2025 - My Portfolio

The Key current affairs impacting the Indian stock market…

June 14, 2025June 14, 2025 Kunjbihari Kumawat

The Indian stock market is currently navigating a turbulent phase influenced by multiple global and domestic factors. One of the primary concerns is the escalating geopolitical tensions in the Middle East, especially involving Israel and Iran, which have led to a surge in crude oil prices—directly impacting India’s import bill and inflation outlook. Alongside this, the weakening of the Indian rupee against the US dollar is adding pressure on foreign exchange reserves and import costs. On the domestic front, the Reserve Bank of India’s aggressive rate cut has injected optimism…

Oswal Pumps Limited IPO

June 12, 2025June 12, 2025 Kunjbihari Kumawat

Founded in 2003, Oswal Pumps has rapidly grown into a vertically integrated producer of pumps and motors—including submersible, monoblock, pressure, sewage, and solar pumps, as well as electric motors and winding wires. Their sprawling manufacturing facilities (≈41,000–45,000 m²) include CNC, CAD/CAM, die-casting, casting, winding, cable, injection molding, SS pipe, plastic, and bearing plants . ISO‑9001:2015 certified; products carry ISI and BEE 5‑star ratings. A strong domestic dealer/service network (~2,000 outlets) and export reach across ~17–20 countries . 🌱 Specialization in Solar Pumps Recognition as one of India’s fastest-growing solar pump manufacturers…

Scoda Tubes Limited IPO

May 27, 2025May 30, 2025 Kunjbihari Kumawat

Scoda Tubes Limited, established in 2008, is a leading Indian manufacturer specializing in high-quality stainless steel seamless and welded pipes, tubes, and U-tubes. Headquartered in Mehsana, Gujarat, the company has evolved from a small-scale operation into a global competitor in the stainless steel industry. Its products cater to diverse sectors, including oil & gas, power, chemicals, pharmaceuticals, and transportation. Key Highlights: Product Range: Scoda Tubes offers a comprehensive portfolio of stainless steel products, such as heat exchanger tubes, condenser tubes, instrumentation tubes, evaporator tubes, and both seamless and welded U-tubes.…

Prostarm Info Systems Limited IPO

May 26, 2025May 29, 2025 Kunjbihari Kumawat

Prostarm Info Systems Limited is an Indian company specializing in energy storage and power conditioning solutions. Established in January 2008, the company initially focused on the sale, supply, and installation of batteries and uninterruptible power supply (UPS) systems from third-party vendors. Over time, it transitioned into designing, manufacturing, and assembling a broad portfolio of energy storage and power conditioning equipment under its brand. Products and Services Prostarm offers a diverse range of products, including: UPS systems Inverter systems Lithium-ion battery packs Solar hybrid inverters Servo-controlled voltage stabilizers Isolation transformers Lift…

Belrise Industries Limited IPO

May 20, 2025May 21, 2025 Kunjbihari Kumawat

Belrise Industries Limited (formerly known as Badve Engineering Limited) is an Indian company that specializes in manufacturing automotive components. Belrise Industries Limited manufactures Automotive Sheet Metal and casting parts, Polymer components, Suspension, and mirror systems specifically for Two-Wheel, Three-Wheel, and Four-Wheel Passenger and Commercial vehicles. Here’s an overview of the company: 🔹 Company Overview: Belrise Industries Limited Former Name: Badve Engineering Limited Headquarters: Pune, Maharashtra, India Industry: Automotive Components Manufacturing Incorporated: 1988 Founder: Mr. Shrikant Badve 🔹 Key Business Areas Belrise Industries is a leading Tier-1 supplier to major automotive…

