Vinit Bolinjkar, Head of Research at Ventura Securities, warned that many startups are showing temporary profits before IPOs through one-off gains or accounting adjustments, which can mislead investors. He advised focusing on cash flows, core operations, and governance transparency instead of headline profits, stressing that only sustainable earnings create long-term value.

According to a Ventura report, mutual funds invested over ₹8,752 crore in IPOs during the September 2025 quarter, largely in small-cap companies. The study highlights that funds are strategically backing scalable small-cap businesses for long-term growth. Ventura also noted record-high SIP inflows of ₹29,361 crore during the same period, reflecting sustained retail investor confidence.

Vinit Bolinjkar, Head of Research at Ventura Securities, said that Groww and Lenskart should learn from the earlier missteps of Paytm and Nykaa. While Groww is profitable, it must focus on core offerings and transparent milestones. Lenskart, he added, needs to strengthen unit economics by optimising supply chains and reducing acquisition costs to ensure sustainable profitability.

Juzer Gabajiwala, Director at Ventura Securities, recommends investors allocate about 40% of their portfolios to mid-cap mutual funds and continue SIPs for at least 10 years. He believes mid-caps can deliver strong alpha with moderate risk, making them ideal for long-term wealth creation.

Vinit Bolinjkar, Head of Research at Ventura Securities, remains optimistic about Maruti Suzuki’s prospects, citing sustained demand strength and a robust product pipeline as key drivers for continued growth.

Ventura Securities has given a ‘Subscribe’ rating to Orkla India’s IPO, highlighting its strong distribution network, leadership in authentic local taste profiles, multi-category innovation, and support from global parent Orkla ASA as key strengths driving long-term growth potential.

According to Ventura's Daily Market Report (Oct 28, 2025), global cues remained positive, with the GIFT Nifty indicating a firm start for Indian markets. PSU Banks, Oil & Gas, and Realty sectors led gains, while Pharma and Media lagged. Key stock highlights included Adani Energy Solutions, NTPC Green Energy, Poonawalla Fincorp, and Tejas Networks, all announcing developments that could enhance operational growth and sector positioning.

According to Vinit Bolinjkar, Head of Research at Ventura Securities, the GST rate cut to 18% on vehicles and auto components will make cars and two-wheelers more affordable while reducing input costs and improving supply-chain efficiency. He noted that the reforms will benefit companies such as Motherson Sumi, Bharat Forge, Uno Minda, and Exide Industries, supporting stronger demand and better margins in the long run.

Amid record Diwali sales and strong investor sentiment, Vinit Bolinjkar of Ventura Securities expects the Nifty to reach 27,600 and the Sensex 90,100 in the next Samvat. He noted that valuations remain reasonable, with limited downside and upside potential driven by consumption-led earnings recovery, policy support, and a possible US–India trade deal.

With Sovereign Gold Bonds trading at steep premiums amid surging gold prices, NS Ramaswamy of Ventura Securities warned that the current premium levels are excessive given limited liquidity and fixed tenure, which could diminish investor returns.

Ventura Securities has picked eight high-conviction stocks for the festive season—ranging from infrastructure to fintech—with projected gains up to 120% over two years.

Ventura’s Vinit Bolinjkar highlights WeWork India’s turnaround and strong enterprise-heavy portfolio, noting its leadership in the flexible workspace sector. With FY25 revenues of ₹1,949 crore and EBITDA margins above 63%, the brokerage sees the IPO as an opportunity to gain exposure to a high-growth, structurally expanding market.

Ventura notes that the potential US government shutdown could drive investors toward gold as a safe haven, supporting bullion prices. Market experts suggest heightened demand amid geopolitical and fiscal uncertainties may keep gold elevated in the near term.

Ventura’s Vinit Bolinjkar notes that RBI’s unchanged repo rate, higher GDP forecast, and lower inflation outlook signal policy stability. Key regulatory shifts in credit risk, deposit insurance, infra funding, and export facilitation are expected to boost banking, NBFCs, and exporters.

Ventura Securities has recommended Man Industries as a long-term buy, setting a target price of ₹458 per share. The brokerage highlights the company’s growth prospects and sector positioning as key drivers for sustained returns.

Ventura has given a subscribe rating to Advance Agrolife’s ₹192.86 crore IPO, citing its diversified product portfolio, superior return ratios (ROE at 32.9%, ROCE above 30%), and strong growth trajectory. The brokerage believes its R&D-driven, asset-light model positions the agrochemical player well for sustainable expansion.

Ventura’s Vinit Bolinjkar recommends holding NCC, Dr Reddy’s Laboratories, and Marine Electricals for the long term, while advising a Sell on Tata Motors due to JLR headwinds, favouring Maruti instead as a stronger EV play.

