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Bold Calls
High-conviction, high-return ideas for experienced investors...
Explore Themes in this Collection
16 Themes Available
AI & Technology Growth
Gautam Patel
Publish on 11 Apr, 2026
Focused on companies leading innovation in artificial intelligence, cloud computing, and next-gen software solutions.
Min. Amount
₹ 35.49
1D Return
0
Volatility
-
Banking & Financial Servi...
Gautam Patel
Publish on 11 Apr, 2026
Covers top-performing banks and NBFCs benefiting from credit growth, digital banking, and strong balance sheets.
Min. Amount
₹ 6640.25
1D Return
0
Volatility
-
Green Energy & Sustainabi...
Gautam Patel
Publish on 13 Apr, 2026
Invests in companies driving renewable energy, EV ecosystem, and sustainable infrastructure growth.
Min. Amount
₹ 6577.86
1D Return
0
Volatility
-
Digital Banking & IT Tran...
Gautam Patel
Publish on 11 Apr, 2026
The Digital Banking & IT Transformation theme focuses on the convergence of financial services and technology, combining leading IT service providers with a key banking player undergoing digital evolution. With companies like YESBANK, TCS, and INFY, this theme aims to capture growth driven by digital banking adoption, fintech innovation, and enterprise technology transformation. The portfolio is positioned to benefit from increasing demand for scalable IT solutions, modernization of financial infrastructure, and the shift toward data-driven and customer-centric banking models. It is well-suited for investors looking to gain exposure to both financial sector recovery and long-term technology growth.
Min. Amount
₹ 13.26
1D Return
0
Volatility
-
IT boomers
Sejpalsinh Jadeja
Publish on 16 Apr, 2026
IT companies who are going to die soon because of AI
Min. Amount
₹ 6215.80
1D Return
0
Volatility
-
Pharma & CDMO Portfolio
DEVARSH JIGISH SHAH
Publish on 20 Apr, 2026
India’s pharmaceutical sector is entering a strong growth phase, driven by global demand and increasing outsourcing opportunities. CDMO (Contract Development and Manufacturing Organization) companies are becoming key partners for global pharma and biotech firms. As companies worldwide look to reduce costs and diversify supply chains beyond China, India is emerging as a preferred destination. India is already one of the largest suppliers of generic medicines and vaccines, with a strong reputation for quality manufacturing and regulatory compliance. The CDMO opportunity is further expanding this advantage into high-value research, development, and manufacturing services. With rising demand for complex drugs, specialty chemicals, and advanced therapies, Indian companies are moving up the value chain and building long-term global relationships. We focus on companies that: Have strong presence in CDMO, APIs, or specialty pharma Benefit from global outsourcing and export growth Show consistent earnings visibility and improving margins Have regulatory approvals and strong client relationships By investing in this portfolio, you get exposure to India’s growing role in the global pharmaceutical supply chain. This portfolio is ideal for long-term investors looking to benefit from a high-growth, export-driven sector with strong global tailwinds.
Min. Amount
₹ 13151.35
1D Return
0
Volatility
-
🚗 Auto / Auto Ancillary ...
DEVARSH JIGISH SHAH
Publish on 20 Apr, 2026
The auto ancillary sector is the backbone of India’s automobile and manufacturing industry. While most attention goes to car sales or EV trends, every vehicle—whether petrol, hybrid, or electric—depends on a wide range of components and systems. This makes ancillary companies a critical part of the entire ecosystem. India’s auto component industry has evolved significantly over the years. Companies are moving from basic parts to high-value, technology-driven products, supplying not just domestic manufacturers but also global OEMs. With strong growth in exports, rising vehicle demand, and increasing localization under initiatives like “Make in India,” the sector is entering a long-term growth phase. We focus on companies that: Are key suppliers to leading auto manufacturers Have strong export presence and global tie-ups Show consistent growth, improving margins, and solid balance sheets By investing in this portfolio, you get exposure to the real drivers of the auto industry—the companies that power every vehicle behind the scenes. This portfolio is ideal for long-term investors who want to benefit from India’s manufacturing growth story across cycles.
Min. Amount
₹ 51875.22
1D Return
0
Volatility
-
⚡ Power & Energy Portfoli...
DEVARSH JIGISH SHAH
Publish on 20 Apr, 2026
India’s power sector is entering a massive growth phase, driven by strong government push and rising energy demand. With over ₹24 lakh crore planned investment under the National Infrastructure Pipeline and an estimated $500 billion capex expected over the next decade, the sector is set to see long-term expansion across generation, transmission, and distribution. India is already the world’s 3rd largest power consumer, and with growth in manufacturing, electric vehicles, data centers, and renewable energy, electricity demand is expected to grow faster than GDP for the next 10+ years. This creates huge opportunities for companies involved in: Power equipment (transformers, cables, switchgear) EPC and infrastructure Grid modernization and transmission Renewable energy and energy-tech solutions We select companies that are well-positioned to benefit from this multi-year growth cycle, with strong order books, improving financials, and scalable business models. By investing in this portfolio, you get exposure to India’s long-term power and infrastructure growth story.
Min. Amount
₹ 33224.24
1D Return
0
Volatility
-
Test
Kandoriya krupal
Publish on 20 Apr, 2026
Just for testing
Min. Amount
₹ 4783.75
1D Return
0
Volatility
-
AngelOne
Ms. Hina Sharma
Publish on 11 May, 2026
AngelOne Stocks
Min. Amount
₹ 106.11
1D Return
0
Volatility
-
Testing 2
Ms. Hina Sharma
Publish on 30 Apr, 2026
Testing 2 2
Min. Amount
₹ 12.45
1D Return
0
Volatility
-
Banking & Finance
Reeya Bhatt
Publish on 09 May, 2026
Banking & Finance
Min. Amount
₹ 6769.20
1Y CAGR
-0.6598
Volatility
Medium
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