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D-Mart – IPO Review
About D-Mart IPO Issue – D-Mart IPO will open on 8 March and close on 10 March. The upcoming IPO is one of the most anticipated offers this year, primarily because the Company is promoted by Radhakishan Damani. D-Mart IPO will raise Rs. 1,870 Cr. by issuing new...
Expected Return in Large Cap Stocks
I have consistently advocated investing in large cap stocks for the last about 2 years. Naturally, I find it hard to agree with those who have an overwhelmingly clear view that – Companies belonging to a large index like the Nifty and the BSE Sensex are a waste of...
Swelect Energy Systems Stock Analysis
Swelect Energy Systems (“Swelect Energy” or the “Company”) is a leading Chennai based manufacturer of power electronics and renewable energy. Swelect Energy operates primarily across 4 major segments, namely, contract manufacturing, solar energy systems/ services,...
The Impact of Different Fee Structures in PMS Schemes
Related articles on expense ratio: Mutual Funds Expense Ratio Comparison – Direct and Regular Plans How to Buy Online Mutual Fund Plans Expense Ratio’s Effect on Your PMS Returns Unlike mutual funds where expense ratio for each fund is pre-decided for every investor,...
Motilal Oswal Value Strategy PMS Review
Product: Motilal Oswal Value Strategy PMS “Value PMS” Focus: deliver higher returns by making investments in successful businesses managed by efficient management. Concentration: The portfolio typically consists of 15-20 large cap stocks. Ideal for: Ideal for...
Financial Advisory vs. Portfolio Management Fees & Expense Comparison
Since I started my firm 6 years back, I have come across all sorts of clients – those who prefer to invest in mutual funds and PMS schemes and those who prefer to invest directly in stocks. From the perspective of both – a financial advisor and the client; so...
Mutual Funds Expense Ratio Comparison – Direct and Regular Plans
Expense Ratio: the amount an investor pays to a fund manager every year to manage his money. Expenses include fund management fee, agent commissions, registrar fees, and selling and promotional expenses. Note: According to regulation 52 of SEBI Mutual Fund...
3 Stocks That Did Not Work – The Mess In My Portfolio!
Disclaimer: I am holding these stocks in my portfolio. Over the past few months, I have been asked much about the stocks that I recommended and which did not perform in comparison to stocks that outperformed even my own estimates. Of course, every portfolio will have...
Sintex Industries Stock Analysis
Sintex Industries (“Sintex” or the “Company”) has a strong presence in the plastic processing and fabric manufacturing industries. The Company enjoys a global presence through its subsidiaries – Sintex NP SAS (Europe) and Sintex Wausaukee Composites Inc. (in the...
7 Things That Make Me Bullish About Stocks in 2017
NIFTY: 8103 SENSEX: 26366 1] Favorable Macros: Falling Interest Rates and Inflation Low inflation and crude oil prices will enable RBI to reduce interest rates in 2017, perhaps by up to 0.50% – 0.75%. Further, with a huge amount of money coming into the banking system...
D-Mart – IPO Review
About D-Mart IPO Issue – D-Mart IPO will open on 8 March and close on 10 March. The upcoming IPO is one of the most anticipated offers this year, primarily because the Company is promoted by Radhakishan Damani. D-Mart IPO will raise Rs. 1,870 Cr. by issuing new...
Expected Return in Large Cap Stocks
I have consistently advocated investing in large cap stocks for the last about 2 years. Naturally, I find it hard to agree with those who have an overwhelmingly clear view that – Companies belonging to a large index like the Nifty and the BSE Sensex are a waste of...
Swelect Energy Systems Stock Analysis
Swelect Energy Systems (“Swelect Energy” or the “Company”) is a leading Chennai based manufacturer of power electronics and renewable energy. Swelect Energy operates primarily across 4 major segments, namely, contract manufacturing, solar energy systems/ services,...
The Impact of Different Fee Structures in PMS Schemes
Related articles on expense ratio: Mutual Funds Expense Ratio Comparison – Direct and Regular Plans How to Buy Online Mutual Fund Plans Expense Ratio’s Effect on Your PMS Returns Unlike mutual funds where expense ratio for each fund is pre-decided for every investor,...
Motilal Oswal Value Strategy PMS Review
Product: Motilal Oswal Value Strategy PMS “Value PMS” Focus: deliver higher returns by making investments in successful businesses managed by efficient management. Concentration: The portfolio typically consists of 15-20 large cap stocks. Ideal for: Ideal for...
Financial Advisory vs. Portfolio Management Fees & Expense Comparison
Since I started my firm 6 years back, I have come across all sorts of clients – those who prefer to invest in mutual funds and PMS schemes and those who prefer to invest directly in stocks. From the perspective of both – a financial advisor and the client; so...
Mutual Funds Expense Ratio Comparison – Direct and Regular Plans
Expense Ratio: the amount an investor pays to a fund manager every year to manage his money. Expenses include fund management fee, agent commissions, registrar fees, and selling and promotional expenses. Note: According to regulation 52 of SEBI Mutual Fund...
3 Stocks That Did Not Work – The Mess In My Portfolio!
Disclaimer: I am holding these stocks in my portfolio. Over the past few months, I have been asked much about the stocks that I recommended and which did not perform in comparison to stocks that outperformed even my own estimates. Of course, every portfolio will have...
Sintex Industries Stock Analysis
Sintex Industries (“Sintex” or the “Company”) has a strong presence in the plastic processing and fabric manufacturing industries. The Company enjoys a global presence through its subsidiaries – Sintex NP SAS (Europe) and Sintex Wausaukee Composites Inc. (in the...
7 Things That Make Me Bullish About Stocks in 2017
NIFTY: 8103 SENSEX: 26366 1] Favorable Macros: Falling Interest Rates and Inflation Low inflation and crude oil prices will enable RBI to reduce interest rates in 2017, perhaps by up to 0.50% – 0.75%. Further, with a huge amount of money coming into the banking system...
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