Top Mutual Funds related Stocks | Technofunda Wealth Theme

[@mashranivivek]

FREE Investing Workshop GIFT 🎁 (worth INR 999): technofunda.co/webinar FREE WEALTH THEME CHEATSHEET GIFT 🎁 (worth INR 999): technofunda.co/wealth FREE SIP Tool for Mutual Funds Investment 🎁 (worth INR 999): technofunda.co/siptool Excel Screener Template GIFT 🎁 (worth INR 4,999): technofunda.co/excel

[@shaktikant]

Excellent presentation.3 Key takeaways:- 1. Strong tailwinds in Asset management Sector and related companies. 2.Traditional saving instruments like FDs are making way for MFs and Equity market. 3.Fundamental and Technical analysis presents the right opportunity to enter.

[@foreigntradeexpertNpersoNtyCoh]

Each days learning Vivek ji is very important from you 🙏🪷

[@mrkakade]

Very powerful concept of Sectoral Tailwind. 1. Stocks in sectors with tailwind become multibaggers fast 2. Stocks like CDSL and CAMS have strong moats 3. Operating leverage plays beautifully during uptrend 4. very large opportunity size 5. Megatrend - finalization of wealth

[@anilthakur6]

Great video - thanks Vivek - Some Key learnings: 1) Huge upside for Mutial funds AUM to grow further as the penetration levels is still pretty low 2) lots of retail investors are now diverting larger shares of their savings to financial assets 3) companies directly involved - like AMCs, or the ones working in the sector enabling this large ecosystem would be big compounders in future

[@priyamvadanv7209]

New way to look at MF and Demat Related business in terms of stocks. Growth rate multiplied is just tip of the iceberg as if more people get into Demat then their business will grow more. Even though the sector seems crowded, each have their own niche area of operation. Kudos to bring this video at this juncture as it is an good insight into their strengths

[@pawankumarroy2596]

Mind boggling bulb on moments by none other than techno funda guru par excellence Vivek Mashrani

[@RAKESHKUMAR-ls8gf]

Mind blowing sir, financialization of savings through SIP And Wealth management, Proxy investing ie AMC,RTAS etc,megatrends

[@mashranivivek]

Very good

[@arifmulla9985]

1. What can be seen is the emerging sector of tech companies, such as CDSL and BSE. 2. Stage 2 means riding the trend of higher highs in value and volume. 3. Allocate more to the winners. 4. Add monthly to stocks which are performing well

[@santoshgatlewar8555]

After watching this, I can say we are at right place at right time!

[@ramnarkar9005]

Very good insights on upcoming/emerging sector. Had given powerful perspective on how to find the emerging sectors. Its Wonderful!!!!!!!!

[@vemulaajay403]

Wonderful insights sir. Eye opener on MF industry and financialization

[@tejasdeshpande-m5b]

Great insights and deep thinking from your side. Thank you

[@Neha_20Feb]

Thank you, sir, for creating such informative videos. SIPs and mutual funds have a great future ahead, and we can target businesses or companies that are likely to benefit from this emerging megatrend.

[@mashranivivek]

All the best

[@anirudhachowdhury2361]

Brilliant insight Vivek Sir, as usual much before when euphoria started on these stocks!! Lot of potential in this sector. Already riding couple of these stocks!!

[@mashranivivek]

Great 👍

[@aryan5340]

1. Understanding Financialization of savings as a trend 2. Key players under this sector -AMCs, Wealth Mgmt, RTAs etc 3. How the sector has performed so far and identifying what opportunities lie ahead udinf TF approach

[@dhanarajps4577]

Great video. Many great proxy scripts from MF industry which is growing crazily.

[@arunkumarjain1714]

Nicely comprehended Megatheme

[@jndauto777]

SIR ALWAYS GIVES BEST IDEA BEFORE TIME...MEGA TREND WE CAN CATCH BEFORE OTHER CAN THINK....IT IS TECHNOFUNDA PHILOSOPHY....

