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21 ArticlesSidhanth Paul

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CM Focused Model Portfolio: Final Review and Rebalance

As we sunset Capitalmind Premium this month, this post offers a final review of Capitalmind Focused Model Portfolio. It covers the latest rebalance changes and ...
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CM Fixed Income Model Portfolio: Final Review and Rebalance

As we sunset Capitalmind Premium this month, this post offers a final review of Capitalmind Fixed Income Model Portfolio. It covers the latest rebalance ...
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Ixigo Rides Along, As India Travels More. But, Can It Keep Up the Pace?

As India’s travel landscape transforms post-COVID with more flights, trains, and buses on the move, Ixigo has quietly become the country’s second-largest ...
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Bajaj Finance 3.0 : The Next Phase of Growth

Bajaj Finance’s transformation has been impressive, but the road ahead may be more nuanced. With credit demand rebounding, deposit traction improving, and ...
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Ganesh Housing: A GARP Opportunity

Ganesh Housing, a three-decade-old real estate player based in Ahmedabad, stands out with industry-leading margins driven by its 500-acre land bank and ...
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Alternative MF Picks for the Focused Portfolio

As you may already know, we will be sunsetting our research services in September 2025, also marking the end of all our premium portfolios including the ...
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Zaggle: Smarter Spend Management for Businesses

Zaggle is an innovative fintech SaaS company specializing in expense management, transforming how businesses streamline payments and manage vendor relations. ...
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TARIL: The Pickaxe and Shovel Play in India’s Energy Transformation

TARIL is one of the leading transformer manufacturers in India, and with the country’s growing power demand, the company is well-positioned to play a crucial ...
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PG Electroplast: Diversifying and scaling to ride India’s EMS growth story

PGEL is one the leading ODM players in the country manufacturing products like air conditioners and washing machines. India's Consumer Electronics Market is ...
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Niva Bupa Health Insurance: Structural tailwinds in play

Niva Bupa Health Insurance is one of the largest and fastest growing standalone health insurer (SAHI) in India and is coming up with an IPO to raise 2,200 Cr. ...
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