CA Ankit Jain

With Gold down 20% and Silver crashing 51% in India, everyone has a different strategy. Where do you stand? 👇


Before you buy physical metals and lose margins to high making charges, GST, and locker fees, you need to check out the frictionless alternative: Gold & Silver ETFs.


I just broke down the exact investing framework for this dip in Part 1 of my new series on the Shorts channel.


Watch the 60-second strategy here before making your next move: youtube.com/shorts/cXKIl8l413...

Let me know your choice by voting in the image grid below! 📈📉

1 week ago | [YT] | 0

CA Ankit Jain

To all those who think last video was just a clickbait..

3 weeks ago | [YT] | 0

CA Ankit Jain

Suddenly, Indian equities seem to have become a bad investment. We keep reading things like

“Nifty has gone nowhere in last 2 years.”
“FD would have given me 7%.”
“Gold has performed much better.”
“Real estate has gone up 3x.”

And for the period being considered, some of these statements may actually be true.

𝗕𝘂𝘁 𝘁𝗵𝗮𝘁’𝘀 𝗽𝗿𝗲𝗰𝗶𝘀𝗲𝗹𝘆 𝘁𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.

We are judging long-term asset classes using whichever short-term period supports our narrative.

NSE’s historical study of the Nifty 50 TRI tells a different story:
→ Negative returns in ~26% of 1-year period
→ ~8% of 3-year periods
→ Almost zero over 5 years
→ 𝗭𝗲𝗿𝗼 𝗻𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝟳-𝘆𝗲𝗮𝗿 𝗮𝗻𝗱 𝟭𝟬-𝘆𝗲𝗮𝗿 𝗽𝗲𝗿𝗶𝗼𝗱𝘀.

Equity investing was never supposed to give you FD like returns every year.

𝗜𝘁 𝗿𝗲𝘄𝗮𝗿𝗱𝘀 𝗽𝗮𝘁𝗶𝗲𝗻𝗰𝗲, 𝗯𝘂𝘁 𝗺𝗼𝗿𝗲 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁𝗹𝘆, 𝗽𝗮𝘁𝗶𝗲𝗻𝗰𝗲 𝗯𝗮𝗰𝗸𝗲𝗱 𝗯𝘆 𝗰𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻.

And conviction comes from understanding the business.

Are revenues and profits growing? Are margins healthy? Is the balance sheet strong? Is your investment thesis intact?

Because ultimately, what drives your decisions?

𝗧𝗵𝗲 𝘀𝗵𝗮𝗿𝗲 𝗽𝗿𝗶𝗰𝗲 𝗼𝗿 𝘁𝗵𝗲 𝘂𝗻𝗱𝗲𝗿𝗹𝘆𝗶𝗻𝗴 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀?

Prices can diverge from fundamentals for months, even years. But over the long term, business performance matters.

That’s why downturns require something more than patience.

𝗧𝗵𝗲𝘆 𝗿𝗲𝗾𝘂𝗶𝗿𝗲 𝗰𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻 𝗯𝘂𝗶𝗹𝘁 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵.

Every major downturn also seems to come with the same four words:

“𝗧𝗵𝗶𝘀 𝘁𝗶𝗺𝗲 𝗶t𝘀 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁.”

Wars. Recessions. Financial crises. Pandemics. Technological disruptions. Interest-rate shocks. The circumstances change. Yet broad equity markets have repeatedly survived, adapted and recovered.

Nobody knows 𝘄𝗵𝗲𝗻 the current cycle will turn. Neither do I.

But some of the same voices explaining today why Indian equities are a bad investment may eventually show us another chart:“₹10 lakh invested during the 2025–26 downturn would be worth ₹XX lakh today.”

𝗧𝗵𝗮𝘁’𝘀 𝗵𝗼𝘄 𝗻𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲𝘀 𝘄𝗼𝗿𝗸.

The rear-view mirror always makes investing look easy.

𝗟𝗶𝘃𝗶𝗻𝗴 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗱𝗿𝗮𝘄𝗱𝗼𝘄𝗻 𝗱𝗼𝗲𝘀𝗻’𝘁.

Diversification matters. But equities reward the ability to identify good businesses, build conviction through research and remain patient when the market disagrees with you.

Because the hardest part of compounding is 𝗵𝗮𝘃𝗶𝗻𝗴 𝘁𝗵𝗲 𝗽𝗮𝘁𝗶𝗲𝗻𝗰𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻 𝘁𝗼 𝘀𝘁𝗮𝘆 𝘁𝗵𝗲 𝗰𝗼𝘂𝗿𝘀𝗲 𝗹𝗼𝗻𝗴𝗲𝗻𝗼𝘂𝗴𝗵 𝘁𝗼 reap its rewards.

#ValueInvesting #IndianStockMarket #FundamentalAnalysis #LongTermInvesting #MarketCrash #Investing

3 weeks ago | [YT] | 0

CA Ankit Jain

While the broader market remained under pressure today, one small-cap stock moved sharply in the opposite direction.

