Interview with Jinesh Gopani, Head of Equities, Axis Mutual Fund

Recently I had a chance to interview Jinesh Gopani who heads the equity division at Axis Mutual Fund. While I have a natural bias towards value investing and I am a little uncomfortable with the high valuations that high quality stocks command at the current juncture, 'Quality' is an investment style which has been proven … Continue reading Interview with Jinesh Gopani, Head of Equities, Axis Mutual Fund

My Equity SIP Portfolio – 18 Months Review

I have been running a live SIP portfolio with the intent of motivating you to start yours. I started with Rs 30,000 per month since Aug-2018 till Jul-19 post which I increased this to Rs 40,000 per month. You can find the details here. Now if you don't have the time, here is the plan in … Continue reading My Equity SIP Portfolio – 18 Months Review

Ordered food from Zomato and to my surprise, discovered how to survive the bear market

What in the world, does ordering food from Zomato have to do with handling equity bear markets? In fact a lot more than you think. Read on..

Eighty Twenty Investor and the Bear Market

These are difficult times for all of us. Most of us have aged parents and young kids about whom we are really worried. I am no exception. I really hope a solution is found soon and we get back to our normal lives. If you have benefited from reading this blog, as a small favor, … Continue reading Eighty Twenty Investor and the Bear Market