Precious metals weight reduced at 5% from recent allocation. Carried on for more than 2 years. The exits came at the recent highs, at least for now. Interesting global exposure to French and SK firms.

Back when Silver was Rs. 90,000 and Gold was Rs. 75,000.

While Indian markets have delivered flat returns this year, global markets are up 13-19%. Time to think beyond home turf. You can invest globally through international mutual funds, LRS (up to $2,50,000/year), or GIFT City route. Diversification isn't just smart—it's essential. Great guide by @SameerBhardwaj in this week's @ET_Wealth

He : I want to do a 2 L sip in your new flexi cap index fund for 25 years for my grand daughter Can you guide fast because it’s closing on 22nd this month Me : I told him - don’t worry, it’s just NfO and it will reopen in one week and you can invest anytime He : what if it opens at 11 Me : what if it opens at 9 He : but it’s at 10 ₹ now, it won’t be later We have miles to go to help investors invest without such biases Team @dspmf : many ideas for us to work on investor education

Spent time with four mutual fund distributors across small-town India for our Independence Day special. Their journeys are fascinating. Dev from Korba went from delivering newspapers at 5 AM for ₹300/month to managing ₹115 crore of client money. @PrabinCFP in Siliguri cracked guerrilla billboard advertising—his ads stayed visible even when bigger brands covered them up. But here's what really stood out: These guys are turning government employees and small business owners into equity investors. 95% of Dev's flows go into equity funds. That's more aggressive than most metro investors! From ₹1,000 SIPs in 2008 to ₹60,000 monthly investments today—one client's portfolio now worth ₹1.5 crore. Small towns contribute 19% of India's total MF assets. The financial revolution isn't happening in Mumbai or Delhi. It's quietly unfolding in Korba, Tinsukia, Amreli, and Siliguri. And many more such small towns. My story, as part of our Freedom Special @ET_Wealth issue, this week. (You can read the full story on @EconomicTimes website)

Any thoughts about the table below? How would you position yourself for it? Source: DSP Netra url-shortener.me/2U1O

India's first retail fund in GIFT city! 1) Launched by DSP MF 2) Invests in US, Europe, China etc 3) Minimum 5k USD investment 4) Tax at fund level, not investor level. So tax-free in your hands Story by @PosteAnil and me livemint.com/money/dsp-mf-br…

RBI cuts repo rates Yet bond yields rise Gilt fund NAVs fall 2% How to understand what matters for bond prices Read Converse dspim.com/latest-literature/…

A design that will never earn the highest returns

Their wrinkles are decades of hard work hence there is beauty in them Happy Fathers Day

The road seemed easier because he walked the hard part first. Happy Father’s Day!

One more fund completes 25 years ~ 1000 investors since 2000 who have remained invested all through these 25 years Very few investors have such length

शिवराज सिंह चौहान ने किसान गौरव को भरपाई का दिया आश्वासन महाराष्ट्र का एक वीडियो सोशल मीडिया पर वायरल हुआ था जिसमें एक किसान तेज बारिश के कारण बहती मूंगफली को समेटने की कोशिश करता नजर आ रहा था. अब कृषि मंत्री शिवराज सिंह चौहान ने किसान गौरव पंवार से बातचीत की है. शिवराज सिंह चौहान ने किसान को उसके नुकसान की भरपाई करने का आश्वासन दिया. #ShivrajSinghChauhan | #Maharashtra

- Nifty bees - DSP Smallcap - HDFC Flexicap - PPFAS Flexicap - NIPPON Smallcap Any changes?

714 companies (across all MCap) have declared Q4 results so far Sales Growth 6% yoy Profit Growth 8.3% yoy For 32 of Nifty50 firms which have declared Q4 Sales Growth 6.8% yoy Profit Growth 6.5% yoy More downgrades than upgrades At 26x TTM PE, results are not encouraging, so far

In every cycle, SMIDs lose all their alpha over large caps. In historical context, the current alpha over large caps could have peaked. Download #DSPNetra: dspim.co/NetMay25

#PahalgamTerrorAttack Justice is Served. Jai Hind!

Knowing Risk vs Managing Risk

#DSPNetra for May 2025 is here and this is what it puts spotlight on: 1. What Does Data Signal About The ‘Bounce’ 2. Growth: Signals From Hard Numbers 3. Why Silver? Follow the thread or download here: dspim.co/NetMay25