Knowledge Marine & Engineering Works (#KMEW) surged over 7% intraday.

But the business transformation behind the company is even more interesting.

KMEW started primarily as a dredging and marine services company.

Now, it is attempting a much larger transition: Dredging → Marine Assets → Green Vessels → Shipbuilding → Long-term Operations.

A few numbers put the scale into perspective:
• FY26 revenue: ~₹256 crore
• Order book: ₹1,300+ crore before the latest order
• Planned capex: ~₹1,000 crore
• Latest Green Tug contract: ~₹279 crore for 15 years
• Green Tug contracts won so far: 3

The latest contract also includes manning, operations, maintenance and technical management, and not just building the vessels, potentially creating long-term revenue from the same asset.

But a significant portion of the order book consists of long-duration contracts. So assuming ₹1,300+ crore of orders as a near-term revenue realisable over next 3-4 years would be wrong.

And with planned capex almost 4x of FY26 revenue, execution becomes critical for the company.

So the next phase is less about order wins and more about: Shipyard execution | Green vessel deliveries | Managing Receivables, Debt & ROCE.

Because ultimately, it is the right execution that creates shareholder value.

I recently recorded a detailed video breaking down KMEW’s ₹1,000 crore expansion, Green Tug opportunity, order book and key risks.

Video link in the comments.

#IndianStockMarket #SmallCapStocks #ValueInvesting #Shipbuilding #KnowledgeMarine #Marketcrash #kmew #Knowledgemarine&engineeringworks

1 month ago | [YT] | 1

CA Ankit Jain

💰 ITC just announced a total FY26 dividend of ₹14.50 per share.

Let me ask you a simple question:

If you had ₹10 lakh to invest TODAY…

Would you put it in:

A️⃣ ITC for regular dividends and stability

OR

B️⃣ A high-growth stock that pays no dividend

There is no right answer.

But here’s why this question matters:

✅ ITC generated over ₹20,000 Crore profit this year

✅ Revenue crossed ₹81,000 Crore

✅ Total FY26 dividend: ₹14.50/share

In a market where many investors are worried about volatility, companies that consistently generate cash become very interesting.

Personally, I think every portfolio should have a balance between growth and cash-generating businesses.

What’s your choice?

A = Dividend Income 💰

B = Capital Appreciation 🚀

Comment below 👇

🎥 Also, I recently analyzed 3 dividend-paying companies that long-term investors may want to study:

5 months ago | [YT] | 0

CA Ankit Jain

Thank you all for making this a 1000+ members community. This will motivate me to publish more videos. Let's learn from each other and grow together. Onwards and Upwards :)

1 year ago | [YT] | 0

CA Ankit Jain

Knowledge Marine & Engineering Works (KMEW) has received another order of INR 127.12 Crores from IWAI for supply of 4 Cutter Suction Dredger Boats for River Ganga project.

This is in addition to earlier order of 8 boats received from IWAI as well.

The company works on owning, chartering/hiring, manning, operating, and technical maintenance of marine crafts, as well as repairs and maintenance of marine infrastructure in India and Myanmar.

This stock has been covered multiple times in our videos and is one of the biggest beneficiary of Inland Waterways and Maritime development in India.

#smallcap #multibaggerstocks #kmew

1 year ago | [YT] | 0

CA Ankit Jain

On which of these topics you guys want me to create next video? Vote or post the topic in comment below

1 year ago | [YT] | 0

CA Ankit Jain

The Indian government is actively exploring the use of isobutanol as a blending agent in diesel. The Transport Minister recently indicated that trials are underway and standards bodies are working on specifications to enable large-scale adoption. (Source: Business Standard)

⚡ Why this matters
Much like ethanol blending with petrol created new opportunities in recent years, isobutanol blending could open doors for producers of advanced biofuels and specialty chemicals. Its higher energy density and blending compatibility make it a strong candidate to reduce emissions, lower crude import dependence, and create new growth avenues for companies in the sector.

I’ve analysed three small-cap Indian companies that could be potential beneficiaries if this policy direction translates into actual demand.

1 year ago | [YT] | 1

CA Ankit Jain

Want to learn what moves the #stockmarkets and how to value #stocks?



IIM Bangalore in association with SWAYAM provides free courses on these topics. Learn from well-experienced IIM faculties for free and enhance your knowledge in other areas as well like #technology, #marketing, #corporatestrategy, etc.



While enrolment and learning are free, there is a nominal fee of ₹1,000 if you wish to give an exam, which, upon passing will provide you with a certificate.



Don't miss out on this opportunity to expand your #knowledge and skill set. Link to courses given below:



Macroeconomics (this is what moves the market):
lnkd.in/dtRQnSgz



Valuation and Creating Sustainable Value (this is how to value stocks):
lnkd.in/d3U7XdVA

Other courses from IIM Bangalore:
swayam.gov.in/IIMB

3 years ago | [YT] | 1