)

#banking #inflation #interestrates
Mar 4, 2023 49 tweets 31 min read
Set a reminder for my upcoming Space! twitter.com/i/spaces/1kvJp…

We are going live in 5!

Follow the thread below for slides!

#nifty50 #NiftyBank #corporateindia Before we begin, here is the Disclaimer
Feb 14, 2023 10 tweets 8 min read
Wondering if you should start a SIP?

Here is a thread that can help! (1/n)

#mutualfunds #investing #SIP #thread The market has been very volatile for the last couple of months.

With 2023 lined up to be another uncertain year, how should investors take advantage of such a year? (2/n)

#investors #volatility #wealthcreation
Feb 13, 2023 27 tweets 26 min read
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
Feb 12, 2023 9 tweets 8 min read
Here is this Week’s Market Wrap!

Time to Build a Multi-Asset Portfolio

A Thread! (1/n)

#multiasset #portfoliomanagement #marketwrap #thread Most investors have been favouring equity for the last 2 years. Recency bias nudges investors to think that equity is the only asset class to bet on.

It is this bias that kept investors from buying gold. (2/n)

#investors #equity #stockmarket #gold
Jan 13, 2023 13 tweets 11 min read
A confluence of unprecedented events in 2022 weakened asset prices across all markets. (1/n)

#assetallocation #investing #personalfinance #throwback #thread The Fed’s pivot to a less aggressive monetary policy is likely to set the tone for the markets in 2023. (2/n)

#FED #FederalReserve #monetarypolicy
Oct 13, 2022 8 tweets 6 min read
A look at India Vs the Rest of the world!

A Thread!

#india #economy #globaleconomy #inflation

(1/n) India is emerging as one of the relatively better-off economies in the post-COVID world.

#indianeconomy

(2/n)
Aug 26, 2022 8 tweets 7 min read
The global economy has changed dramatically this year, and financial markets have turned volatile. The question on everyone’s mind now is…

(1/8)

#globaleconomy #financialmarkets #nifty Will recession hit India? How will it be different from past recessions that our country has faced?

Let’s look at some data points.

(2/8)

#recession #india #economy
May 16, 2022 8 tweets 6 min read
The banking sector has been an underperformer since COVID. What makes it so interesting now? (1/8)

#bankingsector #COVID19 #investing The banking sector is the backbone of our economy. The health of our banks has always played a major role in our economic growth journey. (2/8)

#india #economy #banks
Feb 7, 2022 19 tweets 11 min read
Infrastructure as a Theme

A Thread!

#stockmarket #investing #infrastructure #infrastocks

1/19 To understand the infrastructure cycle, we go back in time and look at our previous super Capex cycle, which started from 2003 to 2012

#capex #Markets

2/19
Dec 11, 2021 7 tweets 5 min read
Banking Sector!

A Thread.

#Banks #PublicBanks #PrivateBanks

(1/7) Performance of Bank credit in last decade. Affected due to slowdown in industrial credit towards the second half of the decade.
#Bank #Credit #GDP

(2/7) Image
Dec 1, 2021 11 tweets 7 min read
The IPO Hype!

A Thread.

#IPO #StockMarket #investing #strategy

1/11 IPOs have been all the rage this year. We’ve seen 98 IPOs from January 2021 till date. Are they worth this hype? Let’s take a closer look.

#IPO #IPOUpdate

2/11