Nestegg Wealth LLP

Nestegg Wealth LLP Nestegg Wealth LLP is an AMFI registered disbtributor of financial products based out of Delhi

07/03/2026

What do the Dot-Com Bust, the Great financial crisis and COVID crash in stock matkets have in common? Not just the fear. Not just the headlines screaming collapse.

What they share is this : every single one felt like the end of the world — and every single one wasn’t.

Abandoning felt so logical. The world was falling apart, economy was broken, companies were falling and portfolios were bleeding. The brain said - get out now, come back when it is safe.

But here’s the thing. “Safe” is always after the recovery and there are no bargains available then.

What I observed from the previous cycles is this-

- 100% of investors, who exited, re-entered after the bottom had already passed. Every single one.

- Many stopped their SIPs at exactly the wrong time — locking in losses and missing the recovery.

- Most couldn’t bring themselves to invest more when prices were screaming buy.

The investors who built extraordinary wealth in the three cycles are the ones who understood two forces that never stop working

- Excess always corrects: Euphoria gets punished. Panic gets rewarded
- Quality endures : great businesses don’t become bad businesses because the market is frightened.

The question isn’t whether the next crisis will come — It will!
The question is whether you will have the cash , conviction and courage to walk through the darkness!

15/02/2026

Building a house has a clear order. You lay the foundation first. Paint and decor come much later.

Portfolio construction is no different. It is a process of establishing a solid Core first, then strategically adding “Satellites” to capture higher returns. Lately, I’ve observed many new investors succumbing to the "Satellite Temptation"—rushing into high-risk assets with outsized allocations before their foundation is dry. This pressure clearly stems from social circles. We’ve all heard it: "My portfolio is up 25%, while yours is lagging at 15%”.

This line of thinking misses the forest for the trees. When evaluating high-growth portfolios, risk is often ignored until it’s too late. It is like buying a 12 pc bond in your portfolio for “higher returns” vs 7pc one, without understanding the underlying risk.

As a fundamental principle, your Core must remain the largest component of your portfolio. While wild price swings in certain assets make them look attractive, they shouldn't dictate your entire strategy. The Core should be simple, boring, and broadly diversified. It is the permanent part of your plan. The Satellites are the variables—adjusted based on cycles, your risk appetite, time horizon, and your capacity to rebalance during market dips. Ultimately, a flashy house with a weak foundation is just a disaster waiting to happen.
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Build your core first.


The Global Financial Crisis - this was the steepest fall in terms of percentage. Market lost nearly 60 pc of its value i...
24/01/2026

The Global Financial Crisis - this was the steepest fall in terms of percentage. Market lost nearly 60 pc of its value in just over a year.

Jan 8, 2008 to Nov 5, 2010, total duration - 2 years and 10 months.

Nifty 50 TRI delivered 1.1% p.a in almost 3 years.

SIP investor in the same period generated approx 30% p.a.

The Oct 2024 report from BCG and Snapchat reveals the significant scale of Gen Z spending anticipated by 2035. This is a...
17/05/2025

The Oct 2024 report from BCG and Snapchat reveals the significant scale of Gen Z spending anticipated by 2035. This is a trend that no company can overlook globally. It's not surprising that this theme has garnered significant interest among AMCs over the past year. This represents a major trend that will unfold over the next decade.

20/02/2025

sentiment often skews perception🙂

Reflect on whether yesterday’s optimism was justified and if today’s concerns are warranted.

Can we identify market tops and bottoms accurately?

Challenging the prevailing narrative is the hardest thing to do. Rational thinking involves recognizing when a narrative evolves into a consensus and building counter intuitive perspectives.

09/10/2024

A lot of chatter around capital flows from India to China, driven by government stimulus and the lower valuation of Chinese stocks.

In the short term, this trend may continue for a few weeks/months. However, investors ultimately prioritize sustainable earnings growth. With the persistent concern that the communist party might undermine capitalism once again, China is likely to be viewed as a tactical trading market. Investors don’t like such uncertainties.

Therefore, those looking for long term investment opportunities in Chinese stocks might consider resisting this temptation.

We are .Will top up significantly to Indian equities on dips.

24/05/2024

May 2024 marks a significant milestone in our 10-year journey.

Today, we cross the 1000 Cr mark!

