The LULU Man M A Yusuffali Made a Killer Out of Federal Bank

M A Yusuff Ali does not need an introduction to business world. According to August 2016 data of Forbes, he is the 24th wealthiest Indian and the 270th richest in the world, with a personal wealth of $4.3 billion. But his Indian stock market investments might need a little bit of introduction as many of us would not be fully aware of his investments in listed and unlisted companies in India. In this post we are trying to peep into some of his investments from publically available data points. 

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Rakesh Jhunjhunwala Latest Portfolio 2017

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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Ashish Dhawan Latest Portfolio 2017

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.

Founder and CEO of Central Square Foundation

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Vijay Kedia Latest Portfolio 2017

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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Ashish Kacholia Latest Portfolio 2017

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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Alchemy Capital Management PMS Review 2017

Alchemy Capital Management is one of the most reputed names in Indian portfolio management. In this post we are trying out to bring the people behind it, its client split and last 15 months monthly returns.

Founders and Portfolio Managers

Lashit Sanghvi

 Lashit’s journey with Alchemy began when he co-founded Alchemy Equity Research & Securities in 1992 and Alchemy Share & Stock Broking Pvt Ltd. He has over 20 years of experience and has featured in CNBC’s “Wizards of Dalal Street”, a showcase of India’s most successful investors. His area of expertise also involves evaluation of Private Equity investment opportunities and development of systems for dealing function and back office.

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Equity Intelligence PMS Review

Equity Intelligence was incorporated in 2002. Born with strong value-picking genes, the company has since grown into one of the leading portfolio managers in India. The company has strong clientele from various income classes from India and abroad. From a humble beginning,  now Equity Intelligence manages the portfolios of many leading businessmen, successful professionals, NRIs and even ordinary people.

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Porinju Veliyath Latest Stock Portfolio April 2017

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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Portfolio Management Service: 22 Things You Should Be Aware

Portfolio Management Service is gaining momentum during this bull market phase. It is coupled with the effect of dull real estate market and gold. Here  I am trying to collate the most common questions that comes to investors planning for PMS. 

1. What is Portfolio Management Service?

Portfolio Management Service is a professional service offered to wealthy investors to meet their investments objectives. The Investment solutions provided by PMS cater to a niche segment of elite customers. The clients are normally Individuals or Institutions entities with high net worth. Data from the Securities and Exchange Board of India (Sebi) shows that there are nearly 1880registered portfolio managers at present, down from 267 in 2012. But barely 100 firms would be active, with a large chunk of the business being concentrated in the hands of the top 8-12 fund managers. 90% of total AUM is concentrated in the hands of top 10-15 fund managers.

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Allu Arjun's Stock Pick- A Bumper Hit Awaiting?

We have not read too many stories about Indian film stars who heavily invest in stock market. Most of them take the normal route of mutual funds investment or PMS services. Amitab Bachan was an exception to this. In-fact his experiment with direct stock market investment has given a mixed response. He had few block-blusters hits like just dial, Neuland Labs, Stampede Capital etc, few of them turned to be disastrous. Examples are  Birla Pacific Medspa and Fineotex Chemicals. You can go through his current portfolio here.

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Income Tax on Share Trading

Most of the retail investors in India are salaried employees of public or private companies. Their companies take care of deducting the tax at source on a monthly basis. The only job of employees at the end of every financial year is to file the income tax return and claim for any refunds. As 99.99% of the salaried person turned retail investor belongs to salary cap below 50 lakhs, they mostly use ITR 1 and take pride of the fact that they have paid all the taxes at source itself. 

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Income Tax Filing: Who Can Use ITR-1 SAHAJ

ITR-1 SAHAJ  can  be  used  by  an  individual  whose  total  income  for  the assessment year 2017-18 includes:

(a) Income from Salary/ Pension; or
(b) Income from One House Property (excluding cases where loss is brought forward from previous years); or
(c) Income from Other  Sources  (excluding  winning  from lottery  and income  from  Race Horses ,  Income  taxable  under  section  115BBDA and Section 115BBE )

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No More Stock Trading Without Aadhaar

National Securities Depository Limited has made it mandatory to link Adhaar with demat account. Below is the circular(NSDL/POLICY/2017/0021) published by NSDL on this regard.

As Participants are aware, in the Union Budget 2017-18, it was announced under ‘Other measures in the Financial Sector’ that “Steps will be taken for linking of individual demat accounts with Aadhaar“. Accordingly, SEBI has instructed depositories to advise their Participants to take necessary steps for linking of demat accounts held by individual clients with their Aadhaar numbers to ensure effective implementation of the budget announcement.

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Mohnish Pabrai's Latest Portfolio 2017

A hard core fan and follower of Warren Buffet and Charlie Munger, Mohnish Pabrai is an Indian born American value investor whom we should keep a track-off. He heard about Warren Buffet in 1994 and since then he has been following Warren Buffett's investment philosophy and thought processes. The first book read by Mohnish Pabrai about Warren Buffett was "Buffett: The Making of an American Capitalist" written by Roger Lowenstein. He identified very few stock market practitioners followed Warren Buffett's idea of investment. 

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Berkshire Hathaway's Top 10 Stock Holdings 2017

Warren Buffett's holding company Berkshire Hathaway has investments in nearly 50 companies, below 10 stocks constitutes nearly 80% of the total holdings.

1. Kraft Heinz (KHC)

Kraft Heinz is one of the largest food and beverage companies in the world. Kraft Heinz sells a large range of sauces, condiments, cheese and dairy products, meals, beverages, meats and other grocery products in nearly than 180 countries. Company have been operating in the food industry for over 100 years and own famous brands such as Jell-O,   Bagel Bites, Philadelphia, Velveeta, Ore Ida, Planters, Oscar Mayer etc. Kraft Heinz is Warren Buffett’s biggest holding with nearly 19.2% allocation.

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10 Top Performing Mutual Funds of FY16-17

We did an analysis on the performance to Indian mutual funds as a whole and found the mutual funds that put their money to infrastructure and banking gave the best returns in FY16-17. Top 3 have given more than 50% returns. We believe that infrastructure and banking themes will continue to perform in this financial year as well. Below given are the top 10 mutual funds in India for 1 year time frame, with return as the parameter. Calculated Period: 01-April-2016- 31-March-2017

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Porinju Veliyath Continues his Year End Buying Streak

Seems Porinju Veliyath and his Equity Intelligence has huge cash to get deployed. In the last 10 days he has pumped huge amount personally and for his clients through Cimmco, Parnax Lab and Selan Exploration. We have published an article on Cimmco last week. The stock has rallied from Rs.69 to Rs.115 and now trading at lower circuit of Rs. 98. On 30-Mar-207 he bought 100000 Parnax Lab @Rs 55.52 and on 31-Mar-207 he bought 100000 Selan Exploration @Rs 158.

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