Rajasekar Maruthasalam

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Rajasekar Maruthasalam

Rajasekar Maruthasalam

@FunTechAcademy

Full time investor | 10+ years in stocks | 13x Zerodha Challenge winner | NSE courses on TA, FA & Portfolio Design | Trained 200+ investors

Tamilnadu เข้าร่วม Temmuz 2013
6 กำลังติดตาม10K ผู้ติดตาม
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Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
13 times. That is how many times I won Zerodha's 60-Day Profitable Trading Challenge. Most traders cannot survive 60 days profitably even once. I did it 13 times straight. Here is what I learned. 🧵
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Rajasekar Maruthasalam รีทวีตแล้ว
Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
India just made a silent move that could bring ₹2+ lakh crore back into the country. Most people haven't noticed it yet. But if you have money in FDs, mutual funds, or stocks — this affects you directly. Here's what happened and what it means for your money 🧵
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Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
@IamManishArora Multiple times even effective yield was lower than this foreign investors invested in Gsec. Kindly Google it from your end. If you don’t find answer then I will provide.
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Manish Arora
Manish Arora@IamManishArora·
@FunTechAcademy Great analysis but it just covers one side of the coin. US bond Yields are at ~5%, G secs in India gives rate of 6-7%, factor in the currency depreciation and effective Yield which FII will earn comes below 5%. So why FIIs will leave US bond market and invest in Indian G secs?
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Rajasekar Maruthasalam รีทวีตแล้ว
Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
RBI just issued a public clarification today. "We have NOT sold any gold." Yet Bloomberg Economics estimated India sold $12 billion in gold in just 2 weeks. Here's what really happened — and what every Indian investor needs to understand 🧵
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Rajasekar Maruthasalam รีทวีตแล้ว
Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
4 sectors to AVOID right now — backed by real FPI data, not opinion: 🔴 IT — 0/6 fortnights positive. Still selling. 🔴 FMCG — 0/6 fortnights positive. Consistent exit. 🔴 Oil & Gas — 0/6 fortnights positive. Selling accelerating. 🔴 Auto — selling re-accelerated in May. Great companies. Wrong time. Sector headwinds kill even the best stock picks.
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Rajasekar Maruthasalam รีทวีตแล้ว
Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
You don't need to be a CA or analyst to protect yourself. You just need to ask 4 simple questions before investing: 1. Is the company actually collecting the money from sales? 2. Can you verify where the income is coming from? 3. Can you understand how the business makes money? 4. Is the company honest and open with regulators? If even 2 answers are NO — don't invest. No matter how big the company looks. Rajesh Exports looked like a giant. SEBI is now saying it may have been built on paper. Your money is hard earned. Protect it with these 4 checks. FOLLLOW @FunTechAcademy for simple investing lessons every week. REPOST ♻️ with love and respect
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Rajasekar Maruthasalam รีทวีตแล้ว
Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
Rajesh Exports — What's happening right now (today, 4 June 2026): Problem 1 — SEBI Fraud Allegation (Most Serious) SEBI alleged that Rajesh Exports misrepresented approximately ₹15.15 lakh crore — accounting for 99.80% of revenues generated by its subsidiaries between FY21 and FY25. This is not an accounting error. This is near-total revenue fabrication over 5 years. The promoter Rajesh Mehta has been barred from dealing in the company's securities, either directly or indirectly. Problem 2 — Fund Diversion Without Approvals SEBI alleged the company diverted company funds without the required approvals and disclosures. This means money went out of the company — shareholders' money — without board approval or regulatory disclosure. Classic promoter misconduct pattern. Problem 3 — Stock Already Destroyed, Exit Now Difficult The stock has fallen ▼81% in the last 3 years and is ▼34% in 2026 alone. It hit a record high of ₹1,029 in 2023 and is currently trading ▼90% below that level. Today it is locked in 5% lower circuit at ₹104. This is exactly why you never hold a stock where governance red flags exist — even if the business (gold refining) sounds solid. Revenue of ₹1.3 lakh crore with near-zero profit should have been the first alarm. Real businesses don't work that way. Always check PAT margin vs revenue size — when revenue is massive but profits are tiny, question the revenue quality. ---------------------------------------------------- I break it down every day. Follow @FunTechAcademy 🔁 Repost if this thread help you to learn something about governance red flags
