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Sep 8, 2025

Portfolio Review & Update Q1FY26 - Hindi

You trusted us early, we take that seriously. In this Portfolio review video, we share our 18 stock recommendations after Q1FY26, analyse performance versus benchmarks, and explain why we moved several names from HOLD and downgraded to SELL. We dig into sector-level drivers — BFSI, healthcare, auto ancillaries, electrical components, retail and exchanges — highlight what went wrong, what improved, and the concrete indicators we’ll track . We outline our corrective actions, and where we see renewed conviction. Watch for an honest scorecard and of our benchmark beating portfolio.

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