An absolute honour to meet our amazing investor, Nithin Kamath, @Nithin0dha at Zerodha HQ in Bangalore this week! Kiran, Ashin and @Atik_MProfit from our team had a great conversation with Nithin & the @zerodhaonline / @Rainmatterin team about what we are building at MProfit. It

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Today we’re releasing the Baz CLI with a completely different way to review code.

[TL;DR] Ddesigning a family office for continuity means paying attention to the softer architecture – purpose, governance, and people – as much as to investments. Enduring offices treat it as an ongoing process rather than a one-time event - striving to turn heirs into

𝟯. 𝗖𝘂𝗹𝘁𝗶𝘃𝗮𝘁𝗲 𝗻𝗲𝘅𝘁-𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝘀𝘁𝗲𝘄𝗮𝗿𝗱𝘀: Effective succession is as much about people and culture as about legal structures. Families that keep their wealth often invest in educating and involving the next generation early, instilling a sense of

2B. 𝗕𝘂𝗶𝗹𝗱 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝘁𝗵𝗮𝘁 𝗼𝘂𝘁𝗹𝗮𝘀𝘁𝘀 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀: In India, nearly 60% of family offices have basics like wills or family constitutions, yet only 19% have set up formal vehicles (e.g. private trusts or LLPs) to cement succession and oversight.

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𝟮A. Formalise governance early: This means putting in place structures – such as family councils, constitutions or trusts – and clear processes that hold steady as leadership passes from one generation to the next. Yet many families realise its importance only belatedly. A

𝟭. 𝗔𝗿𝘁𝗶𝗰𝘂𝗹𝗮𝘁𝗲 𝗮 𝗽𝘂𝗿𝗽𝗼𝘀𝗲 𝗯𝗲𝘆𝗼𝗻𝗱 𝘄𝗲𝗮𝗹𝘁𝗵: Enduring family offices have a clear sense of purpose that goes beyond investment returns. They act as guardians of the family’s mission, values and social capital. A global study of ultra-wealthy families

𝗗𝗲𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗮 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲 𝘁𝗵𝗮𝘁 𝗲𝗻𝗱𝘂𝗿𝗲𝘀: 𝗧𝗵𝗿𝗲𝗲 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘁𝗵𝗮𝘁 𝘀𝗵𝗮𝗽𝗲 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗶𝘁𝘆 🧵 A well-designed family office is more than a financial unit – it is a continuity structure for the family’s legacy. The challenge

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[6/6] For now, capital appears to be rotating across geographies based on perceived entry points and risk-reward trade-offs. This may not signal a change in long-term allocation intent but rather, a pause in incremental foreign flows as global positioning adjusts. Just a

[5/6] Two factors stand out: 1. 𝗥𝗲𝗹𝗮𝘁𝗶𝘃𝗲 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻: After years of outperformance, India started the year at a valuation premium relative to peers. 2. 𝗥𝗲𝗴𝗶𝗼𝗻𝗮𝗹 𝗿𝗼𝘁𝗮𝘁𝗶𝗼𝗻: Flows have shifted toward markets like Japan, Korea, and parts of Southeast

[4/6] 𝗧𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝘃𝗶𝗲𝘄 India has seen one of the highest net equity outflows from foreign investors in 2025 despite steady GDP growth and easing inflation. This trend appears linked less to domestic fundamentals, and more to global portfolio adjustments.

[3/6] 𝗚𝗼𝗹𝗱: Gold has emerged as a clear hedge - up nearly 60% in INR terms this year. But it’s not wedding season demand driving this. Jewellery volumes are down. Instead, investors are buying bars, coins and ETFs and for the first time, investment demand accounts for

[2/6] 𝗗𝗲𝗯𝘁: With inflation easing sharply and GDP growth exceeding expectations, the RBI has cut rates by 125 bps this year. Yet, bond yields have only marginally softened - a sign that global factors and fiscal concerns still weigh on sentiment. The debt market today is

[1/6] Let’s look across asset classes: 𝗘𝗾𝘂𝗶𝘁𝗶𝗲𝘀: Despite being one of the sharpest FPI exits in recent memory, Indian equities have remained stable. Why? Because 𝗱𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗵𝗮𝘃𝗲 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗳𝗶𝗹𝗹𝗲𝗱 𝘁𝗵𝗲 𝗴𝗮𝗽. DIIs deployed a

𝗪𝗵𝗮𝘁 𝗶𝘀 𝗯𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲? 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘁𝗵𝗲 𝘀𝗶𝗴𝗻𝗮𝗹𝘀 𝘁𝗲𝗹𝗹𝗶𝗻𝗴 𝘂𝘀? 🧵 As of mid-December, Foreign Portfolio Investors have pulled over ₹1.52 lakh crore from Indian equities - nearly ₹110 crore every hour of trading

[5/5] 📋 𝗪𝗵𝗮𝘁 𝘁𝗼 𝘄𝗮𝘁𝗰𝗵 𝗻𝗲𝘅𝘁 • RBI’s February policy stance & liquidity signals • Rupee trajectory & Brent crude trends • US jobs & inflation data before the March FOMC meet • Q4 FY26 earnings from exporters • Fed balance sheet & liquidity guidance #FOMC

[4/5] 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀 𝘀𝗮𝘆? The Fed’s updated dot plot shows expectations for at least one more cut in 2026. That points to a shallow and gradual easing cycle, not a pivot to stimulus.

[3/5] 𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻 𝗳𝗼𝗿 𝗜𝗻𝗱𝗶𝗮? 1️⃣ 𝗥𝘂𝗽𝗲𝗲: 𝗮 𝗯𝗮𝗿𝗼𝗺𝗲𝘁𝗲𝗿 𝗼𝗳 𝗯𝗼𝘁𝗵 𝗴𝗹𝗼𝗯𝗮𝗹 𝗮𝗻𝗱 𝗹𝗼𝗰𝗮𝗹 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 The dollar dipped after the Fed decision, giving the rupee a lift from its record low of 90.4. But unless FPI flows

[2/5] 𝗪𝗵𝘆 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗯𝗮𝗰𝗸𝗱𝗿𝗼𝗽 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 The Fed explicitly flagged "international developments." That includes trade tensions, global demand trends, and upcoming Fed leadership changes. Other major central banks are also shifting to a gentler stance. The

[1/5] 𝗪𝗵𝘆 𝗱𝗶𝗱 𝘁𝗵𝗲 𝗨𝗦 𝗙𝗲𝗱 𝗰𝘂𝘁 𝗿𝗮𝘁𝗲𝘀? 1️⃣ 𝗟𝗮𝗯𝗼𝘂𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝘀𝗼𝗳𝘁𝗲𝗻𝗶𝗻𝗴 Hiring momentum has cooled. Unemployment has nudged higher. The Fed moved early to support growth without risking an inflation rebound. 2️⃣ 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗶𝘀