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Mutual Funds in India / HDFC AMC Executives / Managers Salary 2019-20

« Last post by resh on September 07, 2021, 12:35:02 PM »

Here is the Remuneration of HDFC Mutual Fund AMC Top Executives and Fund Managers Salary for FY 2019-20

ABHISHEK PODDAR #   Senior Equity Analyst   103.25
ALOK SHEOPURKAR *   Executive Vice President   123.26
AMAR KALKUNDRIKAR   Portfolio Manager - Client Funds   104.6
AMIT DOSHI   Associate Vice President and Deputy Zonal Head - Mumbai - Retail   59.06
ANIL BAMBOLI *   Senior Fund Manager   196.18
ANISH CHOPRA   Associate Vice President - Sales   51.95
ANUPAM JOSHI   Fund Manager - Fixed Income   156.33
ARVIND BHARGAVA   Joint Assistant Vice President - Sales   37.18
ASHOK KANAWALA   Vice President - Products & Business Development   91.62
BHAVYESH M DIVECHA   Credit Analyst   51.52
CHIRAG SETALVAD *   Senior Fund Manager   309.14
DILRAJ SINGH VILKHU   Assistant Vice President - Sales   40.88
DIPALI SHETH   Chief Manager - Secretarial   40.36
DISHA DHOTRE *   Senior Manager   44.35
G SRIKANTH *   Vice President and Zonal Head - South   94.98
JASMIN MEHTA   Vice President and Zonal Head - West   92.69
KIRAN KAUSHIK   Executive Vice President   121.91
KRISHAN KUMAR DAGA   Senior Fund Manager   132.34
MANISH SHAH   Deputy Vice President - Equities   103.07
MIHIR SHAH   Joint Assistant Vice President - Training   32.2
MILIND BARVE *   Managing Director   645.06
MITEN LATHIA   Fund Manager - Equities & Senior Equity Analyst   109.14
MUDEITA PATRAO   Senior Vice President and Head - Digitization   120.75
NAVEEN GOGIA   Senior Vice President and Head - Sales (North & West)   154.65
PIYUSH SURANA   Executive Vice President   133.22
PRASHANT JAIN *   Executive Director & Chief Investment Officer   619.17
PRAVEEN JAIN   Credit Analyst and Fixed Income Dealer   80.59
R ARAVIND   Joint Assistant Vice President - Sales   44.29
R. K. TRIVEDI   Vice President and Zonal Head - Corporate Sales   74.25
RAJIV MANIAR   Senior Vice President and Head - Sales (East & South)   125.09
RAKESH VYAS   Fund Manager - Equities & Senior Equity Analyst   116.76
RAMKUMAR K. M.   Associate Vice President - Products & Business Development   45.1
RAVIPRAKASH PADIYAR   Joint Assistant Vice President - Sales   34.3
SANDEEP SRIVASTAVA *   Joint Assistant Vice President - Sales   28.37
SANTOSH DEVADIGA *   Chief Manager - Risk Management   43.93
SATISH JAIN #   Senior Portfolio Manager - Client Funds   45.51
SHOBHIT MEHROTRA *   Senior Fund Manager & Head of Credit   199.97
SHREYAS RAJAN NAIR   Joint Assistant Vice President - Sales   34.91
SHYAMALI BASU   Senior Vice President and Head - Products & Marketing   101.88
SIMAL KANUGA   Head - PMS Sales & New Initiatives and Chief Investor Relations Officer (AMC)   154.25
SRINIVAS RAO RAVURI #   Senior Fund Manager   23.49
SUPRIYA HEMANT SAPRE #   Executive Vice President   72.35
V SURESH BABU   Executive Vice President   146.66
VARIKKAVELIL JOHN MATHEW   Executive Vice President   140.59
VINAY KULKARNI   Senior Fund Manager   136.84
YEZDI KHARIWALA   Executive Vice President   144.56

You can check out the HDFC AMC Fund Manager's Pay for FY 2018-19 here.

India Stocks and Shares / Re: Rakesh Jhunjhunwala - RaRe Enterprises - Company LLP

« Last post by resh on September 02, 2021, 11:29:17 PM »

RaRe Investments is a Partnership Firm of Billionaire Rakesh Jhunjhunwala and Family members with PAN Number AAHFR8059H.

Jhunjhunwala Rakesh Radheshyam PAN Number is ACPPJ9449M

Jhunjhunwala Rekha Rakesh PAN Number is AAEPJ2191B

India Stocks and Shares / Rakesh Jhunjhunwala - RaRe Enterprises - Company LLP

« Last post by resh on September 02, 2021, 11:17:41 PM »

With the SENSEX Touching New High Every Day, Many Indians are dreaming of Setting up investment Companies. They are in quest to find out if Rakesh Jhunjhunwala promoted RaRe Enterprises is a Private Limited Company or a LLP so that they can setup a similar entity and begin trading.

Well, RaRe Enterprises is a Partnership Firm with Rakesh Jhunjhunwala & Rekha Jhunjhunwala as Partners according to some trust worthy documents. In those documents we also found out that the PAN Number of this entity as AAEFR8176J.

Now Decoding this PAN Number the 4th Place "F" stands for Firm and the 5th Place "R" stands for the name of the firm.

Partnership Firm for Investments & Trading in Indian Stocks
You hold all your Trading - Future & Options Positions in the name of the Firm, becomes easy for Book Keeping, Taxation as Well. No Regulatory (SEBI, RBI, MCA etc) Compliance headache which will come into picture if you form a Pvt Ltd or LLP etc

Investments to be held in your own name.

