GG
Investor
Girish Gulati
Portfolio
₹366 Cr
Holdings
10
Recent moves
3
Style
About
High-conviction investor in India's defence and industrial manufacturing themes, with positions in Avantel (defence electronics), TIL (material handling equipment), and agro-chemicals, all held through personal and HUF accounts. Disclosed portfolio: ~₹366 Cr across 13 stocks. His defence thesis was in place well before 'Make in India' became a consensus trade. Minimal churn, maximum conviction.
Holdings 10
Thejo Engineering Limited
THEJO7.59% stake
₹143 Cr
position
Kalyani Cast-Tech Limited
4.33% stake
₹21 Cr
position
TIL Limited
TIL3.68% stake
₹74 Cr
position
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