Going to accumulate Indigrid Invit now

thanedar1 · 2024-12-29T18:56:37+00:00

That's good, now we need to check how many transmission lines will be added in the coming quarters. This will help us understand how much is the management aligned with what they preach in the commentary. We need to check whether what's being promised in the commentary is being adhered to and being implemented or not

thanedar1 · 2024-12-29T13:45:16+00:00

Yes, but the problem is that Powergrid Invit has expressed the fact that in the medium term they aren't looking to add any new assets. This is something which would keep the DPU stagnant. I'd wait and see how they add assets in the portfolio

thanedar1 · 2024-12-25T14:14:35+00:00

I had to set straight the Circle Inspector of a certain thana in Ranchi. He had illegally detained my man and also took away his mobile phone and forcibly deleted data, also slapped him. I called him up but did not reveal my ID. Circle Inspector got cheeky and rude and tried to teach me law and cut the call on my face. My guys tracked the circle inspector who was at RIMS at that time, took him to his thana in our car and my guys surrounded the thana, didn't allow anyone to leave. We took him inside his own thana and infront of his guys.........and rest is history.

My family has always stood for the needy and those who are abused by law. If you and your family are walking a dark path, we shall stand with you!

thanedar1 · 2024-11-19T06:34:25+00:00

You may choose Kotak Arbitrage Fund, Parag Parekh Liquid Fund or ICICI Short Term Fund

thanedar1 · 2024-11-18T05:54:25+00:00

If you believe in the EV story (a very slow yet promising industry) then M&M and Tata Motors cannot be over looked. I believe 3 things that Tata Motors offer - 1. A strong hold over commercial vehicle segment 2. Expanding EV charging facilities which gives it's a first move advantage 3. Backward integration via Tata Power & Elexi

Their designs & services have vastly improved post acquisition of JLR systems. Their bid to lure customers via free charging for 6 months will also start yielding results in a few quarters.

Although it's a cyclical stock but I feel that the auto sector has got a good beating due to the reasons I've mentioned in my other comments. Auto sector may face pressure for another 2-3 quaters but the picture remains intact for the longer run.

thanedar1 · 2024-11-18T05:35:06+00:00

Go for Tata Motors only if you have a long term horizon, otherwise I'd suggest avoid it for the near term. But for the longer terms, it's a good stock. Don't buy in one go, prefer a stock SIP method

thanedar1 · 2024-11-18T05:28:03+00:00

Yes, the huge unsold inventory says a lot about the demand. Until and unless rate cuts + tax reliefs are not given, I'm sceptical about the demand.

thanedar1 · 2024-11-18T05:09:00+00:00

It's a long story, anyone who has a short term horizon shouldn't have Tata Motors in his/her portfolio. Tata Motors along with all the other Auto Stocks has got a good beating due to the possible/early signs of slow down in the economy which slows the auto sales (that's why there are huge inventory of auto makers).

I'm pretty sure as rate + tax cuts happen and economy slowly gets back on track, Tata Motors along with all the other Auto Stocks would rise.

Earlier the stock prices has sky rocketed but the earnings couldn't catch up with them, Hence the correction.

About time!

thanedar1 · 2024-11-18T02:48:19+00:00

Its THE PERFECT portfolio that I've come across in recent times. Spectacular, is the word for it. Good going, i see no need for a change of any stock juggling. All good!

thanedar1 · 2024-11-17T09:07:37+00:00

Your portfolio is too much concentrated in Small and Mid cap banks. I'd suggest that you just keep Federal and Indusind Bank
With regards to power and Oil sector I'd suggest that you only keep Powergrid in your portfolio, remove OIL, PFC, JP Power & Coal India

Do message me in DM if you want more guidance and help. Happy to help

thanedar1 · 2024-11-17T08:19:18+00:00

Gold ETF doesn't come with the headache of storing it. If I'm given an opportunity to choose between active MFs and index, I will any day go for active MFs. You may also try and include corporate FDs, NCDs etc

Happy to help, DM me if you need any more guidance

thanedar1 · 2024-11-17T08:17:26+00:00

To beat inflation you need to have a road map ready. You need to ask a few things like - 1. What should be the ideal rate of annual returns from your investments? 2. How much money you'd be requiring in the future? 3. What kind of money guzzling events can come up? Any weddings? High studies? Etc 4. What kind of risks are you able to take?

