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Real-time portfolio actions, weekly market plans, and sector research - all in one place.
Latest portfolio action
New Entry: Reliance Ind
Buying 3% weight. Retail business value unlocking.
Latest weekly update
Derivatives Module 3: Covered Calls for Income
Generate monthly rental income from your idle stock holdings. A low-risk strategy.
Latest sector research / featured article
Primer on the Consumer Staples Sectors
This primer is a starting point for understanding the consumer staples sector of the Indian economy. It covers the macroeconomic factors that affect the sector along with key drivers of the various industries therein.
What we are reading
News and notes for context
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View allWeekly plan
Derivatives Module 3: Covered Calls for IncomeGenerate monthly rental income from your idle stock holdings. A low-risk strategy.
Weekly plan
Weekly Update: Global Headwinds & Oil PricesRising crude prices pose a risk. We discuss our hedge positions and defensive rotations.
Weekly plan
Weekly Update: Inflation Data & RBI PolicyCPI data cools down. What this means for rate cuts and our banking sector allocation.
Sector Deep Dives
Browse all sectorsSector research
Primer on the Consumer Staples SectorsThis primer is a starting point for understanding the consumer staples sector of the Indian economy. It covers the macroeconomic factors that affect the sector along with key drivers of the various industries therein.
Sector research
IT Services: AI Disruption or Opportunity?Separating the hype from reality. Our framework for valuing mid-cap IT in the age of GenAI.