Low near‑term returns often precede strong gains
Over the past two decades, the S&P BSE 500 has gone through several periods when even two‑year rolling returns have been in low single […]
When “What Worked” Becomes “What Hurts”: The Gold/Silver Chase Trap
AMFI’s January 2026 mutual fund inflow numbers are a fresh reminder that investor psychology doesn’t change easily: money keeps rushing into whatever […]
The ₹1 Crore Journey: Large, Mid and Small Caps from 2018 to 2026
The Case Against “Chasing” Small Caps Imagine three investors, each with ₹1 crore to deploy in January 2018 (Peak of small caps […]
Uncomfortable reset
Indian equities are undergoing a healthy but uncomfortable reset in the broader market even as the headline Nifty 50 index is only […]
Small Caps H1 FY26: Earnings not justifying Premium Valuations
Small caps are the heroes of the post-Covid cycle, massively outperforming large caps over five years. Yet H1 FY26 numbers and current […]
Diverging Trends in Consumption: Why Category Nuance Matters More Than Ever
India’s consumption sector continues to evolve rapidly – but the headline growth numbers often hide important shifts happening within categories. Our recent […]
Health Insurance Booster Plans : A Cover for rising medical inflation
Around the time when your annual health insurance policy comes up for renewal, a whole bunch of unknown callers reach out to […]
Hybrid & Multi Asset Investments : A suitable option for Retirement Portfolios
Retirement investment options in India are evolving and they have some distance to cover before they reach global norms of defined pension […]
Is India’s Growth Story Gaining Traction?
1. Government Spending Takes off Recent data shows the central government’s capital expenditure surged nearly 40% year-on-year in H1 of FY26 (April–September) […]
Contrarian Conviction Will Rule
When you start an investment, journey counts. Given that most people aggressively start investing around market peaks, their starting point is not […]
The Wealthy Millennial: Embracing Change
Change is inevitable. From where we stand now, to who we used to be and who we want to be, we see change in many aspects of life. We have experienced change in the past and will definitely see change in the future.