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Rajasekar Maruthasalam รีทวีตแล้ว
Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
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Rajasekar Maruthasalam รีทวีตแล้ว
Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
13 times. That is how many times I won Zerodha's 60-Day Profitable Trading Challenge. Most traders cannot survive 60 days profitably even once. I did it 13 times straight. Here is what I learned. 🧵
Rajasekar Maruthasalam tweet mediaRajasekar Maruthasalam tweet mediaRajasekar Maruthasalam tweet mediaRajasekar Maruthasalam tweet media
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Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
How long-term investors actually think A pension fund or sovereign wealth fund is not running a one-year currency-adjusted return model. They are asking one question: which economy will be significantly larger 20 years from now? India is one of three or four answers globally. S&P upgraded India's sovereign rating for the first time in 18 years, projecting 6.8% GDP growth over the next three years. Real GDP growth averaged 8.8% between FY22 and FY24 — highest in Asia-Pacific. Even with 3.5% annual rupee depreciation, India's GDP in USD terms still compounds at 7–8% per year. The bond is a ticket to that platform — not just a coupon. What the tax exemption actually unlocks Previously, FPIs paid 20% withholding tax on interest income plus 12.5% capital gains tax on G-Secs. Removing this addresses the single biggest friction point for sovereign wealth funds, pension funds, and insurance companies. Deloitte estimates this increases FPI returns from Indian G-Secs by 15–20%. And now with 15, 30, and 40-year FAR bonds made accessible, patient capital finally has the right instrument — a 30-year bond is not a trade, it is a conviction bet on India's trajectory. What history confirms Since August 2020, overall FPI equity assets grew ▲139.5%, but sovereign wealth fund investments grew ▲155.2% — they were the most consistent accumulators even during years when short-term traders were selling. That pattern will now repeat in the bond market. The tax exemption plus long-tenor FAR access is the structural trigger.
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Tweetractatus
Tweetractatus@rosharma08·
@FunTechAcademy Why would they buy if yields have fallen and the benefits of those tax breaks neutralised?
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Enlightened Oaf
Enlightened Oaf@EnlightenedOaf·
@FunTechAcademy What a toolkit sirji... Pls do explain why wld somebody buy a gsec in India when you r getting 4.6% in The US treasury n 5% plus on a 30 yr treasury Why would I take a forward cover premium risk of 3% n invest in a 7% paper Your math is not mathing
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Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
@rkputcha I posted today. Bookmark and come back after 3 months. Don’t comment before you see the result. As of now you also don’t have evidence for you stand.
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Ajit Murur
Ajit Murur@AjitVMurur·
@FunTechAcademy There are few other changes to attract Foreign Currency Deposits from NRIs, ECBs made more attractive for PSUs. All of them also add up. We shd see INR gaining strength now
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Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
@rkputcha How long you want to talk about past? If you have better knowledge to resolve then post it.
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Ravi 🇮🇳 🇸🇬🏏⛳ 🏎
@FunTechAcademy This is a delusional take. India's stock market is amongst the worst performing right now. The state of the economy suggests growth is a distance away. Removing LTCG tax will likely cause more selling.
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Chindi Chor
Chindi Chor@chindichor·
@FunTechAcademy Removing tax is never a solution for capital flow. Because RBI can always decrease interest rates for government to borrow more so if fiscal is going to increase the problem doesn't go away.
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Rajasekar Maruthasalam
Rajasekar Maruthasalam@FunTechAcademy·
@___message___ I can’t comment on political party. I always go with data. My data or my analysis sometimes fail also. You can consider well experienced analyst and take decision. Thank you
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It’sAllOne 🟨🟥
It’sAllOne 🟨🟥@___message___·
@FunTechAcademy You act like govt figured out g-spot of economy. Nothing changes. More mehtas and modis will keep cheating the nations with scams. More FIIs flee, trust in our economy is failing as we speak. Domestic investors are thrown to the market wolves to be torn apart.
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