ITC Infotech partners with Nippon Life India Asset Management for digital transformation

AMD Wealth Tech – Recommended Mutual Funds Portfolio 1. Franklin Asian Equity Fund — Invests across dynamic Asian markets like China, Taiwan, and South Korea that are poised to overtake the US in market dominance and deliver superior long-term growth. 2. HDFC Transportation & Logistics Fund — Focused on India’s automotive, EV, and logistics revolution, benefiting from infrastructure expansion and supply chain formalization. 3. Parag Parikh Flexi Cap Fund — A well-balanced portfolio of top Indian and foreign companies, offering both domestic stability and global growth exposure. 5. Aditya Birla Sun Life Digital India Fund — Concentrated on India’s software and digital transformation sector, driving future value through SaaS, cloud, and IT innovation. 6. Franklin India Technology Fund — Captures the AI and next-generation technology wave, investing in leading IT service providers and emerging tech disruptors. 7. DSP India TIGER (Infrastructure) Fund — Strategically invests in power generation, renewable energy, and infrastructure projects, aligning with India’s long-term energy and development goals. 8. Bandhan Infrastructure Fund — Targets India’s accelerating capex cycle through construction, engineering, and utilities, offering exposure to the nation’s core growth sectors. 9. Axis Value Fund — Holds major market movers from HDFC Bank to Reliance Industries, combining value investing with exposure to India’s most influential companies. 10. Quant ESG Integration Strategy Fund — Brings together leaders like Adani, Infosys, Swiggy, and top Pharma companies, integrating sustainability, innovation, and growth momentum for powerful diversification. #MutualFundsMadeSimple #SmartInvesting #WealthCreation #FinancialPlanning #InvestmentTips #InvestorEducation #PersonalFinance #MutualFundsIndia #PassiveIncome #MoneyManagement

Tata Consultancy Services commits $6.5 billion to build #AI-led digital infrastructure and curb “tech colonisation.” The tech major plans to become the world’s largest #AI-driven services firm, investing through a mix of equity and debt. As India’s data centre capacity nears 2,000 MW, the move strengthens its bid for digital self-reliance and global competitiveness. Keynotes: Tata Consultancy Services CEO K Krithivasan said the company aims to become “the world’s largest #AI-led services company.” He said the initiative carries “a strong India angle, alongside global opportunities with our existing clients.” On funding, Krithivasan said it would be “a mix of equity and debt.” Prateek Jhawar, managing director and head of infrastructure and real assets investment banking at Avendus Capital, said global investment institutions such as Apollo, Blackstone, and CPP Investments are structuring long-tenor debt backed by contracted hyperscaler cash flows. “Recent deals (Digital Realty's $7 billion JV with Blackstone, Aligned's $1.7 billion private credit raise, and EdgeCore's $1.9 billion financing) highlight how bespoke capital stacks are reshaping the ecosystem.” Ramkumar Ramamoorthy, partner at tech growth advisory firm Catalincs Partners LLP, said this period represents a rare inflexion point for Indian technology firms. “With hundreds of billions of dollars tied to opportunities created by structural shifts in technology, this is the moment for companies to reinvest their margin dollars back into their businesses and leap into the future instead of playing by yesterday’s rules.” Download DigiScoop today – the app that delivers quick, concise news for digital marketers. Stay ahead of the curve with 70-word updates Website: https://digiscoop.net/ Android: https://lnkd.in/gZdyNJHw IOS: https://lnkd.in/gZHbwkBT Follow our LinkedIn and Instagram community for a scoop up news LinkedIn: DigiScoop Instagram: https://lnkd.in/g6-x62X5 #Just2MinsonDigiScoop #StayInformed #Marketer #DigiScoopLaunch #DigitalMarketing #StayUpdated #MarketingTrends #Advertising #Innovation #TCS #AI #DigitalIndia #Technology #Innovation #Infrastructure

💥 The next tech boom won’t be coded—it’ll be constructed!!! India is quietly building the digital backbone of the future. From just 1 GW in 2023 to 17 GW by FY30, the country is scaling its data center infrastructure at hyperspeed. With $105B in capital flowing into power systems, cooling, and construction, this is more than a tech story—it’s an industrial revolution. 📉 Low costs ⚡ Cheap electricity 👷♂️ Abundant skilled labor 📈 High IRRs The real wealth won’t come from the apps we use—but from the infrastructure that powers them. 🔌 Own the infrastructure. Not the illusion. #DigitalIndia #DataCenters #Infrastructure #AI #CloudComputing #TechInvesting #IndiaGrowthStory #SmartCapital Nomura Axis Capital Ltd. HDFC securities ICICI Prudential AMC Ltd Icici Securuties Limited Barclays Investment Bank Morgan Stanley Investment Management JPMorganChase Bank of America Aditya Birla Group BlackRock Centrum India Adani Group Adani Enterprises Limited Reliance Mutual Fund Nuvama Group Ambit Private Limited Avendus Artha Group Artha Energy Resources Corenza Kroll Sbi Capital Securities Limited Interise Key Venture K J Somaiya Institute of Management Ashika Group Black Turtle Michael Page Intellectual Capital HR Consulting Pvt. Ltd. Aptita Axia India Asset Management Pvt Ltd Tipsons Group #CFA #CFO #MBA #minning Coal India Limited #IPO #EquityResearch #MidwestLimited #Investing #ndtv CNBC-TV18 #barclays #equityresearch Barclays Investment Bank Motilal Oswal Financial Services Ltd JM Financial Ltd #IndiaManufacturing #investment #research #buyside #sellside #hr #hiring #EmergingMarkets #EquityResearch #InvestmentBanking #securities #merchantbanking