[@sanjaymhatre8327]

Thank you for those Video And highlighting these nuggets High operating leverage along with low fixed cost we can ride these scalable AMCs As the super growing theme in Financialization of our savings

[@mashranivivek]

Thanks for sharing

[@pramodacharya6065]

Absolutely outstanding.

[@skk8967]

brilliant insights Vivek ji

[@jayasankarsadanandam4947]

Yes , this is at inflection point . Timing is correct. Motilal has come out with fund

[@balajisridharan6489]

GREAT INSIGHT , HATES OF YOU VIVEK JI

[@vetrivel8468]

Worth Watching. So...... Simplified

[@anilthakur6]

You are contributing to the trend too!!

[@mashranivivek]

Indeed 💪

[@BooksInShort22]

To see the head room for sectoral growth we can compare our numbers with developed countrie’s number !

[@RISHIGUPTA-sl5cn]

GOOD LEARNING AND UNDERSTAND THE ONGOING THE MEGATREND

[@kshitijsaxena5928]

1.Digital Financialization is the Mega Trend 2.Highly regulated Businesses thus Barriers to Entry 3.Business Models are similar to Platform companies

[@amit17501]

BUSINESS WITHOUT FACTORY AMAZING AND AWESOME .

[@goralforia2676]

Key learnings: 1. Wealth management sector is here to stay. 2. Ride winners 3. Don’t short India

[@salmanahmed7411]

Very powerful video sir

[@mashranivivek]

Thanks and welcome

[@soumyagoswami1502]

My Learnings 1. Thought : Financialization of investment 2. Growth perspective of Indian Economy through Equity Market 3. Trust the Compounding Effect - it will be late to see it to trust it! 4. Few examples of stocks in this market

[@capt.manishkumarmisra1424]

New Trending Sector-Wealth Management, will grow exponentially without any doubt....

[@jhabibs]

1. Megatron Identification 2. Deeply Dive Analysis to arrive at Conclusion. 3. Markov Analysis..Ur present has a bearing on future...see what's happening and catch it early

[@capt.manishkumarmisra1424]

A good example is also UPI mode of payment which is only in India and we are now sharing the same with other so called developed countries.

[@mukteshagrawal2727]

Dear Sir, Pls tell me pls which is the best SIP in Regular or Direct due to expenses ratio? Is direct mutual fund not supervise by fund manager?

[@mashranivivek]

Direct.

[@mukteshagrawal2727]

@mashranivivek thanks Sir but some peoples are saying there's no fund manager in Direct & where expenses ratio is high, fund manager take care there. Request to guide

[@sourabh01989]

Good insight, great learning 👍

[@AnilKumarSahni1957]

Very educative video thanks

[@sudhakarchandola1403]

Key learning - Wealth management, lots of potential for Indian economy, do pyramiding , strictly follow the process and with time everyone will keep on compounding

[@Arop_r_ch]

This report highlights how wealth management in India is at a turning point. It shows a big shift as more people move from traditional savings like deposits to modern options like mutual funds. The rise in Demat accounts and strong growth in SIPs reflect increasing awareness and confidence in the financial markets. Despite this progress, mutual funds are still underused compared to global standards, signaling huge potential for growth. Overall, it’s clear the industry is evolving, driven by digitization, better financial literacy, and a growing middle class. The focus on disciplined investing through SIPs and education campaigns is creating a more robust investment culture.

[@pawankumarroy2596]

Mutual Funds Sahi Hai Toh Phir Technofunda Investing Bahut Hi Sahi Hai

[@Highfunda]

Lot of thanks for teaching us, keep getting

[@mashranivivek]

Cheers.

[@harishramakrishna7972]

- Sector tailwind analysis -IMportance of PROXY play - How dots are connected between sales growth, proftability, fixed assets and growth that leads to a great asset - How analysis and reasearch is done based on data of sales yoy to find the sector tailwind

[@girishanesur]

Asset management companies are next multi baggers, I have achieved. good returns last year too.