Ventura notes that Bharat Electronics’ sharp year-to-date rally has stretched its valuations (now at ~53.6× P/E), making it a compelling long-term name backed by a strong order book — but warns that near-term upside may be limited given the rich multiples.

Ventura has issued a Buy call on Hindustan Construction Company (HCC) with a target of ₹64, implying a 120% upside.

Ventura Securities predicts a rise in Tata Investment Corporation shares. The target is Rs 12,000 from the current level. The stock shows a strong breakout with high trading volumes.

Ventura highlights that new inbound retail funds in GIFT City, such as Tata India Dynamic Equity Fund, allow NRIs and overseas investors to invest with as little as $500.

Ventura Securities CEO Hemant Majethia believes Indian equities offer opportunities despite IPOs and F&O regulatory changes. He anticipates a shift towards cash market participation and innovative advisory products.

Ventura projects Netweb Technologies’ revenues to grow at a 36.7% CAGR to ₹2,938 crore by FY28, fuelled by AI systems, enterprise workstations, and cloud services.

Vinit Bolinjkar of Ventura warns that investors considering Indian IT stocks should tread carefully.

Vinit Bolinjkar, Head of Research at Ventura, shares opinion whether Adani Green Ltd. and Adani Enterprises Ltd. are set to emerge as two key growth stories within the Adani group of companies after SEBI dismissed all allegations brought forward by US-based short seller Hindenburg Research, according to

Saatvik Green Energy is selling its shares in the price band of Rs 442-465 apiece, which could be applied for a minimum of 32 shares and its multiples to raise Rs 900 crore between September 19-23.

Ventura noted that Adani Group stocks surged by up to 13% after SEBI gave a clean chit to Gautam Adani and top executives on allegations of market manipulation raised by Hindenburg Research. The order has reignited investor interest and boosted hopes of a broader re-rating across the group’s companies.

Arbitrage and multi-asset allocation funds are gaining traction among Indian investors, showcasing substantial AUM growth of 22.2% and 15.4% respectively in the June 2025 quarter. Investors are increasingly favoring low-risk, diversified hybrid schemes. Private banks and IT sectors dominate equity holdings, while government securities lead in debt, despite a slight dip. Refineries saw significant growth, reflecting renewed market interest.

Perspective on RBI MPC by Mr. Vinit Bolinjkar- Head of Research, Ventura Hybrid funds' AUM saw a significant jump during the quarter, with arbitrage funds rising 22.2 per cent and multi-asset allocation funds up 15.4 per cent, according to a report by stockbroking platform Ventura Securities.

Moneycontrol collated a list of the top 10 rate-sensitive stocks, curated by experts with a 3–4-week perspective, following the Reserve Bank of India's decision to maintain the status quo on rates.

"The RBI’s recent monetary policy announcement reflects a strategic and resilient approach to macroeconomic management. Despite global headwinds, most notably the renewed tariff threats from the US, the RBI has held its course, keeping the repo rate unchanged at 5.5% and maintaining a 'Neutral' stance.

A majority of these new entrants (IPOs) in the April-June quarter fall under the small-cap category, with only one categorised as a midcap, stock broking platform Ventura said in its report.

Following the release of financial results for the April-June quarter of fiscal year 2025-26 (Q1FY26), India's top information technology (IT) companies will attract attention in today's market session.

Dive deep into the Q1 FY26 earnings of HCL Tech and TCS. Our expert analysis reveals why analysts favor TCS in the current market, offering insights into their financial performance, margin profiles, and future prospects. Discover which IT stock could be your next strategic investment.

In the Uttar Pradesh capital, 22-karat gold was priced at Rs 9,025 per gram on Monday, and 24-karat gold, also referred to as 999 purity, dropped to Rs 9,844 per gram.

While marginally higher rates were reported in Delhi and Lucknow, both regions also recorded a fall in prices compared to earlier levels.

However, prices were slightly higher in Delhi and Lucknow, where 22-karat gold stood at Rs 9,025 per gram and 24-karat gold at Rs 9,844 per gram.

The 90-day suspension of Trump tariffs on imports from several countries, including India, ends on July 9, reviving the risk of a 26 per cent additional duty on Indian goods entering the US.

Bharat K Gala, COO - Equity Broking at Ventura, has recommended three stocks to buy amid volatile market - Indian Bank, BSE PSU Bank, and Punjab National Bank.

Strategic partnerships, margin expansion, and capital discipline fuel a re-rating case in India’s rebounding hospitality sector.

Domestic brokerage firm Ventura Securities has suggest to short BSE Ltd in its recent note. However, the stock has seen some correction in the stock recently, falling nearly 10 per cent.