Vidya Bala

Founding Partner & Head, Research and Product

About Vidya

Vidya helped build one of the country’s earliest robo-advisory solutions in the country in her earlier role at FundsIndia. She believes in not just providing the right solutions for investors but also taking ownership for the same and following up or changing course when the situation warrants.

Vidya was the head of mutual fund research at FundsIndia where she did some path-breaking work in analysing funds and offering researched portfolios. Her recommendations had a sound track record of beating markets and showcasing consistency. They were followed widely by investors, advisors and media.

A Chartered Accountant by qualification, Vidya began her career as a Senior Internal Auditor for Ashok Leyland. She then went on to work for The Hindu Business Line’s Research Bureau, tracking mutual funds, stock markets, sectors and the macro economy for eight years. She has more than 18 years of experience, of which over 15 were spent analyzing the markets.

Vidya is known in the media for her straight talk and, calling out bad products.

Stay in touch

Watch Vidya talk about her financial journey

Vidya's recent articles

Prime Stock update: This automation play may be in takeoff mode
Stocks
Vidya Bala

Prime Stock update: This automation play may be in takeoff mode 

When a company, especially an MNC, discloses little by way of scheduled earnings calls or business information, save for its AGM, its stock price can also react only to earnings or move on visibility in prospects of the company. We took that risk in one such company which is in the business of automation, in late 2021. 

Premium article available only to subscribers.

Read More »
Prime fund recommendation - A fund to play the small cap pick up
Categories
Vidya Bala

Prime Fund recommendation: A fund to play the small cap pick up

Mid and small-cap funds form a part of a long-term portfolio to boost overall portfolio returns. But there are times when these market-cap segments underperform for various reasons. The small-cap index spent much of nearly two years languishing behind the Nifty 50. This is now changing, serving up a good opportunity to focus on the small-cap segment.

Premium article available only to subscribers.

Read More »
Prime fund recommendation - a beaten down sector to pick up now
Mutual funds & ETFs
Vidya Bala

Prime Fund Recommendation: A beaten-down sector to pick up now

Getting into a sector when the going is rough can pay off as kinks get ironed out and prospects look up. The complexity of this sector, along with other factors, has led to steep underperformance against the Nifty 50. But with more clarity now emerging on sustainable growth from here as well as a shift in the contours of the sector, this may be an opportune time to build up exposure to this beaten-down sector.

Read More »
Login to your account
OR