Budget 2026, Jan. 30 -- Vikas Satija, MD and CEO of Shriram Wealth, expects the Union Budget 2026 to focus on growth. He believes the gross central fiscal deficit is likely to be set at around 4.2-4.3% of the GDP for FY27. In an interview with Mint, he said he expects measures that support infrastructure, manufacturing, exports, or employment growth. Meanwhile, he also pointed out that HNIs are not making changes to their portfolio in anticipation of any specific Budget announcements. Edited excerpts:

When we look at this fiscal year, the government's focus on capital expenditure, especially in roads and railways, really stands out.

We expect the pace of fiscal consolidation in FY27 to be limited, with the gross central fiscal deficit l...