"It is time to be cautious but not fearful. Already the positions are light, and the mood is full of pessimism with record high level of cash in institutions globally," says Gaurav Dua.

"Wealth creation as well as significant improvement in health results for both of them shall be visible over a period of time. What's required is sticking to the routine and consistency. You should undergo health check-ups once a year above the age of 40. Similarly, you should review your investment portfolio every 3 months for changes, if any."

I must also say that if there is scepticism, I would be less concerned. When there is complete confidence that this market is going to go up, that is when I would be concerned. As we speak today, while markets have done well over the last two months, some amount of money has been made for a lot of people who are invested with the belief is that with each rally, book profits, take money off the table and hence there is scepticism.

“There is nothing on the cards immediately about investing in any other company. But there is a timeline. Swamiji has decided that over the next five years, we will come out with four IPOs and hopefully over a period of time, it will happen. The overseas roadshow will not be about asking for investment but to tell them our plan.”

“We are becoming more positive on the smaller and mid-sized private sector banks. In the manufacturing space also we are extremely positive. If there are structural tailwinds and if the input costs ease off, then we could be in a period where it would be margin supportive. I would say these two sectors are where we are incrementally more focussed on over the last few months.”

“The group is huge in size and scale with Rs 10,000 crore plus revenues and Rs 40 crore PAT. It is a large group and getting listed is ultimately the vision for most of the companies because it does give you visibility. All these are consumption brands. It gets them visibility in terms of the shareholders, consumers.”

“Consumer durable sector and consumption have strong oil related inputs. Their margins will be healthy and demand will pick up in the short term on the back of a good monsoon forecast. But medium term, post Covid, pent up demand still flowing through means that investment and consumption, the two engines of growth, are in a strong wicket for the next three to five years. Every dip is a golden opportunity to buy at this point.”

“Multiplexes are dependent on good content.We saw a few movies flop. So the stock sold off but directionally. But such selloffs give opportunities. I believe the next few years should be good for them. The PE selling of some stocks has been happening on a regular basis. We saw that in insurance companies, in Devyani International.”

"In light of coming out of the post pandemic era fuel price increases, we have gone ahead and through a very thoughtful process of hearing from drivers and consumers, have deployed a bunch of technology solutions to fix the problem of drivers refusing rides. We are already seeing some good progress. We are making sure that the drivers get compensated in case they have long pickups which was a big concern and why they were cherry picking certain trips."