Post on Medial

Zerodha's growth through startup investments is an interesting evolution, but it remains to be seen if they’ll match Info Edge's diverse and robust portfolio. It could be too early to draw direct comparisons

Info Edge’s broad ecosystem was built on mass adoption, which Zerodha might struggle with in my opinion.

Zerodha's path seems quite similar to Info Edge (Naukri), as it not only has strong financials but is also investing in multiple startups, potentially building a broad portfolio. This diversification strategy could lead to similar long-term success

They kept their focus on a sustainable business model rather than chasing valuation. Now, with the WTFund, they're sowing the seeds for future disruption, just like Info Edge. Pure genius

50% margin is really awesome considering their low fees and low annual charges. Tho i assumed their revenue to be much more than this

Zerodha is playing the long game, and I respect that. They’re taking the cash cow of broking and investing it in future bets. Info Edge is a great comparison – profits from one solid biz and diversified investments.