Reimagining Wealth Management in India 🇮🇳 📊 Data-Driven Portfolios | 🎯 Goal-Based Plans |📍PAN India | 🌐 completecirclecapital.com

CP, New Delhi, India
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May good always triumph over evil, Dharma always prevail over Adharma. May all the wars n unrest end May the affected rebuild their homes, shops and career. Happy Dussehra !!
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If the Honourable FM reduces LTCG and STT, India can get over $150 Billion of FII and FDI flows surpassing even FCNR deposits in next 3 years .. Moreover the capital gain and STT Collections will actually go up. This is the power of capital markets . It’s a win win!
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I think this is THE MOST IMPORTANT ,RELEVANT and USEFUL Association being formed after a long time. I can start the Delhi chapter :)
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SBI research report is on the money. Increase tenure to 2-3 years and make LTCG nil. Will bring patient risk capital to fund India growth story. Will unleash investment animal spirits and bring tons of long term money.
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May Matarani protect us all and bless India…
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Our Managing Partner and CIO, Gurmeet Chadha, on market sentiment, policy stability and investor confidence Src: CNBC TV18 Disclaimer: Not investment advice. Investments are subject to market risks Watch Full Video here youtube.com/watch?v=UWAUGW2h… #IndianMarkets #MarketInsights
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Take on recent FII selling and way forward. Expect some policy response too! @blitzkreigm @ekta_batra
#CNBCTV18Market | Economy Resilient, Markets Volatile Gurmeet Chadha, Managing Partner & CIO, Complete Circle To @CNBCTV18News * Real economy remains strong despite market weakness * Lower STT and LTCG could help improve market sentiment * Positive on defence, CDMO, chemicals and select manufacturing themes @blitzkreigm @ekta_batra @connectgurmeet #Markets #Nifty #Defence #CDMO #Chemicals #Manufacturing #CNBCTV18Market #Market Watch: youtu.be/UWAUGW2hZwg
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Good quarterly update from Banks and NBFCs with credit growth above 18% Strong updates from retail n consumer businesses- Dmart ,Trent Barring tractors , PVs and 2 wheelers also show good uptick.. met some auto anc promoters and outlook is positive. Focus on good stock picking n be disciplined .. too much pessimism is often a good level in hindsight :)
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Nvidia doing a $150 Bn buyback open AI doing a private funding round of $30 Bn at $1.4 Trillion valuation AI capex in US alone is $700 Bn+ Our big corporates have clearly missed the biggest Industrial Revolution in form of AI.. But there are a few first Gen entrepreneurs investing in AI ancillaries and ecosystem, energy value chain , defence technology as works rearms and future health tech.. use the correction to own them for long term. Others are mostly value traps n may at best give u some tactical bounce …
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Revenue growth of NSE 500 cos for Q1 was 21%.. when u meet managements they r upbeat ..concern is not demand ..it’s raw material, input cost. GST, IIP nos ,bank credit reflect economic momentum. Focus on stronger balance sheets n cash flows as cost of capital goes up.
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Look for promoters who have consistently scaled up revenues, no or very low equity dilution and are constantly moving up the value chain through innovation and proper capital allocation.. They are very few and may optically look expensive but are the right ones to bet on.
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Cost of Vada paav when I was Born :25 Paisa Today : Rs 25 Cost of Tibb’s Mutton Frankie : Rs 3 Today : Rs 335 In 45 years that’s ~11% inflation FDs won’t even beat a Vada Paav inflation. Invest in equities .Will be volatile, give negative returns in some years but will beat inflation over long term. Credit @pareshreliable
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#BigMarketVoices | “क्रूड, बॉन्ड यील्ड में नरमी आना बाजार के लिए जरूरी” - गुरमीत चड्ढा ▶️Complete Circle के Managing Partner & CIO गुरमीत चड्ढा - क्रूड, बॉन्ड यील्ड में नरमी आना बाजार के लिए जरूरी - 4 साल में FCNR डिपॉजिट लौटाना भी पड़ेगा - सोलार इंडस्ट्रीज की दक्षिण अफ्रीका में पहले से मौजूदगी - सोलार इंडस्ट्रीज में मुनाफावसूली का भी असर है - दक्षिण अफ्रीकी डील पूरा होने में समय लगेगा - सोलार इंडस्ट्रीज में गिरावट पर खरीदारी की रणनीति - IT सेक्टर पर अभी भी अंडरवेट नजरिया - कोफोर्ज औऱ परसिस्टटेंट नजर रखें हुए, पोर्टफोलियो में नहीं - न्यू एज स्पेस पर काफी पॉजिटिव - एथर एनर्जी पोर्टफोलियो में शामिल किया है - केबल एंड वायर में पुराना एक्सपोजर बरकरार @_anujsinghal @virendraonNifty @connectgurmeet #StockMarket
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May Lord Ganesha bless you with the wisdom to make thoughtful decisions, the patience to stay the course, and the strength to overcome every obstacle along the way. 🙏✨ Happy Ganesh Chaturthi! 🪔🐘 #ganeshchaturthi #financialfreedom #mutualfunds #wealthmanagement
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India GDP is 2014 was $2 trillion In 12 years we have just managed to double the GDP in dollar terms This is 6% nominal GDP growth ? Time to reboot and do more reforms. Attract risk capital and reduce taxes. Else we can forget about $10 trillion goal for some time..
