Tag: wealth management
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Aadhar Housing Finance IPO – Constructive
Here is a note on Aadhar Housing Finance IPO – AHF. IPO highlights Introduction Fig 1.1 – AUM by States / Fig 1.2 – Key leaders Industry Outlook of Indian Housing Sector Fig 2.1 NBFC Industry Aadhar Housing – Financials Loan services offered are- Fig 3.1 – Financials Fig 3.2 – Product-wise Revenue, Fig 3.3…
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NBFC Sector – Can a generational leap of Technology help dominate the Market?
Summary: This report was published on 25nd Mar 2024, so all prices and news are dated accordingly. This is a research note on 3 leading Indian NBFC firms, Bajaj Finance, Jio Financial Services and L&T Finance Holdings. We profile the firms in terms of their structure, business segments, share price history and key financial parameters.…
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Large Caps, Mid Caps and Small Caps?
Did you know that the definition of a large-cap, mid-cap and small-cap in India changes every 6 months? This applies particularly for Indian Mutual Funds, so that as of now – This is quite relevant for Mutual Funds, where many define their strategy as Large Caps or Small caps. This definition, and periodic reviews, ensures that MFs stick…
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RP Tech – The ICT Distribution Leader – IPO
Summary Here is a note on RP Tech IPO. IPO highlights Introduction Fig 1.1 – Revenues by Vertical and Fig 1.2 Market Shares Fig 1.3 Locations Fig 1.4 – Distribution and 1.5 – Shareholding pattern Fig 1.6 Clients News, Updates and Strategies Industry Outlook of ICT in India Fig 2 – ICT Industry Size Financials…
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Who and what is a long-term investor?
A long-term Equity investor is one who – is willing to wait even 10 years for his investment to achieve satisfactory returns– is much greedier (I prefer the word Ambitious) than a trader, he wants a 5-20 times return from an investment compared to a 5-20% gain by a trader or other investors. Note –…
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Have you achieved Escape Velocity on your wealth?
In this note, Research Analyst Punit Jain shares his thoughts around Financial Freedom, a case study on Financial Goal based investing, and finally the concept of Escape Velocity on wealth. Financial Freedom We used to call it Retirement, but now it is referred to as Financial Freedom. During our working careers we need to track…
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