IPL Flavoured Portfolio

Know how smallcase Manager  Abhishek Banerjee relates the stock market to a Top IPL Lineup!

Arrow

Tap Here

1. Which event in the history of the Indian stock market would you relate to the victory 83 cricket world cup?

Arrow

Tap Here

I think how RBI has managed inflation compared to neighbouring countries is no short of such a heroic act. Though we don’t celebrate it enough, how covid was managed in India, how inflation is being managed in India, how GST was implemented in India - these are once-in-a-generation events like the win of 83. The pride of being an Indian was witnessed by all Indians residing anywhere in the world. In fact, the desire for the best minds to migrate outside India is on the decline, and the reverse osmosis of talent back to India is happening every day.

2. Do you think, just like winning the toss at the start of the match can be one of the deciding factors for the outcome of the match, subscription numbers should also be one of the factors for selecting an IPO?

Basically, winning a toss helps a team decide which strategy to start with. Every captain has a strategy, whether he wins or loses a toss. Similarly, every management has a bear and bull case strategy for their business. The key is to perform like a good captain Virat Kohli and can adapt to the situation as it changes. A subscription is a point-in-time number, whereas a company lasts beyond IPO. It’s like asking if we should decide the married life based on how many guests turned up for the wedding. How many people came that night has little to do with how married life transpires for the couple.

3. How do you decide your investment strategy for the investors whether they should opt for a Test match or One Day or T20?

Buy an index fund to play a test match and buy stock baskets for T20 and One Day. As you watch every kind of game, be open to every kind of investment solution in your portfolio. Like a well-balanced diet for a top performer, a well-balanced allocation is important to keep your portfolio in form.

DISCLAIMER

Lotusdew Wealth and Investment Advisors Private Limited•SEBI Registration No: INA200013770 3 Eurospace, 4th Floor, Jyothi Imperial Gachibowli, Hyderabad 5000032 For detailed disclosures, please visit: https://lotusdew.smallcase.com/#disclosures