Feroze Azeez 🇮🇳
@feroze_azeez • 145,510 subscribers
Joint CEO @ARWealth | TEDx Speaker | Fortune 40u40 | Blending empathy with data to simplify markets, economy and personal finance for HNIs & UHNIs.
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In conversation with Shail Bhatnagar on Business Today, the discussion was focused on how recent returns often shape investor expectations. History, however, has a way of bringing perspective. Gold has witnessed phases of remarkable performance, but the probability of sustaining such extraordinary returns over long holding periods has historically been low. Looking at 10-year rolling returns offers a more balanced view of what investors can realistically expect.
Feroze Azeez 🇮🇳6,186,554 просмотров • 2 месяцев назад
In conversation with anchor Lovisha Darad on Moneycontrol, the discussion revolved around how market corrections are an inherent part of equity investing, and what it would truly take for Indian markets to witness a deep correction. With nearly 50% of the Nifty’s weight concentrated in the top 10 companies, any substantive fall would require meaningful valuation compression in these heavyweight stocks.
Feroze Azeez 🇮🇳5,747,570 просмотров • 2 месяцев назад
In conversation with CA Anil Singhvi Zee Business from Zee Business, the discussion highlighted that while India's weight in global indices has decreased, FII ownership in small caps has remained largely unchanged over the years. For investors seeking balanced equity exposure, flexi-cap and multi-cap funds can be an effective way to participate across market segments.
Feroze Azeez 🇮🇳5,541,737 просмотров • 2 месяцев назад
In conversation with Shail Bhatnagar on Business Today, the discussion focused on how a larger financial objective can make even a small allocation more meaningful. The point was not only about selling gold. It was about putting India’s gold wealth into perspective. Around ₹2.5–3 lakh crore of gold is already held in ETFs and other unitised investment avenues, including nearly ₹1.76 lakh crore in Gold ETFs alone. Against a projected balance of payments deficit of $65 billion, the amount required to bridge the gap represents only about 1.5% of total Gold holdings.
Feroze Azeez 🇮🇳5,110,383 просмотров • 2 месяцев назад
Can oil prices really correct 25% from current levels? In a discussion with CA Anil Singhvi Zee Business on Zee Business, 55 years of oil price data showed that in 14 instances since 1973 where crude surged over 50%, prices corrected 28% to 40% in the following year.
Feroze Azeez 🇮🇳5,290,506 просмотров • 2 месяцев назад
In continuation of Anand Rathi Wealth’s Isoldmygold movement, this conversation with CNBC explored how reducing India’s dependence on gold imports can contribute to stronger domestic capital formation. As household savings gradually move from idle gold holdings towards productive financial participation, India’s MSCI weightage and relevance in global capital flows can continue to strengthen over time.
Feroze Azeez 🇮🇳5,291,176 просмотров • 2 месяцев назад
In conversation with anchor Shibani Gharat on ET Now, the outlook for Indian equities in 2026 was viewed through mathematics, not mood. Since FY01, Nifty has had only 6 negative financial years. More importantly, it has never delivered negative returns for 2 consecutive financial years in this century. After 1 negative year, the odds appear favourable for equities. A move back towards the 26,000 peak would not be surprising.
Feroze Azeez 🇮🇳3,974,302 просмотров • 1 месяц назад
In conversation with anchor Shibani Gharat on ET NOW, the discussion focused on HDFC Mutual Fund’s cap on large lump sum inflows into its gold ETF. When gold moved near ₹1,75,000 per 10 grams, ETF inflows surged to ₹24,000 crore. The point is uncomplicated. Chasing price rallies can create recency bias, while a data backed process brings clarity.
Feroze Azeez 🇮🇳4,145,226 просмотров • 1 месяц назад
In conversation with anchor Tamanna Inamdar on NDTV Profit, the discussion focused on on HDFC Mutual Fund’s cap on gold ETF inflows and investor recency bias. India already holds 28% of household savings in gold, while equity mutual funds account for only 1.8%. From March 2024 to February 2026, gold ETF inflows stood at ₹81,828 crore. When gold was at ₹68,000, there was a ₹400 crore outflow. When gold averaged ₹1,66,300, inflows rose to ₹24,000 crore. The point is uncomplicated. Chasing recent price rallies can impact long term outcomes.
