Скачать или смотреть Top Stocks - Banks, IT, Cement | Know your Portfolio score !! | Bengaluru Wealth Talk - Register Now

Registration link(Bengaluru) - https://rzp.io/rzp/DZBrEOf

Welcome to this week’s Wealth Talk by Vivekam, where we break down the most crucial market developments, sector opportunities, and explain how investors can scientifically evaluate their portfolios using the SWOT Score framework.

⭐ 1. Bengaluru Event — November 20th Update

Registrations are now open for the Bengaluru Wealth Talk Event, designed as a full-day educational workshop at a premium venue (Radisson/Pavilion).
This is not a casual meetup — it’s a structured, research-driven session covering:

How to check if your investments are driven by analysis or emotion

Understanding the minimum acceptable SWOT Score

Why well-known large companies sometimes become poor investments

How stock prices align with long-term business performance

Sharpe Ratio explained: Measuring risk vs expected returns

How disciplined, rule-based investing automatically creates wealth

Attendees will also receive a detailed booklet outlining the learning modules.

⭐ 2. Sector Review: Banking, IT, and Cement

With the Nifty reaching all-time highs, we shift focus to sector-level fundamentals.

🟩 Banking Sector (Banks & NBFCs)

Benefiting from a declining interest rate cycle + rising CapEx.
Best stocks with 30%+ upside include:
Central Bank of India, PNB, IDBI Bank, Indian Overseas Bank
Several banks like Equitas SFB, Karnataka Bank, RBL, Federal Bank are overpriced or at fair value.

🟦 IT/Software Sector

Facing headwinds but gaining tailwinds from global policy clarity.
Top 30%+ potential winners include:
Hinduja Global Solutions, Oracle Financial Services, Tanla, Genesys, Coforge, Cyient
Avoid near-fair-value names like E2E, RateGain, Birla Soft, HCL Tech, IndiaMart.

🟨 Cement/Infrastructure Sector

Supported by India’s strong infrastructure buildout.
30%–50% upside potential seen in:
Ramco Cements, Dalmia Bharat, Rain Industries, Digvijay Cement, JK Cement

⭐ 3. Your Portfolio’s SWOT Score — Why It Matters

The SWOT Score evaluates your entire portfolio using fair value, fundamentals, risk, and performance.
A score of 93+ is considered strong and likely to beat indices.

Real Case Studies:

A client with 22 bad stocks moved to a score of 100 by switching into 5 superior picks.

Another investor could have avoided ₹44,000 in losses if they followed monthly checks using the SWOT Score.

Stock markets change every month — your portfolio should too.

To get your FREE Portfolio SWOT Score Report,
📧 Email your eCAS statement to: [email protected]

⭐ 4. Important Update

Next week onwards, our YouTube Live will be conducted every
Friday → 4:30 PM

If you find this analysis useful, don’t forget to Like, Share, and Subscribe!

Stay informed. Stay disciplined. Stay wealthy. 🚀

For more information about any of Vivekam services or offerings, please reach out on

Email: [email protected]
Call us: +91 9100009891
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Visit website ►: https://www.vivekam.co.in/

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