India’s Domestic Strength Sets the Stage for a Multi-Year Wealth Cycle
2025 was a year where India stood tall against global uncertainty. While the world navigated tariff shocks, geopolitical tensions and a volatile dollar, Indian markets delivered positive returns across every asset class — a rare achievement among emerging economies.
Annual Market Snapshot:
Nifty 50 TRI: +4.97%
Midcaps/Smallcaps: +15.2% / +12.6%
Gold: +11.4%
10-Year G-Sec: +8.9%
Domestic AUM: ₹72.2 lakh crore (+38% YoY)
Monthly SIPs: ₹24,509 crore (record high)
A defining trend was India’s complete decoupling from FII flows, with unprecedented DII inflows cushioning global volatility. Valuations have moderated, and earnings visibility for FY26–28 remains strong.
This edition also celebrates a special milestone:
CA Nidhi Tatia, Founder of Optymoney, is featured in the PwC × CII publication “Navigating Turbulence, Solving for Tomorrow”, recognising her contribution to democratising financial planning through a hybrid advisory + technology model.
What’s Inside the Full Newsletter (PDF):
2025 equity, debt, gold & macro recap
Sector-wise winners and laggards
2026 outlook & portfolio allocation strategy
Fixed-income opportunities before the rate-cut cycle
Tax and compliance checklist before 31 March 2026
Upcoming IPOs & NFOs
Expert Q&A and myth busters
Click below to download and read the full report.