Generated by All in One SEO v5.0.0.1, this is an llms.txt file, used by LLMs to index the site. # OmniScience Capital OmniScience Capital ## Sitemaps - [XML Sitemap](https://www.omnisciencecapital.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [OmniVista July 2026 : Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-july-2026-market-outlook-updates/) - Welcome to the July 2026 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Major Indices Performance & Metrics OmniScience in the News Reports of the Month Video of the Month We - [AI Power-Play: India Data CenterCapacity Could Surge to 19-23 GW by 2030](https://www.omnisciencecapital.com/ai-power-play-india-data-centercapacity-could-surge-to-19-23-gw-by-2030/) - India is rapidly emerging as a global AI and digital infrastructure hub, fueled by explosive growth in data generation, cloud adoption, digital public infrastructure, and AI-enabled applications. Despite generating nearly 15–20% of the world’s digital data, India currently accounts for only a small fraction of global data centre capacity, creating a significant infrastructure gap. The“AI - [Daily Voice: Ashwini Shami calls FMCG a ‘feel-good way to lose money’, prefers these stocks](https://www.omnisciencecapital.com/daily-voice-ashwini-shami-calls-fmcg-a-feel-good-way-to-lose-money-prefers-these-stocks/) - Ashwini Shami, president and chief portfolio manager at OmniScience Capital, advised investors to remain cautious before committing fresh capital to chemical stocks at current valuations. He also described consumer staples as a classic example of “capital imploders” under the firm’s Scientific Investing Framework, “a feel-good way to lose money”. On monetary policy, Shami expects both - [Daily Voice: Markets have digested war and peace narrative; fundamentals back in focus, says investment strategist Vikas Gupta](https://www.omnisciencecapital.com/daily-voice-markets-have-digested-war-and-peace-narrative-fundamentals-back-in-focus-says-investment-strategist-vikas-gupta/) - Earnings growth could be higher in the broader markets, but given the valuations, it is possible that it doesn’t outperform large caps over a 3-5-year period, said Vikas Gupta of OmniScience Capital. Read More - [Back with a bang! Foreign investors bet on financials, record](https://www.omnisciencecapital.com/back-with-a-bang-foreign-investors-bet-on-financials-record/) - "The financial services sector accounts for nearly 40% of the benchmark index, so it naturally attracts significant investment flows. It is a large, liquid sector with strong growth prospects and, in our view, remains undervalued," said Vikas Gupta, CEO of OmniScience Capital. "Financial services are likely to continue being the preferred sector for long-term investors, - [FPIs stage strong comeback in financials with record fortnightly inflows in 2026](https://www.omnisciencecapital.com/fpis-stage-strong-comeback-in-financials-with-record-fortnightly-inflows-in-2026/) - The financial services sector makes up nearly 40% of the index, and, naturally, that would get large flows since it is a large and liquid sector with growth potential while being mispriced," said Vikas Gupta, CEO at OmniScience Capital. "The financial services sector is likely to remain the favourite of long-term investors, including FPIs. Read - [Daily Voice: Market already moved beyond US-Iran conflict, now focusing on normalized earnings growth in FY27, says portfolio manager](https://www.omnisciencecapital.com/daily-voice-market-already-moved-beyond-us-iran-conflict-now-focusing-on-normalized-earnings-growth-in-fy27-says-portfolio-manager/) - As IT services companies continue to re-architect their business models, earnings growth visibility has weakened. Therefore, investors should not rush to buy into the mirage of undervaluation in the IT space, he advised. Shami believes the market has already moved beyond the US-Iran conflict and is now focusing on normalized earnings growth in FY27. This - [OmniVista June 2026 : Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-june-2026-market-outlook-updates/) - Welcome to the June 2026 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Major Indices Performance & Metrics OmniScience in the News Reports of the Month Video of the Month We - [Budget 2024 India Expectations Live Updates](https://www.omnisciencecapital.com/budget-2024-india-expectations-live-updates/) - Interim Budget 2024 Expectations from Ashwini Shami, Smallcase Manager, EVP & Portfolio Manager, OmniScience Capital "We believe spending on defence will continue. India is looking to become an exporting hub for defence. We already have attachés from more than 80 countries. It has become a significant part of the economy and the market over the - [Sensex Gave Positive Returns To Investors 4 Times During Last Five Budget Days](https://www.omnisciencecapital.com/sensex-gave-positive-returns-to-investors-4-times-during-last-five-budget-days/) - We anticipate that Budget 2024 might not bring significant shifts in the stock market or investor portfolios, but it's likely to reinforce existing economic growth themes. Key sectors like infrastructure, railways, capital goods, defence, and logistics could continue to attract investor interest due to sustained government support and investment. Read More - [Stock Market Live Updates: Nifty Chases 25,700 Mark; Sensex Jumps 340 Pts; Broad Market Stays Strong](https://www.omnisciencecapital.com/stock-market-live-updates-nifty-chases-25700-mark-sensex-jumps-340-pts-broad-market-stays-strong/) - July 25 was a month of market-wide correction, nearly all indices closed in red for the month with Nifty 50, midcap and smallcap indices losing 2.8% - 3.6% in July. FIIs were net sellers in July (-47k cr) after a streak of 4 months of being net buyers.""The domestic inflows remained resilient with DIIs supporting - [India's Energy Demand Is Likely To Triple In 10 Years; Green Energy Shift To Require Rs 65 Trillion Investment](https://www.omnisciencecapital.com/indias-energy-demand-is-likely-to-triple-in-10-years-green-energy-shift-to-require-rs-65-trillion-investment/) - Solar Energy Generation Will Be Key Focus In Coming Decade India is expected to add around 850–900 GW of new power capacity by 2035 and reach a total installed capacity of 1,300–1,400 GW. The energy transition will require major investments in transmission grids, wired infrastructure, and smart meters. According to the OmniScience Capital report: Wind - [Adopt Goal-Based Investing For Financial Independence & Early Retirement: Smallcase Managers](https://www.omnisciencecapital.com/adopt-goal-based-investing-for-financial-independence-early-retirement-smallcase-managers/) - Retirement planning can help attain financial freedom after formal employment ends. An alternative source of income from one's investment portfolio can take care of lifestyle expenses and longer-term financial commitments. Building a retirement corpus requires capability to save and invest in asset classes such as equities with a long-term orientation. Read More - [Budget 2024 India Expectations Live Updates: Automobiles & FMCG Are Likely To Get A Boost From Rural Spending](https://www.omnisciencecapital.com/budget-2024-india-expectations-live-updates-automobiles-fmcg-are-likely-to-get-a-boost-from-rural-spending/) - The interim budget for the fiscal year 2024-25 was scheduled to be presented in Parliament by Finance Minister Nirmala Sitharaman on February 1. As the general elections were approaching, the budget was expected to be an interim budget rather than a full-fledged one. The government aimed to achieve a fiscal deficit of 5.9% of GDP - [Interim Budget 2024 Expectations from Ashwini Shami,smallcase Manager, EVP & Portfolio ManagerOmniScience Capital](https://www.omnisciencecapital.com/interim-budget-2024-expectations-from-ashwini-shamismallcase-manager-evp-portfolio-manageromniscience-capital/) - We believe spending on defence will continue. India is looking to become an exporting hub for defence. We already have attachés from more than 80 countries. It has become a significant part of the economy and the market over the last five years inspiring tremendous excitement. Overall, expecting the Amrit Kaal theme to continue from - [Diwali 2025: Top Themes To Dominate Indian Stock Market In First Half of Samvat 2082; Consumer, Auto, More](https://www.omnisciencecapital.com/diwali-2025-top-themes-to-dominate-indian-stock-market-in-first-half-of-samvat-2082-consumer-auto-more/) - The first half of FY26 saw modest gains for benchmark indices despite global challenges. Nifty 50 advanced by 2.5%, supported by domestic institutional investors amid intense FII selling and elevated US interest rates. Infrastructure and PSU Banks emerged as winners in H1FY26 with returns of 18.5% and 22.3% respectively, aligning with government capex focus. In - [Daily Voice | What makes this market veteran bullish on BFSI and tech large-caps for next year](https://www.omnisciencecapital.com/daily-voice-what-makes-this-market-veteran-bullish-on-bfsi-and-tech-large-caps-for-next-year-2/) - India has the potential to be the fastest growing major economy in the Amrit Kaal, believes Ashwini Shami, the executive vice-president (EVP) and portfolio manager at OmniScience Capital. With more than 50 percent of the population below the average age of 25, India has one of the youngest populations in the world. This, aided by - [DAILY VOICE | Vikas Gupta of OmniScience Capital advises investors against going after bull market stars](https://www.omnisciencecapital.com/daily-voice-vikas-gupta-of-omniscience-capital-advises-investors-against-going-after-bull-market-stars/) - The well-known popular stocks are trading at high PE and expensive valuations. So, the opportunity there is not much. FIIs are making the mistake of going after stocks that do have strong fundamentals. These are the typical bull-market stars, and we would like to caution investors to stay away from these, says Dr. Vikas V Gupta, - [DAILY VOICE | Wealth creating opportunities available even in firms not popular with DII, FIIs or retail investors: Vikas Gupta, OmniScience Capita](https://www.omnisciencecapital.com/daily-voice-wealth-creating-opportunities-available-even-in-firms-not-popular-with-dii-fiis-or-retail-investors-vikas-gupta-omniscience-capita/) - More than dips, investors should focus on specific companies which have good growth prospects but are mispriced by Mr. Market, Dr. Vikas V Gupta, CEO & Chief Investment Strategist, OmniScience Capital, said in an interview with Moneycontrol’s Kshitij Anand. There are opportunities in many companies which are not popular with retail investors or even most - [Crude relief for India to take more time](https://www.omnisciencecapital.com/crude-relief-for-india-to-take-more-time/) - [Wealth, health, peace: Why retirement planning should start early](https://www.omnisciencecapital.com/wealth-health-peace-why-retirement-planning-should-start-early/) - Why starting early is the key to peaceful retirement According to a report by OmniScience Capital called “The Science of Retirement Planning: Navigating Hidden Risks in a Long Retirement”, the investment structure shapes how long savings last and how well retirees cope with inflation and rising life expectancy. Whether you decide to invest in fixed - [US-Iran Peace Deal Triggers Market Rally: Why Stocks, SIPs And The Rupee Jumped](https://www.omnisciencecapital.com/us-iran-peace-deal-triggers-market-rally-why-stocks-sips-and-the-rupee-jumped/) - Why The Peace Deal Matters For India The Strait of Hormuz handles nearly one-fifth of global oil supplies and is a vital route for crude shipments from the Middle East. Concerns over disruptions in the waterway had fuelled fears of prolonged supply shortages and higher energy prices. The peace agreement announced by US President Donald - ["Experts Market को कैसे Analyze करते हैं?Scientific Investing Explained](https://www.omnisciencecapital.com/experts-market-को-कैसे-analyze-करते-हैंscientific-investing-explained/) - Watch Now - [Will the US-Iran peace deal unleash torrent of domestic money into Indian markets?](https://www.omnisciencecapital.com/will-the-us-iran-peace-deal-unleash-torrent-of-domestic-money-into-indian-markets/) - For India, which imports 85-88% of its crude oil requirements, the prospect of lower oil prices removes a key overhang on inflation, the current account deficit, and corporate margins. Market participants now see this as a potential trigger for a recovery in participation from retail investors, HNIs, and tactical traders. Therefore, complementing steady DII and - [विकास की दिशा बदल रही है निवेशकों को इस पर ध्यान देना चाहिए- डॉ. विकास वी. गुप्ता](https://www.omnisciencecapital.com/विकास-की-दिशा-बदल-रही-है-नि/) - ओम्नीसाइंस कैपिटल के प्रमुख निष्कर्ष पहला, भारत का विकास प्रीमियम बरकरार है। भारत वैश्विक औसत से लगभग दोगुनी गति से बढ़ रहा है। दूसरा, वैश्विक वृद्धि का नेतृत्व अब उभरते बाजारों के हाथ में है। शीर्ष छह तेज़ी से बढ़ती अर्थव्यवस्थाओं में अधिकांश उभरते देश हैं। तीसरा, देशों के बीच वृद्धि का अंतर बढ़ रहा - [Nifty to hit 31,000 by March 2027? OmniScience Capital is overweight on these sectors, but cautious on IT](https://www.omnisciencecapital.com/nifty-to-hit-31000-by-march-2027-omniscience-capital-is-overweight-on-these-sectors-but-cautious-on-it/) - Sensex and Nifty have overall begun the new financial year 2027 on a positive note, recovering some of the losses which were recorded during the sharp downturns of March. OmniScience Capital now paints a bright picture for Dalal Street, as it expects Nifty to remain in the range of 28,000-31,000 by the end of March - [ETMarkets Smart Talk | Scientific investing over social media tips: Vikas Gupta urges method over hype](https://www.omnisciencecapital.com/etmarkets-smart-talk-scientific-investing-over-social-media-tips-vikas-gupta-urges-method-over-hype-2/) - In an age where stock tips are just a scroll away, Dr. Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, makes a compelling case for ditching the noise and embracing a structured, evidence-based approach to investing. Read More - [Markets to witness correction or rally in 2026 after a year of volatility? Here is what Prashant Khemka and 6 others say](https://www.omnisciencecapital.com/markets-to-witness-correction-or-rally-in-2026-after-a-year-of-volatility-here-is-what-prashant-khemka-and-6-others-say/) - Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital Gupta, CEO and CIS of OmniScience Capital, also expects rally—earnings growth + interest rate cuts + policy triggers. Read More - [Diwali 2024 outlook! Vikas Gupta on why banking and power sectors are poised for growth in Samvat 2081](https://www.omnisciencecapital.com/diwali-2024-outlook-vikas-gupta-on-why-banking-and-power-sectors-are-poised-for-growth-in-samvat-2081/) - We think that different stocks and sectors, which are currently not favourites but are significantly undervalued are likely to become the favourites for Samvat 2081,” says Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital. In an interview with ETMarkets, Gupta said: “If India has to grow then the financial resources are primarily going - [Can gold sustain its stellar run in 2026? Here is what Raamdeo Agrawal and 6 other experts say](https://www.omnisciencecapital.com/can-gold-sustain-its-stellar-run-in-2026-here-is-what-raamdeo-agrawal-and-6-other-experts-say/) - Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital Gupta said it is less likely for gold to continue delivering similar returns. After an approximate 80% rally this year, sustaining such performance appears unlikely. Read More - [Why stocks trump gold for long-term wealth creation](https://www.omnisciencecapital.com/why-stocks-trump-gold-for-long-term-wealth-creation/) - As India steps into the auspicious season of Dhanteras and Diwali, a time when the glow of gold ornaments and coins once again fills homes and hearts, investors are reminded of the deep cultural connection between prosperity, wealth, and gold. Traditionally seen as a symbol of security and good fortune, gold remains a preferred asset - [ETMarkets Smart Talk: Sectors to avoid in 2025: Overvalued plays and low growth visibility stocks](https://www.omnisciencecapital.com/etmarkets-smart-talk-sectors-to-avoid-in-2025-overvalued-plays-and-low-growth-visibility-stocks/) - Investors should stay away from the overvalued sectors and the sectors where the long-term growth visibility is missing,” says Ashwini K. Shami, EVP & Portfolio Adviser, Omniscience Investment Adviser. In an interview with ETMarkets, Shami said: “Sectors such as consumer durables, FMCG, private sector defence, tourism and realty have unfavourable risk-reward expectation in the future,” - [ETMarkets Smart Talk | Scientific investing over social media tips: Vikas Gupta urges method over hype](https://www.omnisciencecapital.com/etmarkets-smart-talk-scientific-investing-over-social-media-tips-vikas-gupta-urges-method-over-hype/) - In an age where stock tips are just a scroll away, Dr. Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, makes a compelling case for ditching the noise and embracing a structured, evidence-based approach to investing. In this exclusive ETMarkets Smart Talk, Gupta cautions investors against falling for hype-fueled recommendations from WhatsApp or - [ETMarkets Fund Manager Talk: FII inflows could be as high as $40-50 billion, overwhelming DII inflows: Vikas Gupta](https://www.omnisciencecapital.com/etmarkets-fund-manager-talk-fii-inflows-could-be-as-high-as-40-50-billion-overwhelming-dii-inflows-vikas-gupta-2/) - In 2023, domestic institutional inflows into Indian equities were almost closer to foreign capital flows. However, in 2024, the latter may be ahead of the former by a wide margin, according to Vikas Gupta, CEO and chief investment strategist, OmniScience Capital. “It is likely that DII inflows will remain comparable to FII inflows in future. Read More - [ETMarkets Fund Manager Talk: FII inflows could be as high as $40-50 billion, overwhelming DII inflows: Vikas Gupta](https://www.omnisciencecapital.com/etmarkets-fund-manager-talk-fii-inflows-could-be-as-high-as-40-50-billion-overwhelming-dii-inflows-vikas-gupta/) - In 2023, domestic institutional inflows into Indian equities were almost closer to foreign capital flows. However, in 2024, the latter may be ahead of the former by a wide margin, according to Vikas Gupta, CEO and chief investment strategist, OmniScience Capital. “It is likely that DII inflows will remain comparable to FII inflows in future. Read More - [Nifty 50 set for first annual fall after a decade of positive returns: Should index mutual fund investors be worried?](https://www.omnisciencecapital.com/nifty-50-set-for-first-annual-fall-after-a-decade-of-positive-returns-should-index-mutual-fund-investors-be-worried/) - The current phase of decline offers investors the opportunity to accrue the benefit of rupee-cost averaging. "One of the fundamental principles of index investing is accepting that there will be periods when returns are muted or even negative. Trying to time the market based on short-term performance can often do more harm than good," said - [Daily Voice | What makes this market veteran bullish on BFSI and tech large-caps for next year](https://www.omnisciencecapital.com/daily-voice-what-makes-this-market-veteran-bullish-on-bfsi-and-tech-large-caps-for-next-year/) - India has the potential to be the fastest growing major economy in the Amrit Kaal, believes Ashwini Shami, the executive vice-president (EVP) and portfolio manager at OmniScience Capital. With more than 50 percent of the population below the average age of 25, India has one of the youngest populations in the world. This, aided by - [Daily Voice: Few pure-play defence stocks still investible from valuation perspective, says OmniScience Capital's Vikas Gupta](https://www.omnisciencecapital.com/daily-voice-few-pure-play-defence-stocks-still-investible-from-valuation-perspective-says-omniscience-capitals-vikas-gupta/) - Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, believes that the fundamentals of defence stocks remain extremely strong in terms of revenue, profits, growth visibility, and order books extending 5-10 years. According to him, a few pure-play defence stocks are still investible from a valuation perspective, but many others appear overvalued. Read more - [Daily Voice: Time to look for new gems that emerged in panic selling, says this investment strategist](https://www.omnisciencecapital.com/daily-voice-time-to-look-for-new-gems-that-emerged-in-panic-selling-says-this-investment-strategist-2/) - After nearly 6 percent correction, Vikas V Gupta, CEO & Chief Investment Strategist at OmniScience Capital, told Moneycontrol, "Mr. Market looks depressed and for us as scientific investors it is a time to do a deep dive and look for new gems which might have emerged in the panic selling."Vikas, who was also a Scientist - [Promoters, PE firms sell $30 billion worth of Indian stocks till June. Is this a red flag for retail investors?](https://www.omnisciencecapital.com/promoters-pe-firms-sell-30-billion-worth-of-indian-stocks-till-june-is-this-a-red-flag-for-retail-investors-3/) - Many stocks are sold when the IPO lock-in period ends. The PEs have a fund life. They raise funds and invest them during the first 2-3 years of a fund’s life and then nurture or hold the investments for a 3-5 years and then exit them post that over the last couple of years of - [Financial freedom: Here's how to invest in equities with confidence](https://www.omnisciencecapital.com/financial-freedom-heres-how-to-invest-in-equities-with-confidence/) - This is a very conservative and suboptimal approach. One can maximise wealth creation and optimise returns only if one invests predominantly in equities. Therefore, absolute financial freedom is achieved when one can freely invest in equities with confidence by attaining a state of mind free from the generic tendencies of greed & fear. There are - [Riding the wave: Why sectoral and thematic funds are thriving this year](https://www.omnisciencecapital.com/rbi-paper-attributes-equity-returns-in-india-to-falling-equity-risk-premium-2/) - We believe that in some of the narrow sector themes there has been some euphoric built-up based on past returns. Investors need to be careful with the risks that they are taking to generate additional returns,” Patil of Aditya Birla AMC said.Ashwini Shami, executive vice president & portfolio manager at OmniScience Capital also believes that - [Ixigo’s hotel and AI bets make sense, but patience is key](https://www.omnisciencecapital.com/ixigos-hotel-and-ai-bets-make-sense-but-patience-is-key/) - In 2026 so far, the stock has fallen 39%. Currently, the scrip is down 0.3% at ₹155.70 apiece. Bloomberg data showed that Ixigo’s stock is currently valued at 89.5 times. The current stock valuation already reflects strong travel demand, said Ashwini Shami, smallcase manager, president and chief portfolio manager at OmniScience Capital. “What the market may not be - [RBI paper attributes equity returns in India to falling Equity Risk Premium](https://www.omnisciencecapital.com/rbi-paper-attributes-equity-returns-in-india-to-falling-equity-risk-premium/) - You can think of lower ERP as investors assigning higher valuations, that is, Price to Earnings (PE) multiples to stocks rather than their earnings going up. Therein lies the risk. Stock prices are being driven by investor confidence rather than earnings," said Vikas Gupta, founder, Omniscience Capital, a SEBI Registered Investment Advisory firm. "With an - [What is the 15X15X15 rule to become crorepati via mutual fund SIPs?](https://www.omnisciencecapital.com/what-is-the-15x15x15-rule-to-become-crorepati-via-mutual-fund-sips/) - According to Dr. Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital, Diwali is a good time to think about your current and future family wealth. Gupta said, "You should consider that you require nearly 500-600 times of your current monthly expenses at retirement to live the same lifestyle without risk of running out of - [Daily Voice: US IT could enter bear market after mega-IPO wave peaks, warns investment strategist](https://www.omnisciencecapital.com/us-it-could-enter-bear-market-after-mega-ipo-wave-peaks-warns-investment-strategist-vikas-gupta-sees-support-from-the-ipo-pipeline-but-cautions-that-risks-may-rise-once-the-wave-ends-he-also-expect/) - It is still too early for a bear market to begin in the US, according to Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital. There are currently several prominent IPOs in the pipeline, and they are likely to sail through successfully. Once this mega-IPO phase plays out, the possibility of a bear market - [Daily Voice: These 2 sectors to determine market performance in near to mid-term, says this portfolio manager](https://www.omnisciencecapital.com/daily-voice-these-2-sectors-to-determine-market-performance-in-near-to-mid-term-says-this-portfolio-manager/) - The two largest sectors – financial services and IT, are expected to see strong earnings expansion, which will determine the market performance in the near to mid-term," Ashwini Shami, Executive Vice President, Portfolio Manager and co-founder of OmniScience Capital says in an interview to Moneycontrol. These two sectors account for nearly 50 percent of the - [Daily Voice: Time to look for new gems that emerged in panic selling, says this investment strategist](https://www.omnisciencecapital.com/daily-voice-time-to-look-for-new-gems-that-emerged-in-panic-selling-says-this-investment-strategist/) - After nearly 6 percent correction, Vikas V Gupta, CEO & Chief Investment Strategist at OmniScience Capital, told Moneycontrol, "Mr. Market looks depressed and for us as scientific investors it is a time to do a deep dive and look for new gems which might have emerged in the panic selling." Vikas, who was also a - [Banking stocks rally on RBI forex swap facility](https://www.omnisciencecapital.com/banking-stocks-rally-on-rbi-forex-swap-facility/) - [IT earnings can grow 15% in 2024 as AI spending rises says Vikas Gupta of Omniscience](https://www.omnisciencecapital.com/it-earnings-can-grow-15-in-2024-as-ai-spending-rises-says-vikas-gupta-of-omniscience/) - Indian IT companies will likely beat the predictions of continued weakness and see strong earnings growth in 2024 on AI spending boost, Omniscience Capital CEO and Chief Investment Strategist Vikas Gupta has said. India and US tech companies are expected to have a 15 percent earnings growth during the year, Gupta said in an interview - [Daily Voice | This fund manager says market far from overvalued. Here are his picks](https://www.omnisciencecapital.com/daily-voice-this-fund-manager-says-market-far-from-overvalued-here-are-his-picks-3/) - There have been valuation concerns as Indian markets record run continues but Ashwini Shami, Executive Vice President & Portfolio Manager at OmniScience Capital, isn’t too worried. Barring some pockets, the market is far from overvalued as there is a strong possibility of earnings expansion, he says. After accounting for normalised forward earnings, the market look - [बाजाराचा अंदाज बांधण्याचा प्रयत्न करू नका](https://www.omnisciencecapital.com/बाजाराचा-अंदाज-बांधण्या-2/) - [बाजाराचा अंदाज बांधण्याचा प्रयत्न करू नका](https://www.omnisciencecapital.com/बाजाराचा-अंदाज-बांधण्याच/) - [विकास की दिशा बदल रही है — निवेशकों को इस पर ध्यान देना चाहिए](https://www.omnisciencecapital.com/विकास-की-दिशा-बदल-रही-है-न/) - [Daily Voice: These 2 sectors to determine market performance in near to mid-term, says this portfolio manager](https://www.omnisciencecapital.com/daily-voice-these-2-sectors-to-determine-market-performance-in-near-to-mid-term-says-this-portfolio-manager-2/) - The two largest sectors – financial services and IT, are expected to see strong earnings expansion, which will determine the market performance in the near to mid-term," Ashwini Shami, Executive Vice President, Portfolio Manager and co-founder of OmniScience Capital says in an interview to Moneycontrol. These two sectors account for nearly 50 percent of the - [Earnings growth, end to West Asia war could drive double-digit gains for Nifty: Ashwini Shami, Omniscence Capital](https://www.omnisciencecapital.com/earnings-growth-end-to-west-asia-war-could-drive-double-digit-gains-for-nifty-ashwini-shami-omniscence-capital-2/) - Expert view: The Indian stock market is losing sheen as it has slipped to the seventh slot in global market cap rankings, making way for Taiwan and South Korea's stock markets. The underperformance of the Nifty 50 has also put it on track to record the first annual decline after a decade of positive gains. However, going ahead, Ashwini - [RBI rate pause provides stability as inflation risks rise, growth outlook moderates: OmniScience Capital’s Ashwini Shami](https://www.omnisciencecapital.com/daily-voice-dont-expect-a-big-surprise-in-general-election-results-be-a-buyer-on-dip-says-this-portfolio-manager-2/) - Ashwini Shami, President & Chief Portfolio Officer - OmniScience Capital The RBI’s decision to keep rates unchanged was largely in line with market expectations, given the prevailing inflation uncertainties and pressure on the rupee. The upward revision in the FY27 inflation forecast to 5.1% and the downward revision in GDP growth to 6.6% from 6.9% - [Daily Voice: Power, infra, clean tech among top FY25 themes for this fund manager](https://www.omnisciencecapital.com/daily-voice-power-infra-clean-tech-among-top-fy25-themes-for-this-fund-manager-2/) - Ashwini Shami, executive vice-president P) and portfolio manager, OmniScience Capital, expects the RBI to take cues from the US Fed on interest rates. The US central bank may cut rates in May or June, he says As the market awaits RBI’s policy decision on April 5, Ashwini Shami, executive vice-president (EVP) and portfolio manager, OmniScience - [Daily Voice: Power, infra, clean tech among top FY25 themes for this fund manager](https://www.omnisciencecapital.com/daily-voice-power-infra-clean-tech-among-top-fy25-themes-for-this-fund-manager/) - Ashwini Shami, executive vice-president P) and portfolio manager, OmniScience Capital, expects the RBI to take cues from the US Fed on interest rates. The US central bank may cut rates in May or June, he says As the market awaits RBI’s policy decision on April 5, Ashwini Shami, executive vice-president (EVP) and portfolio manager, OmniScience - [Daily Voice: Do not see significant market correction after election results, says Ashwini Shami of OmniScience](https://www.omnisciencecapital.com/daily-voice-do-not-see-significant-market-correction-after-election-results-says-ashwini-shami-of-omniscience/) - If a significant price action throws up new investment opportunities, Omniscience will be open to rebalance the portfolios, says Ashwini Shami. Ashwini Shami, the co-founder of OmniScience Capital says they do not anticipate significant market correction after the election results as the chances of a stable government at the centre are fairly high. If a - [Daily Voice: Here's why this portfolio manager thinks time is right to invest in IT space](https://www.omnisciencecapital.com/daily-voice-heres-why-this-portfolio-manager-thinks-time-is-right-to-invest-in-it-space-2/) - For Ashwini Shami, executive vice president and portfolio manager and co-founder, OmniScience Capital, the time to invest in the information technology space is now, unlike the majority view that advises against it. He is unperturbed by insipid forecasts for the sector and believes that the current slower growth outlook is a short-term concern. The long-term - [Daily Voice: Don't expect a big surprise in general election results, be a buyer on dip, says this portfolio manager](https://www.omnisciencecapital.com/daily-voice-dont-expect-a-big-surprise-in-general-election-results-be-a-buyer-on-dip-says-this-portfolio-manager/) - Ashwini Shami sees general elections as a low probability but high-impact event on the negative side in the short run. Ashwini Shami, Executive Vice President and Portfolio Manager and Co-Founder, OmniScience Capital feels that the results of the general election are a low probability but high-impact risk factor for the markets. While the market is currently - [Daily Voice: OmniScience's Ashwini Shami expects double-digit earnings growth in 2025, Union Budget to fuel market rally](https://www.omnisciencecapital.com/daily-voice-omnisciences-ashwini-shami-expects-double-digit-earnings-growth-in-2025-union-budget-to-fuel-market-rally-2/) - Ashwini Shami strongly believes that Indian economy is on a multi-year high-growth trajectory, supported by strong infrastructure-building initiatives, growth investments and favourable geo-strategic developments. Markets have already established a clear recovery trend, and the upcoming budget may provide further fuel for this rally, Ashwini Shami of OmniScience Capital said in an interview to Moneycontrol. He - [Daily Voice: This portfolio manager sees strong value in largecaps and 4 key sectors amid market correction](https://www.omnisciencecapital.com/daily-voice-this-portfolio-manager-sees-strong-value-in-largecaps-and-4-key-sectors-amid-market-correction/) - Investors should also stay away from sectors that may be directly impacted by the ongoing Middle East conflict from rising input costs or other operational challenges, Ashwini Shami of OmniScience Capital said. According to Ashwini Shami of OmniScience Capital, the current market correction is a great opportunity to allocate to large caps, which are significantly - [Bulls charge back as trade tensions ease; Sensex, Nifty surge over 2 per cent](https://www.omnisciencecapital.com/bulls-charge-back-as-trade-tensions-ease-sensex-nifty-surge-over-2-per-cent/) - MUMBAI: Indian equity markets extended their rally for the second straight session on Tuesday, buoyed by easing global trade tensions. The benchmark indices—the BSE Sensex and NSE Nifty50—jumped more than 2% each after US President Donald Trump announced tariff exemptions for smartphones and computers and signalled a potential delay in auto tariffs. The Sensex soared - [RBI eases equity access for NRIs, other overseas investors, but inflows may take time](https://www.omnisciencecapital.com/rbi-eases-equity-access-for-nris-other-overseas-investors-but-inflows-may-take-time/) - The reduction in compliance friction and improved accessibility for the incremental marginal buyers is directionally positive from a foreign flows perspective but we do not expect the immediate uptick to be of a quantum significant enough to solve domestic currency or capital market inflow woes in the very near term," said Nirav Karkera, Head of - [Earnings growth, end to West Asia war could drive double-digit gains for Nifty: Ashwini Shami, Omniscence Capital](https://www.omnisciencecapital.com/earnings-growth-end-to-west-asia-war-could-drive-double-digit-gains-for-nifty-ashwini-shami-omniscence-capital/) - Expert view: The Indian stock market is losing sheen as it has slipped to the seventh slot in global market cap rankings, making way for Taiwan and South Korea's stock markets. The underperformance of the Nifty 50 has also put it on track to record the first annual decline after a decade of positive gains. However, going ahead, Ashwini - [Rs 1.5 lakh crore rally! Bajaj Finance crowned new Nifty king of 2025 with highest 36% return. What’s next?](https://www.omnisciencecapital.com/rs-1-5-lakh-crore-rally-bajaj-finance-crowned-new-nifty-king-of-2025-with-highest-36-return-whats-next/) - More steam left in Bajaj Finance shares? But it’s not all smooth sailing. Vikas Gupta, smallcase manager and Founder of OmniScience Capital, notes that Bajaj Finance’s P/E ratio has climbed from 26–27 at the end of November to 35–36, bringing the stock closer to fair value. While he sees room for a limited re-rating, Gupta - [Stock market today, 15 April: Big green flag! Top reasons why Sensex, Nifty closed over 2% up | Closing Bell](https://www.omnisciencecapital.com/stock-market-today-15-april-big-green-flag-top-reasons-why-sensex-nifty-closed-over-2-up-closing-bell/) - Markets are adjusting the new reality of daily Trump Twists and Turns. One should keep calm and not react with Mr. Market, but rather focus on a list of companies which are strong domestic companies or strong global companies. Also, stay away from weak domestic companies and weak global companies," said Vikas Gupta, CEO and - [ट्रंप के टैरिफ संकट के दौर में निवेश रणनीति: अनिश्चितता में नेविगेट करने और आगे बढ़ने के उपाय](https://www.omnisciencecapital.com/ट्रंप-के-टैरिफ-संकट-के-दौर-4/) - वैश्विक वित्तीय बाजार एक कठिन दौर से गुजर रहे हैं क्योंकि अमेरिका के राष्ट्रपति डोनाल्ड ट्रंप ने 50 से अधिक देशों पर आक्रामक टैरिफ नीति लागू की है। “प्रतिशोधी टैरिफ” कहे जाने वाले इन उपायों ने अंतरराष्ट्रीय व्यापार में उथल-पुथल मचा दी है, जिससे इक्विटी बाजार में व्यापक अस्थिरता आई है। हालांकि, एक नाटकीय मोड़ - [Drones boom, but investors may be getting ahead of themselves.](https://www.omnisciencecapital.com/drones-boom-but-investors-may-be-getting-ahead-of-themselves-2/) - Ashwini Shami says drones are “a large opportunity,” but investors must separate opportunity size from the probability of capturing it. Valuations look stretched. Stay selective! Read More - [Surviving & thriving in age of Trump’s tariff tantrums: Investment strategies amidst market turmoil](https://www.omnisciencecapital.com/surviving-thriving-in-age-of-trumps-tariff-tantrums-investment-strategies-amidst-market-turmoil/) - Investment strategies amidst market turmoilBy Vikas V Gupta, CEO and Chief Investment Strategist at OmniScience Capital The global financial markets have entered a turbulent phase as US President Donald Trump reintroduced his aggressive tariff policies, targeting over 50 countries. Dubbed “reciprocal tariffs,” these measures have sent shockwaves through international trade, causing widespread volatility in equity - [Comments on RBI Policy by Ashwini Shami, Executive Vice President & Portfolio Manager, Omniscience Capital](https://www.omnisciencecapital.com/comments-on-rbi-policy-by-ashwini-shami-executive-vice-president-portfolio-manager-omniscience-capital/) - Below the Comments on RBI Policy by Ashwini Shami, Executive Vice President & Portfolio Manager, Omniscience Capital Indian Economy Poised for Expansion as RBI Supports Growth “Amid global tariff uncertainties, with the U.S. economy grappling with inflationary pressures and recessionary concerns, the RBI’s rate cut signals confidence in India’s stable inflation outlook—a positive for overall - [Navigating FY26: Opportunities, policy actions & challenges for investors](https://www.omnisciencecapital.com/navigating-fy26-opportunities-policy-actions-challenges-for-investors/) - FY2026 presents a mix of opportunities and challenges for investors. While India’s economic resilience, policy support, and sectoral tailwinds provide a strong foundation for growth, global uncertainties and market volatility require a cautious approach. A well-diversified and fundamentally strong investment strategy will be key to navigating the new financial year successfully. By staying informed and - [Defence stocks MTAR, HAL, Zen Technologies, BDL, Paras Defence, BEL stocks soar, here’s why](https://www.omnisciencecapital.com/defence-stocks-mtar-hal-zen-technologies-bdl-paras-defence-bel-stocks-soar-heres-why/) - The valuation thorn Despite the stellar growth in revenues, profits and order books, most listed drone and drone-linked companies are already trading at rich valuations that assume years of successful execution, localisation and technology development. The sector also remains vulnerable to rapid technological change, evolving procurement priorities and increasing competition as more players enter the - [Nifty 50 has ended June higher in 6 of the last 10 years. Will history repeat itself?](https://www.omnisciencecapital.com/nifty-50-has-ended-june-higher-in-6-of-the-last-10-years-will-history-repeat-itself/) - Dr. Vikas Gupta says corporate fundamentals can help India absorb higher oil prices, as broad-based earnings growth could attract FPIs seeking diversification. Read More - [Indian Economy Poised for Expansion as RBI Supports Growth](https://www.omnisciencecapital.com/indian-economy-poised-for-expansion-as-rbi-supports-growth/) - By:Ashwini ShamiExecutive Vice President & Portfolio Manager “Amid global tariff uncertainties, with the U.S. economy grappling with inflationary pressures and recessionary concerns, the RBI’s rate cut signals confidence in India’s stable inflation outlook—a positive for overall consumption. Beyond consumer goods, lower borrowing costs are expected to provide a significant boost to housing finance. The RBI’s - [India's logistics sector to triple to ₹120 trillion by 2035: Report](https://www.omnisciencecapital.com/indias-logistics-sector-to-triple-to-₹120-trillion-by-2035-report-2/) - India's logistics sector is set to grow nearly threefold to around ₹120 trillion over the next decade, a new report said on Monday. The growth will be driven by a wave of infrastructure investments, government reforms, and the formalization of the industry, according to a report by Omniscience Capital. The report highlights that India's GDP - [Seafood stocks make a splash as cargoes skirt Hormuz route](https://www.omnisciencecapital.com/seafood-stocks-make-a-splash-as-cargoes-skirt-hormuz-route/) - Some participants believe much of the optimism on the sector has already been priced in, and making blind buys could be risky for investors who missed the early rally. Even as the marine product sector has diversified beyond the US, sustaining high growth will remain challenging amid weak demand, rising competition and ongoing trade disruptions, - [India's factory output grows 4.9% in April, first IIP data under revised series](https://www.omnisciencecapital.com/indias-factory-output-grows-4-9-in-april-first-iip-data-under-revised-series/) - From a credit standpoint, this capex heavy mix is mildly supportive for medium term corporate and sovereign profiles, assuming the trend holds and is backed by earnings strength," he added. Vikas Gupta, CEO & Strategist, OmniScience Capital, said April numbers show that growth continues for the manufacturing sector as well as electricity showing healthy economic - [Stock Market Highlights 1 October 2025: Sensex, Nifty rebound from 8-day slump after RBI holds repo rate steady at 5.5%](https://www.omnisciencecapital.com/stock-market-highlights-1-october-2025-sensex-nifty-rebound-from-8-day-slump-after-rbi-holds-repo-rate-steady-at-5-5/) - RBI MPC updates: Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital on the RBI MPC Announcement “As expected the RBI maintained the status quo. RBI is biased towards growth since inflation is within the target range and continues moving towards the midpoint. Also, the tariff uncertainties causing some headwinds to global trade are - [Drones boom, but investors may be getting ahead of themselves](https://www.omnisciencecapital.com/drones-boom-but-investors-may-be-getting-ahead-of-themselves/) - The valuation thorn Despite the stellar growth in revenues, profits and order books, most listed drone and drone-linked companies are already trading at rich valuations that assume years of successful execution, localisation and technology development. The sector also remains vulnerable to rapid technological change, evolving procurement priorities and increasing competition as more players enter the - [RBI Repo Rate Cut June 2025 Will Benefit Bank Loan Borrowers; But Will It Aid Banks? Here’s What Experts Say](https://www.omnisciencecapital.com/rbi-repo-rate-cut-june-2025-will-benefit-bank-loan-borrowers-but-will-it-aid-banks-heres-what-experts-say/) - Repo rate cut could be favourable for the return on assets (RoA) as the lower cost of borrowing tends to stimulate demand, allowing banks to grow the advances. Currently, with high CRARs banks are effectively sitting on unutilized lending capacity which when put to use shall improve the earning profile resulting in higher RoA," said - [Promoters, PE firms sell $30 billion worth of Indian stocks till June. Is this a red flag for retail investors?](https://www.omnisciencecapital.com/promoters-pe-firms-sell-30-billion-worth-of-indian-stocks-till-june-is-this-a-red-flag-for-retail-investors-2/) - Many stocks are sold when the IPO lock-in period ends. The PEs have a fund life. They raise funds and invest them during the first 2-3 years of a fund’s life and then nurture or hold the investments for a 3-5 years and then exit them post that over the last couple of years of - [The impact of Trump Tariffs on your equity, debt and precious metals investments](https://www.omnisciencecapital.com/daily-voice-likely-double-digit-earnings-growth-in-fy26-to-be-driven-by-these-6-sectors-says-this-investment-strategist/) - “Markets will have to price this in, both in terms of sentiment and earnings. Volatility would continue, but at some point, it will result in sharp falls over a few days, which may give good buying opportunities in a new economic order for high-risk investors,” said Rao. Vikas Gupta, CEO and Chief Investment Strategist at - [Indian defence stocks: Amid slump, an opportunity under Trump 2.0](https://www.omnisciencecapital.com/indian-defence-stocks-amid-slump-an-opportunity-under-trump-2-0-2/) - The Nifty India Defence PR index has declined nearly 22% from its 52-week high, steeper than the Nifty 50’s 10% drop. But with the revival of the US-India trade discussions, India could not just gain access to advanced defence technology but also score tariff benefits, said Ashwini Shami, executive vice president and portfolio manager at - [Neither bull nor bear: The real question is can you create an undervalued portfolio?](https://www.omnisciencecapital.com/neither-bull-nor-bear-the-real-question-is-can-you-create-an-undervalued-portfolio-2/) - There is a debate raging over whether we are in a bull market or a bear market. However, the relevant question for scientific investors is whether they can find enough undervalued stocks to create a portfolio with reasonable industry, sector and growth vector diversification. But since the question of bull or bear market is important - [OmniVista April 2026 : Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-april-2026-market-outlook-updates/) - Welcome to the April 2026 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Major Indices Performance & Metrics OmniScience in the News Reports of the Month Video of the Month We - [OmniVista May 2026 : Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-may-2026-market-outlook-updates/) - Welcome to the May 2026 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Major Indices Performance & Metrics OmniScience in the News Reports of the Month Video of the Month We - [Promoters, PE firms sell $30 billion worth of Indian stocks till June. Is this a red flag for retail investors?](https://www.omnisciencecapital.com/promoters-pe-firms-sell-30-billion-worth-of-indian-stocks-till-june-is-this-a-red-flag-for-retail-investors/) - "Many stocks are sold when the IPO lock-in period ends. The PEs have a fund life. They raise funds and invest them during the first 2-3 years of a fund’s life and then nurture or hold the investments for a 3-5 years and then exit them post that over the last couple of years of - [Daily Voice: India won't compromise despite short-term pain from US trade deal, says this Investment Strategist](https://www.omnisciencecapital.com/daily-voice-india-wont-compromise-despite-short-term-pain-from-us-trade-deal-says-this-investment-strategist/) - The market is keenly awaiting the India-US trade deal. "India is not going to compromise on its national interest even if there is short term pain for it from the US trade deal," said Vikas Gupta of OmniScience Capital in an interview to Moneycontrol. The national interest covers agriculture as well as certain key areas related - [SBI’s Rs 3.5 lakh crore secret: Why its subsidiaries could trigger the next big re-rating](https://www.omnisciencecapital.com/sbis-rs-3-5-lakh-crore-secret-why-its-subsidiaries-could-trigger-the-next-big-re-rating/) - For a bank that clocks over Rs 70,000 crore in annual profit, the growth story is evolving. It’s no longer just about net interest margins or slippages. It’s now about how the market values the sum of SBI’s parts, especially the unlisted ones that have matured into cash-generating businesses. If SBI moves ahead with IPOs, - [India Manufacturing Tracker 2025](https://www.omnisciencecapital.com/live-can-nifty-extend-loss-to-second-consecutive-day-opening-bell/) - Over the past decade, India’s manufacturing sector has expanded steadily but has yet to fully capitalize on the country’s vast labor pool and domestic market. India’s manufacturing momentum has picked up, fueled by rising foreign investment and the relocation strategies of global manufacturers seeking to diversify supply chains beyond China. In FY 2024-25, the manufacturing - [India Pakistan में बढ़ रही टेंशन! आगे Stock Market गिरेगा या भागेगा? इन सेक्टर्स पर फोकस](https://www.omnisciencecapital.com/india-pakistan-में-बढ़-रही-टेंशन-आगे-stock-market-ग/) - Watch Now - [कैपिटल एक्सपेंडिचर बनाम उपभोग: भारत के बजट का असली गेमचेंजर!](https://www.omnisciencecapital.com/कैपिटल-एक्सपेंडिचर-बनाम-3/) - भारत का बजट विकास: पूंजीगत व्यय पर ध्यान केंद्रित ओमनीसाइंस कैपिटल के सीईओ और मुख्य निवेश रणनीतिकार डॉ. विकास गुप्ता का कहना है िक पिछले एक दशक में, भारत सरकार ने पूंजीगत व्यय में लगातार वृद्धि की है। 