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Shankar Sharma Portfolio and Shareholding: Insights and Key Investments 

stock market
Published Date: 23 Sep 2024Updated Date: 27 Dec 20246 mins readBy MOFSL

Introduction

Shankar Sharma is now one of the most stalwart names in India's financial scenario. Shankar is known for his aggressive investment techniques and innovative ideas for stock market investing. In this article, let’s find out more about him.  

Who is Shankar Sharma? 

In the early 1980s, Shankar began as a stockbroker, and he introduced himself to the markets quickly due to his deep understanding of the market dynamics. By 1991, Sharma co-founded First Global, a brokerage firm that was advanced in the techniques of investments. Based on this success, he started GQuant Investech in 2015, utilising the best modern technology as a guide to investment decisions

Shankar Sharma acquired a cult status during the 1990s through astute investments in the IT sector, yielding rich returns. He is also considered a wizard at identifying unknown, low-cap stocks and usually finds gold mines that other investors hardly notice and ignore. 

Shankar Sharma – Significant Holdings 

Shankar Sharma has presented a sharp look at things and market insight through his investment portfolio. He believes that when strong companies could offer shelter, he would take up the opportunities and catch those others might miss. Here's a closer look into some of the most notable holdings and investment strategies by the analyst: Shankar Sharma is now one of the most stalwart names in India's financial scenario. Shankar is known for his aggressive investment techniques and innovative ideas for stock market investing. In the early 1980s, Shankar began as a stockbroker, and he introduced himself to the markets quickly due to his deep understanding of the market dynamics. By 1991, Sharma co-founded First Global, a brokerage firm that was advanced in the techniques of investments. Based on this success, he started GQuant Investech in 2015, utilising the best modern technology as a guide to investment decisions. 

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Shankar Sharma acquired a cult status during the 1990s through astute investments in the IT sector, yielding rich returns. He is also considered a wizard at identifying unknown, low-cap stocks and usually finds gold mines that other investors hardly notice and ignore. 

Shankar Sharma – Significant Holdings 

Shankar Sharma has presented a sharp look at things and market insight through his investment portfolio. He believes that when strong companies could offer shelter, he would take up the opportunities and catch those others might miss. Here's a closer look into some of the most notable holdings and investment strategies by the analyst: 

Investment Philosophy of Shankar Sharma 

Sharma's investment philosophy is based on long-term wealth creation rather than short-term gains. His main philosophies include: 

  • Long-Term Vision: Sharma focuses more on the long-term perspective of the investments, instead of long-term prosperity and growth of the companies rather than short-term fluctuations. 

  • Quality Investments: The emphasis would be on companies with solid foundations, adequate management, and accurate growth trajectories. He feels companies with these characteristics provide the highest probable return of being reasonably consistent. 

  • Diversification: Sharma believes that a diversified portfolio is of immense importance because it spreads risk and captures opportunities across many industries. 

  • Patience and Discipline: He believes every fall in the market is a buying time but not a panic time. Sharma stresses patience and discipline, mainly in a fluctuating market. 

  • Technological Integration: Sharma believes that modern technology and proper data analytics are the keys to his strategy because they allow him to keep up with trends and make intelligent investment decisions. 

The Portfolio Evolution of Shankar Sharma 

He holds an active portfolio that marks ongoing adjustments in current market conditions. The new investments, significant holdings, and the latest moves keeping such a dynamic are as follows: 

New investments: Sharma added Rama Steel Tubes Ltd. to his portfolio in 2024, reflecting his ongoing discovery of new investment opportunities. 

  • Consistent Holdings: He has maintained a steady investment in Brightcom Group Ltd, holding approximately 1.1-1.2% of the company since June 2023, signalling his confidence in its prospects. 

  • Exits: Sharma showed that he is willing to give up on investments that don't fit his long-term goals by selling his stake in Ishan Dyes & Chemicals Ltd. 

  • Adjustment: He has made several adjustments to his ownership in Priti International Ltd., which reflects his adaptable management approach in reaction to changing market conditions. 

Shankar Sharma's investment philosophy resembles a gardener's; it involves constantly managing high-potential investments and new opportunities and sometimes pruning positions that do not match the set goal. 

How to Monitor Shankar Sharma's Portfolio 

Investors seeking Shankar Sharma's moves can use the following channels: 

  • Company Filings: Read filings on NSE or BSE periodically for the latest updates in his shareholdings. 

  • Financial News: Track all the financial news sites and set alerts for news regarding his investments. 

  • Stock Tracking Apps: Use applications that track the portfolios of famous investors to gain insight into Sharma's latest investments and changes. 

  • Media Appearances: Monitor his interviews and debates on business news channels. In them, he mostly talks about his market outlook and how he invests in it. 

  • Financial Conferences: Attend financial conferences or seminars where Sharma may present. That way, one may get a first-hand presentation of his investment philosophy and opinions on the market. 

Conclusion 

Risk lies with stock market investment; therefore, do proper research and speak to the expert before making any investment decisions. There is something one can learn by watching the portfolios of people like Shankar Sharma, but to adapt, it is essential that it matches your risk level and your financial goals. Sharma succeeds through careful study, patience, and a forward-thinking attitude, which can inspire and guide any investor toward more informed decision-making. 

 

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Disclaimer: The stocks, companies, or financial instruments mentioned in this blog are for informational purposes only and should not be considered as investment recommendations. It is advised to consult with your financial advisor before making any investment decisions. Investment in securities markets are subject to market risks, read all the related documents carefully before investing. Investors are strongly encouraged to carefully read the risk disclosure documents prior to participating in market-related investments or trading activities. Due to the volatile nature of financial markets, no guarantees can be made regarding investment returns. Motilal Oswal Financial Services Ltd. does not offer any assured returns on market-linked securities. Please note that past performance of stocks or indices is not indicative of future results.
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