Saurabh Mukherjea, CIO of Marcellus Investment Managers, warns that retail investors are losing sight of fundamentals in small and mid-cap stocks, drawing parallels to the 2004-2014 Indian real estate market. He anticipates double-digit EPS growth for the December quarter and hopes for further income tax cuts in the upcoming budget. Mukherjea advises increasing large-cap allocation, avoiding futures and options trading, and considering global investments, noting that small and mid-cap valuations have priced in most positive news.