- 21 minutes ago
Strategic capital allocation meets operational excellence. We identify high-growth opportunities, scale visionary ideas, and drive sustainable ROI through disciplined, data-driven investment strategies designed for long-term market leadership and value.
Category
🤖
TechTranscript
00:00When I was earning 30,000 a month, I used to track every rupee on a spreadsheet
00:03because I had no idea how much I was actually allowed to spend.
00:06I wanted a mobile app that tells me exactly how much I can spend today
00:10without blowing my monthly budget.
00:12Back then, it was not possible, but I could easily build it on Emergent.
00:15So I downloaded Emergent.
00:17They just launched on mobile and it lets you build real apps
00:20just by describing what you want.
00:22All right, let's go.
00:23I'm telling it.
00:24Build me a daily budget tracker.
00:26I set my monthly income and fixed expenses.
00:28It calculates how much I can spend each day.
00:30Every time I log a spend, it updates my remaining daily budget in real time.
00:35And look at this.
00:36It's building the interface, setting up the logic, adding the calculations and done.
00:40That's a working app, not a mock-up.
00:42I can actually use this.
00:43Now here's what's crazy.
00:44These guys scale from 0 to 100 million dollars ARR in just 8 months,
00:49making Emergent one of the fastest growing startups in the world.
00:52They have 60 lakh builders across 190 countries.
00:55They are backed by SoftBank, Google and Kozla Ventures.
00:59So download Emergent because you don't need a laptop, you don't need a developer.
01:03You just need an idea and 5 minutes.
01:04I'm at 62 crores portfolio.
01:0662 crores.
01:07Today also if I retire.
01:09For the rest of my life, I can stay at Taj Mahal Palace Towers in the presidential suite.
01:13Which is what?
01:142 lakhs per night.
01:14So what does your expenses in your life look like?
01:17Main expenses is rent, which I pay 3.5 lakhs per month.
01:20Wait a minute.
01:2162 crore portfolio.
01:23You have not bought a house yet?
01:25Never.
01:26I'm going to share something which will shock you.
01:28Okay.
01:28I don't have a car today.
01:29Came by train.
01:30What?
01:30Today I do 42 lakhs SIP per month.
01:32So last year maybe 5 crore tax we have paid.
01:34So now let's get to how to make it happen.
01:36Sure.
01:37So today I'm banking on A. Banking and Financials.
01:39IT.
01:40And then...
01:42Gold made 50% returns last year.
01:44Silver made 160% returns.
01:45You've not invested in them?
01:46No.
01:47Today gold and silver are in bubble territory.
01:49It is not sustainable.
01:50Yeah.
01:50Party has been running for too long.
01:51So I see asset allocation two ways.
01:53One is diversification.
01:54That is right for 99% of the people in the world.
01:56Top 100% club doesn't think that way.
01:58I met recently one quality fund manager.
02:00His fund is 60th out of 60th rank in the last 5 years.
02:03He says, Gajendra, look.
02:04These are the best companies.
02:05But market has not rewarded them.
02:07That's a good sign for me.
02:09So the whole world is buying the best performing fund.
02:11I'm actually buying the one star fund or zero star funds.
02:13And it has worked wonderfully well.
02:15True contrary and only.
02:16Full on.
02:23If you're only investing in Bangalore and Mumbai, you might be missing the biggest wealth creation
02:28opportunity in India.
02:29Let me explain.
02:30Uttar Pradesh just released its first ever economic survey under the leadership Yogi Adityanath.
02:35And the numbers are surprising.
02:37In just nine years, the state economy has doubled.
02:40The budget is now over 9 lakh crore.
02:43Per capita income has doubled.
02:45And there are over 50 lakh crore worth of proposed investments.
02:48But what's more important is where this money is going.
02:52The defense industrial corridor.
02:53Manufacturing clusters along major expressways.
02:56Pharma, IT and textile parks.
02:59Not subsidies.
02:59All this in a state once known for its bottlenecks and Bimar attack.
03:02Today, the Yamuna Expressway belt alone contributes 65% of India's mobile manufacturing and 55%
03:09of mobile components.
03:11Women participation in workforce has nearly tripled to 36%.
