Congrats for starting your direct stocks journey! Seem to be solid businesses and you’ve good allocation to these name. Good start!
You may want to consider some names in consumption (not FMCG but sectors such as household appliances, tourism, etc) as I believe Indian household discretionary spending will increase over period of time.
Came across this fascinating video on this topic.
Btw, I happen to hold Kotak Bank with similar thesis on subs although now am not so sure of optionality of listing them separately as it seems to be merger seasons!
https://forum.valuepickr.com/t/kotak-mahindra-bank-low-cost-liability-banking-franchise/24914/65