Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>India's wealth management sector is at an inflection point, with listed firms showing robust growth driven by rising affluence and a cultural shift to financial savings.</li>
<li>With favorable demographics and increasing financialization, the sector is poised for a multi-decade growth trajectory, making it a compelling long-term story for investment.</li>
<li>Here we are comparing 4 wealth management giants in different parameters and what there management is saying about future growth.</li>
</ul>


India's wealth management sector is at an inflection point, with listed firms showing robust growth driven by rising affluence and a cultural shift to financial savings.
With favorable demographics and increasing financialization, the sector is poised for a multi-decade growth trajectory, making it a compelling long-term story for investment.
Here we are comparing 4 wealth management giants in different parameters and what there management is saying about future growth.


Thematic Report: PEER ANALYSIS of India's Wealth Management Giants

<ul>
<li>The United States has imposed a 50% reciprocal tariff on Indian exports, the highest among major Asian peers, significantly above China (30%) and Vietnam (20%).
</li>
<li>This could hamper 50-100 bps India’s GDP growth, strain sectors like textile, gems, and raise risks around FPI flows as US accounts for nearly 40% of India’s FPI assets.</li>
<li>While India retains buffers through domestic absorption, trade diversification, and potential monetary easing, the tariff shock deepens trade uncertainty and capital flow sensitivity, warranting close investor monitoring. </li>
</ul>


The United States has imposed a 50% reciprocal tariff on Indian exports, the highest among major Asian peers, significantly above China (30%) and Vietnam (20%).

This could hamper 50-100 bps India’s GDP growth, strain sectors like textile, gems, and raise risks around FPI flows as US accounts for nearly 40% of India’s FPI assets.
While India retains buffers through domestic absorption, trade diversification, and potential monetary easing, the tariff shock deepens trade uncertainty and capital flow sensitivity, warranting close investor monitoring. 


Will 50% Tariffs Break India’s Export Edge?

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Indian media firms, including NDTV, Network18, and the Indian Express, filed a lawsuit against OpenAI, accusing the company of scraping their content to train AI models without proper copyright permission.</li>
<li>
<a href="https://www.smartkarma.com/entities/larsen-toubro-ltd" target="_blank" data-smartkarma-citation="entities:2499:1" rel="noopener">Larsen &amp; Toubro (LT IN)</a>  lost a Rs 70,000 crore tender for building six submarines after its bid was deemed non-compliant by the Defence Ministry.</li>
<li>UBS is in advanced talks with India's 360 One WAM to form a joint venture aimed at expanding its wealth management presence in India, a rapidly growing market for HNI.</li>
</ul>


Indian media firms, including NDTV, Network18, and the Indian Express, filed a lawsuit against OpenAI, accusing the company of scraping their content to train AI models without proper copyright permission.

Larsen &amp; Toubro (LT IN)  lost a Rs 70,000 crore tender for building six submarines after its bid was deemed non-compliant by the Defence Ministry.
UBS is in advanced talks with India's 360 One WAM to form a joint venture aimed at expanding its wealth management presence in India, a rapidly growing market for HNI.


#93 India Insight: Indian Media Sues OpenAI, L&T Loses Submarine Tender, UBS Explores JV in India.

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nextbillion-technology-pvt-ltd-groww" target="_blank" data-smartkarma-citation="entities:34787:1" rel="noopener">Groww (1573648D IN)</a> raised around US$747m in its India IPO. Groww, officially called Billionbrains Garage Ventures, is a direct-to-customer digital investment platform providing multiple financial products and services.</li>
<li>With Groww, customers can invest and trade in stocks (including via IPOs), derivatives, bonds, mutual funds and other products. Customers can also avail margin trading facility and personal loans.</li>
<li>We have looked at the company’s past performance and valuations in our previous notes. In this note, we will talk about the trading dynamics.</li>
</ul>



Groww (1573648D IN) raised around US$747m in its India IPO. Groww, officially called Billionbrains Garage Ventures, is a direct-to-customer digital investment platform providing multiple financial products and services.
With Groww, customers can invest and trade in stocks (including via IPOs), derivatives, bonds, mutual funds and other products. Customers can also avail margin trading facility and personal loans.
We have looked at the company’s past performance and valuations in our previous notes. In this note, we will talk about the trading dynamics.


