Reimagining Wealth Management in India 🇮🇳 📊 Data-Driven Portfolios | 🎯 Goal-Based Plans |📍PAN India | 🌐 https://xitter.cf/t.co/6xjPFFWOeE
CP, New Delhi, India
Joined November 2017
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Complete Circle retweeted
If we reduce LTCG and STT, the tax collection will go up 2X within a year.
That’s the beauty of capital markets. U offer a hand shake , it will give u a jhappi..
literally Jaadu ki Jhappi 🤗
Complete Circle retweeted
Markets are the greatest leveller after sports..
U pick Multibaggers and think u have cracked it, u get days like last week where 6 months gains are gone in 6 days.
India from most favoured EM for 2 decades became the least favoured market in 2 years.
Respect markets and Stay humble.
most imp- what u do on downturns decide how much u go up when things turn. When results don’t come , increase ur efforts( research) even more.
Complete Circle retweeted
4 simple reforms can bring tons of capital n make govt tax revenues also go up
1. Reduce cost of investing -STT,stamp duty
2.Reduce LTCG (less is more )
3. Allow NRIs to open Demat n PIS digitally
4. GIFT city -benchmark to Singapore, dubai. Onboarding, taxation too complicated
‘A majority of retail traders' losses happen in things like STT, transaction charges, SEBI cesses and impact cost,' says Nikhil Kamath at #NDTVWorldSummit2026, as he defends the role of ‘speculators’ in the market.
He also suggested to put tax on income, not transactions.
@nikhilkamathcio @rahulkanwal @ndtv @ndtvindia @NDTVWorld
Complete Circle retweeted
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 !!
Complete Circle retweeted
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!
Complete Circle retweeted
I think this is THE MOST IMPORTANT ,RELEVANT and USEFUL Association being formed after a long time.
I can start the Delhi chapter :)
Complete Circle retweeted
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.
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
Complete Circle retweeted
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
Complete Circle retweeted
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 :)
Complete Circle retweeted
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 …
Complete Circle retweeted
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.
Complete Circle retweeted
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.
Complete Circle retweeted
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
Complete Circle retweeted
#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
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
Complete Circle retweeted
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..
Complete Circle retweeted
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 !!