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Muhurat Trading 2026: Equirus Prive's 16 Diwali picks include HDFC Bank, M&M, ESFB Voltas; upside seen up to 54%

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In short

The wealth division's selections lean heavily into the financial services space, incorporating prominent public and private lenders alongside specialized non-banking finance companies. Automotive leaders are highlighted with projected gains exceeding thirty percent alongside diversified manufacturing and consumer goods producers. The curated 16-stock lineup also includes energy producer Antelopus Selan Energy and agro-processor Regaal Resources to complete the multi-sector approach through December 2027.

Key points

  • The curated stock portfolio holds a multi-year investment horizon spanning through Decemb…: The curated stock portfolio holds a multi-year investment horizon spanning through December 2027.
  • Asset allocation focuses heavily on major structural drivers, including infrastructure in…: Asset allocation focuses heavily on major structural drivers, including infrastructure investments and rising domestic consumption.
  • The high-conviction recommendations balance large-cap stalwarts with emerging companies a…: The high-conviction recommendations balance large-cap stalwarts with emerging companies across several core industries.

Sources checked by our analysis pipeline: 1

Equirus Prive, the private wealth offering of Equirus Wealth, has unveiled its Diwali Picks 2026, a curated portfolio of 16 high-conviction stock recommendations spanning large-cap, mid-cap, and emerging companies.

With an investment horizon extending to December 2027, the portfolio identifies businesses that, in Equirus Prive's assessment, are well positioned to benefit from India's evolving economic landscape and long-term structural growth opportunities.

The list spans sectors such as financial services, automobiles, manufacturing, infrastructure, and energy and consumption, bringing together established market leaders and emerging businesses positioned to capitalise on India's evolving growth landscape.

The portfolio has a higher allocation to financial services, reflecting Equirus Prive's positive outlook on India's credit growth, financial inclusion, and the increasing formalisation of savings.

Pallav Bagaria, Managing Director of Equirus Wealth, said, "India's long-term growth story continues to offer opportunities across businesses and sectors, driven by rising domestic consumption, infrastructure development, manufacturing investments, and the increasing formalisation of the economy."

"Through our Diwali Picks 2026, we have identified 16 companies that, in our assessment, offer compelling opportunities to participate in these structural trends. Our approach brings…

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