2015 में कुल बजट का 20 प्रतिशत होने से लेकर अब 2025-26 में यह 31 प्रतिशत तक - [Retail Inflation Views on Steady Decline in Inflation Strengthens RBI’s Flexibility, But INR Depreciation Remains a Concern by Dr. Vikas Gupta ,OmniScience Capital](https://www.omnisciencecapital.com/retail-inflation-views-on-steady-decline-in-inflation-strengthens-rbis-flexibility-but-inr-depreciation-remains-a-concern-by-dr-vikas-gupta-omniscience-capital-2/) - Below the Retail Inflation Views on Steady Decline in Inflation Strengthens RBI’s Flexibility, But INR Depreciation Remains a Concern by Dr. Vikas Gupta ,CEO and Chief Investment Strategist, OmniScience Capital “The consistent decline in CPI and CFPI from their peaks in October 2024, when they stood at 6.21% and 10.87%, respectively, to 4.31% and 6.02% in - [Man who sold Air India tasked with reinventing market regulator](https://www.omnisciencecapital.com/man-who-sold-air-india-tasked-with-reinventing-market-regulator/) - Many market participants hope he will start by reducing India’s dizzying number of regulations. Pandey, a career bureaucrat, succeeds banker-turned-regulator Madhabi Puri Buch, whose term ends on Friday. Buch oversaw a boom period for stocks, including a sharp growth in retail accounts, and implemented some regulatory changes investors welcomed – but she also faced concerns - [Daily Voice: Don't foresee any significant new risk factors for market, add exposure to these 6 sectors in correction, says OmniScience's Vikas Gupta](https://www.omnisciencecapital.com/daily-voice-dont-foresee-any-significant-new-risk-factors-for-market-add-exposure-to-these-6-sectors-in-correction-says-omnisciences-vikas-gupta-2/) - At present, "we do not foresee any significant new risk factors; however, sentiment remains subdued," Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital said in an interview to Moneycontrol. According to him, Q4FY25 earnings are expected to remain muted. However, he anticipates a strong earnings recovery starting from H2FY26, possibly as early as - [Budget Battle 2025 - Consumption vs Capital Investment : Omniscience Capital](https://www.omnisciencecapital.com/budget-battle-2025-consumption-vs-capital-investment-omniscience-capital/) - Over the past decade, India's budget has demonstrated a strategic focus on capital expenditure (Capex) to drive infrastructure development and economic growth. The analysis of budgetary allocations reveals a significant increase in Capex, with a compound annual growth rate (CAGR) of 14.9% over the past ten years. This growth underscores the government's commitment to long - [Stock market live updates today: Budget Battle 2025 - Consumption vs Capital Investment : Omniscience Capital](https://www.omnisciencecapital.com/stock-market-live-updates-today-budget-battle-2025-consumption-vs-capital-investment-omniscience-capital-2/) - Over the past decade, India’s budget has demonstrated a strategic focus on capital expenditure (Capex) to drive infrastructure development and economic growth. The analysis of budgetary allocations reveals a significant increase in Capex, with a compound annual growth rate (CAGR) of 14.9% over the past ten years. This growth underscores the government’s commitment to long - [Is India’s Defence Sector the next big opportunity?](https://www.omnisciencecapital.com/is-indias-defence-sector-the-next-big-opportunity/) - Watch Now - [Mazagon Dock, HAL, other defence stocks see profit booking on India-Pak de-escalation hopes](https://www.omnisciencecapital.com/mazagon-dock-hal-other-defence-stocks-see-profit-booking-on-india-pak-de-escalation-hopes-2/) - The Nifty India Defence index declined over 1 percent, with 10 of its 18 constituents trading in the red. Analysts said that while geopolitical tensions could keep markets jittery in the near term, India’s calibrated approach may reduce the chances of retaliatory escalation from Pakistan. Dr. Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, - [Nvidia had crashed 20% in 6 months. But why is it not a value buy?](https://www.omnisciencecapital.com/nvidia-had-crashed-20-in-6-months-but-why-is-it-not-a-value-buy/) - Eye on NvidiaRetail investors are looking at Nvidia, which has fallen from its peak. Indians can buy international stocks worth USD250,000 per year for investment purposes through the LRS route directly or through US-focused ETFs indirectly. Over the past month, Nvidia is down 2%. However, in the last six months, the stock is down 20%. - [Indian Solar Companies Could Gain As ASEAN Loses Edge Over Trump's Tariffs](https://www.omnisciencecapital.com/indian-solar-companies-could-gain-as-asean-loses-edge-over-trumps-tariffs/) - Vikas Gupta is the CEO and Chief Investment Strategist at OmniScience Capital, says "Over time we will get more and more upstream manufacturers and thus it will become more domestic and eventually at the appropriate scale the cost advantages will flow. This is a multi-year initiative and is being accelerated. We are already seeing solar - [Defence stocks surge amid India-Pakistan border tensions; Paras Defence, BEL gain up to 10%](https://www.omnisciencecapital.com/defence-stocks-surge-amid-india-pakistan-border-tensions-paras-defence-bel-gain-up-to-10-2/) - The sharp rally came amid reports that Defence Minister Rajnath Singh had briefed Prime Minister Narendra Modi on the security situation in Jammu and Kashmir. The briefing, lasting around 40 minutes, comes as New Delhi explores retaliatory measures following the attack that killed 26 tourists on April 22. India, citing "cross-border linkages" to the incident, - [GRSE Share Price Surges 9%, Nifty Defence Up 4%: What's Driving the Momentum In This PSU Defence Stock?](https://www.omnisciencecapital.com/grse-share-price-surges-9-nifty-defence-up-4-whats-driving-the-momentum-in-this-psu-defence-stock/) - Market Outlook for GRSE and Defence Stocks Analysts believe that strong order pipelines, strategic defence tie-ups, and government emphasis on indigenous defence production ("Atmanirbhar Bharat" initiative) will continue to support long-term growth prospects for defence companies like GRSE. "In the backdrop of a potential India-Pak war it is not surprising that the Defence stocks are - [30 Nifty stocks wipe out Rs 22.64 lakh crore investor wealth in 2026 so far; HDFC Bank, TCS lead rout. Ashwini Shami expects NIFTY 50 at 28,000–30,000 in FY27, backed by banking, telecom & manufacturing strength despite recent market pressures.](https://www.omnisciencecapital.com/30-nifty-stocks-wipe-out-rs-22-64-lakh-crore-investor-wealth-in-2026-so-far-hdfc-bank-tcs-lead-rout-ashwini-shami-expects-nifty-50-at-28000-30000-in-fy27-backed-by-banking-telecom-2/) - We expect NIFTY 50 to be in the range of 28,000–30,000 in FY27, a potential upside of nearly 15%–25% from current levels, supported by continued strength in sectors such as Banking, Capital Goods, Telecom, and domestic manufacturing themes,” Ashwini Shami, smallcase Manager, President and Chief Portfolio Manager, OmniScience Capital said. Read More - [Number of stocks hitting 52-week lows outnumber stocks at 52-week highs even as markets rebound](https://www.omnisciencecapital.com/number-of-stocks-hitting-52-week-lows-outnumber-stocks-at-52-week-highs-even-as-markets-rebound-2/) - Investors are increasingly shifting their focus towards large-cap and high-quality mid-cap stocks, amidst market volatility, data reveals. While on May 5 market breadth climbed to its highest since April 21, the rally remains narrow, revealing a selective bias favouring fundamentally strong and liquid companies. Benchmarks have recovered steadily in April following a sharp correction from late - [Share Market Highlights 28th April 2025: Sensex jumps 1,006 points; Nifty tops 24,300 level on buying in Reliance, foreign fund inflows](https://www.omnisciencecapital.com/30-nifty-stocks-wipe-out-rs-22-64-lakh-crore-investor-wealth-in-2026-so-far-hdfc-bank-tcs-lead-rout-ashwini-shami-expects-nifty-50-at-28000-30000-in-fy27-backed-by-banking-telecom/) - Sensex, Nifty, Share Prices Highlights: Benchmark BSE Sensex soared by 1,006 points to close above 80,000 level on Monday as a sharp rally in Reliance Industries and private banks, and foreign fund inflows helped stock markets cut short two days of fall amid India-Pakistan border tensions. The 30-share BSE Sensex jumped 1,005.84 points or 1.27 - [Daily Voice: OmniScience’s Ashwini Shami explains why the rally in PSU banks could be sharper](https://www.omnisciencecapital.com/daily-voice-omnisciences-ashwini-shami-explains-why-the-rally-in-psu-banks-could-be-sharper/) - Given that public sector financials—including banks and housing finance companies—are trading at a significant discount to their intrinsic value, and at much steeper discounts compared to their private sector peers, Ashwini Shami of OmniScience Capital believes the rally is likely to be sharper in public sector units. Read More - [Tata Power to Adani Green: Why are experts bullish on power stocks despite stock market crash?](https://www.omnisciencecapital.com/tata-power-to-adani-green-why-are-experts-bullish-on-power-stocks-despite-stock-market-crash/) - Stocks to buy today: Amid high volatility in the Indian stock market, experts are betting high on power sector stocks. They believe India's power demand is expected to increase from March to May 2025 from 220 GW to 270 GW. They said that the Indian government is trying its best to meet the rising power demand through - [Can Nifty 50 hit 30,000 by FY27-end? Smallcase managers remain bullish despite 9% decline YTD](https://www.omnisciencecapital.com/can-nifty-50-hit-30000-by-fy27-end-smallcase-managers-remain-bullish-despite-9-decline-ytd/) - We expect NIFTY 50 to be in the range of 28,000–30,000 in FY27, a potential upside of nearly 15%–25% from current levels, supported by continued strength in sectors such as Banking, Capital Goods, Telecom, and domestic manufacturing themes,” said Ashwini Shami, smallcase Manager, President and Chief Portfolio Manager at OmniScience Capital. The managers noted that - [Quote on AMFI Data 11th May 2026 by Ashwini Shami, President & Portfolio Manager, Omniscience Capital](https://www.omnisciencecapital.com/quote-on-amfi-data-11th-may-2026-by-ashwini-shami-president-portfolio-manager-omniscience-capital/) - April 2026 was a rewarding month for equity investors, with small-caps delivering double-digit returns. This strong market performance seemingly has reinforced investor confidence, as equity mutual funds attracted net inflows of over INR 38,000 crore during the month. Strong and sustained SIP contributions, up around 18% y-o-y at INR 31,115 crore, continued to provide a - [FIIs don’t care whether it’s capex or consumption stocks. Selling spree hits most sectors](https://www.omnisciencecapital.com/fiis-dont-care-whether-its-capex-or-consumption-stocks-selling-spree-hits-most-sectors/) - Both the capital goods and FMCG sectors have been, and continue to be, significantly overvalued. However, while capital goods maintains a strong near- to mid-term outlook, supported by large order books, FMCG remains overvalued even when factoring in increased consumption due to the tax relief announced in the budget,” Dr. Vikas Gupta, CEO & Chief - [FII Sell-Off Intensifies, Bloodshed In Multiple Sectors Amount To Rs 34,500 Crore : A Temporary Shift or Deeper Concern?](https://www.omnisciencecapital.com/fii-sell-off-intensifies-bloodshed-in-multiple-sectors-amount-to-rs-34500-crore-a-temporary-shift-or-deeper-concern/) - Foreign institutional investors (FIIs) aggressively sold off Indian equities in February, continuing a trend that has put pressure on multiple sectors. According to NSDL data, FIIs offloaded Rs 34,576 crore worth of stocks, with financials witnessing the sharpest sell-off of Rs 6,991 crore, adding to January’s Rs 24,949 crore exodus. Sectors such as FMCG (Rs - [Current bear market driven by local factors, need to find own solutions: Shankar Sharma](https://www.omnisciencecapital.com/current-bear-market-driven-by-local-factors-need-to-find-own-solutions-shankar-sharma/) - The current bear market in Indian markets is purely driven by local factors, unlike most others seen in history, said veteran investor Shankar Sharma, while advising that own solutions need to be found to come out of this. "We have had four major bear markets in India since 1990: '92: Harshad Mehta. 2000: Dotcom. 2008: - [Man Who Sold Air India Tasked With Reinventing Market Regulator](https://www.omnisciencecapital.com/कैपिटल-एक्सपेंडिचर-बनाम-2/) - India's top finance ministry bureaucrat Tuhin Kanta Pandey has a track record of market-friendly reforms. That will come in handy in his new job overseeing the country's top regulator. Pandey previously delivered the sale of India's largest state-owned airline, a deal that had been mired in red tape for years, and has helped implement sweeping - [Daily Voice: With markets turning bottom-up, Vikas Gupta advises focusing on these four sectors](https://www.omnisciencecapital.com/daily-voice-with-markets-turning-bottom-up-vikas-gupta-advises-focusing-on-these-four-sectors/) - According to Vikas Gupta, the CEO and Chief Investment Strategist at OmniScience Capital, $100 a barrel oil price looks here to stay for the next several weeks. However, if US decides to declare a “win” and exit, then there is a possibility of oil prices coming down towards $80 a barrel and then eventually towards - [PMS vs Mutual Funds: The Real Difference](https://www.omnisciencecapital.com/pms-vs-mutual-funds-the-real-difference/) - Watch Now - [Indian Smallcaps Deliver A Stunning Opening In The First Over Of T12 FY27](https://www.omnisciencecapital.com/indian-smallcaps-deliver-a-stunning-opening-in-the-first-over-of-t12-fy27/) - The first month of FY2027 delivered unexpectedly strong returns across market segments, despite persistent macro uncertainty and geopolitical concerns dominating headlines. The “Movements and Moments – April 2026” report examines this divergence between market performance and prevailing narratives through a fundamentals-first lens. While the macro backdrop remained largely unchanged, we examine what drove a sharp - [कमजोर मैक्रो परिदृश्य के बावजूद भारतीय स्मॉलकैप्स में उछाल](https://www.omnisciencecapital.com/कमजोर-मैक्रो-परिदृश्य-के-6/) - [भारतीय स्मॉलकैप्स ने दिखाई मजबूत बढ़त](https://www.omnisciencecapital.com/भारतीय-स्मॉलकैप्स-ने-दिख-2/) - [कमजोर मैक्रो परिदृश्य के बावजूद भारतीय स्मॉलकैप्स ने दिखाई मजबूत बढ़त](https://www.omnisciencecapital.com/कमजोर-मैक्रो-परिदृश्य-के-5/) - [कमजोर मैक्रो परिदृश्य के बावजूद भारतीय स्मॉलकैप्स ने दिखाई मजबूत बढ़त](https://www.omnisciencecapital.com/कमजोर-मैक्रो-परिदृश्य-के-4/) - [कमजोर मैक्रो परिदृश्य के बावजूद भारतीय स्मॉलकैप्स ने दिखाई मजबूत बढ़त](https://www.omnisciencecapital.com/कमजोर-मैक्रो-परिदृश्य-के-3/) - [कमजोर मैक्रो परिदृश्य के बावजूद भारतीय स्मॉलकैप्स ने दिखाई मजबूत बढ़त](https://www.omnisciencecapital.com/कमजोर-मैक्रो-परिदृश्य-के-2/) - [कमजोर मैक्रो परिदृश्य के बावजूद भारतीय स्मॉलकैप्स ने दिखाई मजबूत बढ़त](https://www.omnisciencecapital.com/कमजोर-मैक्रो-परिदृश्य-के/) - [भारतीय स्मॉलकैप्स ने दिखाई मजबूत बढ़त](https://www.omnisciencecapital.com/भारतीय-स्मॉलकैप्स-ने-दिख/) - [ઓમ્નિસાયન્સ કેપિટલ: નિફ્ટી 50 FY27માં 28,000–31,000 સુધી પહોંચશે](https://www.omnisciencecapital.com/ઓમ્નિસાયન્સ-કેપિટલ-નિફ્/) - [निफ्टी का 31,000 के स्तर तक पहुंचने का अनुमान](https://www.omnisciencecapital.com/निफ्टी-का-31000-के-स्तर-तक-पहुं/) - [निफ्टी 50 का 31,000 के स्तर तक पहुंचने का अनुमान](https://www.omnisciencecapital.com/निफ्टी-50-का-28-से-31-हजार-तक-पहुं/) - [Small Caps Rebound in April with Best Month in a Decade](https://www.omnisciencecapital.com/small-caps-rebound-in-april-with-best-month-in-a-decade/) - [अनिश्चितता के बीच अप्रैल में बढ़े सेंसेक्स-निफ्टी](https://www.omnisciencecapital.com/अनिश्चितता-के-बीच-अप्रैल/) - [स्मॉल-कैप शेयरों ने अप्रैल में किया मजबूत प्रदर्शन](https://www.omnisciencecapital.com/स्मॉल-कैप-शेयरों-ने-अप्रै/) - [भारतीय स्मॉल-कैप शेयरों ने अप्रैल में किया मजबूत प्रदर्शन](https://www.omnisciencecapital.com/भारतीय-स्मॉल-कैप-शेयरों-न/) - [Banks, IT to defence: Dr Vikas Gupta of OmniScience Capital lists sectors that can turn wealth creators over 3-5 years](https://www.omnisciencecapital.com/banks-it-to-defence-dr-vikas-gupta-of-omniscience-capital-lists-sectors-that-can-turn-wealth-creators-over-3-5-years/) - [Stock Market Live Updates: Smallcase Manager Omniscience Capital expects 16-17% annualized growth in defence budget till 2035](https://www.omnisciencecapital.com/stock-market-live-updates-smallcase-manager-omniscience-capital-expects-16-17-annualized-growth-in-defence-budget-till-2035/) - [Mazagon Dock, HAL, other defence stocks see profit booking on India-Pak de-escalation hopes](https://www.omnisciencecapital.com/mazagon-dock-hal-other-defence-stocks-see-profit-booking-on-india-pak-de-escalation-hopes/) - Dr. Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, said the strikes—referred to as “Operation Sindoor”—may eventually boost earnings visibility for defence firms over the medium term. “The focus will now shift to execution. Defence companies are likely to receive aggressive targets that could reflect in their performance over the next one to - [G-GIVE Successfully Hosts Gahoi Entrepreneurs Meet Mumbai 2026](https://www.omnisciencecapital.com/g-give-successfully-hosts-gahoi-entrepreneurs-meet-mumbai-2026/) - G-GIVEsuccessfully hosted the Gahoi Entrepreneurs Meet Mumbai 2026 on April 26 at Bharat Ratnam Mega CFC, bringing together over 200 entrepreneurs, professionals, investors, and industry leaders on a unified platform. Following successful editions in Indore and Bengaluru, the Mumbai meet focused on networking, collaboration, and ecosystem building, reinforcing G-GIVE’s vision of strengthening entrepreneurship through community-led engagement and trusted partnerships. - [ऑम्निसाइंस कैपिटल: निफ्टी 50 वित्तीय वर्ष 27 में 28,000–31,000 के स्तर तक पहुंचने का अनुमान](https://www.omnisciencecapital.com/ऑम्निसाइंस-कैपिटल-निफ्ट-2/) - [ऑम्निसाइंस कैपिटल: निफ्टी 50 वित्तीय वर्ष 27 में 28,000–31,000 के स्तर तक पहुंचने का अनुमान](https://www.omnisciencecapital.com/ऑम्निसाइंस-कैपिटल-निफ्ट/) - [वर्ष 27 में 28 से 31 हजार तक पहुंचेगा निफ्टी-50](https://www.omnisciencecapital.com/वर्ष-27-में-28-से-31-हजार-तक-पहुंच/) - [Foreign investors withdraw ₹1.6 lakh cr in 2025](https://www.omnisciencecapital.com/foreign-investors-withdraw-₹1-6-lakh-cr-in-2025/) - [ओम्निसाइंस कैपिटल: निफ्टी 50 FY27 में 28,000–31,000 के स्तर तक पहुंचने का अनुमान](https://www.omnisciencecapital.com/ओम्निसाइंस-कैपिटल-निफ्ट-2/) - [Higher military spending hopes trigger defence stocks’ rally](https://www.omnisciencecapital.com/higher-military-spending-hopes-trigger-defence-stocks-rally/) - [ओमनीसाइंस कैपिटल: निफ्टी 50 FY27 में 28,000–31,000 तक पहुंच सकता है](https://www.omnisciencecapital.com/ओमनीसाइंस-कैपिटल-निफ्टी-50-fy27/) - [निफ्टी ५० चालू आर्थिक वर्षात ३९,००० पर्यंत पोहोचेल](https://www.omnisciencecapital.com/निफ्टी-५०-चालू-आर्थिक-वर्-2/) - [निफ्टी ५० निर्देशांक यंदा ३१ हजारांपर्यंत मजल मारणार](https://www.omnisciencecapital.com/निफ्टी-५०-चालू-आर्थिक-वर्/) - [वित्तीय वर्ष 27 में 28000–31000 के स्तर तक पहुंचने का अनुमान](https://www.omnisciencecapital.com/वित्तीय-वर्ष-27-में-28000-31000-के-स्त/) - [ओम्निसाइंस कैपिटल: निफ्टी 50 वित्तीय वर्ष 27 में 28,000–31,000 के स्तर तक पहुंचने का अनुमान](https://www.omnisciencecapital.com/ओम्निसाइंस-कैपिटल-निफ्ट/) - [Pulse of the Street: Markets snap two-week winning streak, tumble on Iran, IT](https://www.omnisciencecapital.com/pulse-of-the-street-markets-snap-two-week-winning-streak-tumble-on-iran-it/) - Ashwini Shami, president and chief portfolio manager at OmniScience Capital, is optimistic that a strong financial sector, resilient domestic consumption, and early signs of rural demand recovery might fuel double digit earnings growth for Q4 FY26. Read More - [ઓમ્નિસાયન્સ કેપિટલના રોકાણ અંદાજ](https://www.omnisciencecapital.com/ઓમ્નિસાયન્સ-કેપિટલના-રોક/) - [Daily Voice : Ashwini Shami expects GDP growth momentum to continue in 7–8% range once war-related disruptions subside](https://www.omnisciencecapital.com/daily-voice-ashwini-shami-expects-gdp-growth-momentum-to-continue-in-7-8-range-once-war-related-disruptions-subside/) - Ashwini Shami, president and chief portfolio manager at OmniScience Capital, is optimistic that a strong financial sector, resilient domestic consumption, and early signs of rural demand recovery might fuel double digit earnings growth for Q4 FY26. Read More - [FY27 में Share Market Investors के लिए बड़ा Signal! | Top Stocks to Watch | Sauda Khara Khara](https://www.omnisciencecapital.com/fy27-में-share-market-investors-के-लिए-बड़ा-signal-top-stocks-to-watch/) - Watch Now - [Why is Nifty 50 facing resistance at 24,400 level? Experts list out these triggers](https://www.omnisciencecapital.com/why-is-nifty-50-facing-resistance-at-24400-level-experts-list-out-these-triggers/) - According to Dr. Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, the S&P 500’s forward price-to-earnings multiple of around 21 translates into an earnings yield of approximately 5%. “This combined with estimated growth rates of nearly 9%-10% in terms of revenues and earnings makes it quite an attractive market for Indian investors,” said - [ट्रंप के टैरिफ संकट के दौर में निवेश रणनीति: अनिश्चितता में कैसे नेविगेट करे और आगे बढ़ें](https://www.omnisciencecapital.com/ट्रंप-के-टैरिफ-संकट-के-दौर-3/) - जैसा कि वॉरेन बफेट ने कहा था, “अनिश्चितता वास्तव में दीर्घकालिक निवेशकों के लिए लाभकारी होती है।” वर्तमान बाजार उथल-पुथल निवेशकों के लिए मजबूत कंपनियों में छूट पर निवेश करने का एक दुर्लभ अवसर है। जहाँ वैश्विक बाज़ार टैरिफ संकट से जूझ रहे हैं, वहीं भारत का रेलवे अवसंरचना क्षेत्र एक उच्च-वृद्धि और कम जोखिम - [ट्रंप के टैरिफ संकट के दौर में निवेश रणनीति: अनिश्चितता में कैसे नेविगेट करे और आगे बढ़ें](https://www.omnisciencecapital.com/ट्रंप-के-टैरिफ-संकट-के-दौर-2/) - नई दिल्ली, 16 अप्रैल हालांकि, एक नाटकीय मोड़ में, ट्रंप ने सभी देशों (चीन को छोड़कर) के लिए 90 दिनों की टैरिफ रोक की घोषणा की है। यह निर्णय अस्थायी राहत प्रदान कर सकता है और उम्मीद की जा रही है कि 90-दिनों के ठहराव के बाद बाजार 5-10% तक उछाल ले सकता है। निवेशकों - [Sensex at 1 lakh: Will ‘Buy India, Sell US' trade propel index past this key milestone in 2025?](https://www.omnisciencecapital.com/sensex-at-1-lakh-will-buy-india-sell-us-trade-propel-index-past-this-key-milestone-in-2025/) - "I may not say that Sensex may cross 1 lakh, but there are high possibilities we will be at a new high. Sensex can likely cross the 90,000 level this year," Tapse said. Tapse explained that this positive trajectory will be seen mainly because money always chases safer zones. "Right now, India and China are - [Experts view : US-ईरान तनाव के चलते बाजार पर छाए संकट के बादल, फिर भी इन सेक्टरों में दिख रहे निवेश के अच्छे मौके](https://www.omnisciencecapital.com/experts-view-us-ईरान-तनाव-के-चलते-बाजार/) - ओम्नीसाइंस कैपिटल (OmniScience Capital) के CEO और चीफ इन्वेस्टमेंट स्ट्रेटेजिस्ट विकास गुप्ता को पूरे फाइनेंशियल सेक्टर में निवेश के बड़े अवसर नज़र आ रहे हैं। Nifty 500 में इस सेक्टर की हिस्सेदारी करीब 31 फीसदी है। इस स्पेस में उनको PSU और निजी बैंक, छोटे बैंक, हाउसिंग फाइनेंस कंपनियां और डाइवर्सिफाइड फाइनेंशियल सर्विसेज कंपनियां पसंद है। - [Defence stocks surge amid India-Pakistan border tensions; Paras Defence, BEL gain up to 10%](https://www.omnisciencecapital.com/defence-stocks-surge-amid-india-pakistan-border-tensions-paras-defence-bel-gain-up-to-10/) - Vikas Gupta, smallcase Manager and Founder at OmniScience Capital, noted that in the backdrop of a potential India-Pak war it is not surprising that the Defence stocks are rallying. In the case of a war, even if limited to 2-4 weeks, the demand for defence equipment, including arms, ammunition and weapons, could be substantial and - [ट्रंप के टैरिफ संकट के दौर में निवेश रणनीतिअनिश्चितता में कैसे नेविगेट करें और आगे बढ़ें…](https://www.omnisciencecapital.com/ट्रंप-के-टैरिफ-संकट-के-दौर/) - [FY2027 Outlook: Resilient Economy Drives Return Potential in Undervalued Market](https://www.omnisciencecapital.com/fy2027-outlook-resilient-economy-drives-return-potential-in-undervalued-market/) - India’s economy is entering a strong expansion phase, supported by sustained 7–8% growth and stable inflation within the RBI’s target band. Corporate balance sheets are the cleanest in a decade, banks are well-capitalised, and rising utilisation levels point to a continued investment cycle. The “FY2027 Outlook: Resilient Economy, Undervalued Markets” report examines how this economic - [OmniNews May 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omninews-may-2025-market-outlook-updates/) - Welcome to the May 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the Month Video - [OmniVista August 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-aug-2025-market-outlook-updates/) - Welcome to the August 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the Month Video - [OmniVista February 2026 : Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-february-2026-market-outlook-updates/) - Welcome to the February 2026 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Reports of the Month Video - [OmniVista November 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-november-2025-market-outlook-updates/) - Welcome to the November 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the Month Video - [India’s Logistics Super-Cycle ](https://www.omnisciencecapital.com/indias-logistics-super-cycle/) - India’s logistics sector is entering a transformative super-cycle, backed by policy reforms, infrastructure expansion, and digital integration. With the industry size projected to reach $1.2 trillion by 2035, logistics is set to become the backbone of India’s manufacturing and consumption growth. The sector is evolving from fragmented operations to a consolidated, tech-enabled ecosystem. The “India’s - [Number of stocks hitting 52-week lows outnumber stocks at 52-week highs even as markets rebound](https://www.omnisciencecapital.com/number-of-stocks-hitting-52-week-lows-outnumber-stocks-at-52-week-highs-even-as-markets-rebound/) - Most likely this shows that retail is selling since many new investors have seen a sustained downturn for the first time and are probably exiting loss making positions. This might be the reason for 52-week lows,” said Vikas Gupta, CEO & Chief investment Strategist, Omniscience Capital Read More - [Daily Voice : Where to invest as US-Iran tensions cloud markets; Vikas Gupta’s top sector bets](https://www.omnisciencecapital.com/daily-voice-where-to-invest-as-us-iran-tensions-cloud-markets-vikas-guptas-top-sector-bets/) - Vikas Gupta, the CEO and Chief Investment Strategist at OmniScience Capital sees large opportunities in the overall financial services sector, which is nearly 31 percent of Nifty 500.Within this space, he likes as well as overweight on PSU and private banks, small banks, housing finance companies, and diversified financial services firms. He is also overweight - [Mazagon Dock, HAL, other defence stocks see profit booking on India-Pak de-escalation hopes](https://www.omnisciencecapital.com/mazagon-dock-hal-other-defence-stocks-see-profit-booking-on-india-pak-de-escalation-hopes-read-more-https-www-moneycontrol-com-news-business-markets-mazagon-dock-hal-other-defence-stocks-see-pr/) - Dr. Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, said the strikes—referred to as “Operation Sindoor”—may eventually boost earnings visibility for defence firms over the medium term. “The focus will now shift to execution. Defence companies are likely to receive aggressive targets that could reflect in their performance over the next one to - [D-Street Cautious on Fragile Ceasefire | Expert Talk](https://www.omnisciencecapital.com/d-street-cautious-on-fragile-ceasefire-expert-talk/) - Watch Now - [Capex & Currents: INR 65 Trillion Capex to Electrify India-2035](https://www.omnisciencecapital.com/capex-currents-inr-65-trillion-capex-to-electrify-india-2035/) - India’s power demand is set to soar to about 4 trillion units by 2035, requiring an estimated Rs 65 - 70 trillion in fresh investment - a scale few global infrastructure themes can match. Omni Power Capex & Currents shows where that capital is likely to flow and what could drive the returns: • The - [Pharma Calls in Sick After Trump’s 100% Tariff Threat](https://www.omnisciencecapital.com/pharma-calls-in-sick-after-trumps-100-tariff-threat/) - [2035 સુધીમાં સેવા ક્ષેત્ર $6 લાખ કરોડ થવાનો અંદાજ](https://www.omnisciencecapital.com/2035-સુધીમાં-સેવા-ક્ષેત્ર-6-લાખ/) - [OmniNews February 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omninews-february-2025/) - Welcome to the February 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the month : Budget - [OmniNews March 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omninews-march-2025-market-outlook-updates/) - Welcome to the March 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the month: Indian Banking - [OmniNews April 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omninews-april-2025-market-outlook-updates/) - Welcome to the April 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Podcast: I Invested in APPLE Before - [OmniVista June 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-june-2025-market-outlook-updates/) - Welcome to the June 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the Month Video - [India’s Manufacturing Revolution: $3 Trillion Opportunity by 2035](https://www.omnisciencecapital.com/indias-manufacturing-revolution-3-trillion-opportunity-by-2035/) - India’s manufacturing sector is emerging as a key growth engine, supported by digital and physical infrastructure built during the first two phases of the Amrit Kaal vision. The upcoming third phase will focus on accelerating industrial and services sector development. The sector is projected to contribute over $3 trillion to a $10 trillion GDP by - [OmniVista July 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-july-2025-market-outlook-updates/) - Welcome to the July 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the Month Video - [OmniVista September 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-sep-2025-market-outlook-updates/) - Welcome to the September 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the Month Video - [OmniVista October 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-october-2025-market-outlook-updates/) - Welcome to the October 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the Month Video - [OmniVista January 2026 : Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-january-2026-market-outlook-updates/) - Welcome to the January 2026 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Reports of the Month Video - [OmniVista March 2026 : Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-march-2026-market-outlook-updates/) - Welcome to the March 2026 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Major Indices Performance & Metrics OmniScience in the News Reports of the Month Video of the Month We - [रोगियों के लिए उपयोगी होगी बी स्कैन मशीन](https://www.omnisciencecapital.com/रोगियों-के-लिए-उपयोगी-होग-4/) - परम पूज्य महंत श्री नृत्य गोपाल दास जी महाराज एवं पूज्य महंत श्री कमल नयन शास्त्री जी की सदप्रेरणा से कल्याणम करोति, लखनऊ द्वारा संचालित श्री दीनबंधु नेत्र चिकित्सालय, अयोध्या को “ओमनी साइंस कैपिटल, मुंबई” के सीएसआर मद से लगभग ₹8 लाख मूल्य की अत्याधुनिक बी-स्कैन मशीन भेंट की गई। यह मशीन निर्धन एवं जरूरतमंद - [नेत्र चिकित्सालय को मिली बी-स्कैन मशीन, सैकड़ों मरीजों को मिला लाभ](https://www.omnisciencecapital.com/नेत्र-चिकित्सालय-को-मिली-2/) - [नेत्र चिकित्सालय को मिली बी-स्कैन मशीन, सैकड़ों मरीजों को मिला लाभ](https://www.omnisciencecapital.com/नेत्र-चिकित्सालय-को-मिली/) - [रोगियों के लिए उपयोगी होगी बी स्कैन मशीन](https://www.omnisciencecapital.com/रोगियों-के-लिए-उपयोगी-होग-3/) - [रोगियों के लिए उपयोगी होगी बी स्कैन मशीन](https://www.omnisciencecapital.com/रोगियों-के-लिए-उपयोगी-होग-2/) - [रोगियों के लिए उपयोगी होगी बी स्कैन मशीन](https://www.omnisciencecapital.com/रोगियों-के-लिए-उपयोगी-होग/) - [सेवा क्षेत्र बजावणार महत्त्वाची भूमिका](https://www.omnisciencecapital.com/सेवा-क्षेत्र-बजावणार-महत/) - [दीनबंधु चिकित्सालय को मिली बी स्कैन मशीन](https://www.omnisciencecapital.com/दीनबंधु-चिकित्सालय-को-मि/) - [श्री दीनबंधु नेत्र चिकित्सालय अयोध्या को मरीजों की जांच हेतु ओमनी साइंस कैपिटल, मुंबई ने बी-स्कैन मशीन भेंट की](https://www.omnisciencecapital.com/श्री-दीनबंधु-नेत्र-चिकित/) - [એડવાન્ટેજ સર્વિસિસ ઇન્ડિયા: મેચ-પોઇન્ટ 2035](https://www.omnisciencecapital.com/એડવાન્ટેજ-સર્વિસિસ-ઇન્ડિ/) - [एडवांटेज सर्विसेज इंडिया: 6 – 3 ($Tn) मैच-पॉइंट 2035-भारत और विश्व की सेवा में](https://www.omnisciencecapital.com/एडवांटेज-सर्विसेज-इंडिय-5/) - [ऑम्निसायंस कैपिटल ने जारी की अपनी विशेष रिपोर्ट](https://www.omnisciencecapital.com/ऑम्निसायंस-कैपिटल-ने-जार/) - [एडवांटेज सर्विसेज इंडिया: 6–3 ($Tn) – मैच-पॉइंट 2035](https://www.omnisciencecapital.com/एडवांस-सर्विसेज-इंडिया-6-3-tn/) - [एडवांटेज सर्विसेज इंडिया: 6-3 मैच-पॉइंट 2035 भारत और विश्व की सेवा में](https://www.omnisciencecapital.com/एडवांटेज-सर्विसेज-इंडिय-4/) - [Defence continues to be a key growth vector for India, backed by growing exports and Aatmanirbhar Bharat.](https://www.omnisciencecapital.com/defence-continues-to-be-a-key-growth-vector-for-india-backed-by-growing-exports-and-aatmanirbhar-bharat/) - Defence manufacturing in India continues to break new records year after year, with the country’s total defence output reaching INR 1.27 lakh crores in FY2024, growing by approximately 17% from FY2023, and nearly 60% since FY2020, representing an annualized growth rate of approximately 12.6%. With INR 6.2 lakh crores in military spending, India is currently - [Daily Voice: Iran de-escalation remains highly uncertain; near-term market view stays cautious, says OmniScience's Ashwini Shami](https://www.omnisciencecapital.com/daily-voice-iran-de-escalation-remains-highly-uncertain-near-term-market-view-stays-cautious-says-omnisciences-ashwini-shami/) - e Iran de-escalation remains highly uncertain. As the situation is fluid and continues to evolve every day, the near-term outlook for markets remains cautious,” said Ashwini Shami, Executive Vice President, Portfolio Manager, and Co-founder of OmniScience Capital, in an interview with Moneycontrol. However, from a longer-term perspective, a nearly two-year price correction and a sharp - [ऑम्निसाइंस कैपिटल ने जारी की अपनी विशेष रिपोर्ट](https://www.omnisciencecapital.com/ऑम्निसाइंस-कैपिटल-ने-जार/) - [10 ट्रिलियन डॉलर की अर्थव्यवस्था बनाने में केंद्रीय भूमिका निभाएगा](https://www.omnisciencecapital.com/10-ट्रिलियन-डॉलर-की-अर्थव्य-2/) - [भारत का सेवा क्षेत्र अर्थव्यवस्था में केंद्रीय भूमिका निभाएगा](https://www.omnisciencecapital.com/10-ट्रिलियन-डॉलर-की-अर्थव्य/) - [एडवांटेज सर्विसेज इंडिया: 6 - 3 ($Tn) मेच-पॉइंट 2035 – भारत और विश्व की सेवा में](https://www.omnisciencecapital.com/एडवांटेज-सर्विसेज-इंडिय-3/) - [એડવાન્ટેજ સર્વિસિઝ ઇન્ડિયા: ૬ - ૩ ($Tn) મેચ-પોઇન્ટ ૨૦૩૫ — ભારત અને વિશ્વની સેવામાં](https://www.omnisciencecapital.com/એડવાન્ટેજ-સર્વિસિઝ-ઇન્ડિ/) - [भारत का सेवा क्षेत्र अर्थव्यवस्था में केंद्रीय भूमिका निभाएगा](https://www.omnisciencecapital.com/भारत-का-सेवा-क्षेत्र-अर्थ/) - [सेवा क्षेत्र की जीडीपी में हिस्सेदारी 60 प्रतिशत होगी](https://www.omnisciencecapital.com/सेवा-क्षेत्र-की-जीडीपी-मे/) - [एडवांटेज सर्विसेज इंडिया: 6 - 3 मेच-पॉइंट 2035 भारत और विश्व की सेवा में](https://www.omnisciencecapital.com/एडवांटेज-सर्विसेज-इंडिय-2/) - [एडवांटेज सर्विसेज इंडिया: 6‑3 ($Tn) मेच‑पॉइंट 2035 — भारत और दुनिया की सेवा](https://www.omnisciencecapital.com/एडवांटेज-सर्विसेज-इंडिया/) - [Most bank and NBFC deal stocks now trade at or below offer price](https://www.omnisciencecapital.com/most-bank-and-nbfc-deal-stocks-now-trade-at-or-below-offer-price/) - Abu Dhabi International Holding Company’s purchase of upto a 43.5 percent stake in Sammaan Capital (formerly Indiabulls Housing Finance) for Rs 8,850 crore is a similar case. The deal, which was announced on October 3, 2025, had an offer price of Rs 139, whereas on March 24, the stock traded at around Rs 138 apiece. - [Top 10 portfolio management schemes for January 2026](https://www.omnisciencecapital.com/top-10-portfolio-management-schemes-for-january-2026/) - Read More - [India’s services sector expected to reach $6 trillion by 2035, Agriculture’s share in GDP to halve to 10%: Report](https://www.omnisciencecapital.com/indias-services-sector-expected-to-reach-6-trillion-by-2035-agricultures-share-in-gdp-to-halve-to-10-report/) - India’s service sector is expected to grow to $6 trillion by 2035, contributing 60 per cent to the country’s GDP, says an OmniScience Capital report. As per the report, India’s economy is expected to touch $10 trillion by 2035. The report highlights that, apart from the service sector, the industry sector is also likely to grow to $3 - [Advantage Services India: 6-3($Tn)](https://www.omnisciencecapital.com/advantage-services-india-6-3tn/) - India’s services sector is entering a defining decade, emerging as the primary engine of economic growth as the country advances toward a $10 trillion economy by 2035. With services already contributing ~55% of GDP and projected to rise to ~60%, the sector potentially represents a ~$6 trillion opportunity, positioning India at a critical “match‑point” moment - [वर्ष 2035 तक करीब तीन गुना बढ़कर 6 ट्रिलियन डॉलर तक पहुंच सकता है भारत का सर्विस सेक्टर](https://www.omnisciencecapital.com/वर्ष-2035-तक-करीब-तीन-गुना-बढ़क/) - [India’s services sector likely to nearly triple to $6 trillion by 2035](https://www.omnisciencecapital.com/indias-services-sector-likely-to-nearly-triple-to-6-trillion-by-2035/) - The huge surge will increase services’ share of GDP to nearly 60 per cent while it currently accounts for about 55 per cent of GDP, the report from OmniScience Capital said. The report highlighted the growing dominance of India’s services sector "as the country progresses toward becoming a $10 trillion economy by 2035, translating into - [Crude oil prices may touch $150/barrel. What does it mean for Indian stock market, gold and silver rates?](https://www.omnisciencecapital.com/crude-oil-prices-may-touch-150-barrel-what-does-it-mean-for-indian-stock-market-gold-and-silver-rates/) - Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital, said that there could be an input cost impact on multiple industries which depend on oil and its derivatives, thus total trade becomes difficult, as well as there is margin pressure on several companies. Read More - [Silver ETFs see first net outflow in 28 months in Feb, gold ETFs dip sharply, MF assets cross Rs 821 trillion](https://www.omnisciencecapital.com/silver-etfs-see-first-net-outflow-in-28-months-in-feb-gold-etfs-dip-sharply-mf-assets-cross-rs-821-trillion/) - Gold ETF inflows had already begun strengthening toward the end of last year, with Rs 8,363 crore flowing into the category in September, followed by Rs 7,743 crore in October and Rs 3,742 crore in November before the sharp spike in January. Gold has increasingly become a preferred diversifier during uncertain market phases. Vikas Gupta - [Seeing red everywhere?40 stocks put together to buy amid Israel-Iran war](https://www.omnisciencecapital.com/red-everywhere40-stocks-put-together-to-buy-amid-lsrael-iran-war/) - Infrastructure and capital goods remain structural bets Infrastructure and engineering companies with strong order books are also seen as long-term beneficiaries of India’s investment cycle. Dr Vikas Gupta, CEO and chief investment strategist at OmniScience Capital, said sectors such as infrastructure, power and strategic resource companies tend to outperform during periods of geopolitical uncertainty. Read - [Multi-asset allocation funds emerge as top-performing hybrid segment in February](https://www.omnisciencecapital.com/multi-asset-allocation-funds-emerge-as-top-performing-hybrid-segment-in-february/) - Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, added that inflows into multi-asset allocation funds are higher than any equity category, showing that investors are responding to recent performance trends. Read More - [Daily Voice: Prolonged Iran war may make 2026 tough for global economy, says Vikas Gupta](https://www.omnisciencecapital.com/daily-voice-prolonged-iran-war-may-make-2026-tough-for-global-economy-says-vikas-gupta/) - "The $150 a barrel price for Brent crude oil is a possibility if the US-Iran war stretches for too long," said Vikas Gupta, the CEO and Investment Strategist at OmniScience Capital, in an interview with Moneycontrol. Read More - [નિવૃતિ આયોજનમાં છુપાયેલા જોખમોનો ખુલાસો: અહેવાલ](https://www.omnisciencecapital.com/નિવૃતિ-આયોજનમાં-છુપાયેલા/) - [India markets seen resilient to US-Iran-Israel tensions; risk rises if oil remains high](https://www.omnisciencecapital.com/us-iran-war-fiis-dump-₹12000-crore-of-indian-shares-in-2-days-can-soaring-oil-prices-trigger-more-pain/) - The current assessment is that US doesn’t want a protracted war and is likely to terminate it in a matter of 4-6 weeks. In that case, the Indian markets should be quite resilient. Read More - [US-Iran war: FIIs dump ₹12,000 crore of Indian shares in 2 days; can soaring oil prices trigger more pain?](https://www.omnisciencecapital.com/us-iran-war-fiis-dump-₹12000-crore-of-indian-shares-in-2-days-can-soaring-oil-prices-trigger-more-pain-2/) - Experts have highlighted that a sustained rise in oil prices may worsen India’s current account deficit, heighten inflationary pressures, and put a strain on budget balances, potentially jeopardising macroeconomic stability. A sustained increase in crude oil prices could widen the current account deficit and exert pressure on the currency, potentially leading to further FII outflows, - [सेवानिवृत्ति योजना में छिपे जोखिमों का खुलासा ओम्निसाइंस कैपिटल की नई रिपोर्ट](https://www.omnisciencecapital.com/सेवानिवृत्ति-योजना-में-छ-3/) - [महंगे होने के बाद भी 2026 में शेयर बाजार से निवेशकों को मिल सकता है अच्छा फायदा 36 बड़ी और 46 मिडकैप कंपनियों के शेयर सस्ते भाव पर उपलब्ध](https://www.omnisciencecapital.com/महंगे-होने-के-बाद-भी-2026-में-शे/) - [Got Rs 1 Crore Corpus For Retirement? Here Are Four Ways To Make It Pay You For Life](https://www.omnisciencecapital.com/got-rs-1-crore-corpus-for-retirement-here-are-four-ways-to-make-it-pay-you-for-life/) - A recent report titled ‘The Science of Retirement Planning: Navigating Hidden Risks in a Long Retirement', prepared by Omniscience Capital, suggests how four investment options can be used for a steady income over 40 years after retirement at the age of 60. The report assumes a retirement corpus of Rs 1 crore at the age - [सेवानिवृत्ति योजना में छिपे जोखिमों का खुलासा: ऑम्नीसायंस कैपिटल की नई रिपोर्ट](https://www.omnisciencecapital.com/सेवानिवृत्ति-योजना-में-छ-2/) - Read More - [सेवानिवृत्ति योजना में छिपे जोखिमों का खुलासा: ऑम्नीसायंस कैपिटल की शोध रिपोर्ट जारी](https://www.omnisciencecapital.com/सेवानिवृत्ति-योजना-में-छ/) - मुंबई। बढ़ती जीवन प्रत्याशा और लंबी सेवानिवृत्ति अवधि के दौर में वित्तीय योजना को लेकर नई चुनौतियां सामने आ रही हैं। इसी परिप्रेक्ष्य में मुंबई स्थित निवेश प्रबंधन फर्म OmniScience Capital ने “The Science of Retirement Planning: Navigating Hidden Risks in a Long Retirement” शीर्षक से एक विस्तृत शोध-आधारित रिपोर्ट जारी की है। रिपोर्ट में दीर्घकालिक सेवानिवृत्ति के - [Want Rs 50,000 Monthly After Retirement? Here’s How Much You Need To Save](https://www.omnisciencecapital.com/want-rs-50000-monthly-after-retirement-heres-how-much-you-need-to-save/) - If you're planning to retire today and want a steady monthly income of Rs 50,000, totalling to Rs 6 lakh annually, the amount you need to save depends greatly on how you plan to generate that income. Whether you rely on traditional options like Fixed Deposits and life annuities or market-linked strategies like a Systematic - [Rs 50,000 monthly retirement income may need over Rs 1 cr in savings: Study](https://www.omnisciencecapital.com/rs-50000-monthly-retirement-income-may-need-over-rs-1-cr-in-savings-study/) - A monthly retirement income of Rs 50,000 might seem modest, yet the capital required to sustain it can fluctuate by more than Rs 1 crore depending on your post-retirement investment strategy. Generating Rs 6 lakh annually in retirement is not simply a function of building a large corpus, according to a report by OmniScience Capital - [Want Rs 50,000 monthly at retirement: Report reveals corpuses you need for FD, annuity and SWP investments](https://www.omnisciencecapital.com/want-rs-50000-monthly-at-retirement-report-reveals-corpuses-you-need-for-fd-annuity-and-swp-investments/) - If you want to retire today with Rs 50,000 per month income (Rs 6 lakh annually), how much money should you ideally have at the time of retirement if you have fixed deposit (FD), annuity or systematic withdrawal plan (SWP) as investment tools? A report titled ‘The Science of Retirement Planning: Navigating Hidden Risks in - [Avoid IT stocks amid AI scare, current valuations; banks set for strong growth over 3-5 years: Vikas Gupta, OmniScience](https://www.omnisciencecapital.com/avoid-it-stocks-amid-ai-scare-current-valuations-banks-set-for-strong-growth-over-3-5-years-vikas-gupta-omniscience/) - Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital, believes that the Indian stock market remains on firm ground amid a strong macroeconomic setup. He expects the Indian markets to outperform the other developed markets in the year ahead. Sectorally, he prefers the banking space and recommends avoiding IT and defence pack as valuations and sector-specific - [How to get lifetime income from Rs 1 crore retirement corpus: 4 investment strategies compared](https://www.omnisciencecapital.com/how-to-get-lifetime-income-from-rs-1-crore-retirement-corpus-4-investment-strategies-compared/) - How to get lifetime income from Rs 1 crore retirement corpus Planning retirement with a Rs 1 crore corpus is a common goal for many Indians, but choosing the right income strategy can make all the difference between financial comfort and lifelong stress. While traditional options such as fixed deposits and annuities promise safety, they - [The Science of Retirement Planning: Navigating Hidden Risks in a Long Retirement](https://www.omnisciencecapital.com/the-science-of-retirement-planning-navigating-hidden-risks-in-a-long-retirement/) - Retirement planning is often framed as a single number problem — accumulate a target corpus and the rest will follow. In reality, the outcome is path-dependent. Over a 30–40 year horizon, inflation compounds silently, longevity extends uncertainty, and market volatility reshapes the sustainability of withdrawals. How long a corpus could last depends on how income - [The Tariff is dead, Long live the Tariffs](https://www.omnisciencecapital.com/the-tariff-is-dead-long-live-the-tariffs/) - The current situation is that, other than steel and aluminum exports, all the other major sectors in which India exports and which were under tariffs will face 10% tariffs. For example, textiles and apparel, leather and footwear, marine products, chemicals, and machinery and engineering goods will face 10% tariffs. Pharmaceuticals, electronics, loose natural diamonds, aircraft - [BEL, HAL to BDL: Defence stocks surge up to 9%. Is the US-Iran conflict driving this rally?](https://www.omnisciencecapital.com/bel-hal-to-bdl-defence-stocks-surge-up-to-9-is-the-us-iran-conflict-driving-this-rally/) - Valuations for broader public sector enterprises remain attractive, with the CPSE index trading at a P/E of 14 compared to 52 for the pure defence index, even after factoring in the latter’s relatively stronger growth outlook, said Ashwini Shami, President and Chief Portfolio Manager, OmniScience Capital. Read More - [IT Stocks Slide on US Data, AI Fears](https://www.omnisciencecapital.com/it-stocks-slide-on-us-data-ai-fears/) - [IT Stocks Go into a Tailspin as US Data Adds to AI Disruption](https://www.omnisciencecapital.com/it-stocks-go-into-a-tailspin-as-us-data-adds-to-ai-disruption/) - [Gold ETF inflows at record high as investors chase performance, seek returns beyond equities](https://www.omnisciencecapital.com/gold-etf-inflows-at-record-high-as-investors-chase-performance-seek-returns-beyond-equities/) - Read more - [Gold ETFs outshine equities as inflows double to Rs 24,040 cr in January: AMFI](https://www.omnisciencecapital.com/gold-etfs-outshine-equities-as-inflows-double-to-rs-24040-cr-in-january-amfi/) - Inflows into gold ETFs remained moderate through much of last year, and began to pick up towards the end of 2025. Inflows rose to Rs 7,700 crore in October, softened to Rs 3,741.79 crore in November, before rebounding in December to close to Rs 12,000 crore. “The sustained increase over the past two months suggests - [Gold ETF inflows rise 2x to ₹24k cr; level equity funds](https://www.omnisciencecapital.com/gold-etf-inflows-rise-2x-to-₹24k-cr-level-equity-funds/) - [Why multi-asset and hybrid funds saw strong January inflows](https://www.omnisciencecapital.com/why-multi-asset-and-hybrid-funds-saw-strong-january-inflows/) - Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital, observed that strong inflows into multi-asset funds reflect cautious investor behaviour, with allocations shifting to safer, diversified products despite compelling large-cap equity opportunities. Ankur Punj, MD and Business Head at Equirus Wealth, noted that multi-asset and hybrid allocations are being used as portfolio stabilisers, signalling - [Gold ETF inflows double MoM to ₹24,040 crore in January, surpass equities](https://www.omnisciencecapital.com/gold-etf-inflows-double-mom-to-₹24040-crore-in-january-surpass-equities/) - By severely under-allocating to large-caps, believes Vikas Gupta, CEO and chief investment strategist at OmniScience Capital, investors have missed the opportunity to gain from the significantly mispriced large-cap financial and other stocks. Investors, he said, continued allocating to Gold ETFs at significantly elevated gold prices which might turn out to be a mistake in the - [Daily Voice | Strong Q4 outlook; energy, cleantech, data centres, defence, industrials in focus: Ashwini Shami](https://www.omnisciencecapital.com/daily-voice-strong-q4-outlook-energy-cleantech-data-centres-defence-industrials-in-focus-ashwini-shami/) - Ashwini Shami, President and Chief Portfolio Manager at OmniScience Capital, believes the outlook for Q4 earnings remains strong. He expects the increasing impact of fiscal and monetary policy interventions, along with positive sentiment following recent trade deals with the US and the EU, the world’s two largest economic blocs, to support earnings growth. Read more - [India-US Trade Deal, SBI Earnings Power Solid Monday Rally On D-Street| Closing Bell Live](https://www.omnisciencecapital.com/india-us-trade-deal-sbi-earnings-power-solid-monday-rally-on-d-street-closing-bell-live/) - Watch here - [India’s expenditure mix oriented towards capital-led growth: Report](https://www.omnisciencecapital.com/indias-expenditure-mix-oriented-towards-capital-led-growth-report/) - New Delhi, Feb 5 (IANS) India’s fiscal strategy has undergone a clear and deliberate shift over the past decade, with the expenditure mix increasingly oriented towards capital-led growth, according to a new report. Notably, the FY27 Budget reinforces this trajectory, reflecting the government’s conviction that durable growth, private investment crowding-in, and macroeconomic stability are best - [Experts see RBI's rate pause as balanced move, says focus shifts to liquidity management](https://www.omnisciencecapital.com/experts-see-rbis-rate-pause-as-balanced-move-says-focus-shifts-to-liquidity-management-2/) - Mumbai (Maharashtra) [India], February 6 (ANI): Economists and market experts on Friday said the Reserve Bank of India's (RBI) decision to keep the policy repo rate unchanged at 5.25 per cent and maintain a neutral stance was largely in line with expectations, with many highlighting a likely shift in policy focus towards liquidity management rather - [RBI MPC Meet 2026 LIVE: Continued thrust on capex expected to maintain growth momentum: Ashwini Shami](https://www.omnisciencecapital.com/rbi-mpc-meet-2026-live-continued-thrust-on-capex-expected-to-maintain-growth-momentum-ashwini-shami/) - RBI MPC Meet 2026 LIVE: Ashwini Shami, President and Chief Portfolio Manager, OmniScience Capital noted that RBI’s growth outlook remains strong, with robust domestic consumption and a stabilising external sector supported by prospective trade deals. “The RBI governor’s statement also highlighted high capacity utilisation and healthy balance sheets of corporates as well as the financial - [Experts see RBI's rate pause as balanced move, says focus shifts to liquidity management](https://www.omnisciencecapital.com/experts-see-rbis-rate-pause-as-balanced-move-says-focus-shifts-to-liquidity-management/) - Vikram Chhabra, Senior Economist at 360 ONE Asset, said it was prudent for the RBI to base future policy decisions on updated inflation and GDP datasets, as both series are scheduled for revision. He said there may still be room for at most one additional rate cut if the inflation outlook remains benign, but added - [सभी व्यापार समझौतों की जननी – भारत-ईयू के लिए एक विशाल छलांग](https://www.omnisciencecapital.com/सभी-व्यापार-समझौतों-की-जन-2/) - भू-राजनीतिक और रणनीतिक प्रभाव डॉ. विकास गुप्ता, सीईओ और मुख्य निवेश रणनीतिकार, ओमनीसाइंस कैपिटल के अनुसार भारत-अमेरिका व्यापार समझौते की स्थिति को देखते हुए, भारत-ईयू एफटीए प्रतीकात्मक है क्योंकि भारत अमेरिका को निर्यात की जाने वाली अधिकांश वस्तुओं के लिए अन्य बाजार खोजने में सक्षम है। इसे चीन पर निर्भरता कम करने के लिए वैश्विक आपूर्ति श्रृंखला पुनर्गठन पहलों के संदर्भ में भी देखा जाना चाहिए। यह समझौता अमेरिका को पीछे धकेलेगा और दिखाता है कि भारत कृषि और डेयरी तक पहुंच पर समझौता नहीं करेगा क्योंकि बड़ी किसान आबादी इन क्षेत्रों पर निर्भर है। सकारात्मक रूप से लिया जाए तो यह दर्शाता है कि भारत उच्च-स्तरीय उत्पादों, जैसे वाइन, या विशिष्ट कृषि उत्पादों, जैसे कीवी आदि तक पहुंच देने के लिए तैयार है। यह एक टेम्पलेट हो सकता है जिसके साथ भारत-अमेरिका व्यापार समझौता हो सकता है। समझौते की मुख्य विशेषताएं ईयू के दृष्टिकोण के अनुसार, ईयू द्वारा निर्यात की जाने वाली 96% वस्तुओं पर कम या शून्य टैरिफ होगा, जबकि भारतीय दृष्टिकोण यह है कि 99% भारतीय निर्यात को विशेषाधिकार प्राप्त पहुंच मिलेगी। Read more - [सभी व्यापार समझौतों की जननी - भारत-ईयू के लिए एक विशाल छलांग](https://www.omnisciencecapital.com/सभी-व्यापार-समझौतों-की-जन/) - नई दिल्ली, जनवरी 30: भारत और ईयू मिलकर 2 अरब लोगों, वैश्विक जीडीपी का 25% और वैश्विक व्यापार का एक तिहाई हिस्सा हैं। दोनों देशों के बीच एक मुक्त व्यापार समझौता (एफटीए) वैश्विक अर्थव्यवस्था के लिए एक विशाल कदम है। जबकि व्यापार चर्चा लगभग दो दशकों से हो रही थी, 2022 से अधिक गहन चर्चा - [Sensex Today | Stock Market LIVE: Overhang on the INR is likely to reduce says, Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital](https://www.omnisciencecapital.com/sensex-today-stock-market-live-overhang-on-the-inr-is-likely-to-reduce-says-dr-vikas-gupta-ceo-chief-investment-strategist-at-omniscience-capital/) - Sensex Today | Stock Market LIVE: Overhang on the INR is likely to reduce says, Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital Sensex Today | Stock Market LIVE: Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital - said "The US-India trade deal is likely to boost US-India trade - [US, EU trade pacts signal new era for Indian economy; positive for stocks, currency](https://www.omnisciencecapital.com/us-eu-trade-pacts-signal-new-era-for-indian-economy-positive-for-stocks-currency/) - The India-US bilateral trade agreement (BTA) announced last night by US President Donald Trump and confirmed by Prime Minister Narendra Modi immediately sent the GIFT Nifty on an upward trajectory. The immediate positive sentiment is understandable. This deal was more than a year in the making. The US imposed tariffs of 50% on Indian products - [FY27 Budget: Staying the Course of Capex-led Growth with Fiscal Discipline](https://www.omnisciencecapital.com/fy27-budget-staying-the-course-of-capex-led-growth-with-fiscal-discipline/) - India’s FY27 Union Budget reaffirms the country’s structural shift towards investments in capital assets for long-term sustainable economic momentum. With capex plus grants rising to over 32% of the total budget and total public capex touching ~4.4% of GDP, the budget signals a decisive continuation of the multi‑year pivot away from consumption‑heavy expenditure and toward - [Driving India’s Growth through Capex Investments with Fiscal Discipline](https://www.omnisciencecapital.com/driving-indias-growth-through-capex-investments-with-fiscal-discipline/) - India’s fiscal strategy is at a pivotal moment as the country prepares for the upcoming Union Budget, with policymakers balancing the dual imperatives of sustaining capex‑led growth and maintaining fiscal discipline. Over the past decade, capital expenditure has risen from roughly one‑fifth of the Union Budget to over 30% today, reflecting a structural shift toward - [Budget likely to target FY27 fiscal deficit at 4.2%, focus on boosting consumption and industrial output](https://www.omnisciencecapital.com/budget-likely-to-target-fy27-fiscal-deficit-at-4-2-focus-on-boosting-consumption-and-industrial-output/) - Building on its Amrit Kaal vision, the government has focused on improving both the physical and digital infrastructure by allocating aggressively to capital expenditures in every budget over the last decade. We have viewed this as Phase-I of the Amrit Kaal vision of transforming India into a developed economy. While Phase-I is underway, the focus - [Budget 2026 Expectations: Income Tax में क्या फिर मिलेगी छूट? बजट से आम आदमी को क्या उम्मीदें?](https://www.omnisciencecapital.com/budget-2026-expectations-income-tax-में-क्या-फिर-मिलेगी-छ/) - Union Budget 2026 Expectations Updates: Finance Minister Nirmala Sitharaman will present the Union Budget for a record ninth time on February 1st. The budget will be presented in Parliament at 11 AM. It is expected to offer some tax relief for the salaried class. The industry also has some hope of receiving relief in GST. - [Budget 2026 Expectations LIVE: Nirmala Sitharaman के बजट से देश को क्या-क्या उम्मीदें?](https://www.omnisciencecapital.com/budget-2026-expectations-live-nirmala-sitharaman-के-बजट-से-देश-को-क्या/) - Union Budget 2026 Expectations Updates: Finance Minister Nirmala Sitharaman will present the Union Budget for a record ninth time on February 1st. The budget will be presented in Parliament at 11 AM. It is expected to offer some tax relief for the salaried class. The industry also has some hope of receiving relief in GST. - [भारत का केंद्रीय बजट 2026: बुनियादी ढांचे पर जोर और राजकोषीय विवेक](https://www.omnisciencecapital.com/भारत-का-केंद्रीय-बजट-2026-बुनि-5/) - [ભારતનું કેન્દ્રિય બજેટ 2026: માળખાકીય સુવિધાઓ પર ભાર અને રાજકોષીય વિવેકબુદ્ધિ](https://www.omnisciencecapital.com/ભારતનું-કેન્દ્રિય-બજેટ-2026-મ-2/) - [ओमनीसाइंस कैपिटल ने व्यापक बजट आउटलुक जारी किया](https://www.omnisciencecapital.com/ओमनीसाइंस-कैपिटल-ने-व्या/) - [भारत का केंद्रीय बजट 2026: बुनियादी ढांचे पर जोर और राजकोषीय विवेक](https://www.omnisciencecapital.com/भारत-का-केंद्रीय-बजट-2026-बुनि-4/) - [बुनियादी ढांचे पर जोर और राजकोषीय विवेक](https://www.omnisciencecapital.com/बुनियादी-ढांचे-पर-जोर-और-र-2/) - [बुनियादी ढांचे पर जोर और राजकोषीय विवेक](https://www.omnisciencecapital.com/बुनियादी-ढांचे-पर-जोर-और-र/) - [ભારતનું કેન્દ્રિય બજેટ 2026: માળખાકીય સુવિધાઓ પર ભાર અને રાજકોષીય વિવેકબુદ્ધિ](https://www.omnisciencecapital.com/ભારતનું-કેન્દ્રિય-બજેટ-2026-મ/) - [भारत का केंद्रीय बजट 2026: बुनियादी ढांचे पर जोर और राजकोषीय विवेक](https://www.omnisciencecapital.com/भारत-का-केंद्रीय-बजट-2026-बुनि-3/) - [भारत का केंद्रीय बजट 2026: बुनियादी ढांचे पर जोर और राजकोषीय विवेक](https://www.omnisciencecapital.com/भारत-का-केंद्रीय-बजट-2026-बुनि-2/) - [भारत का केंद्रीय बजट 2026: बुनियादी ढांचे पर जोर और राजकोषीय विवेक](https://www.omnisciencecapital.com/भारत-का-केंद्रीय-बजट-2026-बुनि/) - [Mother of all trade deals: A small step for India-EU, a giant leap for the global economy—but don’t rush into beneficiary sectors](https://www.omnisciencecapital.com/stock-market-live-updates-sensex-jumps-500-pts-nifty-at-25350-india-vix-down-6-acc-q3-profit-down-63/) - India and European Union (EU) together comprise of 2 billion people, 25% of global GDP and one third of global trade. A free trade deal (FTA) between the two countries marks a giant step for the global economy. While the trade discussions have been happening for nearly two decades, more intense discussions started from 2022 - [Budget 2026: Three Risks That Could Trigger a Post-Budget Sell-Off in a Nervous Market](https://www.omnisciencecapital.com/budget-2026-three-risks-that-could-trigger-a-post-budget-sell-off-in-a-nervous-market/) - Market participants are seeking modest relief measures such as raising the LTCG exemption threshold from Rs 1.25 lakh to Rs 2 lakh or extending Section 87A rebates to small capital gains. However, Goldman Sachs and Jefferies see limited scope for tax concessions, citing weakening tax buoyancy and currency pressures after the rupee depreciated more than - [Share market live today: Vikas Gupta, CEO & Chief Investment Strategist, OmniScience Capital on India-EU trade deal](https://www.omnisciencecapital.com/5574-2/) - [Union Budget 2026: How to position your portfolio ahead of February 1 - Here's what experts advice](https://www.omnisciencecapital.com/union-budget-2026-how-to-position-your-portfolio-ahead-of-february-1-heres-what-experts-advice/) - Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, said diversified exposure remains essential in the current environment. “A portfolio with 75 % allocation to equities, including 20–25 % global equities, 20 % to fixed income, REITs and InvITs, and 5 % to other assets such as gold and silver offers a resilient framework for the - [After the high comes the low](https://www.omnisciencecapital.com/after-the-high-comes-the-low/) - [Small-cap fund managers shift gears after the fall](https://www.omnisciencecapital.com/small-cap-fund-managers-shift-gears-after-the-fall/) - [नज़र आम बजट पर, किन सेक्टर्स पर दांव?](https://www.omnisciencecapital.com/नज़र-आम-बजट-पर-किन-सेक्टर्/) - [Costs outpace revenues at Q3 early birds, hurting profits](https://www.omnisciencecapital.com/costs-outpace-revenues-at-q3-early-birds-hurting-profits-2/) - [Rising costs sting early birds in Q3](https://www.omnisciencecapital.com/rising-costs-sting-early-birds-in-q3-2/) - [असली संपत्ति रातों-रात नहीं बनती](https://www.omnisciencecapital.com/असली-संपत्ति-रातों-रात-नह/) - [Rising costs sting early birds in Q3](https://www.omnisciencecapital.com/rising-costs-sting-early-birds-in-q3/) - [Costs outpace revenues at Q3 early birds, hurting profits](https://www.omnisciencecapital.com/costs-outpace-revenues-at-q3-early-birds-hurting-profits/) - [Navigating IT Sector Skepticism: A Case for Optimism](https://www.omnisciencecapital.com/navigating-it-sector-skepticism-a-case-for-optimism/) - Amidst declining revenue and growth skepticism around IT industry fueled with low Revenue per employee reports, the industry outlook on IT has suffered, but all is not lost as the IT opportunity remains and the current regime is just a strategic shift observed for short terms. Resilient IT firms are adapting, with consulting businesses achieving - [Daily Voice | Two factors to drive equities this year; Budget focus on consumption, capex: Ashwini Shami](https://www.omnisciencecapital.com/daily-voice-two-factors-to-drive-equities-this-year-budget-focus-on-consumption-capex-ashwini-shami/) - According to Ashwini Shami, President and Chief Portfolio Manager at OmniScience Capital, current geopolitical factors are largely factored into existing market levels. Read More - [An Expensive Index, Yet Rich in Alpha Opportunities : Outlook 2026](https://www.omnisciencecapital.com/an-expensive-index-yet-rich-in-alpha-opportunities-outlook-2026/) - As we assess the outlook for Indian markets in 2026, this report applies the Scientific Investing Framework to separate macro noise from investment-relevant signals. We examine global and Indian debt dynamics across governments, corporates, and households, alongside growth, inflation, and interest-rate expectations for the US and India. Against this backdrop, we evaluate Indian equity earnings - [MC Markets Poll: Indian equities likely to outperform global peers in 2026; FII flows may stabilise after extended sell-off](https://www.omnisciencecapital.com/mc-markets-poll-indian-equities-likely-to-outperform-global-peers-in-2026-fii-flows-may-stabilise-after-extended-sell-off/) - Gupta added that the probability of FII flows reverting is rising as the global rate cycle turns. He noted that India’s deep equity universe, high real GDP growth, domestic liquidity, and supportive policy environment make it particularly resilient among large emerging markets. Overall, the poll suggests market experts remain constructive on Indian equities in 2026, - [SIP इनफ्लो पहली बार 31,000 करोड़ के पार, दिसंबर में भी फ्लेक्सी कैप फंड्स में निवेशकों ने जमकर लगाए पैसे](https://www.omnisciencecapital.com/sip-इनफ्लो-पहली-बार-31000-करोड़-के/) - AMFI December 2025 Data: म्युचुअल फंड में सिस्टमैटिक इन्वेस्टमेंट प्लान (SIP) के जरिए ताबड़तोड़ निवेश जारी है। दिसंबर 2025 में एसआईपी ने नया रिकॉर्ड बनाया और पहली बार निवेश 31,000 करोड़ के पार चला गया। हालांकि, इ​क्विटी म्युचुअल फंड्स में इनफ्लो नवंबर के मुकाबले 6 फीसदी घटकर 28,054 करोड़ रुपये पर आ गया। इ​क्विटी फंड्स में फ्लेक्सी कैप - [Daily Voice | Vikas Gupta sees stronger earnings recovery each quarter; banking, finance may surprise](https://www.omnisciencecapital.com/vikas-gupta-sees-stronger-earnings-recovery-each-quarter-banking-finance-may-surprise/) - Vikas Gupta, the CEO & Chief Investment Strategist at OmniScience Capital expects earnings recovery to get stronger each quarter. He believes that finance and banking is likely to show some surprises. Other than that, "industrials should do well. Within this, the defence and railways related companies are likely to show significant growth," he said in - [Banks, infra NBFCs, and power sector offer value amid market highs: Ashwini Shami of OmniScience Capital](https://www.omnisciencecapital.com/banks-infra-nbfcs-and-power-sector-offer-value-amid-market-highs-ashwini-shami-of-omniscience-capital/) - As Indian equity benchmarks Nifty and Sensex face continuous resistance and struggle to move past record highs, retail investors confront a key question: where do real opportunities still exist, and what risks should they watch in 2026? In this interaction with BT, Ashwini Shami, President and Chief Portfolio Manager at OmniScience Capital, shares his views - [IRFC, Rail Vikas Nigam to IRCTC: Which railway stocks to buy ahead of Union Budget 2026?](https://www.omnisciencecapital.com/irfc-rail-vikas-nigam-to-irctc-which-railway-stocks-to-buy-ahead-of-union-budget-2026/) - Over the past few years, railways have transitioned from being just a means of public utility to a key pillar of India’s capital expenditure cycle, with sustained policy support, improved project execution, and better financial discipline. As railways play a crucial role in eliminating supply chain bottlenecks and fostering a robust manufacturing and export ecosystem, - [SMALL-CAP STOCKS MOST EXPENSIVE, FINANCIALS REMAIN ATTRACTIVE](https://www.omnisciencecapital.com/small-cap-stocks-most-expensive-financials-remain-attractive/) - [Active investors likely to earn upto 22% in 2026: Report](https://www.omnisciencecapital.com/active-investors-likely-to-earn-upto-22-in-2026-report-2/) - [Home loan disbursements in India to reach Rs 150 lakh crore by 2035: Report](https://www.omnisciencecapital.com/home-loan-disbursements-in-india-to-reach-rs-150-lakh-crore-by-2035-report/) - As per the Omniscience Capital report, home loan disbursements could reach ₹150 lakh crore over the next decade, driven by demographics, urbanisation, infrastructure, and policy support. Read More - [Indian equity markets and investment opportunities for 2026](https://www.omnisciencecapital.com/vikas-gupta-has-been-featured-among-leading-market-experts-in-an-et-wealth-feature-story-sharing-his-outlook-on-indian-equity-markets-and-investment-opportunities-for-2026/) - Vikas Gupta has been featured among leading market experts in an ET Wealth feature story, sharing his outlook on Indian equity markets and investment opportunities for 2026. - [Foreign investors withdraw ₹1.6 lakh cr in 2025](https://www.omnisciencecapital.com/how-2025-reshaped-your-money/) - [Indian equities clock worst year as FPIs offload ₹1.6L cr in 2025](https://www.omnisciencecapital.com/indian-equities-clock-worst-year-as-fpis-offload-₹1-6l-cr-in-2025/) - [How 2025 reshaped your money](https://www.omnisciencecapital.com/wealth-what-market-mavens-say-about-2026/) - [2026 Market Expectations](https://www.omnisciencecapital.com/2026-market-expectations/) - [BEL, Garden Reach to MTAR Tech: Defence stocks zoom up to 45% YTD — Will they continue to show strength in 2026?](https://www.omnisciencecapital.com/active-investors-likely-to-earn-upto-22-in-2026-report/) - Can defence stocks sustain momentum in 2026? The sharp surge has also raised concerns around the valuations of these companies, forcing investors to reconsider if the multibagger defence stocks still deserve a spot in their portfolios. Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital, said the main concern for defence stocks is the valuations. "The pure-play - [2025 Wasn’t Easy! 5 investing lessons 2025 taught Indian stock market investors](https://www.omnisciencecapital.com/defence-capital-goods-players-stand-out-in-motilal-oswals-wealth-creation-study-banking-finance-top-list/) - The market reinforced was that valuations eventually catch up, regardless of sentiment. Several stocks trading at elevated multiples struggled to justify expectations, even as broader indices held up. Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, said investors must remain valuation-conscious. “If you invest at high valuations, don’t expect high returns. Markets will - [OmniVista December 2025: Market Outlook & Updates](https://www.omnisciencecapital.com/omnivista-december-2025-market-outlook-updates/) - Welcome to the December 2025 edition of our monthly newsletter! We're excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the Month Video - [India's Home Loan Supercycle: Driving an Inevitable Investment Opportunity](https://www.omnisciencecapital.com/indias-home-loan-supercycle-driving-an-inevitable-investment-opportunity/) - India is undergoing a powerful home loan supercycle, with cumulative home loan disbursements projected to reach ₹150 trillion by 2035. Structural drivers such as rising incomes, favourable demographics, rapid urbanisation and large scale infrastructure investment are set to expand housing demand well beyond major metros. Mortgage penetration currently at ~11% of GDP is far below global peers, highlighting substantial headroom for sustained growth. Government initiatives such as PMAY-2.0, SWAMIH-2, RERA - [Nifty struggling to hold its peak. 5 reasons why this is a worrying sign for investors](https://www.omnisciencecapital.com/nifty-struggling-to-hold-its-peak-5-reasons-why-this-is-a-worrying-sign-for-investors-2/) - Foreign ownership of Indian equities is now at a 13-year low, and a lack of buying at the top has created a ceiling for the Nifty despite strong domestic inflows. According to Ashwini Shami of OmniScience Capital, FIIs sold about Rs 15,000 crore in November and early December alone. Read More - [India's Manufacturing Revolution Investing In The Next Phase Of Amrit Kaal](https://www.omnisciencecapital.com/indias-manufacturing-revolution/) - The Indian manufacturing sector currently stands as one of the primary growth sectors in India, catering to both domestic and international markets. First 2 phases of India’s transformation through the Amrit Kaal vision focused on building the digital and the physical infrastructure. Phase 1 created a nationwide marketplace with GST, ONDC, UPI, Jan-Dhan accounts, Aadhaar, - [Indian Banking Sector: Blazing a Growth Trail for Indian Economy](https://www.omnisciencecapital.com/indian-banking-sector-blazing-a-growth-trail-for-indian-economy/) - What’s Inside? • Explore how India’s capital demand and potential ₹230 trillion supply will drive the country’s economic growth. Get the Report - [Stock market today: Nifty 50 trade setup, USD vs INR to IPO watch list — Seven stocks to buy or sell on Friday](https://www.omnisciencecapital.com/stock-market-today-nifty-50-trade-setup-usd-vs-inr-to-ipo-watch-list-seven-stocks-to-buy-or-sell-on-friday/) - Stock market news: The Indian stock market staged a rebound on Thursday, December 11, after a three-day selloff, after the Federal Reserve's 25-basis-point rate cut, even as the Indian rupee slumped to a fresh record low amid stalled India-US trade deal. Read More - [Daily Voice: OmniScience Capital's Ashwini Shami sees strong growth in power, logistics, professional services in 2026](https://www.omnisciencecapital.com/daily-voice-omniscience-capitals-ashwini-shami-sees-strong-growth-in-power-logistics-professional-services-in-2026/) - Ashwini Shami, President and Chief Portfolio Manager at OmniScience Capital believes banking and financial services are likely to be repriced over the next few quarters as corporate capex picks up. Read More - [Nifty struggling to hold its peak. 5 reasons why this is a worrying sign for investors](https://www.omnisciencecapital.com/nifty-struggling-to-hold-its-peak-5-reasons-why-this-is-a-worrying-sign-for-investors/) - Much of the hesitation at the top is tied to the shifting market structure. Gains this year have been driven almost entirely by largecaps, analysts say, supported by domestic institutional inflows. Smaller companies never recovered fully from the drawdown. The BSE Smallcap Index remains about 10% below its all-time high and midcaps are still 3.5% - [9 equity mutual fund categories received inflows in November, flexi cap leads. Check details](https://www.omnisciencecapital.com/9-equity-mutual-fund-categories-received-inflows-in-november-flexi-cap-leads-check-details/) - Sectoral and thematic funds received an inflow of Rs 1,864 crore in November against an inflow of Rs 1,366 crore in October, registering a jump of 37% on a monthly basis. “Although fund flows into Sectoral/Thematic schemes have moderated, this category — together with other style-based strategies — still accounts for the largest share of - [Trade setup for December 11: Top 15 things to know before the opening bells](https://www.omnisciencecapital.com/trade-setup-for-december-11-top-15-things-to-know-before-the-opening-bells/) - Sectoral and thematic funds received an inflow of Rs 1,864 crore in November against an inflow of Rs 1,366 crore in October, registering a jump of 37% on a monthly basis. “Although fund flows into Sectoral/Thematic schemes have moderated, this category — together with other style-based strategies — still accounts for the largest share of - [India Inc. at Capex Inflection: Banking on Capital Creators](https://www.omnisciencecapital.com/india-inc-at-capex-inflection-banking-on-capital-creators/) - Over the past decade, India Inc. has deleveraged, improved profitability, and strengthened equity buffers. With utilization levels rising, conditions are aligning for a fresh private-sector capex cycle supported by renewed borrowing demand. In a high-growth scenario, corporate borrowings could expand to ₹200 lakh crore, with banks capturing nearly ₹100 lakh crore - implying ~16% annual corporate credit - [](https://www.omnisciencecapital.com/5062-2/) - [](https://www.omnisciencecapital.com/5058-2/) - [](https://www.omnisciencecapital.com/5060-2/) - [](https://www.omnisciencecapital.com/5050-2/) - [](https://www.omnisciencecapital.com/5027-2/) - [](https://www.omnisciencecapital.com/5047-2/) - [Banks may see Rs 100 lakh crore lending opportunity as corporate capex revives](https://www.omnisciencecapital.com/banks-may-see-rs-100-lakh-crore-lending-opportunity-as-corporate-capex-revives/) - Intro: India is positioned at the cusp of a major corporate capex revival, with the report estimating potential for about Rs 20 lakh crore in new corporate borrowings over the period. Corporate credit in India could expand 2.5 times over the next five years, driven by de-levered corporate balance sheets, improved profitability, a multi-decadal capex - [India projected to witness Rs 200 lakh crore worth corporate capex in 5 years: Report](https://www.omnisciencecapital.com/india-projected-to-witness-rs-200-lakh-crore-worth-corporate-capex-in-5-years-report/) - New Delhi, Nov 3 (IANS) India is on the cusp of a new corporate capex super cycle, estimating potential for Rs 200 lakh crore in new corporate borrowings over the next five years, a report said on Wednesday. This comes after a decade of structural deleveraging that has left corporate balance sheets clean and highly - [](https://www.omnisciencecapital.com/5017-2/) - [](https://www.omnisciencecapital.com/5020-2/) - [](https://www.omnisciencecapital.com/5024-2/) - [](https://www.omnisciencecapital.com/5030-2/) - [](https://www.omnisciencecapital.com/02-2/) - [](https://www.omnisciencecapital.com/5037-2/) - [](https://www.omnisciencecapital.com/5040-2/) - [](https://www.omnisciencecapital.com/5043-2/) - [India's