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An absolute honour to meet our amazing investor, Nithin Kamath, @Nithin0dha at Zerodha HQ in Bangalore this week! Kiran, Ashin and @Atik_MProfit from our team had a great conversation with Nithin & the @zerodha / @Rainmatterin team about what we are building at MProfit. It was refreshing to gain their perspective on how we can deliver more value in portfolio tracking & reporting to savvy investors in India. We’re really thankful for Nithin’s belief in us, as we move forward in our journey 😀 At MProfit, we remain focused on helping investors track their portfolios effectively and gain better visibility into investment performance across asset classes & platforms.

𝗨𝗦 𝗙𝗲𝗱 𝗙𝗢𝗠𝗖 𝗨𝗽𝗱𝗮𝘁𝗲: 𝗔𝗿𝗲 𝗪𝗲 𝗦𝗲𝗲𝗶𝗻𝗴 𝗮𝗻𝗼𝘁𝗵𝗲𝗿 𝗢𝗶𝗹 𝗦𝗵𝗼𝗰𝗸-𝗗𝗿𝗶𝘃𝗲𝗻 𝗣𝗼𝗹𝗶𝗰𝘆 𝗖𝘆𝗰𝗹𝗲? Not quite, but some of the same pressures are beginning to reappear. The US Federal Reserve has kept rates at 3.50%-3.75%, as rising oil prices and persistent inflation complicate the path toward rate cuts. Here are the key factors shaping this decision and what they signal ahead 👇 1️⃣ At the heart of the story is 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻, which remains above the Fed’s comfort zone. Their long-term target is ~2%, but current expectations are closer to ~2.7%. 👉 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀: When inflation stays elevated, it reduces purchasing power and can destabilize long-term economic growth. This normally pushes the Fed toward 𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝗿𝗮𝘁𝗲𝘀 𝗵𝗶𝗴𝗵. 2️⃣ But at the same time, 𝘁𝗵𝗲 𝗲𝗰𝗼𝗻𝗼𝗺𝘆 𝗶𝘀 𝘀𝗵𝗼𝘄𝗶𝗻𝗴 𝗲𝗮𝗿𝗹𝘆 𝘀𝗶𝗴𝗻𝘀 𝗼𝗳 𝘀𝗹𝗼𝘄𝗶𝗻𝗴 𝗱𝗼𝘄𝗻. Job growth is cooling and unemployment is inching higher (~4.4%). 👉 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀: Higher interest rates make borrowing expensive for businesses and consumers alike. Over time, this slows spending, hiring, and investment. 3️⃣ Now add a third and very powerful factor: 𝗼𝗶𝗹 𝗽𝗿𝗶𝗰𝗲𝘀. Oil has surged sharply due to geopolitical tensions, and this feeds directly into inflation. Higher oil prices increase:   • Transport costs   • Production costs   • Everyday expenses (fuel, goods, logistics) 👉 When oil rises, almost everything becomes more expensive. 𝗧𝗵𝗶𝘀 𝗰𝗿𝗲𝗮𝘁𝗲𝘀 𝗮 𝗱𝗶𝗳𝗳𝗶𝗰𝘂𝗹𝘁 𝘁𝗿𝗮𝗱𝗲-𝗼𝗳𝗳: Inflation rises → pressure to keep rates higher Growth slows → case for rate cuts 𝗦𝗼 𝘁𝗵𝗲 𝗙𝗲𝗱 𝗳𝗮𝗰𝗲𝘀 𝗮 𝗱𝗶𝗹𝗲𝗺𝗺𝗮: Keep rates high → control inflation but risk slowing the economy too much OR Cut rates → support growth but risk inflation rising again 4️⃣ There’s also a layer of uncertainty that the Fed cannot control. Geopolitical tensions, especially in the Middle East, are influencing global energy markets and investor sentiment. 𝗜𝗺𝗽𝗮𝗰𝘁 𝗼𝗻 𝗜𝗻𝗱𝗶𝗮: Higher US rates tend to strengthen the dollar, which can trigger FII outflows, put pressure on the Rupee, and limit how aggressively the RBI can cut rates - especially with elevated oil prices. 👉 In short: tighter US policy = tighter financial conditions for India 🔍 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗪𝗮𝘁𝗰𝗵 𝗡𝗲𝘅𝘁   • 𝗨𝗦 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝘁𝗿𝗲𝗻𝗱 - Is it actually moving toward 2%, or staying sticky above target?   • 𝗢𝗶𝗹 𝗽𝗿𝗶𝗰𝗲𝘀 - Continued spikes could keep inflation elevated despite slowing growth   • 𝗟𝗮𝗯𝗼𝘂𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 - Any sharp rise in unemployment could force the Fed to shift stance   • 𝗙𝗜𝗜 𝗳𝗹𝗼𝘄𝘀: Sustained outflows could pressure Indian equities   • 𝗜𝗡𝗥 𝗺𝗼𝘃𝗲𝗺𝗲𝗻𝘁: A stronger USD + high oil prices may keep the Rupee under pressure #FOMC #FederalReserve #InterestRates #Inflation #MacroEconomics #GlobalMarkets #Oil #MProfit