[@nancyrastogi1774]

financialisation and digitisation is tailwind sector. what we see is just tip of iceberg. AMCs and wealth mgt companies are major benificiery

[@vemulaajay403]

Key learnings : 1. Megatrend in financialization 2. Shift from physical assets to mutual funds/equities 3. Value chain system awareness

[@pravin5186]

thanks for the mutual fund ideas

[@mashranivivek]

Thanks.

[@viveksingh-wz2nb]

Megatrend-Shift from conventional way of saving Low capital intensive. Make life easy in terms of finance management.

[@shailajapatil7546]

Wealth mgmt has become easier because of digitalization, this ease lead to increase in demat accounts giving wealth mgmt companies increased business, wealth mgmt is the buzzing sector

[@kiranlbhatia]

Riding Mega Trend, Opportunity Size is Hugh, Majority section of society is investing .

[@rajeevbajaj171]

3 Key Learnings 1. Debt free businesses 2. No major gestation time period for these businesses 3. High free cash flow generating businesses

[@Neha-tt2qt]

Investing ideas are generally around us e.g. Zomato These day lots of people are investing in to financial assets - proxy or commonsense investing Participation in Demat accounts have crossed 17 crores in last 4 years Sector on the whole is growing by 25% Have high entry barriers so competition cannot come

[@sgthampi]

Proxy investing is a way to go

[@nirav5224]

1) Identify Mega Trend 2) New emerging trend in Financial Market 3) Value chain of Same

[@sushantamondal1980]

Money is coming to equity in faster rate.. almost exponential, this type of business does not require much investment, its digitally driven

[@apukarmakar5937]

1) Finding the mega trend ( FInancial Assest Management is the mega trend) . 2) It is going to stay due to certain economic environment. 3. with new kind of regulations, stacking black money in real state is becoming difficult.

[@nileshkapadia2559]

Paise se paisa, increasing trend of mutual fund investments and dmat account, Platform business, asset lite model and high ROE of this business.

[@kishorchaudhari9168]

Key Learning 1) Low cost, Debt Free and scalable 2) High Entry Barrier like Stock exchanges and Depositories 3) Average 40% return on Capital Employed 4) Mutual fund AUM is 18 % of GDP less than developed country, so Huge Potential

[@himaga6920]

More money will be made in stocks related to mutual fund SIP theme then mutual fund SIP itself if invested through technofunda way.

[@sujalmj4430]

What specific trends in financial literacy are you observing that directly contribute to the shift from physical to financial assets among Indian households?

[@swamybachu]

3KLFs- SIP is Mega Trend, The value chain needs to be understood 4 sectors, AMCs Distributors, RTAs and Capital Mkt Infr, keep a watch on these sectors to be able to invest at the right opportunity

[@sushilkgupta1430]

Connect the dot, look around what is happening in market

[@bishttb1666]

India growth is happening, common man is able to jump to market as the tehcnology investment india did , now pay off.

[@kishorchaudhari9168]

who will be Benefited :Asset management company and market infra player

[@salimkhan-xy1jy]

digital platform business supporting mutual funds have huge area for expansion

[@bodarbhavesh9423]

તમારો ખુબ આભાર 👏

[@mashranivivek]

Thank you

[@roybishow]

TAKE AWAYS FROM THE VIDEO 1. Financialization of Saving 2. Major population is putting money into Mutual Funds over Regular Fixed Deposits to beat inflation & avoid higher taxes over capital gain 3. Understanding the Value Chains 4. Formation of Economy & Financial Literacy is giving push towards Mutual Funds

[@b.lakshitha2009]

READY

[@pushpendragoswami7964]

Ride mega trend, huge opportunity, growing economy creats opportunity to grow with digital tranformation

[@kaivalya...440]

great

[@ishitasen5116]

depository,exchange,

[@priyankamakkar1956]

Ready

[@AshishKumarShahi]

useful

[@ramalingeshwarbanahatti5339]

Tourism

[@gopikrishna1256]

No Brainer.

[@sanjaymhatre8327]

Thank you for this Video And highlighting these nuggets High operating leverage along with low fixed cost we can ride these scalable AMCs As the super growing theme in Financialization of our savings