Read the latest pieces from ithoughtPMS...

A landmark ₹37,500 crore Cabinet approval has just reshaped India’s energy landscape. For investors, the question is not whether this...

ithoughtpmsMay 15, 2026

Something Shifted Recently Not long ago, the Indian government quietly made a move that didn’t get as much attention as...

ithoughtpmsMay 14, 2026

In portfolio construction, the question is rarely about returns alone.It is about role clarity — what part of the portfolio...

ithoughtpmsMay 12, 2026

FII flows continue to be negative again in April, even as Indian equities staged a broader recovery. The usual suspects...

ithoughtpmsMay 11, 2026

What Is SIP Investment? A Systematic Investment Plan (SIP) is a disciplined investment approach where investors contribute a fixed amount...

If I told you that the best asset to invest in today is domestic equities, you would probably laugh at...

Over the past few weeks, investors have been navigating tariff tensions, currency volatility, sharp oil movements, liquidity shifts, and now...

ithoughtpmsApril 27, 2026

The IT services industry was banking on enterprise AI adoption to be the next great growth engine. Modernisation, implementation projects,...

ithoughtpmsApril 24, 2026

Anita opened her mailbox: there it was her monthly PMS report. She opened the attachment, scrolled down to the performance...

ithoughtpmsApril 16, 2026