Top Stocks to ADD After Budget Speech – Trader’s Breakfast
The Finance Minister has spoken, and the market is reacting. In this special Trader’s Breakfast episode, experts cut through the noise to highlight exactly which stocks investors should consider adding to their portfolios now.
Join Santosh Meena, Research Head at Swastika Investmart, and Aditya Agrawal, CFA, CIO at Avisa Wealth, for a focused discussion on the post-Budget market landscape and the opportunities emerging across sectors.
👉 What We Cover:
- Immediate Market Reaction – How indices and key sectors are digesting the Budget announcements.
- Sector Winners – Industries that received the biggest policy boost.
- Top Stock Picks – Specific ideas to add to your watchlist today.
- Portfolio Strategy – How to rebalance and position for the coming financial year.
The session emphasizes a disciplined, research-driven approach rather than emotional trading. Experts explain how to identify quality stocks, manage risk, and align portfolios with the new Budget themes.
Watch the full Trader’s Breakfast video below to catch the detailed discussion and the top post-Budget stock ideas.


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