03:14Now think about what happens to jobs, local businesses and land prices when this kind of
03:19infrastructure gets bit.
03:20And the governance model eases investments.
03:23Exponential growth follows.
03:24A classic J-curve growth story.
03:26But here's the real play.
03:27Smart investors don't just buy trending stocks.
03:30They track where infrastructure money is flowing.
03:3310 years ago, nobody talked about Hyderabad's IT corridor or Pune's manufacturing belt.
03:38Early investors, they've built generational wealth.
03:41UP might be that breakthrough story for the next decade.
03:44When I left Bangalore to come to Mumbai, I had only one dream.
03:47I wanted to become an actor.
03:49And what if I told you, that dream has just come true 5 years later.
03:52I just made a 60-second movie trailer.
03:55But the catch is, there were no videographers or editors.
03:58It was just me and an AI tool.
04:00Kling 3.0 launches today.
04:02And it's the first AI video tool that actually works like a professional production pipeline.
04:06So using it is simple.
04:07Upload one photo of your character.
04:09And it maintains that exact face across every shot.
04:12Side angle.
04:13Close-ups.
04:13Action scenes.
04:14The face never morphs into someone else.
04:16You can control camera moments.
04:18Like you hired a professional cinematographer.
04:20Cracking shots.
04:21Crane moments.
04:22Those expensive effects.
04:24All through text prompts.
04:25It nails realistic fear.
04:27Anger.
04:27Excitement.
04:28With cinematic skin textures.
04:30Like actual actor's performance.
04:32For Indian creators, this changes everything.
04:34You no longer have to think about camera quality edit.
04:37Hicksfield is offering unlimited generations of Kling 3.2 at a 70% off.
04:42Which means, for the price of one dinner, you get unlimited access to Hollywood-level video creation.
04:47The gap between professionals and amateurs just disappeared.
04:51Question is, which side will you be on?
04:53So what are you waiting for?
04:54The link is in my bio.
04:57How do you pick the next best performing sectors for 2026?
05:00Say ABC, which is auto banking and consumption.
05:03Of course, the infra spending has gone above about 80%.
05:07Do I see a material change in infrastructure stocks?
05:09The answer is no.
05:10Look, infrastructure sector has not done too well.
05:13Auto has done really well in the last two.
05:15So will that continue to happen?
05:16To my mind, yes.
05:17All these three sectors have the potential to beat the NFT over a compounded basis for the next three years
05:23by 3 to 4.
05:29Bro, Sharon, can you give me one crore?
05:32Batman?
05:33What happened to you, bro?
05:34Aren't you a billionaire?
05:36I was, bro.
05:37But the recent inflation has made you poor.
05:39Oh my god!
05:40So now what's the plan?
05:41Mine is lagadi only, bro.
05:43Either I have to sell my range roe or work for Joker.
05:46Don't know what to do.
05:47Hey, Nimmaun.
05:48Why don't you start an e-commerce business?
05:51That is why I need the 1 crore, bro.
05:53You have, no?
05:54I'll open this.
05:55Please.
05:55Money I have.
05:57But you don't need this.
05:58You don't even need a loan.
05:59All you need to do is to use the right business software.
06:03Have you heard of Udo?
06:04What is that?
06:05Some new gadget, huh?
06:06Much better.
06:08So it's a suite of 45 applications.
06:10And using their e-commerce builder, you can now build an entire store without even knowing how to write code.
06:16Look at me.
06:17I'm a mechanical engineer.
06:18You think I understand C++ Java?
06:20Shoutouts I don't understand.
06:22And I have built.
06:23I'm listening.
06:24Follow four simple steps to create the layout.
06:26Then just drag and drop blocks.
06:28Customize it.
06:29And your online store is ready.
06:30Now you know what I'm going to do?
06:32I'm going to add some products of yours.
06:34Butterang.
06:35Smoke bombs.
06:36Add at the price.
06:37It went live.
06:38Kha-tam.
06:38And what about payments and shipping and all?
06:41Who will do all of that?
06:42Bro.
06:43I integrated with Razorpay for payments.
06:45And Shiprocket for delivery.
06:47You don't have to even get off your house.
06:48And domain charges?
06:50Udo will take care of it, no?
06:51I know the CEO.
