First Global @firstglobalsec

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What if the secret to better investing isn't about winning? It's about something most investors ignore. In this short clip, @DevinaMehra shares a simple investing principle that could change the way you think about markets. Watch the full video, link in the thread below. @NeerajCNBC

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Why are women still kept away from important money decisions… even in educated families? From childhood, many daughters are taught everything… except how money works. And after marriage, most women are still expected to “leave finances to someone else.” But why? 🤔 In this clip, @DevinaMehra talks about the mindset, family conditioning, and financial literacy gaps that still keep many women away from wealth decisions. Watch the full video, link in the thread below. @SheThePeople

Money, Myths and Mantras: amzn.in/d/ijUeKpf

A good investing book gives you information. A great one changes how you think. That's exactly what Money, Myths and Mantras by @DevinaMehra is doing for readers across experience levels. This National Bestseller challenges popular market beliefs, encourages independent thinking, and helps investors approach money with greater clarity and confidence. 👉 Bring your copy home today, link in the thread below!

Read article here: firstglobalsec.com/fg-in-the-pres… Article titled, “ET Alpha Wealth Summit | 'Don't think the US is the world': Devina Mehra's 3 rules for getting global investing right”

Most investors think global investing means buying the US. They also think that any one Gift City product is their passport to global diversification What if these are some of the biggest mistakes you can make? At the @EconomicTimes Alpha Wealth Summit, shares 3 rules for getting global investing right —and why diversification is far more nuanced than most investors realize. One insight, in particular, challenges a widely accepted investing belief. Read the full article. Link in the threads below! For how to do Global investing right, please DM or write to [email protected]

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@firstglobalsec @ETNOWlive @devinamehra Spot on. Everyone chases micro-cap returns until a correction hits. True diversification isn’t just adding US tech; it’s about asset classes that don't move together when Indian macros shift.

What is NOONE telling YOU about the US and global markets - it is not there in any headline or analysis you see Read on In the US, besides the hardware and semiconductor rally, money has moved to non-tech value and small cap stocks. This is reflected in the recent rise in the Russel 2000 (the US mid/small cap index) which is up +18.6% for 2026 year to date, compared to a mere +8.6% for S&P500 and +11.4% for the Nasdaq composite DowJones Transportation DJTA is up 30.2% for 2026-YTD The Mag 7 (the seven big tech stocks) - Microsoft, Meta, Apple, Amazon, Google/Alphabet, Nvidia, Tesla - have contributed to only 6% of the S&P500 move as against 50% + in 2023 and 2024; 40% + in 2025 THREE of the seven are actually down for the year As for the #semiconductor and hardware rally and how flaky it can be I will write separately. I have been following those stocks for well over two decades, and understand how cyclical semiconductor and semiconductor equipment industries are and why. As an aside this is also a reason why most Gift City schemes have hugely underperformed (most are actually down for the last 6 months) because they thought they could coast by buying the same old stocks that had worked in the past. Jo 7-8 US stocks or 6 Asian stocks ka naam maloom hai vah le lo and collect the fees Except that it is never that simple and if you want to do that you can easily do it directly without the fees. Their skill was in setting up the Gift City structure not in any indepth understanding of global markets or stocks Every fund manager who is on record as having zero Global exposure nearly 2 years ago is now a self styled Global expert - confidently stating so on every podcast and interview simply because they now have a product to sell. The data on global investing as offered by various Gift City providers is as below (FG stands for First Global). And remember that the FG-GMAAP (FG-Global Multi Asset Allocation Portfolio) is not just an equity product it's a multi asset product and includes low yielding fixed income... still it has done so much better than the Gift City products, even in a year when Global equities performed well. Returns are in US dollars post fees as reported 👇 Remember First Global is the OG here - we have been Global since 1999... And recognised as such by every international business publication from Financial Times, Forbes, Fortune, Businessweek to The Wall Street Journal and Barron's Want sensible Global investing? Send a DM to @firstglobalsec

What happens when a room full of investors starts questioning conventional wisdom? A fascinating discussion with @DevinaMehra at the @EconomicTimes Alpha Wealth Summit, where she explored everything from diversification and global investing to market risks, investor behaviour, and long-term wealth creation. The questions were thoughtful, the conversations were lively, and the insights were unforgettable. Sharing a few snapshots from an incredible evening. 📸

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Everyone talks about returns. Not enough people talk about risk. In this conversation with @ETNowLive, @DevinaMehra discusses: * The biggest investing mistakes investors make * Why diversification is more than just buying US stocks * How to think about India, global markets, and portfolio risk * Why reacting to headlines can hurt long-term returns If you're unsure whether your portfolio is truly diversified—or whether you're taking more risk than necessary—we can help. 📩 DM us or email us at [email protected] for a portfolio review and discussion. @AyeshaFaridi1 @sajeetkm @hershsayta

