Indu Awasthi

Yogesh Kalwani, Head of Investments, InCred Wealth, shared his views with Asian Investor on the growing trend of India’s family offices gravitating to alternative investment funds (AIFs). To read the full article, click here : https://lnkd.in/d-M5w3a For queries and investment opportunities, talk to InCred Wealth by clicking on the link: https://bit.ly/3DlmGDQ or https://lnkd.in/dnqjE-C #InvestmentInsights #InCredWealth #InvestmentOpportunities

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https://lnkd.in/girNavcv n this insightful video, join Naha, Aniruddha- Chief Investment Officer of PGIM India Mutual Fund PMS & AIF business, as they delve into the strategic use of leverage in Alternative Investment Funds (AIFs). Whether you are an investor looking to understand the nuances of leveraging or a financial professional seeking deeper insights, this video provides valuable knowledge and practical perspectives on the strategic role of leverage in AIFs. Don't forget to like, share, and subscribe for more expert insights on investment strategies! #investmentmanager #AIF #PGIMalternate #pms Aditya Prabhu Kiran Joshi Abhijeet Sharma Uday Koppalkar Sri Chakri Prakash Mandavilli Ganesh P N

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Akshar Shah, Founder of Fixerra, and Nikhil Aggarwal, Founder of Grip Invest, dive into the evolving world of equity and fixed asset investments in this engaging conversation with Rohit Murarka, Business Head at Kotak Cherry. From the changing dynamics of equity markets to the rising appeal of fixed assets for consistent returns, this episode unpacks the emerging trends and strategies to navigate today’s financial landscape. They also share personal insights on what it takes to succeed in fintech, the impact of diversification, and actionable advice for investors on building resilient portfolios. A must-watch for those looking to understand the future of investments and make informed financial decisions. Catch the full podcast here: https://lnkd.in/gbBvpwvc #StaySmartWithCherry #ExpertInsights #Investments #Portfolio

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Investor Syndicate: Tradevisor Finnovations Expect 30% Up move in AAVAS✍️ Aavas Financiers Ltd - CMP: 1670📝 Recommendation: Buy on Dips to 1550 Market Cap: 13232 Cr Investment Thesis: Aavas Financiers Ltd. presents a compelling investment case, combining robust growth potential, attractive valuations, and a substantial margin of safety. The company’s strategic focus on the housing finance sector, particularly lending to the self-employed segment, positions it as a strong candidate for long-term portfolio growth. Sectoral Advantage: Aavas operates within the secured housing finance sector, a segment characterized by stability due to the fundamental importance of home ownership in India. The company’s focus on lending to self-employed individuals, who are traditionally underserved by larger financial institutions, offers a distinct competitive advantage. Macro Growth Drivers: - Underserved Market: India’s mortgage-to-GDP ratio remains among the lowest globally, highlighting significant untapped potential in the housing finance sector. - High Demand: With an estimated shortage of 10 crore houses, coupled with government initiatives aimed at constructing 3 crore homes (2 crore in rural and 1 crore in urban areas), the demand for housing finance is expected to remain robust. Financial Outlook: - Valuation Metrics: Aavas is currently trading at 2.5x FY26E book value and 19x FY26E earnings, with a sustainable Return on Assets (ROA) of approximately 3%. - Growth Ambitions: The company has set an ambitious target to increase its Assets Under Management (AUM) from the current ₹17,000 crore to ₹1 lakh crore by 2033, representing a nearly sixfold increase over eight years. - Risk Management: Aavas maintains a low credit cost of 20 basis points, benefiting from the unique payment behavior observed in tier-3 towns. - Stake Acquisition and Strategic Implications: - The sale of a 26% stake by the company’s promoters, Kedara Capital and Partners, has been a point of concern. This issue has been resolved with CVC Partners, a leading European fund managing $193 billion in assets, acquiring the entire stake. - CVC Partners will also initiate an open offer to acquire an additional 26% stake at ₹1,766 per share, a premium to the current market price. This strategic move enhances the margin of safety and reinforces confidence in Aavas’s long-term prospects. #DhirajSagarPicks #StocksToBuy #Tradevisor #Tradevisoradvisory #AAVAS