Market Commentary | Piyush Pandey On What Could Go Wrong & Where To Stay Safe The discussion highlights a strong rebound in the IT sector, led by the Nifty IT index reclaiming key levels driven by consistent gains across major companies. Piyush Pandey, Senior Vice President and Equity Research Analyst at Centrum Broking, notes that Q2 has been positive for most IT firms, with growth seen in deal ramp-ups and reduced deal deferments. Operating margins have improved, especially in companies like Coforge, LTIMindtree and Persistent. He adds that large caps such as TCS, Infosys and HCL Tech are showing progress in AI-led deployments, while Persistent stands out in the mid-cap segment for AI capabilities. Pandey remains optimistic for H2, expecting stronger momentum and better valuations, while also maintaining a positive long-term view on telecom, particularly Bharti Airtel. Watch: https://lnkd.in/gS2qqHj2 | #MarketCommentary #PiyushPandey #StockMarket #MarketOutlook #InvestorsAlert Shailendra Bhatnagar | Piyush Pandey, CFA

Is Dalal Street the next Wall Street? The signs are already here. For years, Indian companies aspired to list overseas. Infosys, Wipro, and ICICI Bank went to Nasdaq and the NYSE. Bharti Airtel, HDFC Bank followed through ADRs. MakeMyTrip took India’s tech story global. Going abroad meant access to capital, analysts, and international investors. But that balance is shifting. Global firms have noticed. Hyundai Motor and LG Electronics have already tested the waters, and succeeded. Rothschild & Co. expects at least ten multinationals to go public in India over the next year. Even Indian startups like Groww & Razorpay that once registered abroad moved home to tap the market’s depth and liquidity. For the first time in 25 years, domestic institutions now hold more Indian equity than foreign investors. Market cycles are driven by local savings, not foreign sentiment. The framework for global listings already exists through Indian Depository Receipts (IDRs). Though it is currently not active in practice, as the sole listed IDR program was terminated in 2020. Maybe this door will open again. For decades, Indian firms went abroad seeking validation. Now, global companies are coming here to find growth.

Day 56/100 — Technology Sector Challenge 💻💰 Topic: Valuation — Quick Compare Here’s a quick snapshot of how India’s top IT firms stack up on valuation metrics 👇{source-Screener, Marketsmith} TCS — Market cap ~₹14.2 lakh crore, P/E ~30×, EBIT margin 25.2%, ROE ~46%, FCF conversion ~100%. HCLTech — Market cap ~₹4.2 lakh crore, P/E ~23×, EBIT margin 18.3%, ROE ~32%, FCF conversion ~129%. Wipro — Market cap ~₹2.6 lakh crore, P/E ~20×, EBIT margin 17.1%, ROE ~25%, FCF conversion ~128%. LTIMindtree — Market cap ~₹1.6 lakh crore, P/E ~27×, EBIT margin ~14.5%, ROE ~28%, FCF conversion ~99%. Persistent Systems — Market cap ~₹83,000 crore, P/E ~35×, EBIT margin ~14.7%, ROE ~26%, strong cash conversion (slightly lagging in some quarters). Coforge — Market cap ~₹70,000 crore, P/E ~33×, EBIT margin ~16.9%, ROE ~23%, good cash conversion and improving. 🧠 Analyst Takeaways (1-liners): 💎 TCS — Premium for scale and margin quality. Highest EBIT margin and ROE justify the 30× multiple. The classic low-beta compounder. 💼 HCLTech — Balanced pick combining growth and cash. With 129% FCF conversion, it’s attractive for those valuing cash yield and AI execution. 🔄 Wipro — Value + recovery. Lower P/E with improving margins and strong cash flow makes it a fit for income and turnaround investors. 🚀 LTIMindtree — Midcap premium on growth prospects. Trades at a higher P/E for its strong order inflow and scaling potential. ⚙️ Persistent & Coforge — Growth premiums. Smaller base, higher multiples driven by faster expected earnings growth and strong TCV momentum — high beta, high upside. Summary: In FY25, the IT valuation landscape clearly splits into: Tier-1 = Stability & Cash Machines 🧱 Midcaps = Growth & Volatility Premiums ⚡ #100dayChallenge #EquityResearch #Valuation #ITStocks #FinanceSimplified #Investing