This achievement isn’t merely by design, but a testament to our relentless hard work and dedication to our profession. While 1000 Cr is just a number, it embodies our commitment and actions. Over the past decade, we've faced highs and lows, made mistakes, but embraced each challenge as an opportunity to enhance our value proposition. Our strategy has always centered around our clients, ensuring they receive the highest quality service.

From starting as a trio, we've grown into a formidable team of six partners.

Our heartfelt gratitude goes out to our clients for their unwavering trust in us! 🙏🏻

A big shoutout to our AMC partners for their consistent support and exceptional service quality.

Together, we look forward to even brighter decade ahead😊

26/01/2024

As we proudly proclaim "Bharat Mata ki Jai," let it be a call to action. Let us:

1) Honor our land by not spitting on it
2)Show unwavering respect for every woman as a fundamental pillar of our nation
3)Commit to cleanliness, refuse to litter and responsibly
dispose of waste
4)Respect the mosaic of religions and spiritual beliefs within our nation
5)Exercise compassion towards all citizens

Wishing everyone a glorious 75th Republic Day!

27/10/2023

Market Volatility - Are equities the right fit for you ?

Here are some questions to ask yourself:

- Does market volatility increase anxiety or trigger excitement? If turbulence in the markets fuels anxiety instead of the thrill of finding quality businesses at better prices, equities may not be the right fit for you.

- Are you investing for short-term goals (2 to 4 years) or the long-term (7 years plus)? If you find yourself investing in equities for short term solely because a friend made remarkable returns, without considering your own goals, equity as an asset class may disappoint you.

- Do you have the ability to invest more during significant price drops? This refers to having regular cash flows that can be set aside for long-term investing. If the answer is no, it may be wise to exercise caution when considering putting every penny into equity, regardless of how appealing it may seem in someone else's portfolio

- Are you investing for quick returns or for long term wealth creation? If it’s the former, the bull market rally might excite you but you will be disappointed when the market mean reverts

Remember, investing is a marathon and not a sprint. Think long term, stay informed and develop a robust investment strategy that aligns with your goals.

17/09/2023

Portfolio A year wise returns for 5 years -> 15%, 22%, -25%, 10%, 30%
Portfolio B year wise returns for 5 years -> 10%, 20%, -10%, 9%, 20%

Which one would you choose ?
Prima facie Portfolio A looks better, right ?
Let’s look at the 5 year CAGR
CAGR of portfolio A : 8.51%
CAGR of portfolio B: 9.22 %

Never forget the importance of in your

During extreme optimism in , try to build downside protection in portfolios, notwithstanding the near term underperformance in returns.

is a great way to do that. Also, don’t ignore in 2024. Rooting for the best year for Gold next year.

Disc: no recommendations

21/04/2023

Are you asking your investment intermediary questions like "What's a good mutual fund scheme to buy?" or "Should I sell this scheme because it performed poorly last year?" While it may seem like a logical approach to investing, it can lead to costly mistakes.
Investing should be tailored to your individual objectives, risk tolerance, and time horizon, not based on what your friend is doing or a scheme's recent performance. Rather than focusing on individual schemes, it's important to consider how they fit into your overall portfolio's risk and return matrix. Some schemes may be highly volatile but generate higher returns in the long term, while others may be more stable but offer lower returns. Investing in these highly volatile assets during downcycles can create extraordinary returns in the portfolio, but it's important to note that the same assets can also cause anxiety and sleepless nights if invested in during upcycles.
Investing is like making a perfect cocktail or biryani. Every ingredient must be in the right proportion, or it can ruin the final product. Similarly, schemes viewed in isolation can provide a wide range of outputs that may be misleading depending on the market cycle. However, when viewed in combination with other diverse schemes, they can create an efficient portfolio that takes less risk to generate similar or higher returns than the benchmark.
This is essential because as humans, we are emotional creatures who tend to react to events around us. During extreme market conditions, investors may make decisions that are contrary to what they should be doing. By creating a well-diversified portfolio, you can smooth out wild fluctuations and create a pleasurable investment experience.

Once you have created a well-diversified portfolio that aligns with your investment objectives, it's important to remember that this is just the first step in managing your portfolio. There are many more steps that you need to take to ensure that your portfolio remains aligned with your goals, such as regularly monitoring your investments, rebalancing your portfolio, and adjusting your strategy as necessary based on changes in your personal circumstances or market conditions. Effective portfolio management requires ongoing attention and effort to ensure that you stay on track towards achieving your long-term financial goals.

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