Bet on an agri theme with this unique agrochemical company having ~19.5% domestic market share in synthetic pyrethroids market. Heranba Industries Ltd (HIL) is our bet on this unique agrochemical player having 19.5% domestic market share in synthetic pyrethroids market. Growth opportunities from these types of insecticides are superior than…

Caplin Point Ltd — Bet on a unique pharma player who created its standing in unchartered territory unlike other players and grew strength to strength. Caplin Point Ltd (Caplin) is our bet on a pharma player who unlike other traditional pharma companies chose a set of regions for creating its…

Aditya Birla Capital (Abcap) is our bet on revival of economy as and when it unlocks from post Covid 19 shocks, the pace of credit offtake regaining its momentum led by pentup demand and management’s plan to provide value unlocking to its shareholders over a period of time. This was…

Mahindra Holidays & Resorts Ltd — Bet on revival of economy and surge in travel post pandemic led by need for leisure gateways. Mahindra Holidays & Resorts Ltd (MHRIL) is our bet on revival of economy and we also see that post pandemic there lies a trend of most leisure…

Canara Bank Ltd (CAN Bank) is our contra bet on improving operational fundamentals of the bank led by green shoots of growth in the economy and having relatively better book versus its peers in that size. This was picked by our fund Rockstud Capital Investment Fund Series I around Rs…

Several fascinating studies indicate that permanently reducing your daily caloric intake can have a profound effect on your life. Despite this, a dessert is rarely a place where many people compromise, especially in a country with a rich culinary tradition like India. This led to the creation of NOTO, a…

We, at Rockstud Capital, would like to wish each and every one of you a very Happy New Year! Hope you have a great 2022 and do stay safe as we are not of the woods as far the pandemic is concerned. 2021 was a challenging year yet a satisfying…

A chit fund is a financial instrument that combines investment and borrowing. For more than a century, it has been a crucial component of India’s financial system. Money Club is an innovative peer-to-peer digitized chit fund mobile application. It differs from traditional chit fund companies in terms of its gamification…

ICICI Securities Ltd (ISEC) is our bet on rising interest in retail participation towards Indian Equity markets along with bet on increased financialization supported by ISEC’s relatively larger base of affluent clients including retail and HNIs vs peers to whom it can cross sell its wide bouquet of investment products…