Hey Ronak,
Just looked at your portfolio for the first time. Splendid thought process.
The portfolio is concentrated on overall financials. So why not diversify to metals, old age industrials, Pharma, FMCG etc.
I get that you believe FMCG is expensive, but with inflation moderate, or reducing, and corresponding decrease in Interest Rates expected through 2024, rural fmcg buying should pick up.
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