Value Research

Tax incentives: A debate on habit formation

Critics call for financial freedom of choice, but experience suggests that behavioural nudges create lasting investment habits

5 Common Mistakes That Tank Your Returns

If you've ever second-guessed your investment decisions, this episode of Investors' Hangout is a must-watch!

From Engineer to Investment Leader: Mahesh Patil on Stock-Picking, Risk, and Market Trends

In this insightful episode, Mahesh Patil, CIO of Aditya Birla Sun Life AMC, shares his journey from engineering to leading one of India's top asset management firms. He breaks down his investment philosophy, stock-picking strategies, and how he navigates market cycles. Tune in to learn how active large-cap funds can still outperform benchmarks, the key sectors to watch in 2025, and the biggest lessons he has learned over two decades in the industry.

 Listen now to gain expert insights into equity investing, risk management, and portfolio construction!

#Investing #StockMarket #MutualFunds #FinancePodcast #WealthManagement #EquityResearch #MarketTrends #MaheshPatil #FundManagement #AdityaBirlaSunLifeAMC #ValueResearch

Tags: Mahesh Patil, Aditya Birla Sun Life AMC, Investing, Stock Market, Mutual Funds, Finance, Equity Investing, Portfolio Management, Risk Management, Market Trends, GARP Strategy, Large Cap Funds, Wealth Creation

Tax relief brings cheer, but savings could take a hit

Budget 2025's generous income tax benefits will ease middle-class pressure, yet the move away from tax-incentivised investments raises concerns about long-term financial planning

Union Budget 2025: Key Takeaways & Insights with Dhirendra Kumar

Union Budget 2025 decoded! Find out what it means for YOUR money with Dhirendra Kumar – Watch now!

To bet (or not) on fallen giants

When giants fall, only few rise again—choose wisely

The power of tax-driven savings

We shouldn't underestimate how tax policy shapes our financial future; the Union Budget should reflect this.

News is not your portfolio's friend

The DeepSeek affair shows why knee-jerk reactions to news rarely serve investors well

Navigating Market Turbulence: ICICI Pru’s Ihab Dalwai on Investing Amid Uncertainty

Join us as Ihab Dalwai, Fund Manager at ICICI Prudential AMC, shares his insights on navigating India’s volatile equity markets. With the Sensex down nearly 11% in the past four months, Dalwai discusses why market fluctuations are here to stay, what catalysts could drive a recovery, and his counter-cyclical investment philosophy. 

Discover his take on quality stocks, mid- and small-cap opportunities, and tactical asset allocation strategies for 2025. Whether you're a seasoned investor or just starting, this episode is packed with valuable insights!

 Tune in now and stay ahead of the markets!

#StockMarket #Investing #MarketVolatility #ICICIPru #MutualFunds #Sensex #Nifty #WealthManagement #InvestmentStrategy #PersonalFinance #MidCapStocks #SmallCapStocks #QualityInvesting #FundManagerInsights

Tags: Investing, Market Trends, Mutual Funds, ICICI Prudential Mutual Fund, Financial Planning, Tactical Asset Allocation, Investment Strategies, Equity Markets, Indian Economy, Wealth Creation, Value Research

With and without my ‘uncle’ hat

As India's investors get younger, some timeless wisdom is mixed with new realities