Indian Economy, Macro, RBI Policies / Historical Interest Rates - Senior Citizens Savings Scheme

« Last post by resh on August 31, 2021, 03:55:19 PM »

Here is the Historical Interest Rates of Senior Citizens Savings Scheme which is a scheme mostly provided by PSU / Government Owned Banks where a Sr Citizen can invest upto Rs 15 Lakh for a period of 5 Years.

02-08-2004 to 31-03-2012    9.0
01-04-2012 to 31-03-2013    9.30
01-04-2013 to 31-03-2015    9.20
01-04-2015 31-03-2016    9.30
1.4.2016 to 30.9.2016    8.60
1.10.2016 to 31.3.2017    8.50
1.4.2017 to 30.6.2017    8.40
1.7.2017 to 30.9.2018    8.30
1.10.2018 to 30.6.2019    8.70
1.07.2019 to 31.03.2020    8.60
1.4.2020 to 30.09.2021    7.40

IPOs and Rights Issues / Zomato - IPO - Review + Recommendation

« Last post by resh on July 12, 2021, 08:42:20 AM »

Zomato is Loss Making and Far from profitability. We believe that we will get it at a Discount Post-IPO and hence AVOIDING investment in Zomato IPO.

Views of Edelweiss Capital,
While we concur with management on the opportunity size, we believe network effect in the food delivery space is not the strongest. Hence, execution excellence would be key to long-term value creation. At its upper band, the company is valued at USD7bn pre-money, which is a 30% premium to the last funding round by Vulture Capitalists.

While growth remains strong, valuation at 19.7x FY22E and 13x FY23E price to sales at the higher end of the price band is certainly not cheap. Global peers trade at 2–10x price to sales.

Motilal Oswal Analyst Sneha Poddar said,
The valuation also appears expensive at 25x FY21 EV/Sales compared to average of 9.6x for global peers and 11.6x for Indian QSRs. Though, valuing such early stage businesses on plain vanilla financial matrix might not give the right picture and may look distorted. Investors with high risk appetite can Subscribe for Listing Gains given fancy for unique and first of its kind listing in the food delivery business.

Vikas Jain of Reliance Research said,
Given average MAU of 61mn (Zomato + Swiggy) for online food delivery services in total internet users population of >624mn, we believe online food deliver industry can potentially see sustain double-digit growth in the coming years. Therefore, considering huge
scalability in business, duopoly market and asset light business model, we recommend SUBSCRIBE to this IPO from long-term perspective.

Kotak Securities Analyst Sumit Pokharna has NOT GIVEN RATING to IPO.

Sensex and Nifty Company Analysis / NIFTY EPS for FY 2022 + FY 2023

« Last post by resh on June 25, 2021, 01:56:37 PM »

According to Motilal Oswal,

Nifty EPS for FY22E/FY23E was revised 2.6%/1.4% higher to INR746/INR872 (INR726 / INR861 earlier), entirely led by Metal companies. The latter has seen earnings upgrade of 77%/41% for FY22E/FY23E. Excluding Metals, Nifty earnings would have seen cuts of 2.2%/0.4%.

Nifty EPS has grown by 14.2% in FY21, led by: a) better-than-expected pace of normalization post Covid 1.0 unlock b) sharp recovery in cyclicals like Metals, and Cement. NIFTY EPS for FY 2021 was Rs 539

SmallCap Stocks India / Top Share Holders in Adani Green Energy Ltd

« Last post by resh on June 14, 2021, 09:07:33 PM »

Top Share Holders in Adani Green Energy Ltd as on 31-Mar-2021

None of the Top Mutual Funds like Nippon India, HDFC, ICICI etc are seen here. So it is mostly Stock Market Operators who are rigging the price and SEBI is Sleeping

Albula investment fund ltd   19308613   1.23%
Apms investment fund limited   36616755   2.34%
asia investment corporation (mauritius) ltd   38061933   2.43
elara india opportunities fund limited   36500438   2.33
lts investment fund ltd   26288534   1.68
universal trade and investments limited   256559285   16.4%
vespera fund limited   20924399   1.34

MidCap Stock Picks / Top Share Holders in Adani Transmission Ltd

« Last post by resh on June 14, 2021, 09:01:27 PM »

Here is a list of Top Share Holders in Adani Transmission Ltd as on 31-Mar-2021

Albula investment fund ltd   24476045   2.23%
apms investment fund limited   20644530   1.88%
cresta fund ltd   43239496   3.93%
elara india opportunities fund limited   51208638   4.66%
Lts investment fund ltd   18131550   1.65%
vespera fund limited   13384714   1.22%

Sensex and Nifty Company Analysis / Top Share Holders of Adani Greens Ltd

« Last post by resh on June 14, 2021, 08:57:29 PM »

Herei s a List of Top Share Holders of Adani Greens Ltd as on Mar-31-2021

None of them are Held by Mutual Funds or well known Financial Institutions raising Doubts on who are the Market Operators Making Heavy Money in Adani Group Stocks ?

Albula investment fund ltd   19308613   1.23%
apms investment fund limited   36616755   2.34%
asia investment corporation (mauritius) ltd   38061933   2.43%
elara india opportunities fund limited   36500438   2.33
lts investment fund ltd   26288534   1.68%
new leaina investments limited   17261699   1.1
universal trade and investments limited   256559285   16.4%
vespera fund limited   20924399   1.34

India Stocks and Shares / Top Share Holders of Adani Enterprises

« Last post by resh on June 14, 2021, 08:51:11 PM »

As on Mar-31-2021 here is the Top Non Promoters Share Holders / Owners of Adani Enterprises Ltd

Albula Investment fund ltd   23579735   2.14%
Apms investment fund ltd   18620775   1.69%
cresta fund ltd   32785926   2.98%
elara india opportunities fund limited   48657634   4.42%
LTS investment fund ltd   19195391   1.75%
vespera fund limited   20134769   1.83%