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Fund Manager Highlights Digital Finance, Precision Engineering as Key Investment Themes
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Moneycontrol•22-09-2026, 07:02
Fund Manager Highlights Digital Finance, Precision Engineering as Key Investment Themes
- •Anirudh Garg of INVasset PMS identifies digital finance platforms as a compelling structural theme due to financialization of savings, rising SIPs, and increasing demat penetration.
- •He is also positive on auto ancillary companies transitioning into precision engineering for aerospace, defense, electronics, and EV powertrains, citing higher margins and global customers.
- •Garg notes that while NBFCs show strong retail loan growth, banks' future growth depends on deposit mobilization and margin management, preferring lenders with strong liability franchises.
- •Despite FPI outflows, he expects range-bound equity market returns with sharp sector rotation, emphasizing stock selection over index bets, with crude oil and rupee as key factors.
- •He suggests non-ferrous metals like aluminum and copper have structural demand from electrification and EVs, favoring integrated Indian producers with captive power and raw materials.
Key Questions Answered
Digital platforms that distribute financial products benefit from the financialisation of household savings, rising SIP participation, and increasing demat penetration, which provide them with long growth runways and strong operating leverage.
Transitioning into precision components for aerospace, defence, electronics, and EV powertrains brings higher margins, sticky global customers, and less dependence on the domestic auto cycle, supported by the China+1 shift.
Indo-MIM expects 10-15% annual revenue growth over five years driven by demand in aerospace, defence, medical components, and land-based gas turbines, following a strong market debut on the NSE and BSE with over a 44% premium on its issue price.
