Nidhi Kaushal

Did you know? The MUTUAL FUND ADVERTISEMENT WARNING STATEMENT- Today’s “Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing.” was earlier “Mutual Fund Investments are subject to market risks, read the offer document carefully before investing.” This change happened in the year 2000. SEBI (Mutual Funds) Regulations, 1996, mandated the disclosure of certain information in the Scheme Information Document (SID) and Statement of Additional Information (SAI), in 1996. Also in 2000, SEBI issued guidelines for advertisements by mutual funds, which included the requirement to mention CAGR for the past one, three, five years and since inception. SEBI over time observed the need to emphasize the importance of reading all scheme-related documents, to ensure that investors have access to comprehensive information before making investment decisions. Since then, the Offer Document (OD) got included the Scheme Information Document (SID) and Statement of Additional Information (SAI), which displays more detailed and specific information about the mutual fund scheme. Tell me if I've missed on something! #mutualfund #investment #portfoliomanagement

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What should be your listing day strategy for Waaree energies? 1. Got alloted 9 shares - hold it tightly because the stock might hit upper circuit on listing day 2. Got alloted 135 shares in HNI category - book 30% listing gains and hold rest tightly for atleast 2 years 3. No allotment - if the share comes down to Rs. 2600 - good opportunity to buy fresh Disclaimer - This is not a buy/ sell recommendation, do your own research before investing, I am not sebi registered

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Ever thought, why does your house and your gold gives the maximum returns. Is it because, you analysed and bought at right time ? Certainly not. Is it because you bought at the lowest price ,? Certainly no. One can't do that. Then why it appreciates over other assets in your portfolio ? Answer is, These two are the only asset which you leave to compound for 15,20 ,30 years and don't sell . While rest of the assets like stocks, mutual funds are sold, bought, sold, bought, sold ,bought and in between opportunity gets missed or sold at a wrong time while you don't do anything with your house and gold.

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🔴 NISM XV Research Analyst Exam: Full Notes Everyone had been asking me how to prepare for the NISM XV Research Analyst Exam. So here are the short notes curated and prepared by The Valuation School to help you prepare for the exam. You can check out their YouTube channel for the Free Playlist of the NISM XV exam preparation. SAVE this post for later. REPOST to help others. SHARE this with your friends who are preparing for the NISM Exam. Follow me (Harshal) for the amazing finance content. #finance #investmentbanking #linkedin Parth

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A term popularly used while making investment decisions and in portfolio management! Clear your basics ❤️ _____________ #financebooks #bookrecommendations #stockmarket #finance #financenews #portfolio #portfoliomanagement #cfa #cfal1 #cfp #stockmarketnews #apps #website #acquisitions #mergers #disney #pixar #linkedin #facebook #microsoft #jpmorgan #chase #jpmorganandchase #research #researchwork #freewebsites #fintech #tech #exchangetradedfunds #mutualfund #investment #investing #invest #learning #news #businessnews #nseindia #personalfinance #nse #bse #selfimprovement #improvement #improve #selfhelp #growth #career #careerpath

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How did a fund manager manage to raise a 50M? Sometimes, with the client relationship, fund managers still face the rejections. "I do not know what you are trying to tell me." "Interest rates and inflation are on the rise leh." "There seems to be a war outbreak soon." "I find the investment too risky." "The election is uncertain" "I don't understand it." Above are common rejections from potential investors that I have received over the years in my career. While technical skills have proven to be effective in dissecting the market and presenting with the best possible risk managed scenarios. There are times where investors tend to lean in and buy in to "a story". Forming, sharing and narrating a story has it advantages. 1) It stimulates the imagination, and allow listeners to visualise scenes, characters and events. 2) It brings in a wide range of emotions - making the experience memorable and impactful. 3) I personally find it an effective tool for learning - some of my clients after a certain period of time can retain and information and relate the learning when we meet again. 4) Narratives are powerful in communication - when used, they can simplify complex messages and make them more accessible. 5) An identity - when practise and well executed, it can create a cultural heritage and preserve an identity. The truth is, we are all humans, filled with emotions, next time when you are doing a presentation, beside the trust and technical, try adding in the softer side with a story. I met Anna Ong last year and she shared her experience on storytelling. Check out her interview here: https://lnkd.in/gfFbWPbV Let me know if it works for you. Mike Sim #whatinspireme #assetmanagement #fundmanagement

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NEET SCAM? : In the buzz of NDA, we all forgot about NTA (National Testing Agency) Imagine you get AIR 1 in CA Final, and find out you have 67 other AIR 1s. 🤯 And even after getting Rank 1, you are not able to land your dream job or even get an opportunity to be interviewed at your dream company. That's what happened with NEET aspirants! A total of 25 lakh aspirants (approx) appeared for the NEET exam and they all are disheartened! 😞 ▶️ Why? Let's have a closer look! 1] A total of 67 aspirants got a score of 720/720! 🎉 In prior years, this number was between 2-6. AIIMS has a total of 40-50 seats, so even if you are AIR 1, Congratulations but sorry, you still won't be able to get into AIIMS. 😓 2] The NEET result was to be declared on 14th June. It was preponed to 4th June. Coincidence? Maybe. But why release the result on a day when historic election results are going to be announced? To subside any anomaly found or voice raised? Maybe! 🤔 3] 8 out of 67 AIR 1s were from centres located around the same area. Coincidence? Maybe the water of that area has something different. 🧐 Paper leak? Maybe! 4] AIR 2 and AIR 3 marks are 719 and 718 respectively. But wait, is it mathematically possible? NO. ❌ You get +4 for each correct, -1 for each wrong, and 0 for a question left. So you can get 715, 716, 720 marks at max! NTA released a note where they justified this by saying it was a normalization for students who were not able to complete on time or due to the difficulty level of the exam. The why, how, and what methodology was used still remain unanswered. This was the most generic explanation, at least not expected from NTA. What do you think about this? 🤷‍♂️ Where are we heading? Let us know in the comments. . . . #NEET #exams #NTA Picture credits : insta handle ~ mahinergy

