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Mumbai-delhi-patna
Joined December 2017
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💼 Nilesh Shah and Arjun Khanna introduce the Kotak Rural Opportunities Fund — NFO opens Nov 6, 2025.
The fund aims for long-term gains by investing in India’s rural growth story — agri, infra & consumption.
📊 Rural FMCG volumes up 8.4% YoY in Q2 2025, beating urban growth.
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Zepto raised $450M money — and shared the win with customers. Smart move 👏
1️⃣ More orders = stronger customer habit
2️⃣ Focus on growth now, profit later
3️⃣ Own products give better margins
4️⃣ Ads and data bring extra income
5️⃣ More orders = cheaper delivery per trip.
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Position Sizing Rule
Even when your confidence is through the roof, wild structure or volatility demands restraint.
The pros still keep it light.
When risk can’t be controlled, conviction doesn’t matter.
Conviction is never a license to go heavy.
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Markets are gripped by fear once more,Buffett’s hoarding cash, Jupiter’s gone retrograde, and talk of a November crash is everywhere.
But don’t forget: “Be fearful when others are greedy, and greedy when others are fearful.
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90%of the day my MTM was zero because of weird selection of stocks last only few last movements turned it green.
