Mid-YearMarket Check-InWhat Changed and What Comes Next
The first half of 2026 tested everyone. Nifty fell close to 9%, IT lost a third of its value, and most investors reacted by panic-selling dips or chasing what was still rising. Join Anirudh Kataruka and Simran for a mid-year check-in on what actually moved markets, the traps that cost investors the most, and why rule-based portfolios don't need predictions to work.
Webinar Countdown (Live Ticking)
Reserve Your Seat
Join the free live webinar on 29 August at 11:30 AM IST
"This isn't about predicting what comes next. It's about building a portfolio that doesn't need you to be right about the future."
About the Session
Most market discussions focus on one question: Where does the market go from here?
This session starts somewhere more useful.
Instead of building another forecast, we will examine how to read the market when different signals point in different directions, how to judge whether a development is temporary or meaningful, and how to think about portfolio decisions without reacting to every change in sentiment.
The aim is to give you a practical framework for interpreting markets more clearly, especially when the obvious answer may not be the right one.
This webinar is not about market calls or stock tips. It is about building a process that works regardless of what the market does next.
Curriculum
8 things you will walk away knowing
A zero-jargon roadmap packed with actionable frameworks.
What was really happening beneath the Nifty in H1? See why the index alone did not capture the experience of investors across different parts of the market.
What were foreign investors actually doing with India exposure? Look beyond equity selling to understand the fuller picture behind global capital flows.
Are corporate fundamentals beginning to improve? Examine whether the recent improvement in profits is broad enough to matter beyond a handful of large companies.
Where have valuations genuinely become more attractive? Compare different parts of the market against their own history instead of relying on a single market wide number.
What changes when you stop looking at markets one year at a time? See how investment outcomes behave very differently as the holding period gets longer.
What deserves a portfolio decision now? Bring the evidence together to think more clearly about allocation, deployment and what should simply be monitored.
How panic-selling and chasing momentum hurt long-term returns, and how long-term investors always win.
What actually matters at your investment horizon? Learn how the signals worth paying attention to change depending on whether you are investing for the next year, five years or a decade, and how to separate short term noise from what can genuinely influence long term outcomes.
Who Is This For
Whether you're reviewing your portfolio after a volatile half-year or trying to understand what the market moves actually mean for your investments, this session gives you a clear, actionable framework.
Equity Investors
For investors deciding whether recent price movements have actually changed the case for the businesses or sectors they own.
Mutual Fund Holders
For investors wondering whether short term underperformance is meaningful enough to reconsider a fund or simply part of the cycle.
First-Time Investors
For those who want to understand market behaviour without feeling compelled to react every time conditions change.
DIY Portfolio Builders
For investors making their own allocation decisions and looking for a more disciplined way to evaluate opportunities.
Planning a Mid-Year Review
For anyone deciding whether their portfolio genuinely needs adjustment or whether staying with the existing plan may be the better choice.
Seeking Long-Term Wealth
For investors who want their decisions to reflect the horizon they are investing for, rather than the noise dominating today's market.
29th August
11:30 AM IST (1 hour)
A free, 1-hour live session on Zoom. No product pitches. No jargon. Just practical investing wisdom you can act on.
Anirudh Kataruka
SVP, Investment Management
Simran
Marketing, Business Development
About the Speakers
Anirudh Kataruka brings over 15 years of experience in investment management, corporate strategy, finance, and wealth creation.
He co-heads the Investment Management India business, where he is responsible for driving strategic growth, developing investment products, strengthening distribution partnerships, and expanding research capabilities.
Before joining Estee Advisors, Anirudh worked as a consultant with Inductis, Inc., advising private equity and hedge fund clients on investment decision-making. He holds an MBA from the Indian School of Business, Hyderabad, and a B.Com (Hons.) from Shri Ram College of Commerce, University of Delhi.
Frequently Asked Questions
Everything you need to know
Quick answers before you register for the free webinar on 29 August at 11:30 AM IST.
Still have a question?
Register now and bring your questions to the live session. Anirudh and Simran will answer them directly during the Q&A.