TBNG Capital Advisors

The recent Operation Sindoor has reignited geopolitical concerns. Naturally, investors wonder: should we pull back or stay the course? A timely read for investors looking to preserve and grow wealth through India’s long-term growth story. Read the full advisory here: https://lnkd.in/df23_VzY 📊 History offers clarity: Despite wars and strikes (Kargil, Uri, Balakot), Indian markets have shown remarkable resilience, rebounding swiftly and strongly. Our latest blog offers clarity on: ✅ Why long-term investing remains the smart choice ✅ How to avoid knee-jerk decisions and biases ✅ Actionable steps to keep portfolios balanced and resilient #tbngcapitaladvisors #Investments #StayInvested #InvestingWisely #MarketVolatility #FinancialPlanning #LongTermInvesting  #IndiaMarkets #OperationSindoor #MutualFundsIndia #SmartInvesting #WealthManagement #tbng

Why Staying Invested Still Wins The markets are still facing their share of global twists and turns. In our latest Director’s Note, we talk about why sticking with your long-term plan, instead of getting caught up in short-term guesses, is still the smartest way to grow your wealth. April’s Snapshot: Indian markets rebounded in April ‘25. SIP inflows ~₹20k crore. Read the full market note here → https://bit.ly/42L7wFL #StayInvested #LongTermWealth #SIPSuccess #SmartInvesting #Investmentmanagement #InvestmentStrategy #TBNG #TBNGCapitalAdvisors #Investments #Marketupdate #Newsletter

TBNG Capital Advisors was recently featured in Business Standard for our views on the sharp fall in Sector & Thematic Fund inflows. Sector Funds down 97%—Should You Worry? 😟📉 A lot of investors entered sector & thematic funds when markets were booming. Now, with a sharp dip, many are rushing to exit. But here’s the thing: 🔁 Markets move in cycles. 📊 Sector funds are meant for long-term, high-conviction investors. ❗ Acting out of fear might do more harm than good. As we often tell our clients: “Misreading market cycles can hurt more than volatility itself.” ✅ If your goals haven’t changed, maybe your strategy shouldn’t either. Let’s stay informed, not impulsive. Read full article here - https://bit.ly/3GwZZS8 #TarunBirani #TBNGCapitalAdvisors #SmartInvesting #SectorFunds #InvestorWisdom #WealthWisely

This past Saturday in Bengaluru, we had a deeply engaging session on a topic that deserves far more attention — managing concentration risk in investment portfolios. It was a pleasure to share insights with a room full of thoughtful investors, discussing the hidden vulnerabilities that arise when portfolios are heavily tilted toward ESOPs, real estate, or business equity. Key discussions included: 1. How to identify and assess concentration risk 2. Why diversification is critical to long-term wealth preservation 3. Practical frameworks to build more resilient portfolios Thank you to everyone who participated and contributed to such a meaningful exchange of ideas. At TBNG Capital Advisors, we remain committed to helping investors make informed, strategic decisions that stand the test of time. #WealthManagement #FinancialPlanning #ConcentrationRisk #InvestmentStrategy #Leadership #InvestorEducation #TBNG #ESOP

You already depend on your company for your paycheck. Now imagine your investments are also tied to it. That’s exactly what happens when you hold ESOPs without diversifying. Your financial future gets concentrated in one single stock — your employer’s. 📉 If the company hits a downturn, it can wipe out both your job and your ESOP wealth. ✅ Learn how to protect your wealth from single-company dependence. Our ESOP planning session covers real diversification strategies used by senior professionals. ➡️ Register now: https://lnkd.in/dZDez73r Your next decision could define your next decade. #ESOPPlanning #WealthManagement #SmartExits #FinancialPlanning #TBNGCapital #GoalBasedInvesting #LongTermInvesting #InvestmentStrategy #SmartInvesting #FinancialPlanning #TBNGCapitalAdvisors #Bengaluruevent #Event

When 80% of your net worth is in one stock… You’re not invested — you’re exposed. We recently met a CXO who held ₹3.5 Cr in ESOPs from his company. No diversification. No liquidity plan. No link to life goals. All it took was a market dip — and years of effort were wiped out. 🎯 Don’t let concentrated wealth become concentrated risk. Join our session on ESOPs & Financial Planning to learn: ✔ How to exit smart ✔ How to protect your gains ✔ How to align ESOPs with real goals ➡️ Register now: https://lnkd.in/dZDez73r Your next decision could define your next decade. #ESOPPlanning #WealthManagement #SmartExits #FinancialPlanning #TBNGCapital #GoalBasedInvesting #LongTermInvesting #InvestmentStrategy #SmartInvesting #FinancialPlanning #TBNGCapitalAdvisors

Market volatility can be unsettling, but a goal-based investment strategy provides stability and direction. In his latest Mint article, Tarun Birani discusses how focusing on your financial goals can help you navigate uncertain times effectively. Read more: https://bit.ly/4cpTZ9v #GoalBasedInvesting #LongTermInvesting #MarketVolatility #FinancialPlanning #InvestmentStrategy #SmartInvesting #InvestingTips #FinancialPlanning #MarketInsights #TBNG #TBNGCapitalAdvisors #mint #MintMoney #FinancialNews #MintMarkets

Trade Winds Are Changing — Is Your Portfolio Ready? The April 2025 edition of our newsletter is out! From Trump’s tariffs to India’s market rebound, and China's resurgence to gold’s new highs—we decode what it all means for your wealth strategy. 💡 Discover why goal-based investing is your best compass in uncertain markets. 📊 Explore market highlights, asset class insights, and expert commentary. 👉 Read now: https://bit.ly/3FWKa73 #Investmentmanagement #InvestmentStrategy #WealthManagement #FinancialPlanning #MarketInsights #TBNG #TBNGCapitalAdvisors #Investments #Marketupdate #Aprilnewsletter #Newsletter #Trumpstariffs #UStariffs

Investors often struggle with direct stock investing due to market volatility, survivorship bias, and behavioural traps. Should you opt for managed funds like mutual funds PMS etc instead? Shared my views on CNBC-TV18 Watch Now - https://bit.ly/429qcgP

Is China the next big opportunity for your portfolio? In this must-watch interview, sharing my insights on the potential of China-related investments on CNBC-TV18 the risks involved, and why diversification is key to your global investment strategy. In this video: ● China's Growth: Strong long-term potential with low valuations and high dividends. ● Investment Risks: Regulatory challenges, geopolitical tensions, and currency depreciation. ● Diversification: International funds allocation and how much to China? Watch Now - https://bit.ly/3FErN6G