Your Retirement Plan Looks Perfect on Paper. But Can It Survive Reality?
Retirement planning is not about building the perfect plan. It is about building a plan that survives imperfection. Markets deliver surprises. Inflation […]
100 Days of Geopolitical Conflict: Separating Market Noise from Economic Reality
It has been approximately 100 days since the geopolitical escalation involving the US, Israel and Iran altered the global macroeconomic landscape. Periods […]
Decoding the Economy for Portfolio Strategy
To find the real investment signals, you must look past the aggregate indices and examine the raw, on-ground data and structural economic […]
Why Risk Management Matters more than Stock Picking?
So everyone knows risk management is important? “Yes” – Of course you do. I Know you’ve heard it a hundred times. You […]
The Discipline Advantage: Build Portfolios That Survive Volatility
When Investing Felt Easy In 2021, investing felt easy. Stocks corrected, we panicked for a week, and markets bounced back stronger than […]
The Recency Bias Trap: Why Investors Buy the Past and Sell the Future
If you have looked at your investment portfolio over the last 24 months, you could be forgiven for feeling a sense of […]
Can AI and Market Apps Replace Financial Planning?
Nowadays investors are more confused about their finances than ever before. That is not a coincidence. Check your phone and count the […]
How to Build the Right Investment Portfolio for Your Financial Goals
A rising market can make many investors feel confident about their portfolio, but understand that market performance and portfolio quality are not […]
Rural demand and Minimum Support Prices (MSP) hike
The government announced a modest 5.4% YoY increase in MSP for Kharif crops for FY27- the slowest hike since FY23. Crop-wise MSP […]
Dumping Tech, Buying Infrastructure: Tracking the FII Pivot in FY 2026
The 12-month FII flow data in FY26 reveals a market where selling has been the dominant theme, with 10 out of 16 […]
Market Is Up. Your Portfolio Isn’t. What’s Really Going On?
When the market goes up, most investors expect their portfolio to go up with it. So, when the index is going up […]
Can things change quickly?
In recent months since the start of the Iran war, bottom-up stock investing has completely outplayed the top-down approach. By focussing on […]