Capillary Technologies has secured ₹393.7 crore from 21 anchor investors at the upper price band of ₹577 per share, setting the stage for its IPO opening on November 14. Per the company’s exchange filing, 68,28,001 equity shares were allotted through the anchor book. Notably, domestic mutual funds dominated the allocation, taking 67.52% (46.1 lakh shares) across 13 schemes and contributing ₹266 crore. Key domestic participants included SBI Mutual Fund, ICICI Prudential MF, Kotak MF, Axis MF, Aditya Birla MF, and Edelweiss MF. Prominent global investors in the anchor tranche included Amundi Funds, Matthews India Fund, HSBC Global Investment Funds – Asia ex Japan Smaller Companies, PineBridge India Equity Fund, Hornbill Orchid, and Innoven Capital. Issue Structure & Adjustments: Fresh issue: ₹345 crore, reduced from the previously planned ₹430 crore Offer for sale (OFS): 92.2 lakh shares vs 1.83 crore earlier Book running lead managers: JM Financial, IIFL Capital, Nomura Registrar: MUFG Intime Business Overview: Founded in 2008, Capillary Technologies offers cloud-native loyalty, CRM, and customer engagement solutions to over 390 brands in 46 countries, serving marquee names like Tata Digital, Aditya Birla Fashion, and Abbott Labs. Financial Performance: In FY25, Capillary reported: * Revenue of ₹598 crore (↑14% YoY) * Net profit of ₹14.1 crore, marking a turnaround from the ₹68 crore loss in FY24 Strategic Insight: The strong anchor response — especially from domestic mutual funds — signals confidence in Capillary’s scalable SaaS model, improved profitability, and global enterprise footprint. The trimmed issue size aligns with prudent market timing and focused capital needs. #CapillaryTechnologies #IPO #SaaS #CapitalMarkets #IndianStartups #EnterpriseTech #CRM #MutualFunds #InstitutionalInvesting #TechListings

🚀 Market Update Alert! 📈 What a day for Indian markets! Here's your quick financial digest: 💹 Sensex surged 800+ points, Nifty reclaimed 25,900 - showing strong momentum 🖥️ Tech giants leading the charge: Infosys, TCS, Tech Mahindra lifted Nifty IT by 2% 🌍 Global shift: Wall Street firms increasing India hirings amid H-1B visa changes 📊 Mixed earnings: Ashok Leyland revenue up 9% YoY, while some sectors face headwinds 🤖 AI revolution: BFSI sector going "all in" on artificial intelligence adoption Key takeaway: India's tech talent and market resilience continue to attract global attention! 🇮🇳 Whether you're an investor, professional, or just curious about markets - these trends impact us all. From job opportunities to economic growth, today's movements shape tomorrow's possibilities. Stay informed, stay ahead! 💪 #StockMarket #Sensex #Nifty #IndianMarkets #TechStocks #Infosys #TCS #WallStreet #H1BVisa #IndianTalent #AI #BFSI #MarketUpdate #FinancialNews #Investment #Economy #TechMahindra #AshokLeyland #MarketRally #GlobalMarkets #FinTech #DigitalTransformation #IndiaGrowth #StockAnalysis #MarketTrends #BusinessNews #EconomicGrowth #TechSector #FinancialPlanning #WealthCreation

Hyderabad continues to rise as a global tech and investment hub! Global financial leader Deutsche Börse Group has announced its Global Capability Centre (GCC) right here in the city — a move that will create 1,000+ high-skill IT and tech jobs over the next two years. This major development not only boosts employment but also strengthens Hyderabad’s position as a preferred destination for international companies setting up in India. The future of real estate, business, and innovation is glowing brighter in Hyderabad — and Prop Mission is here to bring you every update that shapes the city’s growth! #hyderabadnews #realestatenews #propmission #hyderabaddevelopment #gcc #deutscheborse #hyderabadgrowth #jobopportunities #techhub #globalinvestment #hyderabadrealestate

📢 Top Holdings of the JioBlackRock Flexi Cap Fund The newly launched JioBlackRock Flexi Cap Fund has revealed an impressive portfolio, showcasing a strong mix of India’s leading companies across banking, technology, telecom, energy, and industrial sectors. 💼 Key Holdings Include: 🏦 HDFC Bank – ₹1,603.6 MN 🏦 ICICI Bank – ₹979.7 MN 🏢 Reliance Industries – ₹935.2 MN 💻 Infosys – ₹745 MN 🏦 SBI – ₹611.5 MN 🏗️ L&T – ₹585.4 MN 📱 Airtel – ₹487.9 MN ⚡ Adani – ₹431.4 MN 🏭 ITC – ₹413.2 MN 🛠️ Tata Steel – ₹362.6 MN 🏥 Fortis – ₹339.6 MN 📡 Polycab – ₹342.1 MN 💻 TCS – ₹287.5 MN 💡 HCL Tech – ₹301.4 MN With a diversified allocation across high-quality blue-chip and growth companies, this fund aims to deliver long-term wealth creation for investors. 📊 A strong beginning for one of India’s most anticipated asset management ventures! #MutualFunds #Investing #Finance #WealthManagement #JioBlackRock #IndianEconomy #MarketUpdates #NayanPatel