As AIF commitments scale, greater emphasis is being placed on 𝗵𝗼𝘄 𝗔𝗜𝗙 𝗱𝗮𝘁𝗮 𝗶𝘀 𝗿𝗲𝗽𝗼𝗿𝘁𝗲𝗱 𝗮𝗻𝗱 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝗱 𝗶𝗻𝘁𝗼 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲. With over ₹𝟭𝟱.𝟳 𝗹𝗮𝗸𝗵 𝗰𝗿𝗼𝗿𝗲 𝗶𝗻 𝗰𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁𝘀 𝗮𝗰𝗿𝗼𝘀𝘀 𝟭,𝟳𝟬𝟬+ 𝗳𝘂𝗻𝗱𝘀, the underlying data and reporting layer is becoming increasingly important. Earlier this month, we looked at SEBI’s move to revise AIF reporting through the Annual Activity Report framework. This note brings that together with a parallel development - the reporting of AIF NAVs into the depository system. Viewed together, these measures introduced by the Securities and Exchange Board of India (SEBI) point to a more structured AIF data and reporting architecture. We’ve summarised this in a concise one-pager, focusing on how these changes fit together and what they alter in the AIF data and reporting layer 👇🏼 #AIF #AlternativeInvestments #SEBI #PrivateMarkets #MProfit

Managed fund assets are estimated to cross ₹𝟰𝟱𝟱 𝗹𝗮𝗸𝗵 𝗰𝗿𝗼𝗿𝗲 𝗶𝗻 𝗔𝗨𝗠 by 2030, accounting for ~𝟳𝟯% 𝗼𝗳 𝗚𝗗𝗣, up from 64%. (Crisil) Alternatives are expected to represent ~𝟭𝟮% of this massive pie - emerging as a key channel for capital formation and long-duration financing within the economy. In this one-pager, we’ve mapped the full AIF ecosystem: 🔹 How AIFs are structured 🔹 How Categories I, II, and III differ in strategy, leverage, taxation, and liquidity 🔹 Who can invest in each AIF category A useful starting point before evaluating any AIF. 👇🏼 #AIF #AlternativeInvestments #WealthManagement #PrivateMarkets #MProfit

🚨 Corporate actions update: eClerx Services Ltd and Frontier Springs Ltd have announced bonus issues, while Hindusthan Urban Infrastructure Ltd has undergone a stock split. Here’s what shareholders should know 👇 1️⃣ eClerx Services Ltd 🔸 Bonus ratio: 1:1 i.e., shareholders will receive 1 bonus share for every 1 share held as of the record date. 2️⃣ Frontier Springs Ltd 🔸 Bonus ratio: 2:1 i.e., shareholders will receive 2 bonus shares for every 1 share held as of the record date. 3️⃣ Hindusthan Urban Infrastructure Ltd 🔸 Stock split: From ₹10 face value to ₹2 face value i.e., every 1 share will split into 5 shares. If you hold these stocks and are tracking your portfolio with MProfit, you can use our Auto-Corporate Action feature to automate these entries. ✅ MProfit will automatically apply the bonus or split to your portfolio, update your current holding and provide XIRR & Capital Gains adjusted with corporate actions. 🙂