Feroze Azeez 🇮🇳3,358,956 просмотров • 1 месяц назад
In conversation with anchor Shail Bhatnagar on Business Today, the discussion focused on gold versus equity over the long term. Gold may look impressive when seen in isolation, but long term comparison changes the perspective. In 10 year rolling periods, equity funds have largely stayed ahead of gold, with stronger compounded outcomes despite gold’s recent rally. The point is uncomplicated. Wealth decisions should not be based only on how much an asset has grown. They should be viewed through comparison, data, and long term outcomes.
Feroze Azeez 🇮🇳3,312,596 просмотров • 1 месяц назад
In coversation with Shail Bhatnagar on Business Today, the discussion was focused on why gold prices can look different in India compared to global markets. Gold may appear elevated in ₹ terms, but the global price movement tells a more nuanced story. Rupee depreciation, import duties, and government duty changes can influence how gold prices are reflected in India.
Feroze Azeez 🇮🇳3,292,335 просмотров • 2 месяцев назад
In conversation with anchor Priyanka Sambhav on Money9, the discussion focused on gold prices and their long term comparison with equity mutual funds. Gold is around ₹1,59,000 per 10 grams on MCX, supported by import duty changes and rupee depreciation since January. Even if gold moves towards ₹1,80,000, the larger question is whether it can stay ahead of equity mutual funds over the next 3 to 5 years. The view remains uncomplicated. Over a 5 year holding period, there is over a 90 percent probability that equity mutual funds may deliver better long term outcomes.
Feroze Azeez 🇮🇳2,918,576 просмотров • 1 месяц назад
In conversation with Zee Business, the discussion was focused on how domestic spending can shape key investment themes for this financial year. With planned outlay across infrastructure, defence, manufacturing, and agriculture, sectors such as capital goods, power, EPC, cement, tractors, and auto components may remain important areas to track. When public spending is directed toward productive assets, it can create resilience across linked sectors over the next 6 months to 1 year.
Feroze Azeez 🇮🇳2,751,773 просмотров • 2 месяцев назад
In conversation with Shibani Gharat on ET Now, the discussion focused on the thought process behind the gold selling campaign. India holds nearly ₹4 crore crore of gold. If even 1 percent to 1.5 percent of this comes out of lockers, bars, and coins, it can reduce the need for gold imports and help address the $65 billion balance of payment gap. With around ₹100 to ₹125 crore of exits already seen, the objective is simple. If Anand Rathi Wealth enables ₹3,000 crore of gold exits, it can help solve 1 percent of India’s problem.
Feroze Azeez 🇮🇳1,937,475 просмотров • 1 месяц назад
In conversation with anchor Priyanka Sambhav on Money9, the discussion focused on why large caps have lagged. TSMC’s weight in the MSCI Emerging Markets Index has risen from 7 percent to 14 percent, while India stands near 11 percent. As global flows chase Taiwan, weight gets pulled from large Indian names like HDFC and Reliance. When this cycle unwinds, large caps may find their strength again.
Feroze Azeez 🇮🇳836,144 просмотров • 1 месяц назад
A discussion with Lovisha Darad, Senior Correspondent and Anchor at Moneycontrol on whether domestic investors can continue supporting markets amid FII outflows. - Strong SIP and lump sum inflows continue to add to cash reserves - Mutual funds still have deployable capital despite consistent buying - Consistent Small cap inflows indicate retail sentiment remains intact
Feroze Azeez 🇮🇳1,458,526 просмотров • 3 месяцев назад
In conversation with CA Anil Singhvi Zee Business on Zee Business, the discussion focused on RBI’s relief on FCNR deposits and hedging costs for NRIs. FCNR deposits are tax free in India for NRIs, and lower hedging costs make this route even more attractive. India benefits from a strong NRI base, where money continues to flow back because of deep roots and confidence in the country. The point is simple. This can support inflows, improve sentiment, and add strength at a time when every dollar flow matters.
Feroze Azeez 🇮🇳642,372 просмотров • 1 месяц назад
Markets are not just about price movement. Understanding what sits inside the index changes how you read the data.
Feroze Azeez 🇮🇳986,310 просмотров • 2 месяцев назад
Spend after investing. Not invest after spending. That shift changes everything. - From my podcast Upsurge.club
Feroze Azeez 🇮🇳703,203 просмотров • 2 месяцев назад
Long-term investing is often misunderstood. It does not mean holding everything forever. It means staying committed to the right asset class. An asset class can be held for decades. An instrument cannot. Understanding this difference is what separates investing from holding.
Feroze Azeez 🇮🇳945,261 просмотров • 4 месяцев назад