Hi. I have some disagreement with you on facts.
- Postpaid loans was not the major contributor to lending revenue. The major contributors are Merchant Lending and Personal Loans which Paytm continues to do.
- Please confirm which 5 fintechs are bigger than Paytm when it comes to the quantum of loan origination per quarter.
Other than this the remaining post is full of opinion. I hold a counter opinion. But let’s wait for more data to decide.
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