Economics Honors graduate and CFA Level ll cleared, equipped with strong analytical skills and a solid foundation in finance. Experienced in financial modeling and valuation, with a keen interest in equity research and investment analysis.
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SBI Mutual Fund, India’s largest asset manager, continues to outperform peers with its unmatched scale, strong profitability, and deep retail reach. Backed by the SBI and Amundi partnership, the fund house benefits from global expertise and India’s rising financialisation trend. With robust AUM growth, expanding margins, and a dominant SIP engine, SBI MF is positioned for sustained long-term expansion. Its upcoming 2026 IPO is expected to be one of the sector’s biggest value-creation opportunities.
Fractal Analytics offers strong exposure to the expanding enterprise AI market but remains an execution-driven story. Its future performance depends on scaling product revenues, managing talent and client risks, and maintaining profitability post-IPO. While the growth potential is significant, investors should assess valuation and monetisation visibility carefully. The stock is also available on Sharescart for interested investors.
While RCB commands attention and premium pricing, CSK stands out as the stronger financial performer. At an unlisted share price of ₹205, CSK appears undervalued relative to its earnings strength and balance sheet quality, making it a compelling long-term investment. With consistent profitability and a globally respected franchise model, CSK delivers performance where it matters most.
Billionbrains Garage Ventures Ltd, the parent of Groww, stunned the markets with a stellar listing—shares surged 37% post-IPO, lifting its market cap beyond ₹83,000 crore. Despite a steep pre-listing GMP fall, strong fundamentals, profitability, and investor trust turned sentiment around, marking Groww as a standout success in India’s cautious IPO landscape.
India’s power trading sector is evolving fast, with IEX leading, PXIL strengthening, and HPX emerging as a tech-driven challenger. The upcoming market coupling in 2026 will create a level playing field among all exchanges. With strong backing from BSE, PTC, and ICICI Bank, HPX is well-positioned to capitalise on this shift.
As the National Stock Exchange of India (NSE) turns 30, it stands as the unseen engine of India’s growth—powering how the nation invests, raises capital, and builds wealth. With unmatched market dominance, cutting-edge technology, and strong institutional backing, NSE has evolved into the financial backbone of India’s economy. Profitable, resilient, and future-ready, it remains a core investment story in India’s journey toward becoming a developed economy by 2047.
ESDS Software Solution Ltd. is a leading cloud and managed services provider in India with strong revenue growth, high margins, and sticky clients. Positioned between large and niche players, it is expanding in AI/ML, data centres, and green cloud solutions. With promising forecasts and multi-bagger potential, ESDS is an attractive long-term investment.
Groww, India’s No.1 retail broker, has rapidly scaled into a market leader with strong revenue growth, retail dominance, and improving profitability. Backed by a diversified business model and industry tailwinds, it is well-positioned as a long-term compounding story. Even under conservative scenarios, Groww’s unlisted shares offer attractive return potential.
Transline Technologies is a fast-growing security and AI solutions provider with strong proprietary products, rising revenues, and industry-leading margins. Positioned in high-growth areas like IoT, smart cities, and digital surveillance, it offers investors a compelling opportunity in India’s digital infrastructure space.
NCDEX, India’s leading agri-commodity exchange, has received SEBI’s nod to enter the equity segment under key conditions. While currently loss-making in its core operations, NCDEX’s expansion plans and monopoly in agri-derivatives position it as a high-risk, high-reward bet for long-term investors.
NCDEX, India’s leading agri-derivatives exchange with a 97% market share in the segment, is undergoing a strategic transformation despite recent losses. Backed by strong institutional investors and minimal debt, it is expanding into equity and weather derivatives to diversify revenue. With a focus on innovation, risk management, and long-term growth, NCDEX presents a compelling opportunity in the unlisted space for forward-looking investors.
Lenskart, India’s top eyewear brand, has grown 3.5x in revenue and turned EBITDA-positive by FY24. With 2,500+ stores and major tech investments, it’s now eyeing a $1 billion IPO at a $10 billion valuation. As the eyewear market booms, Lenskart is expanding into Tier 2 & 3 cities while transforming into a tech-first retail disruptor.
Power Exchange India Limited (PXIL) is a leading power trading platform in India, backed by strong financials, efficient operations, and a solid risk management framework. With rising electricity demand and green energy tailwinds, PXIL holds promising long-term growth potential.
BigBasket, backed by Tata Digital, is leveraging a hybrid delivery model, tech-driven operations, and expanding verticals like BB Now to strengthen its presence in India\'s fast-growing online grocery space. Despite ongoing losses, improving margins and strategic synergies signal a path toward long-term growth and profitability.
OptiValue Tek Consulting Ltd is an emerging small-cap IT services player with strong margins, positive cash flows, and a scalable digital-first model. As it gears up for its SME IPO, the company offers early exposure to high-growth tech themes like AI, API integration, and enterprise automation—making it a promising bet for long-term investors.
