MOHIT PANWAR

India’s renewable energy story is entering a new phase.
Solar power generation will grow the fastest in the next 5-7 years.

But the real problem is timing.
Solar produces electricity during the day
Demand peaks in the evening
This demand supply mismatch is the core challenge.

Government is solving this in 3 ways:
Shifting demand to daytime
• Separate agriculture feeders
• Solar pumps for farmers
• Energy efficiency schemes

Making thermal and hydro plants more flexible

Adding large scale storage
• 47 GW BESS
• 36 GW Pumped Storage by FY32
• Avg storage = 5 hours → Total battery opportunity ≈ 235 GWh

Now connect the dots.

More solar generation
Time mismatch = Massive demand for battery storage

So who benefits?

First layer
Renewable power producers
Adani Green, Tata Power etc

Second layer
Solar module and cell manufacturers
Solar needs modules before anything else.
India’s solar value chain:
Polysilicon → Ingot → Wafer → Cell → Module

Only a few companies are moving towards full backward integration.
That itself shows how big this opportunity is.

Third layer
Battery makers and BESS players
Because storing power is as important as generating it.
And this is where the real structural growth is.
Solar modules + BESS together = backbone of India’s energy transition.

This is not a 1 year story.
This is a multi year capacity expansion cycle.
Study companies accordingly.

1 month ago | [YT] | 1

MOHIT PANWAR

Do not be surprised if the market stays in this range for the next few months.

Even if you don’t get out of the fear of correction which is the first phase you will be frustrated watching it move up and down in the same band for months.

Many people clear the first phase and the second phase is the real test.

Remember, iske aage hi jeet hai.

2 months ago | [YT] | 2

MOHIT PANWAR

This is not a new thing that Nifty is going to lifetime high and the stocks are not at their all time high.

Do you think the bull run will start from here and you can easily make money. If it was so simple everybody would make money.

A rally is going to happen but as per my analysis I do not think it will start right now.

It may take a few more months before the rally actually begins.

Before that Nifty 50 may go slightly down from here then up-down and it may consolidate for around three to four months till March or April. It is not definite that it will be March or April. It may be January or February or it may be May or June.

I have assumed March April as a midpoint.

After that the rally may start and it can be so fast that you may not even get a proper entry.

But honestly we do not even need to know exactly when the rally will happen.

You should keep investing your money on a regular basis instead of waiting for the perfect moment.

Just keep finding good companies and keep investing.

The market is not in your hands. All you can control is your investment in good companies.

Those who keep waiting for a good correction to enter will keep on waiting.

And those who keep waiting for the market to go higher instead of booking profit on their target may also lose their unrealised profit.

Keep tracking the individual company chart.

Exit on your pre decided levels.

This is based on my analysis from back testing the Nifty 50 chart.

I might be wrong but this is how I think it may happen from here.

2 months ago | [YT] | 0

MOHIT PANWAR

🚀 My Portfolio Access is Now Live!

Many of you asked how I track, enter, average, trim, exit and manage my portfolio in real time.
So I’ve finally opened a structured, private broadcast where I share everything clearly.

Here’s what you’ll receive:
• My personal portfolio (percentage-wise)
• Instant updates whenever I buy, add, trim, exit
• Target-hit & entry-wise updates
• Multiple entries logic (each entry has its own target)
• Quarterly result highlights of PF stocks
• Concall/presentation insights
• Watchlist insights (if I had more funds, what I would add)
• Notes on how I study these businesses
• Clear explanations behind each move
• Full transparency (slow phases included)
The nominal fee ensures this space remains limited to serious learners who genuinely value the process and the time I put into tracking the markets daily.

Access is via WhatsApp Broadcast - only you see my messages.
💸 Fee: 899/month
🔗 Website: www.mohitpanwar.in/subscribe.html
📩 After payment, send your screenshot on WhatsApp for activation.

Disclaimer:
Not stock recommendations.
Not buy/sell calls.
Only shared for educational purposes so you can understand real portfolio management.

2 months ago | [YT] | 1

MOHIT PANWAR

Think of a trust like this - suppose you have some property or shares and you don’t want confusion in the future about who will own or manage them.

So, you put them in a trust - a setup where someone (called a trustee) will take care of those assets for the benefit of someone else (called a beneficiary).

In the stock market, big business families use family trusts to hold their company shares. For example, instead of Ratan Tata personally owning Tata Sons shares, those shares are owned by Tata Trusts. The trust manages the shares and the benefit goes to the people or causes that trust supports.

Why do they do this? Because it helps in long-term control and smooth transfer of ownership. If the main promoter dies or retires, the shares don’t get divided or disputed the trust continues to hold them.

So the business keeps running without any chaos.
It’s like locking your valuable assets in a box and giving the key to a reliable person who follows your instructions about how to use that box for your family’s benefit.

There are two main kinds of trusts -
Public Trust: For helping others (like charity, education, etc.)
Private Trust: For family or business benefits.

In short, a trust is a smart way to protect wealth, avoid future fights, and ensure business control stays in safe hands for years.

3 months ago | [YT] | 1

MOHIT PANWAR

Highest ever volume in DCB Bank with highest quarterly results

3 months ago | [YT] | 0

MOHIT PANWAR

Skip the Carousel

1 2

3 months ago | [YT] | 0

MOHIT PANWAR

3 months ago | [YT] | 2

MOHIT PANWAR

Avenir Investment RSC Ltd (affiliate of Abu Dhabi’s IHC) investment in Sammaan Capital for 8849 Cr

Breakup of the deal-

Equity Shares (Immediate): 33 Cr shares @ 139 = 4587 Cr (52%)

Warrants (Convertible Later): 30.67 Cr @ 139 = 4263 Cr (48%)

Post full conversion = 43.5% stake

Avenir to become new promoter

Essentially a takeover + mega capital infusion.

The company is issuing NEW shares + warrants directly to Avenir.

Avenir pays the money to the company, not to any existing shareholder.

So, the full 8849 crore comes into the company as fresh equity capital.

Good for long term health: strong balance sheet + credible foreign promoter.

Short-term pain = dilution for existing share holder

Keep holding for huge gain.

4 months ago | [YT] | 0

MOHIT PANWAR

Look at every stock in your portfolio that’s fallen significantly especially those down more than 20%.

Go back, study those companies again from scratch. Check if the fundamentals are still strong. Are earnings, management quality and future prospects still convincing?

If yes, then this could be a golden chance to average down. But average only with confidence, not out of fear or hope. This step makes sense only when your conviction is backed by facts.

Most retail investors either freeze or average blindly during market dips. Both mistakes are avoidable.

Corrections are painful, but they also reveal how serious or casual we are about investing. So take this phase seriously. Don’t just survive it, use it to level up.

6 months ago | [YT] | 5