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SAMEEKSHA CAPITAL
APMI eyes Rs 25 lakh crore PMS AUM in 5 years, pushes for wider investor base, says Bhavin ShahAPMI aims to grow India’s PMS industry to Rs 25 lakh crore AUM in five years by expanding beyond metros to Tier 2 and 3 cities and attracti...- ETMarkets PMS Talk: From Rs 1 crore to Rs 8.8 crore – Sameeksha Capital’s 26% TWRR journey over a decade, Bhavin Shah decodesSameeksha Capital’s India Equity Fund has delivered a stellar 26% annualized return since its 2016 launch, growing Rs 1 crore to Rs 8.8 cro...
- Bhavin Shah on why India's market has more room to runI think if I were to highlight any specific sector, it is tough, but I think there is even opportunities in financials, for example. Althou...
- Potential for huge NRI money coming into India via GIFT city: Bhavin Shah“We have investments in large private sector banks, some regional private sector banks, NBFCs, MFI, microfinance, wealth management, life i...
- Should we book some profits or stay invested in PSU stocks? Bhavin Shah answersBhavin Shah discusses challenges in PSU banks due to strong growth pricing. Market verdict post-elections is uncertain. Focus on policy act...
- Sameeksha Capital's Bhavin Shah on 4 themes to bet on in FY25Bhavin Shah of Sameeksha Capital discusses the economy's support for small and midcap stocks, opportunities in large, mid, smallcaps, manuf...
- Over 75% of PMS funds deliver excess returns than mutual funds: ReportPMS Bazaar analyzed 335 PMS investment approaches and 388 regular mutual funds across 1, 3, 5, and 10-year periods and found that PMS inves...
- Bhavin Shah continues to like regional bank, wealth management stocks. Here’s why“We have exposure to regional banks in the South. There are banks which are going through some transformation, better management and that i...
- Fewer opportunities now; expect potential picks in mid, smallcaps: Bhavin Shah“NBFCs that cater to the second, third, fourth tier cities and to underbanked areas or where people relied on the unorganised sectors for f...
- ET Women Conclave 2023: Breaking barriers and celebrating inspiring women leadersET Women Conclave 2023, an initiative by OMS to celebrate the strides of women and explore ways to increase their representation in the ind...
- Financials offer best risk reward in the market: Bhavin Shah“Technology is becoming an important differentiator for these banks in terms of how they service the customers and how they look at the bus...
- Zomato grossly overvalued but may still go up post listing: Bhavin Shah“Even if I want to believe in the growth story, there are some signs that growth is not coming of late and even profitability has dipped in...
- Stocks that helped PMSes deliver solid returns to the ultra-rich in OctThe top-performing PMS schemes gained up to 7 per cent for the month compared with a 3.5 per cent rise in Nifty during the month.
- PMSes deliver over 50% return for Q1, but a few high-profile ones lagData showed at least 169 strategies managed to deliver positive returns to clients.
- 28% return in a bad market! Look who made most money for the rich in 2019Data shows 31 PMS strategies managed to outpace the equity benchmarks during the year.
- Top HNI fund managers still made big money in equities in a bad yearNewly formed Marcellus’s Consistent Compounders gave 22.50 per cent in just six months.
- 17% return in a month! PMSes make good money for the ultra-rich in SeptPMS run by Mumbai-based Basant Maheshwari delivered 15.67 per cent in September.
- What will it take to curb lawlessness in Yogi Adityanath's Uttar Pradesh?A little over four months later, the badlands of Uttar Pradesh appear as they were; some would say they have turned worse since Adityanath,...
- Would rather not invest in TCS right now: Bhavin Shah, Sameeksha CapitalThere was a time a couple of months back when the stock started to look a little more reasonable in my view but it has bounced back close t...
- Q2 earnings will be bigger market driver than rate cut, Bihar electionMarket experts say while policy rate cuts are important, their transmission by banks is more important and is likely to take some time.
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