BPS Investments

30/09/2026

There are almost 8700 to 8900 companies listed on NSE & BSE.

Out of that actively traded companies are around 4100 to 4300 on BSE, & on NSE the data shows for 2700 to 2800 companies.

Last time we saw that due to the geo political changes the FII have become of trader mentality than that of moving into investor category.

They may change their behaviour, depending upon the chsnge in the situation or may keep running 🎽💨 the show in the same way. But they are able to draw Good 😊 percentage profitability from short term trades by investing in IPO/FPO than waiting for 1,2 years and reap the profits.

They are not 🚫 interested in getting multi baggers from their portfolio, but simply, Trade,Earn Money and move out.

Our data from study of market ownership shows that DII investment has doubled from 10.5% to 19.5% to 20% in the market ownership while FII ownership has significantly reduced from 22% to 15 to 15.5% from 2015 to 2026 March data.

There are almost 8700 to 8900 companies listed on NSE & BSE.Out o...

30/09/2026

https://youtu.be/R2yXLo5bLXA?si=kUmTzqZ7sbCBfixy

There are almost 8700 to 8900 companies listed on NSE & BSE.Out o...

24/09/2026

https://youtu.be/-2-qyMz2rE8?si=ua7ds1esSmP6qXdC

The market tanked today by almost 1200 points.It was natural and bo...

21/09/2026

https://youtu.be/n6IEJ-W6xqs?si=q8kudP_ymsx0xHYd

C + I + G + N = GDP
Agriculture + IT Sector are the major contributors in our GDP.

Agriculture gives 45% employment & contributes around 15 to 17% in the GDP while IT sector employees around 1% & contributes 7% in the making of GDP

India has a background of rich 🤑 🤑 culture 🧫 & festivals 🥮🎎 which add to the positivity of the GDP.

India's festive corridor stretches for almost 120 days, ranging from Raksha bandhan & Diwali 🎇 🪔 🎇 🪔 to marriage season of November & December.

During Dashera & Diwali trade happens of almost ₹ 6 lkh cr, while during the Marriage season the trade extends to almost ₹ 7 lkh cr.
The 10 year data says that the trade has almost tripled from 2016 to 2026 from ₹1.85 lkh cr to almost ₹6 lkh cr.

This is the power of festivals to up & light the trade to make the GDP numbers bright.

Perception & Statistics are 2 sides of a coin like the Asset & Liability of Balance sheet.

To know and understand why still then,, my portfolio is not performing we need to analyse the stock ownership .

We still require FII for the stock performance, why , let's see in the next episode

C + I + G + N = GDPAgriculture + IT Sector are the major contribut...

16/09/2026

16/09/2026

Americans’ incomes rose and poverty fell in 2025, Census Bureau says.

World fainting but America enjoying.

What is the real issue when the entire world is grappling with the issue of price rise and income dropping how can American's see their wealth rising.

Don't think this is the common scenario world wide, should we focus on that , absolutely not.
Take yesterday's example, markets ie the Sensex fell by more than 1000 points , the entire media painted views related to middle east tension, US duty hikes, new tension from Russia & Ukraine.

Market is a game of Perception & Statistics.
We should focus on Statistics and convey over financial decisions to our mind to continue with the disciplined approach.

What Statistics says, yesterday was weekly F & O ie derivatives closing day, the market is bound to gyrate like a ship in the storm, good it did not sink.

What happened today, market went up, what are people giving reason , Mr. Jayshankar said that India will not bow down in front of USA. Nothing of that sort.

So what to do,
Not to read too much
Focus on our activity
Be disciplined
Stay calm

Action
If market goes down, if there is availability of some additional capital, increase the SIP.

Pl, Pl,Pl DO NOT TRADE in any F & O ie derivative gambling.

That is not our cup of tea
Preserve the capital to create wealth.

Pradyumna b Sevekari
9022065920,9823021628

[email protected]

"कर्मण्येवाधिकारस्ते मा फलेषु कदाचन।मा कर्मफलहेतुर्भूर्मा ते सङ्गोऽस्त्वकर्मणि॥"(Bhagavad Gita, Chapter 2, Verse 47)

14/09/2026

गणपती बाप्पा मोरया

11/09/2026

Current Market & Economic Analysis
Stay Connected= Stay Invested

Current market & Behavioural analysis suggests FII shifting towards Ultra Short Term Investment approach.

Look at the secondary market redemption & primary market investment.

झट पट पैसा from IPO placement
Do we need to change our investment approach
No , I believe India is the Strongest Fundamental economy in the world while the USA is the strongest Technical economy as of the world, we don't know the continuity of the USA but for us, No Problem

11/09/2026

https://youtu.be/_Xo_5Fz5Jpc?si=eSOiyn24pP3WlPc-
[11/09, 17:31]

If we look at the this *year's* *calander* FII have redeemed almost 💰🤑💸 ₹284,000cr from the 🥈secondary market while ⛽ pumped in stagerring ₹48000cr.

I feel this can be the Ultra Short Term change in their investment behaviour due to the current and ongoing global geo🔴 political situation.

US benchmark rates 📈 moving up and closer to 5%.

This shows the uncertainty to invest in other nations and be in safe heaven 🪽🪽, even though it may not 🚭 be that productive, but the investor behaviour when there is too much money 💰💰🤑🤑 is to protect the capital and look for some strange options 😑, which may or may not yield good 😊👍 returns.

I personally believe Not 🚫 to unnecessarily change our investment plan or approach as FII investment does not have country colour 🎨🎨.
They only understand Profit, Profit.

While closing down do you know that the C- Section delivery 👶👶 in India has increased from 17% to 27% in last 10 years, Can we correlate it to investor's approach 😵‍💫😕

If we look at the this *year's* *calander* FII have redeemed almost 💰🤑💸 ₹284,000cr from the 🥈secondary market while ⛽ pumped in stagerring ₹48000cr.

I feel this can be the Ultra Short Term change in their investment behaviour due to the current and ongoing global geo🔴 political situation.

US benchmark rates 📈 moving up and closer to 5%.

This shows the uncertainty to invest in other nations and be in safe heaven 🪽🪽, even though it may not 🚭 be that productive, but the investor behaviour when there is too much money 💰💰🤑🤑 is to protect the capital and look for some strange options 😑, which may or may not yield good 😊👍 returns.

I personally believe Not 🚫 to unnecessarily change our investment plan or approach as FII investment does not have country colour 🎨🎨.
They only understand Profit, Profit.

While closing down do you know that the C- Section delivery 👶👶 in India has increased from 17% to 27% in last 10 years, Can we correlate it to investor's approach 😵‍💫😕

In today's video 📸 I try to find out whether there is a behavioral ...

07/09/2026

Agriculture is the sector which draws maximum employment to the tune of 46.1% but it's contribution in GDP is in range of 15.5 to 17.5%

While IT sector employees only 1% while it's contribution to the GDP is staggering, 7 to 8%.

We need to move from per seat 🪑 per hour basis to high calibre top sectors which can give us proficiency, profits and employment continuity.

Watch pl the 7mnts vdo which describes the sectoral analysis.

Perception & Statistics goes hand in hand.

Let's focus on the posirivuty to draw additional profitability

C + I + G + N = GDPC = Consumption I = InvestmentsG = Governmen...