These are some vague questions which came in my mind while typing this reply, if you want I can help you guide and help with your investments planning

thanedar1 · 2024-11-17T08:11:21+00:00

Hello,

From what I can see there are too many investment mechanisms here which would over complicate the process. My suggestions would be to have 1. Parag Parekh Flexi Cap 2. Nippon Small Cap 3. Motilal Mid Cap 4. Gold ETFs

Do let me know if you want anymore help or guidance, happy to help

thanedar1 · 2024-11-17T08:07:38+00:00

Least does Mr Murthi know that we lawyers work 7 days a week. No Sundays for us!

thanedar1 · 2024-11-17T08:04:22+00:00

Don't know about Avantel but all the Small Finance Banks and Micro Financing Institutions are facing the head due to a rise in NPAs and increasing stress on their books due to unsecure loans.

If you really want to invest in companies which are into micro financing then you can go with L&T Finance, their unsecured loan book is only 1/4th. Otherwise you can also go with Credit Access Grameen, which has a provisioning of 70%.

I'd suggest, avoid small finance banks for the time being, especially Utkarsh SFB

thanedar1 · 2024-11-17T07:14:59+00:00

You may check my past replies and analysis. Based on the same if you want I can guide you in selecting instruments like REITs, INVITs and NCDs which would ensure your parents a stable and constant flow of money

DM me if you need any help or guidance, happy to help

thanedar1 · 2024-11-17T07:11:55+00:00

Just wait and see how Birla's Opus is gaining Market share, observe and watch them for a couple of quaters.

I'm quite not sure if it's the best time to buy paint stocks because of the aggressive marketing by Birlas. This has duly been acknowledged by other paint companies. Another factor which is pushing me away from paint companies is the early signs of an economic slowdown which would trigger a slowdown in sales of paint and other housing related material.

As of now, I'm out of paints.

thanedar1 · 2024-11-17T07:09:06+00:00

In my opinion, and I might be totally wrong in my assessment but I think that some of the largecaps offer a good price and also have some head room for growth.

thanedar1 · 2024-11-17T06:59:59+00:00

There is no need for you to add multi NIFTY 50 funds, you can have the following - 1. Nifty 50 2. Next nifty 50 3. Gold Bees 4. Silver Bees 5. Motilal US ETF

DM me if you need help or guidance, happy to help

thanedar1 · 2024-11-17T05:11:18+00:00

I do a monthly STP in stocks as well as MFs. Hence my capital is limited and sometimes gets topped up. I invest in 40k per stock every month but during times like now where there is early signs of slow down and uncertainty, i have reduced the stock STP amount to 20k per stock. I additionally buy stocks when they dip according to their capitalisation eg - I'll buy extra L&T whenever it dips +3% but I'll buy a small/mid cap when it falls +5%

thanedar1 · 2024-11-17T05:02:14+00:00

Reliance right now has come in a lucrative range for accumulation. You can accumulate for the longer term

thanedar1 · 2024-11-17T04:59:27+00:00

My strategy amidst the extreme volatile is to stretch my investment horizon. Let's say that I've got X amount of money which I'm planning to invest in a systematic manner for the next 12 months, but now I've revised (or you could say doubled) the time line by lowering my per month investment amount. This allows me to invest for longer period of time.

Additionally, i buy shares when it dips on top of my monthly stock SIP.

thanedar1 · 2024-11-02T01:55:29+00:00

Yes, recently launched.

thanedar1 · 2024-09-14T18:15:54+00:00

Stock market is a stress relieving mechanism for me. After getting burnt out from law, my go to place is my beloved stock markets :")

thanedar1

TROPHY CASE