Himanshu Kohli’s Post

You can’t time the market, so the best strategy is to invest and stay committed to truly experience the incredible power of compounding over your investments. Lear from the Masters himself! #longterminvesting #investment #mutualfunds #investing #powerofcompunding #warrenbuffet #compunding #wealthcreation #wealthmanagement

The Power of Long-Term Investing: Journey of INR 1 Cr. to INR 422 Cr. We're excited to share a valuable investment tip from our Co-founder, Himanshu Kohli, at the recent India@2030 - Investment Horizons Conference. In the video, Himanshu candidly mentions, "We are extremely boring people as we talk about long-term investing." To which Aprajita Sharma, CFP®, Assistant Editor at LiveMint, wisely responds, "Boring makes money." Himanshu elaborates on the significance of compounding, advising investors to "try and compound money at the rate which Warren Buffet compounded his money." This approach, as history shows, can turn an initial investment of INR 1 Cr. into a staggering INR 422 Cr. over time. Watch the video to hear more from Himanshu on the journey of long-term investing and the potential it holds for substantial wealth creation. Nilesh Shah Kotak Securities Amarjeet Singh Makhija PwC India Donald D'Souza Abhishek Khudania Chatradhar Paritala Bhanu Kapur Rahul Nair Saket Lakhotia Nikhil Gupta Vishal Bajaj ABHIMANYU NAIR GAURAV SETHI Shivam Diwan Vinay Kumar Ankit Jain Eshan Saxena Gaurav Arora Ashna Dhuper Astha Mago Mohit Dhingra Kriti Goyal KRITI CHOPRA Shailja Kapoor Rakesh Ojha Shreya Sarda, CFA Shikha Jain Alkesh kubavat Amit Chauhan #InvestmentTips #LongTermInvesting #Compounding #FinancialWisdom #IndiaAt2030 #WealthWiseWithCA #ClientAssociates #FinancialAwareness #WealthManagement #SmartInvesting #FinanceGoals #InvestmentStrategy #MarketInsights #FinancialPlanning #InvestmentAdvice #WealthCreation

When Boring becomes rewarding, a lot of us fellow Indians will tread on path to prosperity going ahead considering we can be patient and commit to a long term journey of wealth creation, the valuable insights shared by our co-founder are below ,,,

Unlock the Secrets to Building Wealth: Insights from a Seasoned Investor 📈 I recently had the privilege of meeting Arvind Kothari the founder of Niveshaay Investment Advisors at an exclusive event. His expertise in the Indian investment landscape, particularly in SMEs, left me impressed. Few of my observations and learnings from this event. 1️⃣ Focus on Quality Over Quantity: Avoid over-diversification and keep your portfolio focused for better returns. 2️⃣ Be Aggressive While You're Young: Take calculated risks to benefit from compounding later in life. 3️⃣ The Power of Compounding: It's a powerful force, but requires patience and faith. Explore Mid and Small-Cap Funds: For serious gains, venture beyond index and large-cap funds. 4️⃣ SIPs vs. Lumpsum: Strategic Approach: SIPs provide stability, but strategic lumpsum investments during market corrections can be highly profitable. 5️⃣ Understand Businesses, Not Just Numbers: Look beyond PE ratios and understand sector dynamics for long-term insights. 6️⃣ Stay Opportunistic: Opportunities are abundant, but it's a psychological trap to dwell on missed chances. Instead, focus on identifying the next big opportunity and seize it, rather than dwelling on what could have been. I also met many people with substantial funds to invest but lacking the knowledge of where to invest. It's a common issue among hardworking individuals who don't take the time to understand finances. They often turn to a good PMS or AIF, but starting to learn early is always beneficial. #InvestmentTips #FinancialLiteracy #WealthManagement #InvestmentStrategy #SMEInvestment #PortfolioManagement #Compounding #MarketInsights #SIP #LumpsumInvesting

Happy to share Solidarity Investment Managers Q2FY25 Letter to partner The key messages we would like to leave you with Our portfolio have done 21.2%+ TWRR vs 22.4% for BSE500TRI over 5 years our preferred time horizon. This can be explained due to some errors in FY23 and pockets which have done well where we have chosen not to participate as we weren't comfortable with risks. We remain committed to prioritizing resilience over speed. While we remain optimistic on India, index returns will be lower vs the past due to high starting valuations. We think it could be a 10-11% IRR decade for NIFTY and possibly lower for NSE 500. While valuations of some of our positions are high, we will not exit these names as they are well positioned to deliver strong earnings growth Even as aggregate valuations are expensive, we believe we can deliver on our target of outperforming the BSE 500 TRI by 1.5% over 5 years post fees as we remain boutique and run concentrated portfolios (15-20 positions) Please do share your critiques at [email protected]

Solidarity Investment Managers Q2 FY25 letter to partners Key messages • Our portfolios have done 21.2%+ TWRR in the last 5 years vs 22.4% for BSE500TRI and 17.6% for NIFTY50.   • Have faith in India but temper return expectations. Markets are significantly above fair value.   We estimate a ~10 -11% IRR decade for the NIFTY due to mean reversion in valuation multiples and lower for the BSE500.   • Reiterate our commitment to “resilience over speed” and following a “concentrated” approach.  • A fair portion of our positions are also at valuations which seem a bit silly. However, we would not exit these as they are very well positioned for longer term earnings growth. What seems euphoric today may not seem so in hindsight. Taking cash off for small gains and attempting re-entry is not a prudent approach.   • We explain why trailing PE is only useful for companies with linear growth prospects, late in growth life cycle and could be misleading in many instances. 

