January 2026 - My Portfolio

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…