2026 - My Portfolio

India’s Next Equity Decade: Positioning for Structural Wealth Creation

February 21, 2026February 21, 2026 Kunjbihari Kumawat

India’s Next Equity Decade: Positioning for Structural Wealth Creation As long-term equity investors, we must periodically step back from daily volatility and re-anchor ourselves to structural fundamentals. The upcoming phase in the Indian market is not merely cyclical—it is transformational. India is transitioning from a consumption-led emerging economy to a capital-intensive, manufacturing-plus-innovation powerhouse. Today, the equity opportunity is not about chasing momentum—it is about identifying durable compounding engines. 1️⃣ India’s Structural Growth Story Is Intact India remains one of the fastest-growing major economies. Policy continuity, digital infrastructure, formalization of the…

Fractal Analytics IPO

February 8, 2026February 24, 2026 Kunjbihari Kumawat

Fractal Analytics is a global artificial intelligence and advanced analytics company that helps enterprises power decision-making through data-driven insights. Founded in 2000 and headquartered in Mumbai and New York, Fractal enables Fortune 500 companies to leverage AI, machine learning, and data science for business transformation. About Fractal Analytics Fractal operates as an AI and analytics solutions provider serving industries such as: The company delivers end-to-end data-to-decision capabilities, combining strategy, engineering, analytics, and AI product development. Core Services & Solutions Fractal Analytics offers: Its proprietary AI platforms and accelerators help organizations…

Muthoot Fincorp NCD February 2026

February 2, 2026February 3, 2026 Kunjbihari Kumawat

Investors searching for high-return fixed income investments in 2026 should closely evaluate the Muthoot Fincorp Limited Tranche I Secured NCD Issue. Offering returns up to 9.10% per annum, this public issue stands out as a strong alternative to traditional bank fixed deposits. Backed by an AA-rated NBFC, these NCDs provide regular income, capital protection through security, and listing on BSE for liquidity. Muthoot Fincorp NCD 2026 – Key Details Particulars Details Issuer Muthoot Fincorp Limited Issue Type Secured Redeemable Non-Convertible Debentures Issue Opening Date 3 February 2026 Issue Closing Date…

Union Budget 2026-27 – What Investors Should Know

February 1, 2026February 1, 2026 Kunjbihari Kumawat

Date: 1 February 2026Presented by: Finance Minister Nirmala SitharamanSession: Ninth consecutive Union Budget speech in Parliament, starting at 11 am IST. The Union Budget is the Indian government’s annual financial plan — it sets out how the government will spend money and raise revenue in the next fiscal year (April 2026–March 2027). This year’s Budget comes at a time when global trade pressures persist and India is targeting sustainable growth with equity. 📊 Macroeconomic Picture 🧾 Fiscal Targets 🏗️ Capital Expenditure (Capex) Why this matters: High capex supports sectors like…

Union Budget 2026 (01 Feb 2026): Key Highlights, Expectations, Market Impact & Trading Timings

January 31, 2026January 31, 2026 Kunjbihari Kumawat

The Union Budget 2026, to be presented tomorrow (01 Feb 2026) by the Government of India, is one of the most closely watched economic events for investors, traders, businesses, and taxpayers. The Budget defines the government’s fiscal roadmap, policy priorities, taxation structure, and spending plans, all of which have a direct and immediate impact on equity markets, commodity markets, and overall investor sentiment. Why the Union Budget Is Important for Investors The Union Budget plays a critical role in shaping: Budget announcements often trigger high volatility, making Budget Day crucial…

Shadowfax Technologies IPO

January 19, 2026February 24, 2026 Kunjbihari Kumawat

Shadowfax Technologies is a leading technology-driven logistics company in India, specializing in last-mile delivery, hyperlocal logistics, and quick-commerce fulfillment. Founded in 2015 and headquartered in Bangalore, the company powers e-commerce, food delivery, pharmacy, and D2C brands with scalable and efficient supply chain solutions. About Shadowfax Technologies Shadowfax operates as a third-party logistics (3PL) platform using an asset-light, gig-based delivery model supported by advanced technology. The company provides: With operations across 2,000+ cities and towns in India, Shadowfax has built one of the largest on-demand delivery networks in the country. Technology…

Parag Parikh Large Cap Fund – NFO

January 18, 2026January 27, 2026 Kunjbihari Kumawat

The Parag Parikh Large Cap Fund is PPFAS Asset Management’s latest equity offering designed to give investors broad exposure to India’s largest and most established companies. Positioned as a diversified large-cap strategy, this scheme blends cost efficiency with disciplined execution to help investors pursue long-term capital growth. Launched in January 2026, the Parag Parikh Large Cap Fund is an open-ended equity scheme predominantly investing in large-cap stocks. It benchmarks itself against the Nifty 100 Total Return Index (TRI) — representing India’s top 100 companies by free-float market capitalization. To generate…

Amagi Media Labs IPO

January 12, 2026January 16, 2026 Kunjbihari Kumawat

Amagi Media Labs is a global ad-tech company specializing in advertising solutions for Connected TV (CTV) and Free Ad-Supported Streaming TV (FAST) platforms. Headquartered in Bengaluru, India, the company enables content publishers to monetize streaming inventory and helps advertisers reach targeted audiences at scale across premium digital video environments. Founded in 2008, Amagi initially operated in traditional television advertising before strategically pivoting to the streaming ecosystem. This shift positioned the company as a leading technology partner in the rapidly growing OTT and CTV advertising market. Amagi offers end-to-end monetization solutions…

Bharat Coking Coal IPO

January 6, 2026January 16, 2026 Kunjbihari Kumawat

Bharat Coking Coal Limited (BCCL) is a prominent Public Sector Undertaking (PSU) under Coal India Limited (CIL) and plays a critical role in India’s metallurgical coal supply chain. Headquartered in Dhanbad, Jharkhand, BCCL is the country’s primary producer of coking coal—an essential raw material for the steel industry. With decades of operational experience, BCCL remains a strategic asset in supporting India’s industrial and infrastructure growth. Company Background Bharat Coking Coal Limited was incorporated in January 1972 and became a subsidiary of Coal India Limited in October 1975 following the nationalization…

Adani Enterprises Launches Its 3rd Public Issue of NCDs Worth ₹1,000 Crore

January 2, 2026January 6, 2026 Kunjbihari Kumawat

Adani Enterprises Limited (AEL), the flagship company of the Adani Group, has announced its third public issue of secured, rated, listed, redeemable Non-Convertible Debentures (NCDs) with an aggregate issue size of up to ₹1,000 crore. The issue offers attractive fixed returns up to 8.90% p.a., making it a notable option for income-oriented investors. With expectations of softer interest rates in upcoming RBI policy reviews, such fixed-income instruments provide an opportunity to lock in relatively higher yields. Key Highlights of the NCD Issue Particulars Details Issuer Adani Enterprises Limited Issue Type…