The Indian markets have become more interesting for investors, therefore increasingly being in spotlight in the asset management space. And India's economy is well on track to becoming the third largest in the world. We're proud to introduce the newest module on our AllianzGI Academy - Learn with us today about "Investing in India's markets" 💻👨🎓 : https://bit.ly/3AIVxwx AllianzGI Academy is a tailored platform designed to help you learn more about financial trends and topics, and gain insights into some selected investment strategies by Allianz Global Investors . Explore more 💡: https://bit.ly/3AAntD0 For fund distributors and professional investors only. Investing involves risk. #AllianzGIAcademy #India #Equity #Learning

Title: Unleash Your Investment Potential: The 50-30-20 Rule for Indian Investors 🚀💼 Discover the perfect recipe for investment success tailored to Indian investors! 🇮🇳💡 Here's the game plan: 💰 50% in Stability: Park your funds in trusted options like government bonds, debt funds or Blue Chip funds- steady growth with peace of mind. 💼 30% in Growth: Fuel your portfolio with equity mutual funds, Midcap stocks - where growth potential meets calculated risk. 🌟 20% in Opportunity: Take a leap into small-cap stocks, thematic funds - where bold moves lead to exciting returns. Diversify, stay agile, and let's conquer the world of investments together! 💼📈 #InvestmentSuccess #IndianInvestors #FinancialFreedom #personalfinance

𝐈𝐧𝐝𝐢𝐚'𝐬 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐧𝐚𝐢𝐬𝐬𝐚𝐧𝐜𝐞: 𝐀 𝐍𝐞𝐰 𝐄𝐫𝐚 𝐟𝐨𝐫 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬 (𝐀𝐈𝐅𝐬) India is on the brink of unprecedented economic growth, projected to rank among the top three global economies by GDP before the decade ends. This transformation is underpinned by a dynamic financial ecosystem, consistent wealth creation, and increasing financialization of savings. Key Highlights: AIFs on the Rise: With the surge in investable wealth, Alternative Investment Funds (AIFs) have become the preferred vehicle for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNIs). Their innovative approach offers diversified portfolios and optimal returns. Category III AIFs Leading the Charge: Notable for their agility and innovative strategies, Category III funds have seen a surge in new launches in FY 2024. These funds provide unique solutions for portfolio diversification, managing volatility, and achieving consistent returns. Future Growth Potential: The AIF industry is expected to grow at over 20% CAGR in the next five years, with Category III commitments projected to reach ₹2.5 Lakh Cr by 2028. What Needs to Happen: Digitization: Comprehensive digitization of the AIF ecosystem for data synchronization, standardized reporting, and efficient investor onboarding. Education & Awareness: Allocating budgets to educate investors and relationship managers to ensure well-informed investment decisions. Regulatory Support: Continued regulatory enhancements to foster innovation and protect investor interests, particularly for Category III AIFs. 𝐖𝐡𝐚𝐭 𝐞𝐱𝐜𝐢𝐭𝐞𝐬 𝐲𝐨𝐮 𝐦𝐨𝐬𝐭 𝐚𝐛𝐨𝐮𝐭 𝐈𝐧𝐝𝐢𝐚'𝐬 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐀𝐈𝐅 𝐥𝐚𝐧𝐝𝐬𝐜𝐚𝐩𝐞? 🔹 Innovative investment strategies 🔹 Diversified portfolio opportunities 🔹 Regulatory advancements Share your thoughts and let’s discuss how AIFs can be a game-changer in your investment strategy! 👇 GenZCFO ® #IndiaGrowthStory #AlternativeInvestments #AIFs #WealthManagement #InvestmentOpportunities #FinancialInnovation #EconomicGrowth

Is the growth of India’s private markets a mere flash in the pan or is it the sole bright spot amongst emerging private markets in the world? Oister's Chief Investment Officer, David Wilton, sheds light on the exciting growth and future of the Indian private markets in his recent interview with Outlook Money. Highlighting the presence of experienced fund managers, David Wilton dives deeper, explaining why India has the most attractive VC/PE market outside of the developed markets. ⏩ Read the full interview here: https://lnkd.in/e9Te3id8 Rohit Bhayana | Sandeep Sinha | Himanshu Periwal | Jitendra Nayyar | Ajay Srinivasan | Sneha Dadrwal | Sandeepa Vig | Yashveer Yadav | Rizvi Syed Sadiq Raza | Lalit Aggarwal | Richa Bhagat | Namita Bhardwaj #PrivateMarkets #InvestmentStrategy #PEVC #India #VentureCapital #PrivateEquity #FundManagers #OIPF #OisterGlobal #OutlookMoney #TheUnlistedIntel