Zerodha (Zerodha Broking Ltd) bought over 35 lakh shares of Nazara Technologies in a bulk deal priced at ₹265.85 per share, worth ₹93.05 crore. Alongside, Nazara promoter Axana Estates acquired 1.48 crore shares for ₹392.9 crore. The selling side was promoter group entity Mitter Infotech LLP, which offloaded 42 lakh shares on NSE and 1.51 crore shares on BSE, bringing its stake to 6.09% as of March quarter. Nazara shares surged intraday to ₹314 before closing at ₹300.10.
Zerodha CEO Nithin Kamath pointed to India’s tight market regulation after a surprise US import duty hike on gold and silver. He noted there was no unusual trading activity before the announcement, contrasting it with how privileged information could be exploited in less tightly governed markets. The comment adds a sharp lens on how policy shocks can ripple into markets.
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Zerodha co founder Nikhil Kamath doubts whether dollar backed stablecoins suit India long term. Instead, he suggests exploring a gold linked stablecoin that could unlock value from idle household gold while lowering reliance on dollar dominated digital finance. He argues this approach also aligns with India’s strategic interests and reduces currency dependence.
Zerodha co-founder Nithin Kamath has called out recurring personal finance mistakes in India, singling out the continued buying of ULIPs and endowment plans despite widespread information. He argues there’s little “innovation” behind these traps: insurance and investment are often bundled in confusing ways. Even though health insurance can be complex, he says the bundled products are easier to scrutinize.
India’s retail trading has tilted sharply toward leveraged bets like Margin Trading Facility after the pandemic, while cash market activity grows more slowly. Zerodha’s MTF book has climbed to nearly Rs 7,400 crore, reflecting rising demand for margin exposure. Traders are urged to factor in brokerage costs along with interest, which can materially erode leveraged returns.
Retail investors sold equities worth Rs 13,000 crore, but Zerodha clients kept buying aggressively, pointing to a growing divergence within retail participation. The broader picture shows direct retail ownership declining even as mutual fund holdings hit record highs, suggesting investors are increasingly shifting toward professionally managed funds amid rising domestic institutional influence in India’s equity markets.
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Zerodha founder Nithin Kamath says allowing retail investors into stock exchange auction markets is changing the playing field for proprietary desks. With more retail participation, liquidity has improved and spreads have narrowed, cutting off the “easy profit” edge that specialized traders relied on. The result: auctions are becoming more efficient, leaving prop firms under pressure.
Zerodha CEO Nithin Kamath says global wealth inequality is tightening under an “asset price trap” since the post-2008 era, with the top 1% and even more sharply the top 0.1% gaining most. He adds that AI may automate wealth creation further. Without wealth “in motion” for social good, he warns social cohesion could fray into instability.
Nithin Kamath said Rainmatter has invested over Rs 1,500 crore across 160+ startups. He added that Zerodha puts 10% of its earnings into startups and another 10% into social development via Rainmatter. Kamath emphasized the firm isn’t chasing quick exits, signaling a long-term approach to building companies and impact.
Discount brokerage Zerodha has shut down its creator media initiative, Zero1 Network, citing regulatory uncertainty around financial influencers. The firm will move content production in-house to keep tighter control and avoid compliance risks. The decision follows recent Sebi steps aimed at curbing unlicensed finfluencers and tightening rules for financial advice in India.
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Zerodha’s rapid rise in liquid ETFs is transforming India’s fixed-income landscape. Its liquid fund has scaled to about INR 6,500 crore, drawing traders and even banking customers away from incumbents like Nippon. With a growth option and roughly 6% returns, the product is benefiting from low savings rates and market volatility, accelerating a broader shift to liquid ETFs.
Zerodha’s media venture Zero1, co-run with LearnApp, is moving away from creator-led influencer partnerships toward in-house, owned channels. The pivot aims to curb misinformation amid SEBI’s growing finfluencer crackdown, which restricts unregistered financial advice and limits intermediary tie-ups. Zero1 claims its owned channels already drive about 400 million annual views with strong long-form retention.
Zerodha-backed Rainmatter has invested Rs 20 crore into Chennai-based wealth advisory startup Prime Investor, its first institutional funding. The money will help Prime Investor shift from pure advisory to full-stack portfolio management, focusing on clients with at least Rs 50 lakh in assets and using technology to streamline client acquisition and day-to-day operations.
Zerodha co founder Nithin Kamath says the firm has spent only about Rs 10 lakh to develop the platform so far. He argues that investor pressure for quick exits isn’t there, letting the company focus on what it deems best for customers—even if it costs short term business. He highlights Zerodha’s no spam and no tracking approach.
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Zerodha is expanding its Coin platform into a broader passive wealth management hub, adding fixed deposits alongside existing offerings like mutual funds, NPS, and insurance. The firm is also looking at distributing bonds, positioning Coin as a single place for investors who prefer non-active management of their money.
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