Sky Pi Financial Services LLP

17/04/2026

Everyone in our industry talks about sectors, markets, and valuations.

But what happens when the conversation goes beyond that?

Recently, we attended a session Anup Maheshwari(CIO at 360 one AMC) — and that was exactly the shift.

The cherry on top of the interaction.

What stood out wasn’t just market views — but the deep focus on integrating AI into research.

Not as a buzzword.
But as a serious, full-scale capability.

And honestly, I was amazed at the level of tech being used.

Because it makes you rethink something fundamental:
The future of investing won’t just depend on what you know — but how effectively you use technology alongside it.

A strong reminder that as professionals, evolving with tools like AI isn’t optional anymore — it’s a necessity.

11/02/2026

11/02/2026

An Exclusive Closed-Door Interaction with Mr. Nilesh Shah (Group President and MD Kotak Mutual Fund )

Sky Pi Financial Services LLP had the privilege of hosting an exclusive closed-door session for our valued clients with Mr. Nilesh Shah.

This insightful discussion focused on:

• A comprehensive overview of the current economic landscape
• Key takeaways from the Union Budget
• Post-budget market outlook and investment implications
• Opportunities and risks investors should be mindful of in the evolving environment

The session offered deep macro insights, clarity on policy direction, and strategic perspectives on navigating market volatility with discipline and conviction.

At Sky Pi, we strongly believe that informed investors make empowered decisions.

Creating access to credible voices and meaningful conversations is part of our commitment to adding value beyond portfolio management.

We thank Mr. Nilesh Shah and the sales team at Kotak MF for it.

Here’s to many more knowledge-driven interactions.

WealthManagement ClientFirst

02/02/2026

The Budget came out yesterday.
Markets reacted negatively — and not without reason.

The increase in STT was an immediate pain point.
Headlines turned gloomy.
Concerns around FII flows resurfaced.

Fair reactions.

But while the market was busy reacting to short-term discomfort, the Budget was quietly signalling something bigger.

– ₹10,000 crore allocation for biopharma
– ₹40,000 crore committed to semiconductors
– 7 high-speed rail corridors connecting Tier-II cities
– ₹20,000 crore for carbon capture and clean technologies
– Over 350 structural reforms already implemented

This doesn’t look like an economy losing momentum.

It looks like an economy recalibrating for the next phase of growth.

Yes, the pain is real.
That cannot be ignored.

But the opportunity may be real too.

History has shown us this time and again.

Indian equities have created wealth, they have driven transformation and structural change.

However, what remained constant was the volatility with it.

So the real question isn’t whether the market reacted badly.

The real question is — was the Budget actually that bad?

Image source: Abakkus Mutual Fund

18/12/2025

It was a privilege to host Mr. Rupesh Patel, Fund Manager at Nippon India Mutual Fund, at our office.

The interaction went far beyond a routine market discussion. From his perspective on current market dynamics to deep insights into the portfolios he manages and his outlook going forward, the session was extremely enriching and thought-provoking.

One of the key takeaways for us was a reminder that the economy cannot be viewed through just one lens or the usual headline parameters. True understanding comes from connecting multiple dots an approach that strongly resonates with how we think about long-term investing.

What made the session even more valuable was how interactive and open the discussion was. These one-to-one conversations with fund managers help us not only strengthen relationships but, more importantly, deepen our conviction when guiding our investors.

A special thank you to Rohish Shah for always being so supportive and instrumental in making such meaningful interactions possible.

Grateful for conversations like these that sharpen our thinking and reinforce our commitment to informed, disciplined investing.