Intermediate
- Date: Feb 3, 2026
- Time: 07:30 PM
- Duration: 1 Hours
Introduction
The Union Budget is more than an annual policy announcement, it sets the economic direction of the country. But for investors, headlines rarely tell the full story. Markets don’t react to intent; they react to impact.
Union Budget 2026 arrives at a time when global uncertainties, evolving fiscal priorities, and sector-specific reforms are reshaping investment opportunities. While news cycles focus on allocations and tax changes, seasoned investors look deeper — at incentives, execution signals, and long-term capital flow implications.
In this exclusive session, we go beyond surface-level commentary to decode what the Union Budget 2026 actually means for markets. The focus will be on identifying investable themes, understanding sectoral winners and losers, and separating short-term noise from long-term opportunity, helping you to make informed and rational decisions.
Objective of the Webinar
- To help investors interpret the Union Budget from a market and investment lens
- To bridge the gap between policy announcements and real market outcomes
- To identify actionable sectoral and thematic insights post - Budget
- To equip investors with a framework to filter noise and focus on relevance
- To enable informed decision-making rather than reactive trading after Budget events
Speaker
Smita Mohta
With over 25 years of experience in the financial markets, Smita Mohta brings a deep understanding of market behaviour and sectoral cycles. Known for her expertise in theme-based investing, particularly around government policy–driven opportunities, this session will focus on evaluating sectors and identifying fundamentally strong stocks aimed at long-term capital appreciation through a disciplined, fundamentals-first approach.
What You Will Learn?
- Key takeaways from Union Budget 2026 that matter to investors
- How budget announcements influence market sentiment and price action
- Sector-wise impact analysis: who benefits, who faces pressure
- Emerging themes and policy signals that could shape the next market cycle
- The difference between headline reactions and sustainable investment opportunities
- How to position your portfolio post Budget — strategically, not emotionally
Disclaimer: This session is solely for educational purposes. We are not advising any trading or investment ideas. We do not bear any responsibility for any trading losses you might incur as a result of using this learning content/ data/ indicators/ charting platform. The securities displayed, if any, are for illustration only and are not recommended. Please be fully informed regarding the risks and costs associated with trading in the financial markets.
Materials to be shared with participants
The webinar attendees will have access to the recording containing all the relevant information and insights. This will give the participants hands-on reference to the concepts and case studies discussed during the session.
Prerequisites
Basic understanding of the financial markets.
How to Participate
Step 1 : Click on ‘Book Your Seat !‘ button and book your seat for the webinar.
Step 2 : You will receive an email containing a link to join the webinar.
Step 3 : Click on the same link to join 15 minutes before the start of the webinar.
Step 4 : Checksystem requirements and do necessary configuration of your headphone/speaker and system volume.