corporate capex boom is here!OmniScience Capital reports corporate credit is set to grow 2.5x over the next five years, creating a massive Rs 100 lakh crore lending opportunity for banks.](https://www.omnisciencecapital.com/indias-corporate-capex-boom-is-hereomniscience-capital-reports-corporate-credit-is-set-to-grow-2-5x-over-the-next-five-years-creating-a-massive-rs-100-lakh-crore-lending-opportunity-for-banks/) - Read More - [](https://www.omnisciencecapital.com/5011-2/) - [](https://www.omnisciencecapital.com/5008-2/) - [OmniScience enters PMS space with Buffett, Graham-style philosophy, targets Rs 1,000 cr AUM in 3 years](https://www.omnisciencecapital.com/omniscience-enters-pms-space-with-buffett-graham-style-philosophy-targets-rs-1000-cr-aum-in-3-years/) - OmniScience Capital on Monday announced its entry into the rapidly expanding PMS (Portfolio Management Services) industry, unveiling plans to scale its assets under management (AUM) to Rs 250 crore in the first year and Rs 1,000 crore within three years. The firm said its PMS suite will be designed for a broader base of sophisticated, - [Beyond Buffett, Beta & Billions: INR 10 Billion equity specialist OmniScience Capital unveils portfolio](https://www.omnisciencecapital.com/beyond-buffett-beta-billions-inr-10-billion-equity-specialist-omniscience-capital-unveils-portfolio/) - [Robust second quarter numbers to fuel optimism in equity market: Experts](https://www.omnisciencecapital.com/robust-second-quarter-numbers-to-fuel-optimism-in-equity-market-experts/) - [OmniScience Capital launches new portfolio services](https://www.omnisciencecapital.com/omniscience-capital-launches-new-portfolio-services/) - [Is the AI rally running on borrowed time?](https://www.omnisciencecapital.com/is-the-ai-rally-running-on-borrowed-time/) - [PSU Banks Ride Sector Wave](https://www.omnisciencecapital.com/psu-banks-ride-sector-wave/) - [FPIs return to Indian stock market after 3 months with $1.6 billion inflows: Will the momentum last?](https://www.omnisciencecapital.com/fpis-return-to-indian-stock-market-after-3-months-with-1-6-billion-inflows-will-the-momentum-last/) - Echoing a similar tone, Vikas Gupta, CEO & Chief Investment Strategist, OmniScience Capital, noted that the US-China trade deal will happen and give positive sentiment to the Chinese markets, but it is also clear that the US-China deal is a temporary truce and the two countries will continue to wage a strategic economic warfare over - [PSU Banks Ride Sector Wave; Strong Q2, Valuations a Draw](https://www.omnisciencecapital.com/psu-banks-ride-sector-wave-strong-q2-valuations-a-draw/) - [Retail investors are shorting the structural story of auto stocks after GST windfall. What's happening?](https://www.omnisciencecapital.com/retail-investors-are-shorting-the-structural-story-of-auto-stocks-after-gst-windfall-whats-happening/) - Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, believes the market may have gone too far too soon. "The growth outlook for the auto and auto-component space is high in the near term triggered by the GST reforms, but unlikely to be higher than low double digits over the long term," he said. - [स्टॉक मार्केट में बना रहेगा तेजी का नया दौर?](https://www.omnisciencecapital.com/स्टॉक-मार्केट-में-बना-रहे/) - [दीर्घकाल में इक्विटी ने सोने को पछाड़ा](https://www.omnisciencecapital.com/दीर्घकाल-में-इक्विटी-ने-स-4/) - [संवत 2082: निराशा से समृद्धि की ओर – भारत एक मज़बूत वापसी के लिए तैयार](https://www.omnisciencecapital.com/संवत-2082-निराशा-से-समृद्धि-की/) - [वि. संवत ૨૦૮૨ દરમ્યાન શેરબજાર આપતું રહેશે વલતરની વિપુલ ફાળ](https://www.omnisciencecapital.com/वि-संवत-૨૦૮૨-દરમ્યાન-શેરબ/) - [IPO pipeline remains Strong](https://www.omnisciencecapital.com/ipo-pipeline-remains-strong/) - [Don’t Get Burned by the Blaze](https://www.omnisciencecapital.com/dont-get-burned-by-the-blaze/) - [ओम्नीसाइंस कैपिटल: फेस्टिव सीजन में चमका सोना, लेकिन लॉन्ग टर्म के लिए शेयर्स में इन्वेस्टमेंट बेहतर](https://www.omnisciencecapital.com/ओम्नीसाइंस-कैपिटल-फेस्ट/) - धनतेरस और दिवाली के दौरान सोने की कीमतें बढ़ रही हैं, लेकिन ओम्नीसाइंस कैपिटल की स्टडी बताती है कि लंबी अवधि में शेयर बाजार में निवेश करना ज्यादा फायदेमंद है। तीन साल या उससे अधिक निवेश करने पर शेयरों से सोने की तुलना में बेहतर रिटर्न और सुरक्षित पूंजी मिलती है। धनतेरस और दिवाली का - [सेंसेक्स में उछाल, क्या नए बुल रन की शुरुआत है ?](https://www.omnisciencecapital.com/सेंसेक्स-में-उछाल-क्या-नए/) - [You loaded up on gold this Diwali but the real winner’s been hiding in plain sight](https://www.omnisciencecapital.com/you-loaded-up-on-gold-this-diwali-but-the-real-winners-been-hiding-in-plain-sight/) - Just bought gold this Diwali? You may want to check the math. As bullion hits a record $4,381.52 an ounce, a 35-year analysis from OmniScience Capital throws cold water on the glitter. In a column for The Economic Times, Ashwini Shami, the firm’s Executive Vice President and Chief Portfolio Manager, makes a data-driven case: gold - [दीर्घकालीन गुंतवणुकीत इक्विटीने सोन्याला टाकले मागे](https://www.omnisciencecapital.com/दीर्घकालीन-गुंतवणुकीत-इक/) - [Gold for sentiment, equities for long-term wealth: Expert on creating balance between two assets amid volatility](https://www.omnisciencecapital.com/gold-for-sentiment-equities-for-long-term-wealth-expert-on-creating-balance-between-two-assets-amid-volatility/) - [Markets end flat in Muhurat trading as experts bet on revival in Samvat 2082](https://www.omnisciencecapital.com/market-end-flat-in-muhurat-trading-as-experts-bet-on-revival-in-samvat-2082/) - [Markets up a tad in Diwali muhurat trading](https://www.omnisciencecapital.com/markets-up-a-tad-in-diwali-muhurat-trading/) - [दीर्घकालिक निवेशकों के लिए शेयर बाजार अधिक लाभदायक](https://www.omnisciencecapital.com/दीर्घकालिक-निवेशकों-के-ल-2/) - [Gold, silver or Nifty this Diwali? 35 years of data reveals the clear winner](https://www.omnisciencecapital.com/दीर्घकालिक-निवेशकों-के-ल/) - A comprehensive study by OmniScience Capital examining 35 years of market data from 1990 to 2025 found that the Sensex delivered an average annual rolling return of approximately 11.5%, significantly outpacing gold's 9.5% returns based on RBI gold prices. That 2% differential may sound modest, but compounded over decades, it translates into substantially different wealth - [दीर्घकाल में इक्विटी ने सोने को पछाड़ा: ओम्नीसायंस कैपिटल रिपोर्ट](https://www.omnisciencecapital.com/दीर्घकाल-में-इक्विटी-ने-स-3/) - [दीर्घकाल में इक्विटी ने सोने को पछाड़ा: ओम्नीसायंस कैपिटल रिपोर्ट](https://www.omnisciencecapital.com/दीर्घकाल-में-इक्विटी-ने-स-2/) - [इक्विटीने सोन्याला टाकले मागे](https://www.omnisciencecapital.com/इक्विटीने-सोन्याला-टाकले/) - [दीर्घकाल में इक्विटी ने सोने को पछाड़ा : ओम्नीसायंस कैपिटल रिपोर्ट](https://www.omnisciencecapital.com/दीर्घकाल-में-इक्विटी-ने-स/) - [ओम्नीसायंस कैपिटल रिपोर्ट दीर्घकाल में इक्विटी ने सोने को पछाड़ा](https://www.omnisciencecapital.com/ओम्नीसायंस-कैपिटल-रिपोर्/) - [This Samvat, are you a scientific investor or just following the herd?](https://www.omnisciencecapital.com/this-samvat-are-you-a-scientific-investor-or-just-following-the-herd/) - Scientific Investing is an approach that is based on the first principles of investing which are rooted in the concepts of cash flows, intrinsic value and portfolio construction. At the very least, the basic idea of buying assets to get a predictable cash flow, buying it below its intrinsic value and selling it once it - [Street places hopes on H2 cautious on GST cut effect](https://www.omnisciencecapital.com/street-places-hopes-on-h2-cautious-on-gst-cut-effect/) - [Equities outperform gold in long-term returns:Report](https://www.omnisciencecapital.com/3863-2/) - [Omniscience Capital રિપોર્ટ જાહેર કર્યો](https://www.omnisciencecapital.com/omniscience-capital-રિપોર્ટ-જાહેર-કર્યો/) - [Gold’s Glitter vs. Stock’s Sparkle](https://www.omnisciencecapital.com/golds-glitter-vs-stocks-sparklegold/) - Gold’s recent surge—crossing $4,000/oz and attracting record ETF inflows—has reignited the debate: is gold a better investment than equities? This report presents a scientific, data-driven comparison of gold versus stocks across India and global markets, evaluating performance, risk, inflation protection, and long-term returns. With insights spanning over 100 years of global gold data, 35+ years - [Daily Voice: China's rare earth curbs, Trump’s tariffs may pressure global markets, prolong consolidation, says Ashwini Shami](https://www.omnisciencecapital.com/daily-voice-chinas-rare-earth-curbs-trumps-tariffs-may-pressure-global-markets-prolong-consolidation-says-ashwini-shami/) - According to Ashwini Shami, AVP and Portfolio Manager at OmniScience Capital, China's export restrictions specifically target sectors such as the military and semiconductors, which are heavily reliant on critical mineral supply chains. As a result, these sectors are likely to be more significantly affected. Read More - [Fundamentals of Indian economy and companies are robust, says Vikas Gupta of OmniScience Capital](https://www.omnisciencecapital.com/fundamentals-of-indian-economy-and-companies-are-robust-says-vikas-gupta-of-omniscience-capital/) - Despite muted market returns since last Diwali, the fundamentals of the Indian economy and companies remain robust, Vikas Gupta, CIO of OmniScience Capital, tells Upstox. He expects earnings growth, supportive government policies, Fed and Reserve Bank of India (RBI) rate cuts, and a potential US-India trade deal to drive markets in the upcoming Samvat. Read More - [Mutual Fund Calculator: How To Get Rs 50 Lakhs In 5 years By Investing Rs 20,000 Per Month?](https://www.omnisciencecapital.com/mutual-fund-calculator-how-to-get-rs-50-lakhs-in-5-years-by-investing-rs-20000-per-month/) - Below the Quote on AMFI Data by Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital “The largest flows in equity were in the flexicap category giving flexibility to the fund managers in terms of allocations across the market. However, if one looks at the total aum, the pure large cap has lower aum - [Perspective on US Fed rate cut by Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital](https://www.omnisciencecapital.com/perspective-on-us-fed-rate-cut-by-dr-vikas-gupta-ceo-chief-investment-strategist-at-omniscience-capital/) - NBFCs and housing finance could have top line reduction or slowdown possibly on the current book, but the demand for loans is likely to increase the volumes substantially, giving a higher than normal revenue growth outlook during a rate cut cycle where RBI is even more likely to step in domestically, Dr Vikas Gupta said - [Explained: What August mutual fund flows reveal about investor behaviour](https://www.omnisciencecapital.com/explained-what-august-mutual-fund-flows-reveal-about-investor-behaviour/) - This divergence in allocation is raising concerns among market watchers. A 25-50 bps rate cut by the Fed is anticipated, driven by a softening US jobs market and rising unemployment. “This would likely benefit the Indian market, as it could help reverse the ongoing outflow of FIIs, who have been actively selling Indian equities since - [Mutual funds remain resilient even after volatility in the markets](https://www.omnisciencecapital.com/mutual-funds-remain-resilient-even-after-volatility-in-the-markets/) - Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital, “If one looks at the total AUM, the pure large cap has lower AUM as compared to the midcap and just slightly higher than the small cap AUM. This is a matter of concern given that typically, large cap stocks as a percentage of overall - [Quote on AMFI Data by Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital](https://www.omnisciencecapital.com/quote-on-amfi-data-by-dr-vikas-gupta-ceo-chief-investment-strategist-at-omniscience-capital/) - Below the Quote on AMFI Data by Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital “The largest flows in equity were in the flexicap category giving flexibility to the fund managers in terms of allocations across the market. However, if one looks at the total aum, the pure large cap has lower aum - [India’s logistics sector to triple to Rs 120 trillion by 2035: Report](https://www.omnisciencecapital.com/indias-logistics-sector-to-triple-to-rs-120-trillion-by-2035-report/) - The growth will be driven by a wave of infrastructure investments, government reforms, and the formalization of the industry, according to a report by Omniscience Capital. The report highlights that India’s GDP is expected to rise from $4.2 trillion in 2025 to $10 trillion by 2035, with industry and agriculture contributing $4 trillion to this - [H-1B visa fee hike: Are Trump's tariffs getting extended to services? Explained](https://www.omnisciencecapital.com/h-1b-visa-fee-hike-are-trumps-tariffs-getting-extended-to-services-explained/) - Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, highlighted the broader context, “Indians receive nearly 70 per cent of H-1B visas in the US. The timing of this order, just days before critical India-US trade deal discussions, suggests it is more of a negotiating tactic than a strategic immigration reform. Read More - [India's logistics sector to triple to ₹120 trillion by 2035: Report](https://www.omnisciencecapital.com/indias-logistics-sector-to-triple-to-₹120-trillion-by-2035-report/) - Ashwini Shami, President and Chief Portfolio Manager at Omniscience Capital, said the sector is on the verge of a "multi-decade boom" supported by record public spending and reforms. Government initiatives, such as the National Infrastructure Pipeline, PM Gati Shakti, and the National Logistics Policy, directly address the sector's inefficiencies," he said Read More - [Daily Voice: RBI’s hands are tied for near-term rate cuts as rupee depreciates sharply against USD, says this Investment Strategist](https://www.omnisciencecapital.com/daily-voice-rbis-hands-are-tied-for-near-term-rate-cuts-as-rupee-depreciates-sharply-against-usd-says-this-investment-strategist/) - Given the benign inflation in India and need for catalyzing growth to a higher trajectory, RBI would have been quite comfortable in cutting rates in both the meetings (October-December 2025), Vikas V Gupta, the CEO & Chief Investment Strategist at Omniscience Capital said in an interview to Moneycontrol. However, he is of the view that - [India’s logistics sector to triple, touch Rs 120 trillion by 2035](https://www.omnisciencecapital.com/indias-logistics-sector-to-triple-touch-rs-120-trillion-by-2035/) - India’s logistics sector is on the cusp of a once-in-a-generation transformation, with its size projected to triple to nearly ₹120 trillion by 2035, according to a report by Omniscience Capital. The surge will be driven by a Capex ‘supercycle,’ government-backed infrastructure initiatives, and sweeping policy reforms. With India’s GDP set to more than double to - [RBI MPC Meeting: What does Indian stock market expect from the upcoming meeting?](https://www.omnisciencecapital.com/rbi-mpc-meeting-what-does-indian-stock-market-expect-from-the-upcoming-meeting/) - Even though, the Indian stock market is pricing in the possibility of two-more rate cuts - adding up to 50 basis points in total, however, market experts believe that the central bank is anticipated to maintain the status quo on the repo rate in its October 2025 review. “The RBI is likely to choose a neutral stance - [Expert view: Positive on financials, railway, defence, power sectors, says OmniScience Capital Chief Portfolio Manager](https://www.omnisciencecapital.com/expert-view-positive-on-financials-railway-defence-power-sectors-says-omniscience-capital-chief-portfolio-manager/) - Expert view: AshwiniShami, President and Chief Portfolio Manager, OmniScience Capital, believes an India-US trade deal and improved FII (foreign institutional investors) inflows will help the Indian stock market deliver healthy returns in the second half of the current financial year (H2FY26). In an interview with Mint, OmniScience Capital's Chief Portfolio Manager stated that he finds public sector - [Shipbuilding stocks are likely to stay anchored](https://www.omnisciencecapital.com/shipbuilding-stocks-are-likely-to-stay-anchored/) - Read More - [Gold, silver ETFs see record inflows in Sept — Smart hedge or investor FOMO?](https://www.omnisciencecapital.com/gold-silver-etfs-see-record-inflows-in-sept-smart-hedge-or-investor-fomo/) - Retail Rush In Gold, Silver ETFs Retail investors have invested almost ₹8500 crore in the gold ETFs this month, which is over 10% of the overall AUM. This is exactly in parallel with gold having delivered more than 10% returns in a single month and nearly 60% for the year, noted Vikas Gupta, CEO & Chief Investment Strategist - [જોમમાં સરભર કર્યાં પછી પલટર મળતું હોય એવી કંપનીઓમાં રોકાણ વધુ સલામત: એનાલિસ્ટ્સ](https://www.omnisciencecapital.com/જોમમાં-સરભર-કર્યાં-પછી-પલ/) - [Indian exporters vs US tariffs: The critical questions every investor needs to ask now](https://www.omnisciencecapital.com/indian-exporters-vs-us-tariffs-the-critical-questions-every-investor-needs-to-ask-now/) - Ashwani Shami, executive vice president and portfolio manager at Omniscience Capital, said, “It is important to let more clarity emerge as the trade negotiations progress and accordingly act." He added that if some businesses on conservative estimation of intrinsic value appear oversold then this may be a time to start adding. Read More - [Stock Market Highlights 1 October 2025: Sensex, Nifty rebound from 8-day slump after RBI holds repo rate steady at 5.5%](https://www.omnisciencecapital.com/वैज्ञानिक-निवेश-भारतीय-ब/) - RBI MPC updates: Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital on the RBI MPC Announcement “As expected the RBI maintained the status quo. RBI is biased towards growth since inflation is within the target range and continues moving towards the midpoint. Also, the tariff uncertainties causing some headwinds to global trade are - [Power Sector Report](https://www.omnisciencecapital.com/power-sector-report/) - We are thrilled to share our latest research report on the power sector, highlighting why it's an attractive investment opportunity right now. Our in-depth analysis covers insights on: India's Power Sector: What is driving this growth vector? Growth Expectations Power Capacity Additions EV industry as a major power consumer Impact of Growth of Data Centers - [Bank Sector Report](https://www.omnisciencecapital.com/bank_sector_report/) - We are thrilled to share our latest research on Bank Sector. Our latest research report delves deep into the Indian Banking Sector, offering valuable insights into its current landscape and future trajectory. Our in-depth analysis covers insights on: India’s Banking Industry: What is Driving this Growth Vector? India’s Credit Growth Story Asset Quality of Indian - [India Four Folios Report 2025](https://www.omnisciencecapital.com/india-four-folios-report-2025/) - We are pleased to share with you our latest research report, which delves into the current landscape of the Indian equity markets and provides valuable insights into identifying alpha-generating opportunities. In this comprehensive study, we explore key market trends, sector performance, and our Scientific Investing Framework designed to help investors navigate the market with greater - [Budget Analysis 2025: Consumption vs Capital Investments](https://www.omnisciencecapital.com/budget-analysis-2025-consumption-vs-capital-investments/) - Introducing our latest research report, Budget Battle 2025: Consumption vs Capital Investment, a comprehensive analysis of the Government of India’s fiscal strategy. This budget has captured attention with a landmark tax relief—raising the zero tax slab from INR 7 lakhs to INR 12 lakhs. This shift is expected to leave an extra INR 1 lakh in - [The Great Indian Railways: ₹50 Trillion Opportunity by 2030](https://www.omnisciencecapital.com/the-great-indian-railways-50-trillion-opportunity-by-2030/) - On the occasion of Indian Railways Day, we are delighted to present our latest research report on one of India’s fastest-growing growth vectors — The Great Indian Railways. India is rapidly transforming its railways with bullet trains, indigenously developed semi-high-speed trains, station modernisation, new lines, and dedicated freight corridors. An estimated ₹50 lakh crore (~$600B) capital - [Operation Sindoor: An inflection point for Bharat’s Omni Defence Strategy](https://www.omnisciencecapital.com/operation-sindoor-an-inflection-point-for-bharats-omni-defence-strategy/) - Operation Sindoor has intensified India's focus on defence, vigilance, and strategic preparedness. This renewed emphasis aims to not only safeguard the nation's borders and citizens but also protect its critical resources, economic and trade infrastructure, and digital ecosystem.Recent significant resource allocations underscore this commitment to boosting preparedness. With India expected to become a $10 trillion - [Watt’s The Future: India’s 4 Trillion Unit Electricity Consumption by 2035](https://www.omnisciencecapital.com/power-sector-electricity-consumption-projections-for-2035/) - India’s power sector is entering a historic growth phase, set to become the backbone of the country’s $10 trillion economic ambition by 2035. With electricity consumption projected to nearly triple—from 1.4 trillion units in 2023 to over 4 trillion units by 2035—this transformation is being powered by structural shifts in industry, urbanization, digitalization, and electrification - [Budget 2024 : Comprehensive Approach to Economic Development](https://www.omnisciencecapital.com/budget-2024-comprehensive-approach-to-economic-development/) - Finance Minister Nirmala Sitharaman's Budget speech presents a well-rounded strategy for economic development, with a strong emphasis on women, youth, and marginalized communities. The government's initiatives are designed to drive growth, create jobs, and build robust infrastructure, ensuring a brighter future for all Indians. Fiscal Discipline and Economic Stability A key highlight of the Budget - [Navigating Shifts: Strategic Opportunities for Investors Amid U.S. Policy Changes](https://www.omnisciencecapital.com/navigating-shifts-strategic-opportunities-for-investors-amid-u-s-policy-changes/) - As the United States transitions to a new administration under former President Donald Trump, investors are evaluating potential shifts in U.S. economic and geopolitical strategies. Dr. Vikas Gupta, CEO and Chief Investment Strategist of OmniScience Capital, provides insights into how these changes could impact markets and offers guidance on positioning portfolios to benefit from new - [](https://www.omnisciencecapital.com/h-1b-fee-hike-spells-gloom-for-indian-it/) - [रसोई से कक्षा तक: भारत के लिए जीएसटी युक्तिकरण का महत्व](https://www.omnisciencecapital.com/रसोई-से-कक्षा-तक-भारत-के-ल/) - डॉ. विकास गुप्ता, सीईओ और निवेश रणनीतिकार, ओम्निसाइंस कैपिटल वैश्विक सुर्ख़ियाँ निवेशकों का ध्यान लगातार अपनी ओर खींच रही हैं — चाहे वह अमेरिका की ब्याज दरें हों, कच्चे तेल की क़ीमतें हों या फिर चीन की आर्थिक सुस्ती। लेकिन भारत के भीतर एक बेहद महत्वपूर्ण बदलाव चुपचाप आकार ले रहा है। जीएसटी 2.0 अगले - [मिड और स्मॉल-कैप मैनिया : क्यों खुदरा निवेशकों को बड़े शेयरों लार्ज कैप्स की ओर संतुलन बनाना चाहिए](https://www.omnisciencecapital.com/मिड-और-स्मॉल-कैप-मैनिया-क/) - डॉ. विकास गुप्ता, CEO एवं चीफ इन्वेस्टमेंट स्ट्रैटेजिस्ट, OmniScience Capital भारतीय म्यूचुअल फंड उद्योग के ताज़ा आंकड़े दिखाते हैं कि खुदरा निवेशक मिड- और स्मॉल-कैप फंड्स में ज़रूरत से ज़्यादा निवेश कर रहे हैं। अगस्त 2025 में, इक्विटी फंड्स में ₹33,430 करोड़ की नेट इनफ़्लो आई, जबकि SIP योगदान स्थिर रहा ₹28,265 करोड़। कुल प्रबंधनाधीन - [US Fed’s 25 bps cut sends ripples through Dalal Street: Sectoral winners & losers](https://www.omnisciencecapital.com/us-feds-25-bps-cut-sends-ripples-through-dalal-street-sectoral-winners-losers/) - NBFCs and housing finance could have top line reduction or slowdown possibly on the current book, but the demand for loans is likely to increase the volumes substantially, giving a higher than normal revenue growth outlook during a rate cut cycle where RBI is even more likely to step in domestically, Dr Vikas Gupta said. - [Daily Voice: Fed rate cut, not India–US trade deal, may drive market rally, says this portfolio manager](https://www.omnisciencecapital.com/daily-voice-fed-rate-cut-not-india-us-trade-deal-may-drive-market-rally-says-this-portfolio-manager/) - According to Ashwini Shami, co-founder and portfolio manager at OmniScience Capital, the first tranche of the India-US trade deal is expected only by November and is therefore unlikely to trigger a near-term relief rally in the market Read More - [US Fed rate cut: How 25-50 bps cut will impact Indian stock market? ](https://www.omnisciencecapital.com/us-fed-rate-cut-how-25-50-bps-cut-will-impact-indian-stock-market/) - A 25-50 bps rate cut by the Fed is anticipated, driven by a softening US jobs market and rising unemployment. “This would likely benefit the Indian market, as it could help reverse the ongoing outflow of FIIs, who have been actively selling Indian equities since July 2025,” Vinit Bolinjkar - Head of Research - Ventura, - [Domestic investors cushion India’s $5.1 trillion market as foreign funds exit](https://www.omnisciencecapital.com/domestic-investors-cushion-indias-5-1-trillion-market-as-foreign-funds-exit/) - Onshore investor confidence is