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InCred Asset Management has decided to book profits in its India Value Growth Fund I, and hand it back to investors. Citing elevated risks of significant fluctuations in the market, InCred has taken this decision to stay disciplined across cycles. Aditya Sood, Fund manager, has given his comments on this decision, covered by The Economic Times digitally and in print. To read the full story click here: https://lnkd.in/dpdS_y6V To know about the portfolio strategies of Aditya Sood, email us at: [email protected] #Leadership #Stockmarket #Assetmanagement

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This news on GIC Re , a PSU to hit the market with a follow on public offer (FPO) at a price of Rs 395/ per share, is there in almost all prominent dailies and online business platforms.Quite interestingly in 2017 this company came with an IPO at about Rs 940/- later a 1:1 bonus was declared bringing the effective price to Rs 420 /- level. The same company seven years later is coming up with a share offering at a premium lower than what was charged 7 years ago. Is this fair to those who bought this company's shares 7 years ago? Was it not over priced then?

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Stability and continuity of the reform and growth-led agenda of the NDA government is what markets want, says Chirag Negandhi, MD at JM Financial Ltd. Read the complete interview here- https://lnkd.in/diUpB3Q2 #ThoughtLeadership #JMFinancial #growth #government #elections #investors #stability #markets

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Neo Asset Management proudly announces the successful closure of its maiden special credit opportunities fund, with an overall raise of INR 2,575 crore in the strategy. Read More, https://lnkd.in/dta4vYYe #NeoAssetManagement #fund #HNIs #RealAssets #NeoWealth #alternativeinvestments Nitin Jain Hemant Daga Puneet Jain

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🎬𝐍𝐈𝐒𝐌 𝐌𝐚𝐬𝐭𝐞𝐫𝐜𝐥𝐚𝐬𝐬 𝐄𝐩𝟎𝟔: 𝐖𝐞 𝐀𝐫𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐟 𝐌𝐚𝐧𝐚𝐠𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭🎬 Join Shri. Sashi Krishnan, Director of NISM, and Mr. Nilesh Shah, Group President & MD of Kotak Mahindra Asset Management, as they explore the vital role of trust in the financial services industry. Watch full Episode here: https://lnkd.in/dpaPzdiF #nism #securitiesmarkets #investoreducation #nismmasterclass #masterclass #fiancialliteracy

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Big news for investors! Bajaj Housing Finance’s ₹6,560 crore IPO is set to launch from September 9-11, with a price band of ₹66 to ₹70 per share and a minimum lot size of 214 shares. Offering a mix of fresh issue and OFS, the company aims to expand its lending portfolio, enhance operational capabilities, and strengthen its balance sheet. With ₹91,370 crore in AUM and a CAGR of 30.9% from FY 2022 to 2024, this IPO is a promising opportunity for long-term investors. Backed by the trusted Bajaj Group, this could be your gateway to a growing industry. Interested? Contact Enrichwise today to learn more! At Enrichwise, we guide you through investment choices that align with your goals and provide real value. Reach out to us at 98218 60804, 96533 87088, or 83694 18292 or visit us at the 5th Floor, Bellona, The Walk, Hiranandani Estate, Thane (W) 400 607 for tax advisory and investments. Disclaimer: This content is for informational purposes only and does not constitute financial or investment advice. #BajajHousingFinanceIPO #IPOAlert #Bajaj #Enrichwise #BSE #NSE#InvestmentOpportunity #₹6560CroreIPO #SmartInvesting #AUMGrowth #FinancialPlanning #BajajGroup #LongTermGrowth #StableInvestments #EnrichwiseInvesting #WealthBuilding

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Watch Nimesh Chandan, our Chief Investment Officer, share his insights on the market and introduce our new fund - Bajaj Finserv Multi Asset Allocation Fund in this interview with NDTV Profit. Key points discussed: - Asset allocation of the Bajaj Finserv Multi Asset Allocation Fund: Diversification between equity, debt, and gold. - Growth and Dividend Payout Strategy for equity, stability with debt, and gold as a hedge against geopolitical uncertainties. - Focus on long-term megatrends. - Sectors with strong growth potential: power sector, chemicals, and pharmaceuticals. Bajaj Finserv Multi Asset Allocation Fund. NFO now open. NFO period: 13th May to 27th May, 2024. For more details (including statutory details), click here: https://lnkd.in/d45ff_vy Watch the full interview on NDTV Profit here: https://lnkd.in/d9q7hZWK Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. 

