vijaimantri
@vijaimantrimf
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CA by training. Ex AV Birla Group, Ex HDFC MF,Ex CEO & MD Deutsch MF and PGIM MF. Chief Mentor JRL Money,Student of market/economy. [email protected]
Worli, Mumbai
Joined March 2016
Where to Invest in 2025. Review of 2024. In 2024, we communicated the following outlook and strategies:. 1.Indian Economy: Predicted to do well, emerging as a global growth engine. (1/11).
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Many thanks 🙏.
Had the pleasure of meeting @vijaimantrimf from @WhiteOakCap at Chandigarh, attended his insightful session on market outlook, truly valuable perspectives for every investor. Grateful for the learning.
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It is the best of times, it is the worst of times. When markets keep moving despite all the negative news, future returns become a challenge. But when, in spite of positive news, the market refuses to move ahead — these are the best times to accumulate. Similarly, when.
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⸻. Do not miss the woods for the trees!. Most people get distracted by attention-grabbing items. In health, the focus is on “how to build biceps faster” or “which protein shake to take,” instead of making complete lifestyle changes. That’s why most remain unhealthy. In
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Simple but Profound and Powerful Words! . You don’t make money when you buy and you don’t make money when you sell. You make money when you wait. Charlie Munger. The big money is not in the buying and selling… but in the waiting.’. Jesse Livermore.
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The Falling Effective GST Rate: .What’s Driving It?. 1. GST 2.0 Rate Rationalisation. • Since its inception, India’s effective weighted-average GST rate has declined—from around 14.4% in September 2019 to 11.6%, and is projected to fall further to around 9.5% under the upcoming
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“We’re building advanced American manufacturing for solar and storage. Partnering with @PalantirTech allows us to quickly and effectively build a supply chain that creates U.S. jobs and stays ahead of the changing legislative landscape,” says T1 Chairman & CEO @_danielbarcelo.
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India’s Population Will Shrink Faster Than Most Expect. For decades, both the IMF and World Bank projected India’s population to grow at a robust pace, assuming higher birth rates would continue. But reality is shifting much faster. India’s birth rate is falling more sharply
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⸻. Misplaced Priorities!. As per the latest data, India has:. • 26 crore users on Dream11. 99% of them never won, and most lost at least ₹10,000 each. • Speculators in F&O collectively lost ₹2,80,000 crore. Without even counting other gaming platforms or dabba trades,
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Annual Investments by Indians (₹ Cr). RE Rs. 5,10,000 Cr (Only top 7 cities) . FD Rs. 13,00,000 Cr. Gold Rs. 7,10,000 Cr . Now compare this with total inflows in MFs( Equity/ Hybrid/ Retirements etc.) . FY 23-24. Rs.2,60,250 Cr .FY 24-25.
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RT @KalshiSports: Aliens are 3x more likely to exist than the Cowboys chances of winning the Super Bowl this year
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The surest way to lose money in the stock market?. Chasing multi-baggers. Look back at your own portfolio or past record:. How many “frog kisses” actually turned into multi-baggers? One, maybe two… after dozens of failed attempts?. Because the reality is:. • Big wealth is.
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Ganpati Bappa Morya! . People often ask me — what’s the most important body part for making money in equities?. Most assume it’s the brain. After all, equities look so attractive — liquid, tax-efficient, transparent, and capable of creating huge wealth. But they are also.
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Very interested story about Japan! . How currencies, bonds, inflation, and equities can tell very different stories. Let’s break it down:. Currency erosion:. • Yen vs Gold: –90% (a massive loss of purchasing power against hard money). • Yen vs USD: –30%. • Yen vs CHF: –60%.
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Where is the wealth of Indians! . RE Rs.4,60,00,000 Cr . Gold Rs.2,50,00,000 Cr . FD Rs. 1,30,00,000 Cr. Equity Rs. 1,20,00,000 Cr . Insights from this distribution:. 1. Real Estate dominates – . Almost half of Indian wealth is still locked in land &.
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Why Trump’s Policies Will Fail! . Watch the video for details and give your opinion/ feedback/ suggestions/ observations ! .
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MF assets as % of Bank Deposits- India and USA. In USA MF assets were 131% of Bank FDs but fell to 98% in 2020 ( May be because of valuation losses during covid) but have not yet reached 2019 levels till 2025. Possible explanation can be :. 1. More money is now moving into
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Always curious and full of energy, Beagles turn every walk into an adventure 🐾🎉.
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Passive fund has not grown as fast in India as in USA. Passive funds peaked at 19% of equity AUM in 2022 in India. Passive funds since then dropped to 17.8%. USA has witnessed steady growth over the years!
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The table shows that Indian MFDs today are spending mainly on traditional operational areas:. • Salaries & Staff Ops (20%). • Rent/Admin/Infra (10%). • Marketing & Events (12%). • Travel & Client Acquisition (8%). • Tech Tools (6%). So, tech gets the least allocation among
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When the Ant Beat the Elephant – .The Power of Small!. For decades, market commentators kept their eyes fixed on the big players – FIIs. Meanwhile, individual MFDs quietly built the SIP culture, one SIP at a time. Thanks to consistent efforts of AMCs and the MFD community over
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