Borana Weaves Limited IPO

May 19, 2025May 19, 2025 Kunjbihari Kumawat

Borana Weaves Limited is a Surat-based textile manufacturing company specializing in unbleached synthetic grey fabric and polyester textured yarn (PTY Yarn). Established in 2020, the company has rapidly expanded its operations and is now among India’s leading producers of high-quality microfilament woven fabrics. Their products serve as base materials across various sectors, including fashion, traditional textiles, technical textiles, and home décor. Company Overview Founded: 2020 Headquarters: Surat, Gujarat, India Core Products: Unbleached synthetic grey fabric, polyester textured yarn Manufacturing Facilities: Three units in Surat equipped with machinery for texturizing, warping,…

UTI Multi Cap Fund

April 29, 2025May 8, 2025 Kunjbihari Kumawat

An open-ended equity scheme investing across large cap, mid cap and small cap stocks aiming to perform across market cycles, the fund invests across large-cap, mid-cap, and small-cap stocks— aiming to balance stability, growth, and returns. It blends the three S’s: dynamically adapting to Style shifts, maintaining disciplined allocation across Sizes, and capturing Sector opportunities spread across market capitalization. Why consider DSP Multicap Fund? Uniquely Positioned Distinct portfolio relative to broader market indices with higher Mid & Small Cap exposure providing potential for higher returns in Longterm. Disciplined Strategy A disciplined wellarticulated strategy to be…

Ather Energy Limited IPO

April 27, 2025May 19, 2025 Kunjbihari Kumawat

Ather Energy Limited is a prominent Indian electric vehicle (EV) manufacturer headquartered in Bengaluru, Karnataka. Established in 2013 by IIT Madras alumni Tarun Mehta and Swapnil Jain, the company specializes in designing and producing smart, connected electric scooters and has developed a comprehensive EV ecosystem across India. 🏭 Company Overview Founded: 2013 Headquarters: Bengaluru, Karnataka, India Founders: Tarun Mehta and Swapnil Jain Ownership: Hero MotoCorp (40%) National Investment and Infrastructure Fund (NIIF) (16.92%) GIC (15.04%) Tarun Mehta and Swapnil Jain (each 6.63%) Manufacturing Facilities: Whitefield (Bengaluru) and Hosur (Tamil Nadu)…

Shri Ahimsa Naturals Limited IPO

March 22, 2025March 22, 2025 Kunjbihari Kumawat

Shri Ahimsa Naturals Limited, originally incorporated as ‘Ahimsa Mines and Minerals Private Limited’ on October 17, 1990, has undergone several name changes and status updates, eventually adopting its current name on April 25, 2023. The company specializes in processing crude caffeine sourced from decaffeination plants in countries like Vietnam and Mexico. Their products are utilized across various industries, including food and beverage, nutraceuticals, cosmetics, and pharmaceuticals, owing to their health benefits. Shri Ahimsa Naturals is set to launch its Initial Public Offering (IPO) on March 25, 2025, with the subscription…

टैक्स दक्षता बढ़ाएँ: वित्तीय वर्ष के अंत से पहले लॉन्ग-टर्म और शॉर्ट-टर्म लाभ समायोजन करे…

March 12, 2025March 12, 2025 Kunjbihari Kumawat

जैसे-जैसे वित्तीय वर्ष समाप्त होने को आता है, निवेशकों को अपने पोर्टफोलियो की समीक्षा करनी चाहिए ताकि वे अपने टैक्स देनदारियों को अनुकूलित कर सकें। सबसे प्रभावी रणनीतियों में से एक है लॉन्ग-टर्म और शॉर्ट-टर्म पूंजीगत लाभों को मौजूदा हानि के साथ समायोजित करना। इस प्रक्रिया को टैक्स-लॉस हार्वेस्टिंग कहा जाता है, जिससे टैक्स बोझ कम होता है और निवेश पोर्टफोलियो संतुलित रहता है। पूंजीगत लाभ और हानियों की समझ 1. शॉर्ट-टर्म कैपिटल गेन (STCG): 12 महीने से कम समय के लिए रखी गई परिसंपत्तियों से प्राप्त लाभ आपकी लागू…