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Ashish Dhawan Latest Portfolio 2018

We are adding one more well known investor in our Master's Portfolio session - Mr. Ashish Dhawan, the former director of ChrysCapital,  a portfolio management company which manages $2.5 billion across six funds. Dhawan is one of India's earliest and well-known private equity investors, starting ChrysCapital before he turned 30. 

Over the last 20 years, he has grown into his role as one the country's top investors. In 2011, Ashish Dhawan quit ChrysCapital and took to something that he had always been passionate about, philanthropy and teaching, and started Central Square Foundation and co-founded Ashoka University in Haryana.

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Rakesh Jhunjhunwala Latest Portfolio 2018

Rakesh Jhunjhunwala, the pied piper of the Indian stock markets, started his investment career with an initial investment of Rs.5000 in 1985, when is age was 25 and BSE Sensex was at just at 150. He made his first break through in 1986 when he sold out 5,000 shares of Tata Tea at a price of Rs 143 which he had purchased for Rs 43 a share just 3 months prior. Between 1986 and 1989, he had earned Rs 20–25 million. His first major successful bet was iron mining company Sesa Goa.
Rakesh Jhunjhunwala

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Porinju Veliyath Latest Stock Portfolio 2018

A planter and patriot first, Porinju Veliyath has become a worth looking portfolio manager in Indian stock market investing arena. Through his company named  Equity Intelligence, he has been running a portfolio management scheme (PMS) out of Cochin, in Kerala, starting from 2002.

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Ashish Kacholia Latest Portfolio 2018

Ashish Kacholia of Lucky Securities is a darling of many of the value investors in stock market. He started his career with Prime Securities and later on moved to Edelweiss Capital. In Prime Securities he was on the research desk, researching stocks for the company's portfolio and he used to visit a lot of companies and create financial models. His focus was on small cap stocks, which they were expecting to grow much bigger and strategy work for bull market days. 

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Vijay Kedia Latest Portfolio 2018

Vijay Kedia - MD of Kedia Securities, who forsees Sensex at 100,000 in 2020, is an admirable investor in Indian stock market. He is holding a whopping 2.5 lakhs shares of Cera Sanitary Wares. His biggest success story so far is Atul Auto where he bagged 5700% returns in 9 years, which means his money has compounded at an dazzling CAGR of around 57%.

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Amitabh Bachchan Latest Stock Portfolio 2018

Amitabh Bachchan is turning to be the Big B for Indian stock market as well. Learning from the initial setbacks and mistakes,Bachchan is coming out as an investor we should follow. He started off his investment career in stock market in 2011 by investing in unknown penny stocks which turned out to be disastrous.

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Dolly Khanna Latest Portfolio 2018

While the name Dolly Khanna is well-known on Dalal Street, few in the market know about Rajiv Khanna, the real hero. A chemical engineer from IIT Madras, Rajiv Khanna worked for ICI Ltd, a pharmaceutical company as a research person in the field of industrial explosives and blasting physics. In 1986, he started his company - Kwality Milk Foods.

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Radhakishan Damani Latest Portfolio 2018

Mumbai man Radhakishan Damani is a low-profile stock market veteran who invests on his own account. Portfolio includes a string of blue-chip stocks that he has accumulated over the years. Notable holding is a 26% stake in cigarette maker VST Industries, an affiliate of British American Tobacco.  His close friend is Rakesh Jhunjhunwala, who refers to Damani as his "guru".

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Gitanjali Gems - Why Poor Retailers Lost More Than Mehul Choksi

The scam hit Gitanjali Gems and Nirav Modi's Firestar Diamonds together accounted for nearly 6 per cent of the diamond and jewellery trade in value terms in 2015-16. The most imminent shutdown of the two companies would have an impact of 5-6 per cent on the diamond and jewellery foreign trade in value terms over the next year i.e. 2018-19.  Also, Non-performing assets in this segment would rise to 30 per cent which makes the whole diamond industry unattractive for investment.

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PNB Scam - Explained

In what may turn out to be one of the biggest financial scams in the India’s corporate history, Punjab National Bank (PNB) opened up that it had been defrauded of about Rs 114 billion by jeweller Nirav Modi, his maternal uncle Mehul Chinubhai Choksi, and other relatives through a group of patnership companies they own. PNB said two of its employees headed by Gokulnath Shetty, were involved in the scam, where the bank’s CBS was bypassed to raise payment notes to foreign branches of other Indian banks, including Allahabad Bank, Axis Bank, SBI and UCO Bank a, using SWIFT. Below diagram shows what happened in the past sever years, which bypassed all internal audits and reviews of highly protected and monitored banking system.

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