Memo 21 – Too many opinions, too little wisdom

Posted on October 6, 2017July 9, 2018 by gadmin

Much to our surprise, we received record number of "WhatsApp forwards" over the past 30 days, highlighting the failure of current government and the severe economic slowdown that India is staring at. The surprise was not in the content of these messages but the fact that these messages were forwarded by friends working in areas that have got little to do with day to day economic news. Some of them even went to the extent of asking if their investments in stock markets were at risk and if they sh...

Godrej Agrovet IPO – Invest

Posted on September 28, 2017July 11, 2018 by gadmin

Godrej Agrovet IPO – Invest Godrej Agrovet is one of the leading players in agri-business with operations across five business verticals - Animal Feed, Crop Protection, Oil Palm, Dairy and Poultry & Processed Foods. Investment Arguments : Presence in Attractive BusinessesAnimal Feed, Crop Protection and Dairy are among high potential sectors in India, where demand is high but supply of quality products is low. Given the government’s ambition of providing food security to 1.2 bill...

GreenEdge Features in Mint

Posted on September 26, 2017June 16, 2018 by gadmin

GreenEdge Features in Mint Our story features in Mint newspaper today! The story of how GreenEdge Wealth is helping working professionals & young entrepreneurs participate in India’s growth story through a combination of stock markets and overall financial planning. Please find the link to the article below. The story of GreenEdge’s customer features in Mint newspaper Thank you for the love and support. Best Regards, Team GreenEdge

Cochin Shipyard IPO – Ship it to Your Portfolio

Posted on August 1, 2017July 11, 2018 by gadmin

Cochin Shipyard IPO – Ship it to Your Portfolio Cochin Shipyard Ltd. is India’s largest public sector shipyard providing shipbuilding and repair services in defence and commercial sectors since over last four decades. Investment Arguments A Solid Player in India’s Defence Sector with High Entry Barriers – Cochin Shipyard is a well-run and well-managed company evident from the fact that it’s the most profitable player amongst its peers – Competitors are heavily debt ridden & quite ...

Memo 20 – 10,000 is just a number!

Posted on July 30, 2017July 9, 2018 by gadmin

Marilyn Monroe, the sensation of 1960s, once famously said “if you can’t handle me at my worst, then you sure as hell don’t deserve me at my best”. I am forced to correlate this with the Indian stock markets - the folks who endured the worst (demonetization) phase are now enjoying the best times as far as their financial health is concerned. Stock markets have been making new highs every week and NIFTY, the benchmark index, crossed 10,000 for the first time in Indian history. The ironic part abo...

Why I Didn’t Heed My Father’s Financial Advice?

Posted on June 17, 2017February 19, 2021 by gadmin

Wishing all the Dads – “A Very Happy Father’s Day” On the occasion of Father’s Day, the title may sound blasphemous. But let me clarify, like many of you, even my father is my hero and I am indebted to him for his priceless guidance, teachings, upbringing and unconditional affection. Post my MBA, when I started working and getting my paychecks, he tried to indoctrinate me into believing his 4 hallowed cardinal principles of investing which are outlined below. In my role of Investment Advisor,...

Eris, CDSL & AU Finance IPOs

Posted on June 14, 2017July 11, 2018 by gadmin

Eris, CDSL & AU Finance IPOs And the IPO bonanza continues with 3 IPOs being launched in June! Eris Lifesciences Think of lifestyle disorders and the two most common things that affect Indians are – diabetes and heart related ailments. Here is an Ahmedabad based company which is capitalizing on this trend by making medicines for people affected with these ailments. Below are some investment arguments: Given the young demographics and increasing lifestyle disorders, the target m...

Memo 19 – From famine to feast!

Posted on May 20, 2017June 16, 2018 by gadmin

Steve Martin, an American actor, once famously said “the public has a short memory, that’s why we can make terrible movies and still get back in business after two years”. It’s been just 150 days since the much criticized demonetization exercise ended but the swing in sentiments have been nothing short of incredulous. Be it the media or ourwhatsapp messengers, the tone has clearly changed from impatience, anger and despair to hope, opportunity and optimism. The data coming out of corporate In...

Mothers – How to Make Smart Money Decisions?

Posted on May 14, 2017February 19, 2021 by gadmin

“God could not be everywhere, and therefore he made mothers” On the eve of Mother’s Day, this article is dedicated to all women who are mothers or intend to experience motherhood some day while aspiring to make financially smart decisions. “Happy Mother’s Day”! I feel mothers are akin to ‘Bahubali’ – they seem to have unparalleled superpowers to be able to multi-task their pressure-cooker job, home and raise kids (24x7x365). Pregnancy & Kids Related Expenses – Adverse Impact on Financia...

HUDCO IPO – Invest

Posted on May 4, 2017June 11, 2018 by gadmin

HUDCO IPO – Invest While buying a house, most of us end up taking a loan from a bank or a housing finance company. But have you ever wondered where would your state government or municipality borrow from when it has to construct mass housing or drainage system or water recycling? HUDCO is one such company that has an expertise in lending towards social housing and urban infrastructure projects. Below are the investment arguments: Investment Arguments Access to Low Cost Funds Allows H...