Hitesh portfolio

Hi Hitesh Sir,

Are you still tracking JM Financial ?

Business seems to be undergoing transformation - moving from asset heavy bussiness to asset light bussiness. They mentioned In May’24 that they would close down ARC and wholesale lending. And they will be focusing on AMC/Wealth management side and existing profitable businesses.

Would like to know if you have any recent view considering the planned changes in underlying businesses.

Thanks

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