key, as their consistent participation supports the market while Indian equities trail regional peers. Concerns that the US’s crushing 50% tariff on the country’s exports could hurt growth and the already weak company profits have dented sentiment. The benchmark NSE Nifty 50 Index is up about 4% this year, compared with - [Auto ancillary sector delivered 6 multibaggers in 6 months. Can you still catch them?](https://www.omnisciencecapital.com/auto-ancillary-sector-delivered-6-multibaggers-in-6-months-can-you-still-catch-them/) - Lower input costs have also contributed. The semiconductor shortages that plagued the sector in recent years have largely eased. Raw material prices are relatively stable, which has lifted margins and improved profitability."Policy and affordability have boosted demand. Some of the stocks that doubled or tripled are now trading at high multiples," said Ashwini Shami of - [Daily Voice: India will definitely thrive in near to long term despite Trump tariffs, says Vikas Gupta of Omniscience Capital](https://www.omnisciencecapital.com/daily-voice-india-will-definitely-thrive-in-near-to-long-term-despite-trump-tariffs-says-vikas-gupta-of-omniscience-capital/) - India will definitely thrive, not only in the long-term, but also in the near-term and mid-term despite short term pain due to Trump-era tariffs," said Vikas V Gupta, the CEO & Chief Investment Strategist at Omniscience Capital in an interview to Moneycontrol. According to him, it is likely that the focus will be providing incentives - [Daily Voice: Despite steep tariffs, OmniScience’s Vikas Gupta sees strong earnings recovery in 2HFY26](https://www.omnisciencecapital.com/daily-voice-despite-steep-tariffs-omnisciences-vikas-gupta-sees-strong-earnings-recovery-in-2hfy26/) - Despite the hefty tariff rate of 50 percent, Vikas Gupta, the CEO and Chief Investment Strategist at OmniScience Capital, still anticipates a strong earnings recovery in the second half of FY26. "The tariffs shouldn’t have too much impact on the earnings of most sectors," he said in an interview to Moneycontrol. Read More - [Tariff turmoil prompts rethink: Investors pivot to domestic plays amid global trade shock](https://www.omnisciencecapital.com/tariff-turmoil-prompts-rethink-investors-pivot-to-domestic-plays-amid-global-trade-shock/) - If markets correct deeply on this, it could present an opportunity to accumulate sector leaders with strong global moats," said Vikas Gupta, CEO at Omniscience Capital. Gupta also cautioned against companies reliant on growth from the US export market. Read More - [Quote on RBI MPC Announcement by Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital](https://www.omnisciencecapital.com/quote-on-rbi-mpc-announcement-by-dr-vikas-gupta-ceo-chief-investment-strategist-at-omniscience-capital/) - RBI has a very comfortable situation currently in terms of the macros. Inflation is exactly at the target of 4%, GDP growth is strong with 6.5% and increasing, Bank balance sheets extremely strong with crar of 17%, system liquidity adequate. Now the joker in the pack is the Trump Tariffs which could upset the apple - [China outpaces India amid emerging market turmoil; valuation gap hits record $6.3 trillion](https://www.omnisciencecapital.com/china-outpaces-india-amid-emerging-market-turmoil-valuation-gap-hits-record-6-3-trillion/) - Similarly, Gupta of Omniscience Capital believes the underperformance is temporary and driven by a tougher tariff regime compared to China. India’s robust GDP growth rates, significantly higher than China’s, signal strong long-term investment potential He advised investors in the auto space to stick to domestically focused companies or companies with low exposure to the US - [Vikas Gupta’s quote on ‘Defence stocks’ has appeared in Livemint and FE Online.](https://www.omnisciencecapital.com/vikas-guptas-quote-on-defence-stocks-has-appeared-in-livemint-and-fe-online/) - The long-term budget allocation clearly shows the defence budget is likely to increase at a much faster pace compared to GDP growth over the next 10 years, reaching 3%-4% of GDP. This is still small compared to 5% of GDP being targeted by NATO countries. However, one should not be pulled into the euphoria of - [Vikas Gupta’s inputs on ‘Indian Auto Sector’ has appeared in Livemint Portal](https://www.omnisciencecapital.com/vikas-guptas-inputs-on-indian-auto-sector-has-appeared-in-livemint-portal/) - Contrary to the other opinion, Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital, does not foresee an impact for India as we are not a major exporter of semiconductors. Indian Auto sector is a user of semiconductors, and again, the tariffs in US imports are unlikely to have any impact on Indian - [डिफेंस सेक्टर में मल्टी ईयर ग्रोथ स्टोरी](https://www.omnisciencecapital.com/डिफेंस-सेक्टर-में-मल्टी-ई/) - The current market presents an attractive opportunity. The Nifty’s current PE ratio stands at approximately 20.5x, which is close to its lowest levels in the last 5-10 years, except for the COVID-induced bottom at 18.71x, said Vikas Gupta Read More - [Quote on Defence stocks by Vikas Gupta](https://www.omnisciencecapital.com/quote-on-defence-stocks-by-vikas-gupta/) - Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital, added that, “In the last month, Defence stocks have corrected by around a 7-10%. The immediate reaction could be due to the not-so-exciting quarterly financial reports from most companies. It could also be a “normalisation” after the extreme positive sentiments post Operation Sindoor and - [Daily Voice: Ashwini Shami of OmniScience says this sector is severely mispriced, offers strong investment opportunity](https://www.omnisciencecapital.com/daily-voice-ashwini-shami-of-omniscience-says-this-sector-is-severely-mispriced-offers-strong-investment-opportunity/) - Ashwini Shami is the Executive Vice President & Portfolio Manager, and co-founder of OmniScience Capital Banking is one of the few major sectors that Ashwini Shami, co-founder of OmniScience Capital, finds severely mispriced. "The sector provides an attractive investment opportunity," he said in an interview with Moneycontrol. Read More - [Retail Inflation Views on Steady Decline in Inflation Strengthens RBI’s Flexibility, But INR Depreciation Remains a Concern by Dr. Vikas Gupta ,OmniScience Capital](https://www.omnisciencecapital.com/retail-inflation-views-on-steady-decline-in-inflation-strengthens-rbis-flexibility-but-inr-depreciation-remains-a-concern-by-dr-vikas-gupta-omniscience-capital/) - Below the Retail Inflation Views on Steady Decline in Inflation Strengthens RBI’s Flexibility, But INR Depreciation Remains a Concern by Dr. Vikas Gupta ,CEO and Chief Investment Strategist, OmniScience Capital “The consistent decline in CPI and CFPI from their peaks in October 2024, when they stood at 6.21% and 10.87%, respectively, to 4.31% and 6.02% in - [Daily Voice: Don't foresee any significant new risk factors for market, add exposure to these 6 sectors in correction, says OmniScience's Vikas Gupta](https://www.omnisciencecapital.com/daily-voice-dont-foresee-any-significant-new-risk-factors-for-market-add-exposure-to-these-6-sectors-in-correction-says-omnisciences-vikas-gupta/) - The current market presents an attractive opportunity. The Nifty’s current PE ratio stands at approximately 20.5x, which is close to its lowest levels in the last 5-10 years, except for the COVID-induced bottom at 18.71x, said Vikas Gupta Read More - [कैपिटल एक्सपेंडिचर बनाम उपभोग : भारत के बजट का असली गेमचेंजर](https://www.omnisciencecapital.com/कैपिटल-एक्सपेंडिचर-बनाम/) - [ डॉ. विकास गुप्ता, सीईओ और मुख्य निवेश रणनीतिकार, ओमनीसाइंस कैपिटल ] भारत के केंद्रीय बजट 2025 ने उपभोग को बढ़ावा देने और पूंजी निवेश को प्राथमिकता देने के बीच संतुलन को लेकर एक व्यापक बहस छेड़ दी है। जहां कर राहत उपायों ने जनता का ध्यान आकर्षित किया है, वहीं गहराई से विश्लेषण करने - [$3 trillion opportunity for India in Industry Sector by 2035: Omniscience Capital](https://www.omnisciencecapital.com/indices-on-highway-but-all-stocks-not-going-uptown-2/) - $3 trillion opportunity for India in Industry Sector by 2035: Omniscience Capital Next phase of Amrit Kaal Vision to focus on Industrial Sector growth riding on a robust digital and physical infrastructure Merchandise exports target of US$ 1 trillion by 2030 to drive manufacturing growth Mumbai, 13th May 2025: According to Omniscience Capital Report, India has potentially - [ Indices on Highway, but All Stocks Not Going Uptown](https://www.omnisciencecapital.com/indices-on-highway-but-all-stocks-not-going-uptown/) - Ashwini Shami, EVP & senior port-folio manager, OmniScience Capital said that despite being 20-30% off the peaks, the broader market remains overvalued as the stocks that tra-ded at 50 price to earnings (PE) ra-tio a valuation measure during the bull market before September, remain at around 30 times, even af-ter a 30-40% drop in stock - [Eternal’s Rs 3 trillion dream divides the Street: FIIs bail, DIIs bite](https://www.omnisciencecapital.com/eternals-rs-3-trillion-dream-divides-the-street-fiis-bail-diis-bite/) - That concern is also echoed by Vikas Gupta of Omniscience Capital (note, Omniscience doesn't have any position in the company). “If you're expanding into tier 3 and 4 towns with lower purchasing power and thinner margins, then the ‘profitable’ portion of growth may already be behind us,” he said. Read More - [IEX shares shed record 30% in a day; but here's why analysts expect further corrections](https://www.omnisciencecapital.com/iex-shares-shed-record-30-in-a-day-but-heres-why-analysts-expect-further-corrections/) - Earlier, when things were happening independently, platforms like IEX had an edge in terms of volumes. That edge is now gone. Earlier, participants went to the platform with the largest volume to get the best price. That dynamic is now gone,” said Ashwini Shami, EVP and Portfolio Manager at Omniscience Capital. Read More - [Microcap stocks defy market: 50 stocks rise over 200% amid selloff; analysts caution over poor earnings, bubble risk](https://www.omnisciencecapital.com/microcap-stocks-defy-market-50-stocks-rise-over-200-amid-selloff-analysts-caution-over-poor-earnings-bubble-risk/) - Experts are warning retail investors to tread cautiously. "One could say that it is a mini-bubble in a group of penny stocks, and one should be extremely careful not to get trapped with their core investment corpus in such stocks," said Vikas Gupta, CEO, OmniScience Capital Read More - [India’s Rail Freight: Quietly Compounding Logistics Alpha](https://www.omnisciencecapital.com/indias-rail-freight-quietly-compounding-logistics-alpha/) - Railways as a Catalyst for Economic AccelerationIndia is laying down more than just tracks—it’s laying the groundwork for a new economic velocity. The logistics transformation via Indian Railways is one of the most underappreciated structural stories in the market. Next-Gen Freight: Capacity Meets EfficiencyLet’s start with capacity. In February 2025, KIA launched the country’s first - [India’s Services Sector — A Powerhouse in Motion](https://www.omnisciencecapital.com/indias-services-sector-a-powerhouse-in-motion/) - Most people think of India as the back office of the world. But look again. It’s no longer just call centres and coders.It’s a massive, thriving ecosystem—smart, diverse, and fast-moving. Let’s zoom in on the top three engines of India’s services machine: 🏦 Banking: 110 listed players with a combined market cap of ₹72,747 crore - [India’s Secret Superpower? Not What You Think.](https://www.omnisciencecapital.com/indias-secret-superpower-not-what-you-think/) - You hear about India as a rising global giant. But here's the twist: our biggest export isn’t steel, oil, or even code— it’s services. Think of it this way: while some countries are digging the earth or running factories, India is selling brainpower. Tech support, software, consulting, finance, back-end operations—you name it. People across the - [India’s Railways: Lifelines of the Nation](https://www.omnisciencecapital.com/indias-railways-lifelines-of-the-nation/) - Global Leader in Passenger MovementIndia moves 8,086 million passengers annually — that’s more than Japan, China, Germany, France, and Russia combined. But it doesn’t stop there. When you look at passenger-kilometres transported — a better measure of how far people travel — India still leads the world with 1,050 billion kilometres annually. China follows, but - [Tracking Growth on the Tracks — India’s Rail Renaissance](https://www.omnisciencecapital.com/tracking-growth-on-the-tracks-indias-rail-renaissance/) - From Bureaucracy to Balance Sheet-Driven EngineOver the last decade, Indian Railways has been quietly shifting gears. What was once seen as a lumbering state utility is now evolving into a high-throughput, revenue-generating logistics and passenger movement engine — with a balance sheet to match. Revenue EnginesFrom the Union Budget data:• Passenger Services are on fire - [Indian Railways: The Infra – Alpha](https://www.omnisciencecapital.com/indian-railways-the-infra-alpha/) - Amrit Bharat: A Structural Bet on Rail Infrastructure In equity markets, we love a long-term structural story. And India’s rail infrastructure push under the Amrit Bharat Scheme is just that. The government has identified over 1,300 stations for transformation—cleaner, safer, smarter. Think better signage, modern toilets, free Wi-Fi, executive lounges, seamless entry/exit systems, and improved - [India Uses Electricity — And How It’s Changing to Be More Like the World](https://www.omnisciencecapital.com/india-uses-electricity-and-how-its-changing-to-be-more-like-the-world-2/) - How India Uses Its Electricity TodayElectricity powers everything we do—our homes, factories, farms, offices, and transport. But how much electricity different parts of the economy use tells us a lot about a country’s development. In India, the biggest user of electricity is industry (42%)—factories and manufacturing plants. Homes use about 26%, and farming uses a - [India’s Manufacturing Engine Is Heating Up — And Steel Is the Spark](https://www.omnisciencecapital.com/indias-manufacturing-engine-is-heating-up-and-steel-is-the-spark/) - Steel Demand: A Barometer for GrowthIndia is quietly becoming a global manufacturing force — and at the heart of it is steel.Steel consumption rose from 100 million tons in FY20 to 136 million tons in FY24 — a sharp increase that speaks volumes. Production is growing at 6% CAGR, far outpacing China (1%) and a - [How India Is Powering Up Its Future](https://www.omnisciencecapital.com/how-india-is-powering-up-its-future/) - Once known for its power cuts and patchy electricity supply, India is quietly flipping the switch on a massive energy transformation. From dusty villages getting lightbulbs for the first time, to solar farms rising like techno-sunflowers across the landscape, India is steadily charging ahead. But let’s start with the basics: how much power does an - [Here’s What’s Really Happening with India’s Trade — And Why It Matters](https://www.omnisciencecapital.com/heres-whats-really-happening-with-indias-trade-and-why-it-matters/) - Trade data can be noisy. But zoom out, and a clear story emerges: India is importing smart and exporting smarter. The Import Side: Inputs, Not IndulgenceIndia’s top imports today are not just oil or gold—they’re building blocks: Electronic components Machinery and base metals Chemicals and ores These aren’t luxury buys. They’re inputs for domestic manufacturing. - [India’s Industrial Engine Is Revving Up](https://www.omnisciencecapital.com/indias-industrial-engine-is-revving-up/) - India’s industrial sector has shown remarkable resilience over the past decade. The Index of Industrial Production (IIP)—our key gauge for tracking industrial momentum—has moved up from 103 in 2012–13 to 147 in 2023–24. That’s not just growth—it’s compounding confidence in India’s manufacturing base and broader industrial ecosystem. Manufacturing, which holds the lion’s share (77.6%) in - [India’s Manufacturing Moment From backbone to breakout](https://www.omnisciencecapital.com/indias-manufacturing-moment-from-backbone-to-breakout-indias-industrial-rise-is-real-and-its-accelerating/) - Scale + Speed = StrengthThe materials sector now spans 170 companies with a combined ₹32.4 trillion market cap. But this surge isn’t isolated.Energy, automobiles, pharma, and machinery are all compounding in sync. PMI Hits a 10-Month High April PMI: 58.2 Export orders saw the second-fastest growth since 2011 Pricing power returned — strongest hike in - [India’s Defence Boom: From Buyer to Global Powerhouse](https://www.omnisciencecapital.com/indias-defence-boom-from-buyer-to-global-powerhouse/) - The End of the Import-Only EraIf you're still thinking of India as a defence importer, it's time to rewrite the narrative.In FY25, India cleared a record ₹1.6 lakh crore in defence approvals. Procurement is now faster by 10–15%—because modern warfare doesn’t wait. The Navy is getting 26 Rafale fighter jets (₹63,000 crore), while ₹40,000 crore - [Imagine your country being attacked](https://www.omnisciencecapital.com/imagine-your-country-being-attacked/) - That’s exactly what happened in India’s Operation SINDOOR. This wasn’t about tanks rolling over borders. It was about precision — striking the right target, at the right time, with the right tools — without even crossing into enemy territory. That’s what modern defence looks like. And here’s the interesting part for investors and strategists like - [India’s Defence Strategy: From Boots to Bytes, Borders to Boardrooms](https://www.omnisciencecapital.com/indias-defence-strategy-from-boots-to-bytes-borders-to-boardrooms/) - Defence Spending Doubles in 20252025 is not just about tanks and fighter jets. It's about technology, trade, and terrain dominance.₹2.09 lakh crore in defence acquisitions in FY25 — double from last year.26 Rafale-M jets, submarines, border infrastructure, and emergency drone procurements are reshaping India’s war-readiness. A Decade of Self-Reliance in the MakingSince 2014, over ₹10 - [From Saving in Jars to Swiping Cards](https://www.omnisciencecapital.com/from-saving-in-jars-to-swiping-cards/) - India’s relationship with money is changing—and fast. Just a few years ago, a large part of the country was used to saving in piggy banks, borrowing from relatives, and standing in long queues for cash. But today, we’re seeing a quiet banking revolution unfold across the country. More People, More Banks, More Access Back in - [India’s Financial System Is Having Its Smartphone Moment](https://www.omnisciencecapital.com/indias-financial-system-is-having-its-smartphone-moment/) - India’s relationship with money is changing—and fast. Just a few years ago, a large part of the country was used to saving in piggy banks, borrowing from relatives, and standing in long queues for cash. But today, we’re seeing a quiet banking revolution unfold across the country. Skipping Landlines, Skipping Traditional BankingJust like everyone skipped - [Indian defence stocks: Amid slump, an opportunity under Trump 2.0](https://www.omnisciencecapital.com/indian-defence-stocks-amid-slump-an-opportunity-under-trump-2-0/) - Ashwini Shami, Executive Vice President at OmniScience Capital, highlighted that the revival of US-India trade talks could benefit India by providing access to advanced defense technology and potential tariff advantages. The bilateral trade agreement being discussed may include reciprocal defense procurement, allowing India to export to the US.Read his full interview with Live Mint. Read - [5 factors behind the market decline, including Trump’s tariffs.](https://www.omnisciencecapital.com/5-factors-behind-the-market-decline-including-trumps-tariffs/) - Despite a 12% drop in Nifty and Sensex since September, the narrative of a weak Indian economy may not tell the full story. While FII sell-offs and slow GDP growth are concerning, India’s robust 6.8% growth and strong prospects for 2025-2026 put it ahead of most major economies. -Dr. Vikas Gupta with The Economic Times - [Don’t foresee any significant new risk factors for market, add exposure to these 6 sectors in correction.](https://www.omnisciencecapital.com/dont-foresee-any-significant-new-risk-factors-for-market-add-exposure-to-these-6-sectors-in-correction/) - The current market presents an attractive opportunity. The Nifty’s current PE ratio stands at approximately 20.5x, which is close to its lowest levels in the last 5-10 years, except for the COVID-induced bottom at 18.71x.At this point, most major uncertainty-inducing events are behind us. While speculating on potential market downturns is always an option, as - [Moneycontrol: CEOs anticipate stable corporate tax regime in budget](https://www.omnisciencecapital.com/moneycontrol-ceos-anticipate-stable-corporate-tax-regime-in-budget/) - Dr. Vikas Gupta, CEO of OmniScience Capital, believes that certain sectors might get some incentives in terms of R&D, PLI, capex, or other rebates. On Moneycontrol, Deloitte joint CEO Survey Read More - [Neither bull nor bear: The real question is can you create an undervalued portfolio?](https://www.omnisciencecapital.com/neither-bull-nor-bear-the-real-question-is-can-you-create-an-undervalued-portfolio/) - Rather than focusing on market movements, for a scientific investor, it is always better to focus on the economy. India's economic growth is one of the highest across any major economy. Even for 2025, investor optimism is closely related to market action and that is not too high. However, India's real GDP is expected to - [Moneycontrol: Strong economic growth in Q3FY25, further correction in Mid & Smallcap](https://www.omnisciencecapital.com/moneycontrol-strong-economic-growth-in-q3fy25-further-correction-in-mid-smallcap/) - “Various leading indicators suggest strong economic growth during the third quarter of the current financial year. The index of industrial production has grown consistently since August 2024. GST collections for the first nine months grew at 9.1% YoY and the direct taxes grew by 15% till November 2024. The composite PMI index rose to 59.2 - [Moneycontrol: Strong economic growth in Q3FY25, further correction in Mid & Smallcap](https://www.omnisciencecapital.com/moneycontrol-strong-economic-growth-in-q3fy25-further-correction-in-mid-smallcap-2/) - "Various leading indicators suggest strong economic growth during the third quarter of the current financial year. The index of industrial production has grown consistently since August 2024. GST collections for the first nine months grew at 9.1% YoY and the direct taxes grew by 15% till November 2024. The composite PMI index rose to 59.2 - [Moneycontrol: Daily Voice: Time to book profits in pharma, Zomato looks overvalued, says portfolio manager](https://www.omnisciencecapital.com/moneycontrol-daily-voice-time-to-book-profits-in-pharma-zomato-looks-overvalued-says-portfolio-manager/) - There is excitement in the pharma space, but with the Nifty Pharma index's price-to-earnings (PE) valuation multiple at 38, the sector is fully priced for its growth outlook. Based on our scientific investing framework, we recommend taking some profits rather than increasing exposure." -Ashwini Shami (EVP and Portfolio Manager - OmniScience Capital) with Moneycontrol Read More - [Why did defence stocks soar this week? March 25th 2025](https://www.omnisciencecapital.com/why-did-defence-stocks-soar-this-week-march-25th-2025/) - Defence stocks have gained momentum after the Defence Acquisition Council (DAC) last week accorded acceptance of necessity (AoNs) to eight capital acquisition proposals amounting over ₹54,000 crore and strong defence order inflow. Read the quote of Dr. Vikas Gupta with Businessline Read More - [CNBC TV18: Sensex, Nifty eke out gains after profit booking seen from record levels](https://www.omnisciencecapital.com/cnbc-tv18-sensex-nifty-eke-out-gains-after-profit-booking-seen-from-record-levels/) - "The Fed's rate cuts are likely to stimulate growth, with U.S. equities and emerging markets expected to gain in the long term, despite near-term volatility. For global investors, especially in emerging markets like India, cheaper financing could boost investment flows, particularly from Foreign Institutional Investors (FIIs)." - Dr. Vikas Gupta, CEO & Chief Investment Strategist at - [Private: OmniScience Capital CEO on India’s IPO Pipeline](https://www.omnisciencecapital.com/private-omniscience-capital-ceo-on-indias-ipo-pipeline/) - Bloomberg Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, discusses his outlook for India's IPO pipeline and markets. He speaks with David Ingles and Haslinda Amin on "Bloomberg Markets Asia". Watch Here - [Economic Times: IPO market picks up after two years of slowdown; is it the right time to invest in IPOs?](https://www.omnisciencecapital.com/economic-times-ipo-market-picks-up-after-two-years-of-slowdown-is-it-the-right-time-to-invest-in-ipos/) - Don't let FOMO push you into making IPO investing mistakes that could haunt you for years. Read Vikas Gupta's conversation with The Economic Times. - [Financial Express: NRIs settled in USA: Why should they consider investing in US stock market?](https://www.omnisciencecapital.com/financial-express-nris-settled-in-usa-why-should-they-consider-investing-in-us-stock-market/) - Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital says that NRIs should consider a dual approach to their investments by diversifying into both US and global stocks. Read More - [Economic Times: Rail stocks zoom up to 101% since Interim Budget. Is there still time to board the money-making train?](https://www.omnisciencecapital.com/economic-times-rail-stocks-zoom-up-to-101-since-interim-budget-is-there-still-time-to-board-the-money-making-train/) - The focus on faster execution is expected to boost revenues and profit growth. If growth rates are achieved, current valuations are justified; otherwise, they may appear stretched," Dr Vikas Gupta, OmniScience Capital, with Economic Times Read More - [Moneycontrol: Budget 2024: Semiconductor industry upbeat on govt push for self-sufficience](https://www.omnisciencecapital.com/moneycontrol-budget-2024-semiconductor-industry-upbeat-on-govt-push-for-self-sufficience/) - The global move towards a more redundant supply chain away from China is attracting international semiconductor companies to consider India as a possible base. The PLI schemes and the global supply chain restructuring provide solid grounds for growth for the semiconductor sector in India. - [BizNewsDesk: Upcoming Budget to Strengthen Government Balance Sheet and INR: Dr Vikas Gupta, CEO OmniScience Capital](https://www.omnisciencecapital.com/biznewsdesk-upcoming-budget-to-strengthen-government-balance-sheet-and-inr-dr-vikas-gupta-ceo-omniscience-capital/) - Dr. Vikas Gupta provides an analysis of the forthcoming budget, emphasizing its role in bolstering the government's fiscal position and the Indian Rupee. The continuity of the current administration underscores its commitment to a consistent policy framework, with priorities including fiscal discipline, infrastructure enhancement, social welfare, and other critical sectors. Read More - [Economic Times: Mutual funds raise stake in TCS, Infosys, 2 other IT stocks; FIIs cut. Who’s smart?](https://www.omnisciencecapital.com/economic-times-mutual-funds-raise-stake-in-tcs-infosys-2-other-it-stocks-fiis-cut-whos-smart/) - The expectation of a Federal Reserve interest rate cut in September this year and developments in generative AI (Gen AI) are two positive factors for IT companies. The growth of the AI order book for companies such as IBM and Accenture indicates higher demand for customization and integration required for Gen AI implementation. - [Investment Guru: Market Turmoil: BoJ Rate Increase Spurs Global Economic Rethink](https://www.omnisciencecapital.com/investment-guru-market-turmoil-boj-rate-increase-spurs-global-economic-rethink/) - Market Turmoil: BoJ Rate Increase Spurs Global Economic Rethink by Dr. Vikas V. Gupta, CEO & Chief Investment Strategist, OmniScience Capital Read More - [Economic Times: 30 defence, other PSU stocks in bear grip. Will the multibagger magic end?](https://www.omnisciencecapital.com/economic-times-30-defence-other-psu-stocks-in-bear-grip-will-the-multibagger-magic-end/) - We would be very careful in discriminating between moat PSUs which are not overvalued, vs which are overvalued and also between moat vs non-moat PSUs before reaching a conclusion." Dr. Vikas Gupta, CEO at OmniScience Capital with Economic Times. Read More - [National Biz News: India’s Q1 GDP Growth Reflects Resilience Amid Challenges](https://www.omnisciencecapital.com/national-biz-news-indias-q1-gdp-growth-reflects-resilience-amid-challenges/) - India’s GDP growth for the quarter ending June 2024 registered at 6.7%, slightly below expectations. While this indicates a modest slowdown, the underlying data remains encouraging, with strong growth in private consumption and a notable rise in investment activity." Read Dr. Vikas Gupta's views on India's Q1 GDP numbers. Read More - [Moneycontrol: Daily Voice: Few pure-play defence stocks still investible from valuation perspective, says OmniScience Capital’s Vikas Gupta](https://www.omnisciencecapital.com/moneycontrol-daily-voice-few-pure-play-defence-stocks-still-investible-from-valuation-perspective-says-omniscience-capitals-vikas-gupta/) - The fundamentals of defence stocks remain extremely strong in terms of revenue, profits, growth visibility, and order books. A few pure play defence stocks are still investible from a valuation perspective, but many appear overvalued. - Dr Vikas Gupta Read More - [Economic Times: Defence stocks rally as government approves Rs 1.4 lakh crore worth acquisition](https://www.omnisciencecapital.com/economic-times-defence-stocks-rally-as-government-approves-rs-1-4-lakh-crore-worth-acquisition/) - The investment universe needs to be broadened to non-conventional proxy defence and other forms of more subtle defence so that undervalued companies can be found." - Vikas Gupta CEO, OmniScience Capital. Read More - [Deccan Chronicle: India’s power consumption to rise to 3k TWh by 2030](https://www.omnisciencecapital.com/deccan-chronicle-indias-power-consumption-to-rise-to-3k-twh-by-2030/) - "Electric Vehicles will dominate Indian roads by 2030 as the government targets 30% EV penetration on Indian roads by 2030. There are numerous government programs and subsidies, such FAME and PLI in place to encourage the use of EVs in India. "With an anticipated total power consumption of approximately 100 TWh by 2030, EVs have the potential - [The Statesman: Indian EV Industry to become major power consumer amid robust growth: Report](https://www.omnisciencecapital.com/the-statesman-indian-ev-industry-to-become-major-power-consumer-amid-robust-growth-report/) - With nearly four million electric vehicles (EVs) sold in India cumulatively by March this year, the market is in the midst of an explosive growth phase and will become a major power consumer. With an anticipated total power consumption of approximately 100 TWh by 2030, EVs have the potential to rank among the nation’s single - [ETMarkets SmartTalk: Sectors to avoid in 2025](https://www.omnisciencecapital.com/mc-market-poll-experts-predict-nifty-to-end-2025-between-25000-27000-view-current-valuations-as-reasonable-copy-copy-copy-copy/) - The market has digested the continuing geo-political concerns and with the new US president taking an anti-war stance, there are high chances that various regional wars shall eventually stabilise in the near future. Investors should stay away from the overvalued sectors and the sectors where the long-term growth visibility is missing. Read Ashwini Shami's (EVP - [Indian Stock Market 2025: Balancing challenges with strong growth prospects](https://www.omnisciencecapital.com/mc-market-poll-experts-predict-nifty-to-end-2025-between-25000-27000-view-current-valuations-as-reasonable-copy-copy-copy/) - In 2024, the Indian stock market saw the BSE Sensex rise 8.17% and NSE Nifty50 climb 8.8%, despite challenges like foreign investor selling and geopolitical tensions. Strong macroeconomic stability and earnings growth are expected to support market performance in the coming years. Read why we are saying this. Read More - [Economic Times: D-Street’s $556 billion equity rout seen worsening as growth cools](https://www.omnisciencecapital.com/mc-market-poll-experts-predict-nifty-to-end-2025-between-25000-27000-view-current-valuations-as-reasonable-copy-copy/) - If we step back from the near term, we are at the inflection of an economic boom. Interest-rate cuts will define the broader direction of the Indian stock market. -Dr. Vikas Gupta (CEO, OmniScience Capital) Read More - [Long-term vs short-term views: Why Indian markets remain a strong bet for investors](https://www.omnisciencecapital.com/mc-market-poll-experts-predict-nifty-to-end-2025-between-25000-27000-view-current-valuations-as-reasonable-copy/) - Despite a 12% drop in Nifty and Sensex since September, the narrative of a weak Indian economy may not tell the full story. While FII sell-offs and slow GDP growth are concerning, India's robust 6.8% growth and strong prospects for 2025-2026 put it ahead of most major economies. -Dr. Vikas Gupta with The Economic Times - [Indian shares fall as Trump’s tariff threats unnerve investors](https://www.omnisciencecapital.com/indian-shares-fall-as-trumps-tariff-threats-unnerve-investors/) - India's benchmark indexes declined on 10th February, as investors were spooked by U.S. President Donald Trump's threats to impose new tariffs on all steel and aluminium imports as well as reciprocal tariffs on several countries. Read Dr. Vikas Gupta's quote in Reuters. Read More - [FIIs don’t care whether it’s capex or consumption stocks. Selling spree hits most sectors](https://www.omnisciencecapital.com/dont-foresee-any-significant-new-risk-factors-for-market-add-exposure-to-these-6-sectors-in-correction-copy/) - Foreign institutional investors (FIIs) have been rapidly offloading Indian equities, with February seeing notable sell-offs in sectors like capital goods, FMCG, financials, and oil & gas. Factors such as high valuations, attractive US bond yields, and Indian tax regimes are driving this exodus, significantly impacting market dynamics. In global markets, the most obvious AI plays - [Why are experts bullish on power stocks despite stock market crash?](https://www.omnisciencecapital.com/dont-foresee-any-significant-new-risk-factors-for-market-add-exposure-to-these-6-sectors-in-correction-copy-copy/) - Amid high volatility in the Indian stock market, experts are betting high on power sector stocks. “The power theme has been on our radar for quite some time, and we are quite optimistic on the theme, due to severe mispricing in several stocks in the sector. We see several attractive power generation companies mispriced given ## Pages - [Omni Institutional](https://www.omnisciencecapital.com/omni-institutional/) - Omni Institutional – Grade Portfolio Construction for Large Investors A multi-asset PMS built for family offices, institutional investors, and ultra-high-net-worth individuals seeking stability, diversification, and long-term alpha. Cross-Asset Allocation | High Safety Foundation | Institutional-Grade Research Talk to a PMS advisor What Omni Institutional Is? Omni Institutional is designed for large investors who require disciplined, - [Omni Inevitables](https://www.omnisciencecapital.com/omni-inevitables/) - Omni Inevitables – Invest in India’s Core Growth Vectors A forward-looking family of PMS strategies built to capture the growth vectors that will shape India’s next decade. Long-Term Structural Growth Vectors | High Safety Filters | Multi-Sector Exposure Talk to a PMS advisor What is Omni Inevitables ? Omni Inevitables is designed for investors who - [Omni Crest](https://www.omnisciencecapital.com/omni-crest/) - Omni Crest - High Alpha Built on High Safety A disciplined Flexi-cap PMS built to Hunt for Alpha across market capitalizations targeting long-term compounding through various market cycles. Talk to a PMS advisor What is Omni Crest ? Omni Crest is designed for accomplished investors at the peak of their careers, who value stability, discipline, - [Omni Crest](https://www.omnisciencecapital.com/omni-crest-2/) - Omni Inevitables – Invest in India’s Core Growth Vectors A forward-looking family of PMS strategies built to capture the growth vectors that will shape India’s next decade. Long-Term Structural Growth Vectors | High Safety Filters | Multi-Sector Exposure Talk to a PMS advisor What is Omni Inevitables ? Omni Inevitables is designed for investors who - [disclosures](https://www.omnisciencecapital.com/disclosures/) - View Our Complete Disclaimer & Disclosures here RA Disclaimer & Disclosures IA Disclaimer & Disclosures PMS Disclaimer & Disclosures - [Omni Amrit Kaal](https://www.omnisciencecapital.com/omni-amrit-kaal-2/) - Omni Amrit Kaal Investing in the core sectors driving India's Amrit Kaal through a concentrated portfolio of businesses positioned to benefit from the country's next phase of economic transformation. Talk to a PMS Advisor The Opportunity & Growth Drivers Multi-Trillion Dollar Growth Opportunities Services and Manufacturing are projected to become $6 trillion and $3 trillion opportunities respectively by 2035. - [RA disclosure](https://www.omnisciencecapital.com/ra-disclosure/) - RA(Research Analyst) Standard Disclosure Omniscience Research is the research analyst division of Omniscience Capital Advisors Pvt.Ltd. which is registered as a non-individual Research Analyst with SEBI with a valid registration No. INH000020077,BSE Enlistment No. 6517 and CIN U93000MH2017PTC290053. Principal Officer is Varun Sood (Contact No. 8879055519, Email: varun.sood@omnisciencecapital.com) and Compliance Officer is Chanchal Manglunia (Contact - [IA disclosure](https://www.omnisciencecapital.com/ia-disclosure/) - IA (Investment Adviser) Standard Disclosure Omniscience Investment Adviser is the advisory division of Omniscience Capital Advisors Pvt.Ltd. which is registered as a non-individual Investment Adviser with SEBI with a valid registration No. INA000007623,BSE Enlistment No. 1197 and CIN U93000MH2017PTC290053. Principal Officer is Vikas V Gupta (Contact No. 9987681967, Email: vikas.gupta@omnisciencecapital.com) and Compliance Officer is Chanchal - [PMS disclosure](https://www.omnisciencecapital.com/pms-disclosure/) - PMS Disclosure Standard Disclosure Omniscience Asset Management, asset management division of Omniscience Capital Advisors Pvt. 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Local office address - [Omni SuperNormal India](https://www.omnisciencecapital.com/omni-supernormal-india/) - Omni SuperNormal India Investing at the core of India’s century in the making—capturing the $10 trillion opportunity, demographic tailwinds, and compounding economic growth Talk to a PMS Advisor The Opportunity & Growth Drivers India: A $10 Tn Opportunity Rising household affluence and formalisation are driving sustained consumption growth Strong government capex and private investment underpin - [Omni SuperInvest](https://www.omnisciencecapital.com/omni-superinvest/) - Omni SuperInvest Participating in multiple structural growth vectors through a diversified multi-asset portfolio designed to capture opportunities across economic cycles. Built on the principle that leadership changes over time, diversification improves resilience while enhancing long-term risk-adjusted returns. Talk to a PMS Advisor The Opportunity & Growth Drivers Multiple Multi-Trillion-Dollar Growth Opportunities India's growth is driven by $6T - [Omni Services Corp](https://www.omnisciencecapital.com/omni-services-corp/) - Omni Services Corp Investing in India’s services powerhouse - the companies driving capital creation, digital transformation, consumption growth, and the $6 trillion opportunity. Talk to a PMS Advisor The Opportunity & Growth Drivers India’s $6 Trillion Services Opportunity Services already contribute ~55% of India’s GVA, making it the largest driver of the economy. The sector - [Omni Industry](https://www.omnisciencecapital.com/omni-industry/) - Omni Industry Investing in India’s manufacturing backbone - the companies driving industrial growth, global competitiveness, and the $3 trillion opportunity. Talk to a PMS Advisor The Opportunity & Growth Drivers India’s $3 Trillion Industry Opportunity India's industrial sector is expected to grow from ~$1T to ~$3T by 2035, increasing its GDP share to ~30%. Manufacturing is - [Omni India inc](https://www.omnisciencecapital.com/omni-india-inc/) - Omni India Inc Investing in India's leading businesses through a portfolio of large, liquid and fundamentally strong companies at the forefront of the country's economic growth. Talk to a PMS Advisor The Opportunity & Growth Drivers India's Largest Corporate Champions Focused on companies with market capitalisation above ₹10,000 crore and strong institutional participation Invests across India's leading - [Omni Energy Transition](https://www.omnisciencecapital.com/omni-energy-transition/) - Omni Energy Transition Omni Energy Transition captures the multi-decade shift from fossil fuels to cleaner power, investing in companies structurally positioned to benefit from the reconfiguration of the energy value chain. Talk to a PMS Advisor The Opportunity & Growth Drivers A New S-Curve of Energy Transition India entering a new S-curve with rapid adoption - [Omni Centurions](https://www.omnisciencecapital.com/omni-centurions/) - Omni Centurions Investing in India's growth engine - small cap companies with supernormal fundamentals, persistent competitive advantages, and significant mispricing yet to be discovered by the market. Talk to a PMS Advisor The Opportunity & Growth Drivers A Large & Expanding Investable Universe 1,250+ small-cap companies above ₹1,000 Cr market cap beyond the top 250. - [Omni Capital Creators](https://www.omnisciencecapital.com/omni-capital-creators/) - Omni Capital Creators Investing in India’s financial backbone - the companies powering capital formation, financial access, and economic growth. Talk to a PMS Advisor The Opportunity & Growth Drivers Strong Banking System & Capex-Led Growth Banks are at their strongest in a decade with GNPA - [Omni Rail & Mobility](https://www.omnisciencecapital.com/omni-rail-mobility/) - Omni Rail & Mobility Participating in India’s transport transformation — railways, metro systems, and the infrastructure powering next-generation mobility. Talk to a PMS Advisor The Opportunity & Growth Drivers Massive Infrastructure Push & Policy Backing Indian Railways, the world’s 4th largest network, is projected to account for ~40% of global rail activity by 2050. National - [Omni SuperPay ](https://www.omnisciencecapital.com/omni-superpay/) - Omni SuperPay A scientifically managed multi-asset income strategy that combines equity-led wealth creation with debt-backed stability. Built to generate sustainable cash flows while participating in India's long-term economic growth. Talk to a PMS Advisor The Opportunity & Growth Drivers A $10 Trillion Economy in the Making India's economy is projected to expand from $4.1T to $10T by 2035. Sustained - [Omni Strategic Defence](https://www.omnisciencecapital.com/omni-strategic-defence/) - Omni Strategic Defence Omni Strategic Defence is a focused portfolio investing in companies aligned with the country’s indigenization and military modernization agenda. Talk to a PMS Advisor The Opportunity & Growth Drivers India Defence: Structural Growth Cycle Defence production has doubled since 2017, crossing ₹1.5 lakh crore with ~9% CAGR. Consistent YoY growth reflects a - [Contact](https://www.omnisciencecapital.com/contact/) - Let's Connect Here! - [Registration Information](https://www.omnisciencecapital.com/registration-information/) - Registration Information All the registrations held by Omniscience Capital Advisors Private Limited having CIN: U93000MH2017PTC290053 is registered with SEBI under the following licenses: PMS Omniscience Asset Management is the asset management division of Omniscience Capital Advisors Pvt. Ltd. which is registered as a Portfolio Manager with SEBI with a valid Registration No. INP000009597 RIA Omniscience Investment - [Omniverse](https://www.omnisciencecapital.com/omniverse/) - [PMS](https://www.omnisciencecapital.com/pms/) - Scientific Investing for SuperNormal Portfolios Safety-first alpha for HNIs & UHNIs. Omniscience PMS unites data insights and fundamental discipline to generate consistent, long-term SuperNormal returns. Multiple PMS strategies designed for growth,income, and diversification. Talk to a PMS Advisor Ask a Question? Vikas Gupta, Ashwini Shami and Varun Sood - Founders of Omniscience Capital Omniscience DNA - [Portfolio Advisory Services](https://www.omnisciencecapital.com/investment-platform-copy/) - Investment Platform-Separate Accounts OmniScience Capital works with several other industry participants, including global and Indian to provide a full solution to its clients. In this regard, it is bringing the concept of an investment platform to India. It has created an investment platform for the clients for holding their direct equity portfolio in a professional, - [Global Investing](https://www.omnisciencecapital.com/investment-platform-2/) - Global Investment Platform OmniScience has Interactive Brokers LLC, USA, as the service provider to provide Indian clients with access to US stock markets as well as other global, listed equities markets, such as, Europe and UK. All of the client's investment assets are held in one single platform in the custody of Interactive Brokers and investment - [Scientific Investing](https://www.omnisciencecapital.com/scientific-alpha/) - Scientific Investing Our analysis of nearly a 100 years of investment research & practice, led to the conclusion that value investing philosophy with its focus on minimizing risks (“Safety First”) can deliver true alpha over the long-term. Scientific Investing is built on decades of deep research on value investing philosophy and the first principles of - [Accounts Manager](https://www.omnisciencecapital.com/accounts-manager/) - Accounts Manager Full Time | Mumbai - BKC Apply Here Job Description: We are looking for a dynamic and detail-oriented Accounts Manager to manage core financial operations of the company. This hybrid role requires a strong grasp of accounting principles and a people-first approach. The ideal candidate will be comfortable juggling numbers and nurturing company - [careers](https://www.omnisciencecapital.com/careers/) - Careers Accounts Manager Full Time | Mumbai - BKC Read More ➔ Operations - Assistant Manager Full Time | Mumbai - BKC Read More ➔ Partnerships Manager Full Time | Mumbai - BKC Read More ➔ Associate (Sales) - Internship Full Time | Mumbai - BKC Read More ➔ - [Distributor Form](https://www.omnisciencecapital.com/distributor-form/) - [Find the right PMS](https://www.omnisciencecapital.com/find-the-right-pms/) - Find the Right PMS for You Every investor has unique goals. Omniscience PMS offers distinct approaches designed for successful professionals, growth-focused investors, and institutions looking for stability and diversification. Talk to a PMS Advisor Which of These Sounds Like You? Every investor’s journey is different. Select the profile that best represents your investment style to - [PMS Webinar-registration](https://www.omnisciencecapital.com/pms-webinar-registration/) - Secure Your Spot and Learn the Framework Behind True Alpha Date & Time - Nov 29 2025, 9:30 am to 10:30 am IST - [PMS - Webinar](https://www.omnisciencecapital.com/pms-webinar/) - Webinar: Hunt for True Alpha with Omni PMS A live online session on how the scientific investing framework helps uncover true alpha while reducing portfolio risk. 📅 29 Nov 2025, 9:30 AM TO 10:30 AM 👤 Vikas Gupta – CEO & Chief Investment Strategist🎓 IIT Bombay | Columbia University 👤 Ashwini Shami – Co-Chief Investment - [Partnerships Manager](https://www.omnisciencecapital.com/partnerships-manager/) - Partnerships Manager Full Time | Mumbai - BKC Apply Here Job Description: The ideal candidate will possess a strong understanding of investment products such as mutual funds or PMS and AIFs, demonstrate excellent communication skills, and be adept at building relationships with clients and distributors. A key responsibility will be to onboard and manage relationships - [Operations Manager](https://www.omnisciencecapital.com/operations-manager-jd/) - Operations Manager( Assistant Manager/Deputy Manager) Full Time | Mumbai - BKC Apply Here Core Responsibilities : Client Onboarding & KYC Management: Conduct KYC verification and ensure compliance with regulatory requirements. Perform risk profiling and validation checks. Complete form filling and documentation for onboarding clients. Follow up with clients and distributors for additional information or clarification - [Associate (Sales)](https://www.omnisciencecapital.com/associate-sales-jd/) - Associate (Sales) Full Time | Mumbai - BKC Apply Here Job Description: The ideal candidate will possess a strong understanding of investment strategies, demonstrate excellent communication skills, and be adept at building relationships with clients and distributors. A key responsibility will be to onboard stakeholders to our WhatsApp-based communication channels that deliver regular updates on - [Who We Are?](https://www.omnisciencecapital.com/who-we-are/) - Start Today Investment OmniScience Capital OmniScience Capital is a Global Investment Management firm focused on global equity investments empowered by its proprietary Scientific Investing philosophy. The core insight on which OmniScience Capital is based, i.e. the OmniInsight, is that a systematic approach to enhancing safety, i.e. eliminating and mitigating the chances of permanent loss of - [Omniverse](https://www.omnisciencecapital.com/omniverse-2/) - Please click here - Omniverse - [Social Presence](https://www.omnisciencecapital.com/social-presence/) - Omni LINKEDIN Omni Youtube [youtube-feed feed=1] Omni X - [Press Release](https://www.omnisciencecapital.com/press-release/) - [Internal Policy](https://www.omnisciencecapital.com/internal-policy/) - Internal Policy SEBI Research Analyst (RA) Regulations are introduced with the objective of fostering transparency in security research and provide the investors with more reliable and useful information to make investment decisions. The following Internal Policies and Procedures are being implemented in line with these regulations. 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