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Instagram Insights

Twitter Insights

Vinayak Seth - The Wealth Desk Follow

vinayakseth1
vinayakseth1 Vinayak Seth - The Wealth Desk @vinayakseth1 ·
5 Jan

Bank quarterly updates look strong so far:

• Bajaj Finance: AUM 🆙 22%
• AU Small Finance Bank: Deposits 🆙 23%
• Ujjivan Small Finance Bank: Deposits 🆙 22%
• CSB Bank: Deposits 🆙 21%

Credit Demand & Deposit momentum both look healthy going into the next quarter
#stock

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vinayakseth1 Vinayak Seth - The Wealth Desk @vinayakseth1 ·
4 Jan

SOIC THEMES FOR 2026 with Probable Stock List: (@soicfinance)

1. Gold Lenders: Fedbank Financial Services, Muthoot Finance

2. Internet Businesses with J-Curve: Paytm

3. Auto: Force Motors, Maruti Suzuki

4. Auto Ancillaries: Sansera Engineering, Lumax Industries

5.

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vinayakseth1 Vinayak Seth - The Wealth Desk @vinayakseth1 ·
31 Dec

Not sure how strong the quick commerce & food delivery agents
strike really was on New Year’s Eve

I ordered 3 times & every order arrived on time

The moat of these platforms like Zomato & Swiggy looks too strong for short term disruptions like this to make any real impact

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