Co-Founder at First Principles Asset Services LLP . All views are personal & not those of my employer.
Chennai, India
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As we are entering in to results season with TCS opening tomorrow - we will start updating the Initial Commentary . Starting with TITAN Update :
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Are investors choosing SIFs?
August saw ₹3,800+ Cr flow into SIFs across Edelweiss, Kotak & ICICI AMC.
The bigger signal? Hybrid strategies are attracting attention.
SIFs are new. We’re tracking where the money goes.
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G R Balaji retweeted
@9RiversCapital is bringing a new PMS scheme to the table - a PMS offering, exclusively meant for FPS Assets' clients.
No previews. No spoilers. Join us.
Saturday, 29 August 2026 | 11:00 AM
Zoom webinar registration link:
tinyurl.com/72xnfj5a
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G R Balaji retweeted
Lost my primary X account @AI_Feb21.
Secondary account to stay connected in the meantime.
Pls amplify this msg to help me reach my network till i get back of my account.
Thank you
@unseenvalue @_chartitude @InvestmentBook1 @suru27 @LearningEleven @ishmohit1 @Prakashplutus
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Interesting Pic : Total Capital : 547 Crs . #Equity Capital : 384 Crs and Zero Debt. Cash and Cash equivalent is around : 374 Crs .
Company with 384 crs of equity capital doing PBT of 323 reflecting the insane profitability of this company .
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What one of defence stock taught about potential current AI Rally End game ?
As allocator of capital - we need to deploy capital where the valuations is reasonable to start with and the growth outlook is improving . In this case - the starting point is very expensive.
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One of the finest example for #Platform business model with huge #operating leverage business facing demand explosion .
Its rarity to see what was sales last years is this year PAT with Operating margin which already at sky high at 60% improved further 11% and reached 71%.
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Excerpt from Associated Alcohol concall which recently launched RTD alcohol Kultur
RTD (Ready-to-Drink) alcohol is already massive in Western markets
In India? It's barely getting started.
Bacardi Breezer alone controls ~80-85% market share - No national player apart from Bacardi. That's the opportunity
Research desk → katalystwealth.com
SEBI RA - Ekansh Mittal, Proprietor Mittal Consulting, INH100001690
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Rs.1,409,500,000,000+
(One lakh forty thousand nine hundred and fifty crore rupees)
This is the AUM of India's largest active mutual fund.
Parag Parikh Flexi Cap Fund turns 13.
Hearty congratulations! @PPFAS
Registration info (as per SEBI guidelines ) tinyurl.com/fpsassetsregistr…
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G R Balaji retweeted
Concluded
'Investing Eleven Conclave' 2026
A heartfelt thank you to our eminent speakers at the Investing Eleven Conclave for generously sharing their insights and wisdom with us, especially on a Sunday.
Grateful as well to the lovely audience who stayed with us throughout, engaging and making the discussions truly meaningful.
We look forward to your feedback to help us improve and do even better next time. The response has been truly overwhelming ❤️🧿
@prabhakarkudva @AlphaWealth000
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One of the best Investment any investor can make to move up the knowledge curve . Looking forward to learn from my peers and seniors ... Happy Learning and Investing
As we are nearing full auditorium capacity, we are opening for registrations to attend the upcoming TIA 20-20 Ideas Summit to be held on 21st Feb, 2026 in ONLINE only mode.
Kindly follow the instructions, make payment of Rs 7500 only and fill the google form (link given in tweet) with the required details to complete the registration.
Registration email ID should be same as your zoom login email ID (or else your entry access will be denied into the webinar by zoom)
docs.google.com/forms/d/1de3…
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G R Balaji retweeted
With GDP growth and ongoing capex, credit rating companies are poised to grow , which are into mid growth cycle with high operating leverage. Care being one of the beneficery presented by @balajispice
@AI_Feb21
@AlphaWealth000
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Investing works best when it’s structured, not scattered.Start with a macro-led opportunity, apply clear frameworks to spot ideas,build a sound thesis, and let the conclusion flow from the process.
Process > predictions.Amazing session by @balajispice @AI_Feb21 @AlphaWealth000
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