The 7th Great Indian Family Office Summit & Awards 2026 was another special one for us at MProfit. As Presenting Partner once again, our Co-founder & Strategic Alliances lead, @mrjain, had the privilege of chairing the summit and setting the tone with his opening remarks. He highlighted how India’s family offices are now operating at the intersection of concentrated capital, expanding product choice and multi-generational responsibility – a combination that makes governance, data and decision-making more consequential than ever. Building on the foundation, we also had the opportunity to be a part of some of the most substantive sessions:   • Our Co-founder, @Atik_MProfit , moderated the opening panel on ‘The Future Roadmap for India’s Family Offices – From Custodians of Wealth to Architects of Impact’, drawing out on-ground perspectives from leading CIOs and principals.   • @mrjain joined a panel on ‘Beyond Traditional Assets: Decoding the Next Wave of Family Office Investments’, reflecting on how families are thinking about newer strategies and structures alongside their core allocations.   • Anant Agarwal, Head – Growth & Partnerships at MProfit, delivered a keynote on ‘Beyond Excel: The evolution of family offices & the investment landscape in India’, outlining why family offices are moving from fragmented spreadsheets to unified, technology-led portfolio views. Across every session, the same underlying need kept surfacing: as family offices scale in complexity, clarity, control and governance become non-negotiable. At MProfit, that's the problem we're focused on - one unified view of every asset, and the right tools to make better decisions across generations. Grateful to Transformance Forums and the Great Indian Family Office Community for curating a sharp line-up of voices, and to everyone who engaged with us. In case we missed you at the event, we'd be happy to have a conversation. Write to us at connect@mprofit.in. #FamilyOffice #PrivateWealth #WealthManagement #WealthTech #MProfit

🚨 March 31st is just 3 weeks away - the 𝗹𝗮𝘀𝘁 𝗱𝗮𝘁𝗲 𝘁𝗼 𝗿𝗲𝗮𝗹𝗶𝘀𝗲 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗹𝗼𝘀𝘀𝗲𝘀 that can set off your gains for FY2025-26. If you're sitting on unrealised losses, it's worth revisiting 𝘁𝗮𝘅 𝗹𝗼𝘀𝘀 𝗵𝗮𝗿𝘃𝗲𝘀𝘁𝗶𝗻𝗴 before the financial year closes. We've put together a quick one-pager on how it works. ⬇️ #TaxPlanning #TaxLossHarvesting #CapitalGains #MProfit #WealthManagement

𝗦𝗘𝗕𝗜 𝗵𝗮𝘀 𝗿𝗲𝘃𝗶𝘀𝗲𝗱 𝘁𝗵𝗲 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 𝗳𝗼𝗿 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗙𝘂𝗻𝗱𝘀 (𝗔𝗜𝗙𝘀). The framework centres around a comprehensive Annual Activity Report (AAR) along with simplified quarterly reporting, both to be filed through the SEBI Intermediary (SI) Portal. 𝗞𝗲𝘆 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀: 𝟭. 𝗔𝗻𝗻𝘂𝗮𝗹 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗥𝗲𝗽𝗼𝗿𝘁 (𝗔𝗔𝗥): to be filed within 30 days from the end of each financial year 𝟮. 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗥𝗲𝗽𝗼𝗿𝘁: to be filed within 15 calendar days from the end of each quarter 𝟯. 𝗠𝗮𝗿𝗰𝗵 𝗾𝘂𝗮𝗿𝘁𝗲𝗿: no separate quarterly report is required, as those disclosures are included in the Annual Activity Report The first quarterly report under this revised framework will be for the quarter ending June 2026 𝗪𝗵𝘆 𝗦𝗘𝗕𝗜 𝗶𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗲𝗱 𝘁𝗵𝗶𝘀 𝗰𝗵𝗮𝗻𝗴𝗲 SEBI noted that the reporting format for AIFs has evolved over time due to amendments to regulations and related circulars. The revised structure is intended to: • Align reporting requirements with regulatory developments in the AIF ecosystem • Support supervisory and policy oversight • Improve ease of doing business The new framework consolidates disclosures into a structured annual submission, while maintaining periodic oversight through simplified quarterly reporting. 𝗖𝗿𝘂𝗰𝗶𝗮𝗹 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀 𝗳𝗼𝗿 𝟮𝟬𝟮𝟲 📅 𝗠𝗮𝘆 𝟯𝟭, 𝟮𝟬𝟮𝟲 Deadline for submission of the first Annual Activity Report (AAR) for the year ending March 2026. 𝘞𝘩𝘪𝘭𝘦 𝘵𝘩𝘦 𝘴𝘵𝘢𝘯𝘥𝘢𝘳𝘥 𝘳𝘶𝘭𝘦 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘴 𝘧𝘪𝘭𝘪𝘯𝘨 𝘸𝘪𝘵𝘩𝘪𝘯 30 𝘥𝘢𝘺𝘴 𝘰𝘧 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘺𝘦𝘢𝘳 𝘦𝘯𝘥, 𝘚𝘌𝘉𝘐 𝘩𝘢𝘴 𝘢𝘭𝘭𝘰𝘸𝘦𝘥 𝘵𝘩𝘪𝘴 𝘦𝘹𝘵𝘦𝘯𝘥𝘦𝘥 𝘵𝘪𝘮𝘦𝘭𝘪𝘯𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘳𝘦𝘱𝘰𝘳𝘵𝘪𝘯𝘨 𝘤𝘺𝘤𝘭𝘦. 📅 𝗝𝘂𝗹𝘆 𝟭𝟱, 𝟮𝟬𝟮𝟲 Deadline for the first revised Quarterly Activity Report, covering the quarter ending June 2026. #SEBI #AIF #AlternativeInvestments #FinancialRegulation

