Yes… They are not comparable and hence CAMS deserves separate place in portfolio.
As the case with sure shot business of auto ancillaries, CAMS and KFintech have sure business from AMCs. Although auto ancillaries need to compete a lot here there are only 2 players.
CAMS have lot of small seeds which can grow like CAMSFinserv,CAMS eNPS,WealthServe, CAMSRep,CAMSPay etc.
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