What saved Devina Mehra's portfolio in a year when the Indian stock market did so poorly Most investors spend hours looking for the next winning stock. But what if that's not what drives wealth creation? In this exclusive talk with @LiveMint, @DevinaMehra shares why asset allocation may matter far more than stock picking, and why many investors could be focusing on the wrong things. She also discusses AI hype, global diversification, gold, real estate, risk management, and the biggest investing mistakes people make during market cycles. One question for you: 👉 What's contributed more to your returns: picking the right stocks or building the right portfolio? Watch the full conversation and share your thoughts below. If you're looking to build a more resilient portfolio through diversification, asset allocation, and disciplined investing, we're here to help. 📩 DM us or email us at [email protected]

Whenever any theme does well in the market: US tech, healthcare, China etc, a whole bunch of funds/ ETFs/ PMS schemes are launched around that theme. But that story rarely ends well...at least for the investors. The fate of last year's favorites is before us. Of course, these launches do the job for the fund houses by gathering assets for them, boosting AUM. The other point is that since 85-90% of your portfolio returns are determined by asset allocation, should you consider thematic funds at all. Watch this insightful video by @DevinaMehra to find out. Need help to make better decisions? Connect with us via DM or email us at [email protected]

Read article here: firstglobalsec.com/fg-in-the-pres… Article titled, “SpaceX IPO: does Musk have a divine right to rule the business?”

Would you invest in a company where your money is welcome... but your voice isn't? Giving away all corporate governance norms is playing with fire As excitement builds around the potential SpaceX IPO, one question deserves more attention than the valuation. What rights will public shareholders actually have? When founder control reaches an extreme, where does investor protection fit in? In this article for @LiveMint, @DevinaMehra, explores a side of the SpaceX story that many investors may be overlooking. 🔗 Read the full article, link in the thread below!

Cause In The End, The House (meaning the casino) Always Wins. And if you play long enough, the gambler never does... Not in the aggregate The game is DESIGNED that way! Don't be misled by a few lucky winners. That's an anomaly... not a strategy. The next in our series on the Nine Most Important Investment Mantras by First Global Get Your Investing Mantras Poster Today DM us to get the Exclusive High-quality Poster Ready to shift from gambling to strategic investing? DM us or mail at [email protected]

Saying it vehemently does not make it true...read on 'Confidence does not equal competence' is one of my favorite maxims.  Much before I read it in books, I learnt it the hard way via hiring mistakes 😀, but see it all around! Standby for some examples from the world of investing One guy who makes index projections every year - sometimes the same projections for 2 years in a row 😉 without any thought or explanation for why he was completely off in the previous year. And of course he talks about why reading books is worthless...if he had read them, he would know that talking confidently about something you CANNOT know is a fool's errand. Then there is a loud guy who ‘explained’ on the biggest Hindi Business channel in July 2024 how all structural reasons for a bear market in India were gone and India would be in a perma bull market. NOW he is shooting his mouth off saying that the Indian equity investor has no future and would have been better off investing in real estate. Never mind that the real estate index versus the equity index show no such outperformance (the long term compounding in real estate has been just over 4% as per the index maintained by National Housing Bank). And of course the illiquidity means that you can be stuck with a real estate investment forever or else sell it at distress prices. I had already posted on how there is no data to support that once an emerging market currency cracks it never makes a come back - another recent gem! But all these guys know that no one does a fact check even on historical numbers. And most Indian interviewers also neither check the numbers nor are able to challenge even patently absurd statements. Then of course is global investing. Every fund manager who is on record as having zero Global exposure nearly 2 years ago is now a self styled Global expert - confidently stating so on every podcast and interview simply because they now have a product to sell. The data on global investing as offered by various gift City providers is as below (FG stands for @firstglobalsec). And remember that the FG-GFF is not just an equity product its a multi asset product and includes low yielding fixed income... still it has done so much better than the Gift City products, even in a year when Global equities performed well. Returns are in US dollars post fees as reported 👇 Not at all inspiring to say the least  This confidence masquerading as competence is also one of the major hurdles for women to take charge of their own finances because the men in the family act more confident although they may know little. More on that another time @firstglobalsec

@devinamehra Excellent returns in last 2 years in global fund . @firstglobalsec serious investors must opt global allocation. It balances overall portfolio returns .

Everyone wants to know: Market se ab kitna return expect karein? With war fears, AI bubble concerns and weak sentiment, many investors are wondering whether the best days are behind us. @DevinaMehra shares her perspective on what investors should realistically expect over the next 5 years. Watch the full conversation. @abhisheksatya @ETNowSwadesh