Just adding in this thread - I’m going to leverage using Personal Loan from HDFC. Taking it at ~10.85. Will go bulk in Kotak.
Thesis : All the long term thesis on low valuations, conglomerate structure performing well etc etc + Short term trigger expected in 1-2 quarters of RBI ban lifting. Expecting 15-20% CAGR over the next 2-3 years. Let’s see how it goes.
It might not be the most upside I can extract out of the market; many other opportunities might even do better. But this bluechip fits the risk reward perfectly for me in case of leveraged money.
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