📢 Year-End Tax Planning Webinar with MProfit Join us for an exclusive webinar where we’ll walk you through key tax rules and show how MProfit simplifies capital gains reporting across multiple investment assets. 📅 Date: Thursday, 12th March 2026 🕓 Time: 4 PM IST This webinar is especially useful for investors, CAs, wealth managers, and MProfit users preparing for the upcoming tax season. Here’s what we’ll cover in the webinar: 1️⃣ Capital gain taxation on different investment assets 2️⃣ MF taxation rules from 1st April 2025 3️⃣ Tax-loss harvesting before 31st March 2026 4️⃣ How MProfit can help make tax season easy 👉 Register now: us06web.zoom.us/webinar/regist… #MProfit #CapitalGains #TaxPlanning #Webinar #PortfolioTracking #FinTech

Last month, our team attended StockTech 2026, organised by the Association of National Exchanges Members of India (ANMI) - a forum where brokers, fintech firms and market participants exchanged perspectives on the 𝗿𝗼𝗹𝗲 𝗼𝗳 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗶𝗻 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀. Brokerage operations are steadily becoming more technology-driven. As portfolios expand across equities, mutual funds, PMS, AIFs and other assets, brokers and advisors increasingly spoke about the challenge of maintaining clear portfolio visibility when data sits across multiple brokers, statements and formats. Interestingly, this is also something we have been hearing consistently across several industry forums. The limitations of spreadsheet-driven workflows are coaxing firms to explore tech-enabled systems that simplify reporting and improve data reliability. Investor expectations are also evolving quickly, with transparency, structured reporting and timely portfolio insights increasingly seen as baseline requirements. Grateful to @OfficialAnmi for events like StockTech that continue to provide a valuable platform for industry stakeholders to exchange ideas on how capital markets technology can evolve to support these shifts. If we missed connecting at the event, we would be glad to have a conversation. Write to us at support@mprofit.in. #StockTech2026 #WealthTech #CapitalMarket #MProfit

One in every five barrels of oil moves through the Strait of Hormuz. 🛢️ Roughly 20–21 million barrels per day pass through this narrow corridor. That’s about 20% of global oil consumption moving through a narrow chokepoint every single day. With tanker traffic largely paused and many carriers avoiding the Strait of Hormuz, markets are pricing in risk even before a formal shutdown. 📈 We explored this last year - how oil often moves before the broader economic story fully unfolds. Before recessions. Before shutdowns. Before supply disruptions become obvious. With geopolitical tensions flaring again, it’s worth revisiting how oil functions not just as a commodity but as a signal. Re-sharing this explainer for context. 👇🏼 #OilPrices #Geopolitics #MacroEconomics #EnergyMarkets #MProfit