06:52So, one-year custom domain.
06:54And lifetime hosting free also.
06:56First app is free for life.
06:57I know him.
06:58Don't worry.
06:58Chill at us.
06:59Bro.
06:59I think I'll be richer than Nikhil Kamath after this.
07:02I'll start tanking.
07:04So, if you have a business idea.
07:06And you have no idea of how to build an e-commerce store.
07:09Then check out Udo's e-commerce builder.
07:11And the link is in my bio.
07:15What is this buyback taxation?
07:17Because the common man doesn't know what this is.
07:19See, when there's a company which is a listed company.
07:21Like ours is a listed company.
07:22Now, what happens is.
07:23Let's assume my profits which I've been projecting for this year is 375 crores after tax.
07:27Now, I have a choice.
07:28Should I distribute this to my shareholder?
07:30Or should I rechange it?
07:31If I offer any share for the buyback.
07:33Let's say I have bought it for 2 lakh.
07:34And now, the value is 3 lakh rupees.
07:36And I'm giving it a buyback.
07:37On 3 lakh rupees, Sharang.
07:39As of now, I have to pay, as per my tax bracket, 30%.
07:42I have to pay 90,000 tax.
07:44On whole buyback amount I'm getting.
07:46So, it was that bad.
07:46Earlier, it was 30%.
07:48It was 30%.
07:49Now, it is 12.5%.
07:50Because Sharang is not the promoter of this company.
07:53If you were Mr. Anandrathi, the tax would have been 30%.
07:56If you were a company, it would be 22%.
07:58Your tax would be 12.5%.
08:00And it fell for greater than money.
08:01Which is a great thing.
08:03They've graded types of investors.
08:05So, every retail investor should be happy that now my buybacks will frequency will increase.
08:10My taxation will increase.
08:11If frequency increases, and if I don't even participate in that buyback, that means that
08:16the company is buying out its shares is a very good positive sign.
08:22Beast Karu.
08:2320 crore is the least amount of money that you will lose if you do not stop making these
08:27three mistakes.
08:28Mistake number one.
08:29Buying a house too early.
08:31If you buy, let's say, a 3-beach-ke house worth 2.5 crores at the age of 25, 20
08:36years
08:36later, you will have a house worth 9.5 crores.
08:40But if you stay on rent, you will have a corpus of a whopping 22.8 crore rupees.
08:45Mistake number two.
08:47Delaying your SIPs.
08:48Let's say you want to retire at the age of 45.
08:50If you had started at the age of 25, with just 25,000 rupees monthly SIP, step up at
08:5510% every year, you will have a corpus of 6.2 crores at the age of 45.
09:00But delay just 5 years and start at 30, you are down to just 2.5 crore rupees.
09:05That's a massive difference.
09:06Mistake number three.
09:07Paying for your vacations from your own pockets.
09:10Let us say, you go on two vacations per year, spending about 2 lakhs every year for you and
09:14your family.
09:15After adjusting for inflation for 20 years, you are spending close to a whopping 70 lakh
09:20rupees.
09:20But had you used the right credit cards, optimize your reward points, you can save up to 50%
09:25of those expenses, saving you 30 lakh of rupees, but you are not doing that.
09:29Even with just conservative estimates, guys, you are losing a whopping 20 crore rupees.
09:33Most people wonder how to make 1 crore.
09:36I built this entire deck on Nano Banana in Gama and I did all of these things in just
09:41a single crore.
09:42This is how you turn powerful ideas into polished presentations in a matter of minutes.
09:47So what are you waiting for?
09:49Comment mistake down below and I will send you this entire deck to you in your DMs.
09:53What are the fastest growing cities in India right now if I want to make a real estate
09:57industry?
09:58The top seven cities.
10:00Mumbai is the biggest real estate market.
10:02Mumbai, Pune become 50% of the top seven cities.
10:05Then it is NCR, which is Gurgaon, Noida, Delhi.
10:08Then you have Bangalore.
10:09Then you have Hyderabad.
10:11Then you have Chennai.
10:12And then you have Kolkata.
10:13See, accessibility builds real estate.
10:16Infrastructure builds real estate.
10:18Connectivity builds real estate.
10:20And finally, people build real estate.
Comments