Groww IPO Trading - Decent Overall Demand

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nextbillion-technology-pvt-ltd-groww" target="_blank" data-smartkarma-citation="entities:34787:1" rel="noopener">Groww (1573648D IN)</a> is looking to raise around US$747m in its India IPO.Groww, officially called Billionbrains Garage Ventures, is a direct-to-customer digital investment platform providing multiple financial products and services.</li>
<li>With Groww, customers can invest and trade in stocks (including via IPOs), derivatives, bonds, mutual funds and other products. Customers can also avail margin trading facility and personal loans.</li>
<li>In our earlier notes, we have looked at the company’s past performance. In this note, we talk about the peer comp and implied valuations in the price range.</li>
</ul>



Groww (1573648D IN) is looking to raise around US$747m in its India IPO.Groww, officially called Billionbrains Garage Ventures, is a direct-to-customer digital investment platform providing multiple financial products and services.
With Groww, customers can invest and trade in stocks (including via IPOs), derivatives, bonds, mutual funds and other products. Customers can also avail margin trading facility and personal loans.
In our earlier notes, we have looked at the company’s past performance. In this note, we talk about the peer comp and implied valuations in the price range.


Groww IPO - Peer Comp and Thoughts on Valuation

India

360 ONE WAM Limited is an Indian financial services company specializing in wealth and asset management. It offers tailored investment solutions including advisory, distribution, lending, investment banking, institutional broking, and portfolio management services to ultra-high-net-worth individuals, high-net-worth individuals, family offices, and institutional clients. The company was established in 2008 and is headquartered in Mumbai, India.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

360 ONE WAM (360ONE IN)

Thematic Report: PEER ANALYSIS of India's Wealth Management Giants

India's wealth management sector is experiencing robust growth due to rising affluence and a cultural shift to financial savings, making it a...

Nimish Maheshwari

Will 50% Tariffs Break India’s Export Edge?

US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...

Nimish Maheshwari

#93 India Insight: Indian Media Sues OpenAI, L&T Loses Submarine Tender, UBS Explores JV in India.

Indian media firms sue OpenAI for allegedly scraping content without permission, Larsen & Toubro loses submarine bid, UBS in talks for wealth...

Sudarshan Bhandari

Groww IPO Trading - Decent Overall Demand

Groww raised around US$747m in its India IPO. In this note, we will talk about the subscription demand and the trading dynamics.

Akshat Shah

Groww IPO - Peer Comp and Thoughts on Valuation

Groww is looking to raise around US$747m in its India IPO. In this note, we talk about the peer comp and implied valuations in the price range.

Akshat Shah

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thematic Report: PEER ANALYSIS of India's Wealth Management Giants

​India's wealth management sector is experiencing robust growth due to rising affluence and a cultural shift to financial savings, making it a...

Nimish Maheshwari

Will 50% Tariffs Break India’s Export Edge?

​US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...

Nimish Maheshwari

#93 India Insight: Indian Media Sues OpenAI, L&T Loses Submarine Tender, UBS Explores JV in India.

​Indian media firms sue OpenAI for allegedly scraping content without permission, Larsen & Toubro loses submarine bid, UBS in talks for wealth...

Sudarshan Bhandari

Groww IPO Trading - Decent Overall Demand

Groww raised around US$747m in its India IPO. In this note, we will talk about the subscription demand and the trading dynamics.

Akshat Shah

Groww IPO - Peer Comp and Thoughts on Valuation

Groww is looking to raise around US$747m in its India IPO. In this note, we talk about the peer comp and implied valuations in the price range.

Akshat Shah

India's wealth management sector is experiencing robust growth due to rising affluence and a cultural shift to financial savings, making it a...

US imposes 50% tariff on Indian exports, highest in Asia, may slow GDP growth, strain sectors, and impact FPI flows. India has buffers but faces...

Indian media firms sue OpenAI for allegedly scraping content without permission, Larsen & Toubro loses submarine bid, UBS in talks for wealth...