Last week, our team attended the Tamilnadu Investors' Association (TIA) 20-20 IDEAS Summit 2026 - a focused event that brought together a highly engaged investor community. We were proud to continue our association with TIA as sponsors for the second consecutive year. 😊 It was particularly rewarding to reconnect with several long-standing MProfit users, many of whom spoke about how central the platform has become to their portfolio monitoring. We also engaged with investors managing increasingly complex portfolios spanning multiple asset classes and structures. As allocations widen and strategies evolve, the need for disciplined oversight and structured tracking surfaced repeatedly in discussions. Overall, the event offered a clear sense of how active investors are increasingly pairing conviction-led ideas with strong systems that support disciplined portfolio oversight. Grateful to @TIA_Investors for hosting another well-curated edition of the summit. If we missed connecting at the event, we’d be glad to have the conversation. Write to us at support@mprofit.in #Investment #PortfolioManagement #MProfit

Last week, our team attended the 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗩𝗮𝘂𝗹𝘁 𝗦𝘂𝗺𝗺𝗶𝘁 & 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟲 - a closed-door gathering of influential families and wealth custodians, where discussions centred on governance, capital preservation, succession and long-term continuity. Interactions with principals gave us the opportunity to better understand how families are approaching asset allocation today. Several conversations revolved around how allocations between India and global markets are being reassessed. Many spoke about increasingly structured risk frameworks and a wider cross-border footprint within their portfolios. Interest in newer asset classes surfaced as well, including commodities, with discussions often turning to whether portfolios had meaningfully participated in the recent moves in gold and silver. We were also encouraged by the feedback shared by existing MProfit users, many of whom spoke about how the platform supports their internal teams. It was equally interesting to hear how some family offices are beginning to embed AI into their workflows and reporting interfaces. Overall, the event offered a grounded look at how family offices are refining allocation decisions while strengthening the infrastructure that supports them. Grateful to Vault Circle for curating a forum that encourages candid dialogue among families and wealth custodians. If we missed connecting at the event, we’d be glad to have a conversation. Write to us at support@mprofit.in. #FamilyOffice #WealthManagement #PortfolioManagement #MProfit #VaultCircle

48 hours ago @claudeai released the Wealth Management plugin and of course I had to dig in and check it out. I've created a thread on how to use it and what are the inputs and outputs. I'm sharing all the PDFs involved. [1/12]

@CRudinschi Agreed! The speed at which supporting systems adapt will matter. When load growth accelerates, transmission, storage and regulatory clarity tend to follow. That second-order response is often what determines whether a cycle becomes durable.

@MProfit If capital keeps flowing, scale will test grid infrastructure and policy gaps fast, creating real, durable opportunities

𝗜𝗻𝗱𝗶𝗮 𝗺𝗮𝘆 𝗯𝗲 𝗲𝗻𝘁𝗲𝗿𝗶𝗻𝗴 𝗶𝘁𝘀 𝗳𝗼𝘂𝗿𝘁𝗵 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝘀𝘂𝗽𝗲𝗿𝗰𝘆𝗰𝗹𝗲! Three of those have already occurred before - telecom in the 90s, power in the 2000s and renewables in the 2010s. Each followed a similar arc - a structural gap emerged, policy aligned, and long-duration capital followed. The decade that followed was the real story. AI might be next. As a country generating ~20% of global data but holding just 1–2% of global data centre capacity, India has a lot of room to scale up. Energy demand from AI alone could triple its share of India's grid by 2030. And $𝟮𝟲𝟬+ 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 was just pledged towards AI infrastructure at the AI Impact Summit 2026 - capital is already chasing opportunity. The runway ahead is enormous and that's historically where the most durable supercycles begin. We put together a quick one-pager on the thesis. 👇🏼 Would love to know your thoughts on the same in the comments. #India #ArtificialIntelligence #Infrastructure #DataCentres #MProfit

@DalalHarivadan We're glad it helped. 😊

@MProfit Thank you

@neelanshkaabra Thank you for your feedback! We're glad it helped. 😊

@MProfit This is an informative snapshot @MProfit

Follow us at @MProfit if this thread gave you value 😀 Like + RT the first tweet to spread the word 🙏 Did you know MProfit helps you track all your investments & provides XIRR reporting across your portfolio? Check out this explainer to learn more: x.com/MProfit/status…

You can also read the full SEBI paper here and add your comments - sebi.gov.in/reports-and-st…

SEBI wants to fix how ETFs are priced [1/6] The regulatory body has proposed new rules for the ETF pricing structure Learn more ➡️🧵