Recently I had met few investors who said that their stocks are down by 30-70% from their recent highs and they are in a dilemma on Should they hold it? Should they sell it? or Should they add more? My reply to such investors is that one needs to identify the category of a company […]

Stock market is just like our life, it has its own highs and lows over a period of time depending upon various circumstances. In my past 21 years of professional experience I have been observing multiple market cycles of bullish & bearish phases. People generally tend to get panic in situations where markets are going […]

The capital markets regulator, Securities and Exchange Board of India (SEBI) is considering doubling or even quadrupling the minimum ticket size for investment in Portfolio Management Services (PMS) schemes. The regulator will soon enhance the investment limit under PMS to Rs. 50 Lakhs or Rs. 1 crore. Currently, the minimum ticket size for a PMS […]

Ever wondered why you are getting the name change and category change Emails from your fund house? Let’s have a look! Last month, based on the instructions of the Securities & Exchange Board of India (SEBI), mutual fund houses recategorised their schemes. What does mutual fund (MF) reclassification mean for you and how does it […]

Previously in the last edition we saw the importance of Participation vs Contribution in equities with an example of Jubilant Foodworks (JFL). This time in the fifth edition of “Participation vs Contribution” I would be pleased to present you the insights and other idea which I believe are relevant to the world of equity investing […]

In the previous editions we saw the importance of Participation vs Contribution in equities with examples of Hero Honda, Asian Paints & Maruti Suzuki. This time I would be pleased to present you the fourth edition of “Participation vs Contribution” where in I will be sharing with you the insights and other idea which I […]

Sensex have broken all its records and touched a peak of 31,000 points like never before. Now as markets are at all-time high, I am getting lot of queries on whether Profits should be booked here and re-entry should be done again at lower levels. My reply to all such investors is, “If today our […]

In my recent study I have observed that many investors opt for direct investments without having a Financial Advisor. In this edition let’s focus how disadvantageous is investing without an advisor. According to a Karvy report, which analyzed investor behavior in a stable market and a volatile market, while direct investments have increased, investors who […]

Science of Investing – VCAP As you all are aware that we have a Global Investor Conference scheduled on 18th Feb 2017. This is perhaps the first & the largest investor conference across India post demonetisation. The entire conference revolves around spreading the framework of science of investing. And we at Mehta Fincon call it […]

As a financial advisor my key role is to meet investors and understand the behavior during all the ups and downs in the market. I have observed that majority of investors always talk on the stock price movement. They are filled with joy when the price goes up and get disturbed when it goes down. […]