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Are businesses that proclaim to help creators monetize their distribution living up to their promises? Platforms like Top Mate allow you to charge for your time, while Classplus provides you with the tools to create and sell courses. And now, House of X by Raj Shamani even helps you create consumer brands! However, one challenge for influencers on these platforms is the lack of consolidated data on conversion rates. It's difficult to find accurate information as creators may also not be forthcoming about their real conversion rates. Despite this challenge, these platforms are still providing creators with valuable opportunities to build businesses around their distribution. Have you tried any of these platforms? Share your experiences in the comments! #monetization #creators #personalbranding

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#PKR depreciates by 0.18 rupees or -0.07% against #USD to settle at 278.12 in today's interbank session. MTD: -0.18 rupees or -0.06% FYTD: 7.87 rupees or 2.83% CYTD: 3.74 rupees or 1.34%

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ANGEL ONE launched a QIP at a discount of 7% yet the stock ran up more than 10% in a day, why are investors so interested? INTRODUCTION TO QIP: A Qualified Institutional Placement (QIP) is a fundraising method utilized by publicly listed companies in India to raise capital from qualified institutional buyers (QIBs) like mutual funds, banks, fiis, and venture capital funds. It involves issuing securities privately to QIBS, bypassing the need for a public prospectus. QIPS are regulated by SEBI and are commonly used for capital needs, expansion, debt reduction, or strengthening balance sheets. They offer companies a swift and efficient way to raise funds from knowledgeable institutional investors. DIVING DEEPER: Angel one, third largest broking firm In INDIA, launched a qip at 2555 rupees per share which is a discount of 7% (cmp as on 26 march 2024). The company is looking to raise close to 1500 crore rupees. The company will use these funds for working capital requirements, exchange’s margin needs and even potential acquisitions may be considered. The fun fact being that angel has cash more than 7600 crore rupees and reserves exceeding 2500 crores, all this with debt of only 1500 crore rupees. This surely gives investors a sign that company is having a strong balance sheet and also eyeing good business growth opportunity in the future. OVERALL MARKET ANALYSIS: Now the Indian equity market is just the right place to be seeing the frenzy and increased market participation from younger aged investors. There must be a good amount of business that angel one must be eyeing that even with such a huge pile of cash it is raising further money. Also, the response from investors today showed that they hold their trust in the company regarding the QIP. Angel one is one of the strongest participant proxies of the rising stock market participation in India. So, for the stock market geeks this can be a great investment for multibagger returns. Note: A detailed analysis and a case study will also be covered for the company in upcoming posts, so make sure you follow so that you don’t miss. Disclaimer: I am NOT a SEBI registered investor so this is not a stock recommendation but for EDUCATIONAL PURPOSES. #stockmarket #business #finance #investment AngelOne Broking/Stock Trading

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Indian Market Weakness: Key Reasons and Outlook In recent weeks, Indian markets, especially mid-cap and small-cap segments, have shown signs of weakness. Here's a breakdown of the situation: Key Factors Behind the Market Correction: 1. FII Selling: Foreign institutional investors (FIIs) have been on a selling spree, withdrawing significant funds. Recently, FIIs pulled out ₹30,700 crore in just three trading sessions. 2. Sebi F&O Regulations: New SEBI regulations limiting weekly contract expiries and raising contract sizes are reducing liquidity, affecting trader sentiment. 3. Profit Booking: Following a multi-year rally, profit booking is causing a natural correction in valuations. Factors to Watch for Market Movement: 1. US Economy: A potential U.S. recession could impact global and Indian markets. 2. FII Flows: Continued FII withdrawal could further weaken the market unless they return. 3.Retail Participation: The behavior of retail investors during corrections will be crucial. 4. Earnings Growth: Q2 results will impact individual stocks, guiding overall market sentiment. 5. Valuations: Expensive valuations often lead to profit booking, which could drive further corrections. In the long run, conviction will differentiate winners from losers. How you respond—panic selling or accumulation—will determine your outcome in the market. Now, I’d love to hear your thoughts: What do you think is the major reason for the market correction? Is this a buying opportunity? Let’s discuss in the comments below! #IndianMarketCorrection #FIISelling #Sebi #MarketOutlook #IndianStockMarket

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The stock market has seen significant fluctuations in the number of IPOs (Initial Public Offerings) and the amount raised over the past five years. Here's a breakdown of the data you provided: 2020: 16 IPOs, ₹26,628 Crore raised 2021: 63 IPOs, ₹1,19,882 Crore raised 2022: 40 IPOs, ₹59,939 Crore raised 2023: 58 IPOs, ₹49,437 Crore raised 2024: 76 IPOs, ₹1,34,359 Crore raised (record year till November 2024). Key Observations: 2021 had the highest number of IPOs (63) and the largest amount raised (₹1,19,882 Crore). 2024 saw a record number of IPOs (76) and a high amount raised (₹1,34,359 Crore), surpassing 2021 in terms of the amount raised. 2022 and 2023 showed a decline in the amount raised compared to 2021, with 2023 seeing a major dip in funds raised. LinkedIn J.P. Morgan #stockmarket #ipo #funds #india #liknedin #bse #nse #researchanalysts follow for more..

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