Personal Portfolio

I invest around India's early-stage AI-infrastructure buildout — power, fibre, semiconductors, storage, cooling, data centers — sizing purchases into tiers by affordability rather than timing. Where conviction is lower, I use ETFs for cheap, diversified exposure; elsewhere I hold direct stocks, global tech, and gold/silver as ballast. It's 11 positions, mostly profitable, funded monthly as a long-term bet on India's AI-infra role.