Priyanka Tiwari
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Suspense crime, Digital Desk : Ashish Dhawan, well-known for his investments, tweaks his investment portfolio every quarter. During the period of March 2025, he seemed to have shifted his investments a little more than he usually does to cope with the volatility in the market. The portfolio which includes almost 11 companies is said to be worth over ₹3,000 crores.
Increased Stakes in Four Established Companies
During the period, Dhawan seemed to have had an optimistic approach, as he increased his stake in four of his existing stocks:
- Quess Corp: Added 2.32 lakh shares.
- Religare Enterprises: Acquired an additional 58.95 lakh shares.
- Equitas Small Finance Bank: Increased position by 20 lakh shares.
- IDFC First Bank: Bought 57 lakh more shares.
This step is quite decisively aimed at the profits from financial services which signals an aggressive growth posture.
Reduced Holdings in Two Firms
Like many financial advisors suggest, he balanced some of his investments and lowered his risk exposure, which led him to reduce investments in:
- Arvind Fashions: Sold over 6.66 lakh shares reducing his holding to 13.64 lakh shares (1.02%) from 20.30 lakh shares in December.
- Glenmark Pharmaceuticals: Offloaded 3 lakh shares bringing his stake down to 50 lakh shares.
Exit from RPSG Ventures
His name is no longer listed under RPSG Ventures, indicating Dhawan has exited his position as of March 2025. The stake he previously had, which was around 3.73% (12.35 lakh shares) in December has now been eradicated. It is unclear whether he completely sold off his shares, or if he simply went below the 1% threshold and does not have to disclose his holding.
Holding Five Key Positions Remains The Same
He hasn’t changed his positions on these companies:
Dish TV India
Mahindra & Mahindra Financial Services
Palred Technologies
AGI Greenpac
Greenlam Industries
This type of steady holding indicates an expectation of growth in these firms over the years.
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