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A former RBI governor said India would be lucky to grow at 5%.. and why do we want to be a superpower ? What a fall A leading journalist says what will be do reaching Prayagraj 5 hours early when asked on expressway? Question GDP growth with no knowledge of basics statistics .. Yes we must be critical of govt on jobs, excessive taxes n surcharge n cess but let’s not demean or wish ill for our Country.. Need to draw a line between political ideology n National interest !!
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$135 Billion of Forex flows through FCNR, ECB. India forex reserves cross $750 billion.. this is massive ! Banking system now surplus with liquidity and credit demand is strong. I strongly feel FPI flows also will see a reversal once crude cools off.
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ICICI bank has mobilised $18 Bn in FCNR deposits .. also issued $9Bn loan against the deposits.. ICICI bank deposit base is $180 Bn , it mobilised 10% of its deposit base in 6 weeks. This is leadership and seizing the opportunity.. one bank , one team working across geographies
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One of the finest leaders in Asset management space… thank you for all the guidance and mentorship @dpsingh_sbimf sir.. Blessed to have you around !
25 Years of Friendship, Arguments and Building Together In last 25 years, there have been very few day when DP (@dpsingh_sbimf ) and I have not spoken. We joined @SBIMF at almost the same time and grew professionally together. DP was senior to me, but our friendship never worked on seniority. We were “buddies” building our careers and an institution alongside each other. For over last 2 decades, we sat in adjoining cabins and discussed the company almost every day: its people, its problems, what worked and what didn’t. Somewhere along the way, our families became close too. In our younger days, official travel came with modest hotel limits. Our solution: stay at the best hotel the allowance could manage, provided neither minded sharing a room. That story says a lot about DP. A constraint was rarely the end of the conversation. It was usually the beginning of another way to solve the problem. Watching this video brought back another side of DP that anyone who travelled with him will recognise: He built.. one city, one town & one emerging market at a time. Over the years, while we where building distribution across India. DP once came up with what sounded like a crazy idea: open 50 branches across the country on a single day. And we did. Developing new products and institutional relationships. Helping the retirement savings of millions of Indians participate in mutual funds and create wealth along the way. DP has never taken “no” easily. If he believed in an idea, he would argue till the end. Anyone who has worked with him knows agreeing to disagree was not always his preferred option. His passion could be demanding. But once a decision was made, the argument was over. He put everything behind making it work. DP could disagree with you completely and still stand beside you completely. Much of the Indian mutual fund industry was built this way. Not only through products and performance, but city by city and relationship by relationship. DP belongs to a generation that did this when mutual funds were unfamiliar to much of India. SBI Funds is today India’s largest asset manager. That belongs to generations of colleagues, partners and leaders. But its distribution reach, institutional relationships, people culture and willingness to think at scale carry a substantial part of DP’s contribution. Last night, as colleagues marked his retirement, the room was very emotional. People spoke about his achievements, but also the confidence he gave them, the relationships he nurtured and the sense of family he helped create. For me, that word, family, is not a metaphor. Perhaps that is why writing about DP is difficult. I cannot separate the colleague from the friend, our professional journey from our family friendship, or the institution we helped build from the lives we built alongside it. Thank you, DP, for 25 years of friendship, arguments, ambition and shared purpose. A role can end. A friendship like this does not.
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People keep asking what is FIRE, how shud we plan retirement … is so many crores enough ? This is the perfect answer … don’t just build portfolio.. build health , build relationships and most importantly LIVE Amount alone is not imp !!
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