Thanks Hemant for your valuable insights about the margins normalizing. It is difficult for an outsider to view the industry dynamics. I have also been invested in Zensar since 2022 ,average cost being around 280. I have also been invested in OFSS since 2021 from 3000 levels and never sold, it now comprises 5% of my Pf. I liked the stickiness of the OFSS product and once a bank onboards OFSS it may not able to leave it in the long run or the costs may be very high. As fund mamagers are now dissing HDFC/Kotak/icici… I think it would be now prudent to buy at around 10-15% fall from here.
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