Why Capital Market Stocks Should Be In Your 2026 Portfolio

Capital market stocks are emerging as a key investment theme for 2026, offering a direct proxy to India’s growing economy and rising market participation. According to the strategy, investors should not miss exposure to exchanges, brokers and wealth managers that benefit from higher trading volumes, volatility and long-term market expansion. Top picks include BSE, which gains from every trade and market movement, effectively offering exposure to the entire market. Groww stands out with nearly 25-26% market share, positioning it well for rising transaction activity. Angel, a leading digital brokerage, offers a favorable risk-reward after recent corrections. Completing the basket is Nuvama Wealth, a pure-play wealth management company. Together, these four stocks provide broad, long-term exposure to India’s capital market growth story.