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Listen to this insightful conversation where Vinay Paharia and Vivek Sharma explain our investment strategy and advice investors on how to tread the current market. Vinay Paharia : Investors should be very careful to not extrapolate past trends while engaging in investing, especially in current market environment. Pavlovian conditioning of investors ensures that every dip gets bought into. However, the results of such investing activity may not produce the desired outcomes, especially if held for short to medium term. Vivek Sharma : The markets have seen correction in mid and small cap space, where there is excess exuberance and valuations were unsustainable. Markets seem to have assigned high valuations to cyclical and slow growing companies and now there is some reality check. Further correction in pockets where earnings are not sustainable is not ruled out. Our philosophy of investing in high quality and high growth companies with focus on valuations will serve us well in the long run. Advisorkhoj.com Suren Kochhar

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Quote on Gold by Sandip Raichura CEO - Retail Broking and Distribution, Director - PL Broking and Distribution https://lnkd.in/d2H3VBPS #Gold #CommodityTips #ExpertViews #SandipRaichura Prabhudas Lilladher Private Limited #GoldFutures #RussiaUkraineConflict #InflationHedge #USMarkets #USTreasuryBonds #GoldResistance #CommodityAnalysis #USPolitics #InflationConcerns #TechnicalAnalysis #GoldTrading #MarketUncertainty #GlobalGeopolitics #FinancialMarkets #Investmentguruindia #Finance

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The 51st episode of FundsIndia's feature on ET Markets LIVE hosted by Anchor, Neha Vashishth will be LIVE🎬 at 2 PM today. Our Research Head, Mr. Arun Kumar will be sharing insights on the topic, 𝐐𝐮𝐚𝐧𝐭 𝐌𝐅 : 𝐖𝐡𝐚𝐭 𝐬𝐡𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐝𝐨 𝐚𝐬 𝐚𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫? Stay tuned▶️ via link given below👇and Join our Live shortly. https://lnkd.in/g6nVHa-r #mutualfunds #mutualfundssahihai #mutualfundinvestment #mutualfundsahihai #mutualfundsip #portfoliomanagement #portfoliobuilding #equitymarkets #investorlife #investorawareness #quantmf #quantmutualfunds

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Its always a pleasure to hear Mr Nilesh Shah, MD of Kotak Mahindra Asset Management Companies Limited and joy doubles when you meet him in person as he share his pearls of wisdom on "The Market Outlook and the Way Forward". Every word backed by data (like IntellinvestLabs :-)), Mr Nilesh had the crowd eating out of his hand as he shared a pragmatic view of the worldwide and Indian markets #sensex #BSE #NSE #kotak #kotakmutualfunds #kotakfunds #bseindia #nseindia #mutualfunds #financialplan #mutualfund #SIP #indianmarkets #mutualfundssahihain #financialplanning #financialfreedom #stocks #investment #wealthcreation #bullmarket #bearmarket #sensex #nifty #nifty50 #niftyfifty #trading #tradingstocks #invest #investments  Kamal Mishra Durga Prasad K Stephen Samuel

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Prudent Equity, a Gurugram-based wealth management firm, has launched its maiden Growth Strategy Portfolio Management Service (PMS) fund. This new fund requires a minimum investment of Rs 50 lakh, targeting High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs) seeking medium- to long-term capital appreciation over a period of 36 to 60 months. The fund employs a bottom-up value investing approach, focusing on identifying and capitalizing on mispriced market opportunities while prioritizing capital protection. This strategy is designed to provide robust returns by capturing undervalued opportunities in the market. The fund also integrates growth, value, and momentum strategies to adapt to changing market conditions, aiming to outperform the S&P BSE 500 benchmark. Prudent Equity aims to achieve Rs 250 crores in Assets Under Management (AUM) for this fund by the end of 2025, reflecting its commitment to expanding its investment solutions and meeting diverse investor needs. Established in 2012 by Siddharth Oberoi, Prudent Equity has built a reputation for its client-centric approach and has been serving family offices, HNWIs, and retail investors with a focus on actionable equity investment advice. #moneymint #wealthmanagement #funding #startup

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Mr. Avinash Gorakshakar, Director Research, Profitmart Securities, on Zee Business | Stock to Buy for Long-term | Canfin Homes | Anant Raj Ltd | Jio Financial | Bharti Hexacom | HDFC AMC | Cochin Shipyard Share #profitmart #stockmarket #stockmarketnews https://lnkd.in/gkArqVFK Disclaimer- Investments in the securities market are subject to market risk, read all the related documents carefully before investing. https://lnkd.in/dKyvyYV4

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