Why Did Vinit Bolinjkar Choose 10 Long-Term Stock Picks at Ventura?
About Ventura and Vinit Bolinjkar
Vinit Bolinjkar, head of research at Ventura Securities, recently shared a carefully curated list of ten long-term stock picks for investors. His selections span across infrastructure, financial services, technology, defense, hospitality, and chemicals — highlighting a broad-based conviction in India’s growth story. Bolinjkar’s track record of contrarian but well-reasoned stock recommendations adds weight to this list, making it relevant for investors planning to build wealth with a long horizon.
✅ The recommended stocks include Adani Enterprises, Adani Power, Adani Ports & SEZ, State Bank of India (SBI), One97 Communications (Paytm), Manorama Industries, Royal Orchid Hotels, Hindustan Aeronautics Ltd (HAL), Nippon Life India Asset Management Company (AMC), and Navin Fluorine International.
Adani Group Stocks and the Infrastructure Push
The inclusion of Adani Enterprises, Adani Power, and Adani Ports & SEZ underscores Ventura’s bullish stance on India’s infrastructure expansion. With government-backed capital expenditure, growing power demand, and logistics modernization, these companies stand to benefit from long-term structural tailwinds. Despite volatility in the Adani group post-Hindenburg allegations, the recovery in fundamentals and renewed global interest are making them attractive again for patient investors.
💡 Adani Ports is expanding its port capacity aggressively, while Adani Power is leveraging the rising electricity demand. Adani Enterprises continues to diversify into new businesses like green hydrogen and airports, cementing its role as a conglomerate for India’s future.
Banking and Financial Services Bets
The recommendation of SBI and Nippon Life India AMC points to confidence in India’s financial backbone. SBI, as India’s largest public sector bank, is expected to maintain strong loan growth, improve asset quality, and benefit from digital adoption. Nippon Life India AMC, on the other hand, represents the rising mutual fund penetration story, capturing India’s shift from physical to financial assets.
📉 While financial stocks face risks from interest rate cycles and regulatory scrutiny, long-term investors may benefit from steady compounding as India’s household savings migrate into equity and debt markets.
Technology and Digital Plays
One97 Communications (Paytm) represents the fintech revolution in India. Despite facing profitability concerns and regulatory challenges, its ecosystem of payments, lending, and merchant services gives it long-term scalability. The stock has been volatile since its listing, but Ventura’s call signals belief in eventual value unlocking as the company matures into profitability.
⚠️ Investors should remember that high-growth digital businesses often see sharp stock swings. Long-term allocation requires patience and a clear risk appetite.
Defense and Manufacturing Upside
Hindustan Aeronautics Ltd (HAL) has been one of the shining stars in India’s defense sector. With the government pushing for indigenization of defense equipment, HAL is well-positioned with its strong order book, indigenous aircraft programs, and partnerships with global players.
✅ HAL’s role in fighter jets, helicopters, and upcoming defense technology ensures a robust long-term growth runway, making it a strategic pick.
Consumption, Hospitality, and Specialty Chemicals
Manorama Industries, with its niche in exotic fats and oils, and Royal Orchid Hotels, a player in India’s growing hospitality sector, represent Ventura’s consumer-facing bets. As rising incomes boost discretionary spending, both companies stand to gain. Navin Fluorine International adds chemical diversification, benefiting from the shift to specialty fluorine-based products, supported by global demand and India’s push for chemical self-reliance.
💰 Specialty chemicals like those made by Navin Fluorine are in high demand for pharmaceuticals, agrochemicals, and refrigerants — offering structural growth opportunities.
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Tabular View of Ventura’s 10 Long-Term Stock Picks
| Stock | Sector | Theme |
|---|---|---|
| Adani Enterprises | Conglomerate | Diversification, Infra |
| Adani Power | Power | Energy Demand |
| Adani Ports & SEZ | Logistics | Port Expansion |
| SBI | Banking | Digital & Retail Credit |
| Paytm | Fintech | Digital Finance |
| Manorama Industries | Consumer | Food Oils |
| Royal Orchid Hotels | Hospitality | Tourism Growth |
| HAL | Defense | Make in India |
| Nippon Life India AMC | Asset Management | Mutual Fund Growth |
| Navin Fluorine | Chemicals | Specialty Chemicals |
Investor Takeaway
Ventura’s list blends infrastructure heavyweights, financial giants, new-age tech, and niche plays — offering diversification across India’s emerging growth sectors. Long-term investors should view these as strategic allocations, not short-term bets. Patience, staggered entry, and periodic review will be key to benefiting from these picks. Explore more expert insights at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
