Shobhit Mathur

Entering that time of the market when 1 yr & 2 yr returns look good, but the 18m period hasn’t delivered much. So don’t just look at absolute returns (1 yr or 2 yr or any period) and insist on looking at rolling returns too! Check @ionicwealth app to see comparison for your funds

You need to take your money seriously. It’s as big as any startup you can imagine. It deserves your time and energy. You owe it to yourself. We want to be that partner, that person you think of when it comes to all things Wealth.

How H-1B Visa Impact could be “The Brain Drain in the US is Brain Gain for India” Short-term margin dent. Bigger picture: India’s 70% share of H-1Bs + falling dependence = brain drain → brain gain. How this “shock” could be a tailwind for Indian IT ⬇️ A 🧵 #IonicInsight

And the final thought on how an investor should think about 2-5% of their portfolio in SIFs and grow it to 50% over time as the category matures. Here is hoping for a great start to this very promising journey..

As always, loved the pointed view of how a Long Short strategy is in the DNA of Quant as a house and how they have benefitted from market volatility over last 2 decades.

We don’t have enough talent in this category but there is hope that there will be enough professionals in this space in next 5 years! That’s what I heard Sandeep Tandon say in the webinar today.

@harishsai21 Not yet open to users. We currently allow our RMs to use it for our clients. But will be there soon..

@MathurShobhit_ Any link to explore this feature ? Open source ?

Super thrilled to launch STORM - AI, our Next-Gen AI Engine At Ionic Wealth, we know money is a serious business and just any AI tool won’t serve its purpose. We wanted AI to build on top of our deep research and investment advice. #WealthTech #AIInnovation #FutureReady

This is more than just technology—it’s a transformation in how we connect with and support our clients. The future of wealth management is here, and it’s powered by innovation. #WealthTech #AIInnovation #ClientFirst #SmartFinance #FutureReady

⁃Access: Scan across thousands of investment ideas and run scenario analysis ⁃Advantage: Make personalized recommendations customized for each client’s plan

SIFs will bring a new way of investing for HNIs. Would be looking forward to this to know more.

Some highlights: 1. Broadening of the base: From investing into only the top 100 companies in 2001 to investing across 80% of Nifty 500 today, FIIs are positioned across more companies. 2. Visible shift in flows from Large caps to SMIDs: FII allocation to Large caps stood at decadal lows in Dec-24, with signs of reversal in 2025. 3. High sensitivity to USD/ INR movement. With slowing Rupee depreciation, the currency favours an increase in FII allocation. 4. From FII reliance towards DII resilience: DIIs have contributed over ₹15.25 lakh crore of cash market inflows in this decade.

Ionic Wealth May 2025 Chartbook: Why will FIIs make a comeback to India! FII exposure to India is at multi-year lows. The FII flows into India depends on a trifecta of three factors: Growth, Currency movement and Valuations. With US Dollar index softening by ~8% from recent peak and India's GDP growth showing signs of uptick (Q4 FY2024-25 coming in strong at 7.4%), we believe we are nearing a change in direction of foreign inflows into India. In short, FIIs are under-invested. They currently hold ~18% of Indian equities, down from 21.6% in March 2020 and well below the average of 30% for Emerging markets (ex-China). Read more on sectoral shifts, FII ownership across companies and more details in our #IonicChartbook. Link to the report: linkedin.com/feed/update/ur…

May 2025 Chartbook - Why should FIIs flows reverse. @ionicwealth linkedin.com/posts/ionic-we…

@abhymurarka @KapilChopra72 Looks lovely!

We checked in our Goa resort at 9 am! (the first image) This was at the Postcard Hotels (Netravali and Saligao). Lovely resorts with a unique concept: Anytime check-in/ check-out; anytime breakfast. Good hospitality too! Started by ex-President of Oberoi Hotels @KapilChopra72

10X in 25 Years!! Sounds like an investment campaign..but that’s India and its consumption growth and it continues to march ahead 💪 Visual treat for all ‘Long India’ investors!

No investor can miss the Indian Consumption story. Our March 2025 Chartbook shares some interesting insights on India's consumption boom ahead 👇 linkedin.com/posts/ionic-we…