The Changing Trend of Individual Wealth in India

Trend of individual wealth in IndiaInvestors are invested in their journey to wealth creation. The transition of wealth from the hands of the older generation to…

India Inc is Going Global – Avoid the Home Bias in your Portfolio

As investors, we pay more attention to Foreign Investments that flow into our country and tend to turn a blind eye to India’s investments across…

Investment Outlook for 2021: Creating Portfolios Ready for Future

Rising unemployment, a public health crisis, slowdown in economic activity, mayhem amid widespread civil protest (Black Life Matters & US Capitol Attack) AND a stock market…

Global Investing: Adding Robustness to Your Investor’s Portfolio

Understanding the purpose‘Global Investing’ is simply investing in markets outside India. The primary goal of investing outside the domestic market is two-fold: To diversify an…

Forging a Path Forward using Machine Learning Techniques - Go Underweight on Equities

Indian MarketsNifty 50 has rebounded 83.7% from March lows majorly supported by massive surge in foreign fund inflows (₹1.6 lakh crore in 2020). From…

Creating Future-Ready Wealth Managers

Wealth managers today find themselves in a rapidly evolving financial ecosystem. Technology, regulators, and competition are the key catalysts for these changes, such as: Enabling portability…

Generating Alpha with Deep Learning

Using Machine Learning algorithm for tactical asset allocation It is an endeavour of every investor to make money without taking any undue risk. This is the…

The Spirit Unchained – How the Change in Sub-broker Model will Change the Distribution Landscape

Here’s how Independent Financial Distributors are embracing regulatory changes and technology to drive inclusionIn the last few months, we have heard and read plenty of…

Investing in Small Caps: Turning Regulatory Changes into Opportunity

The ChangeSeeking to diversify underlying investments in multi-cap funds, the capital market regulator (SEBI) issued a circular on September 11, 2020, instructing fund houses to modify…

How Indian Investors Reacted to COVID-19

2020 has been an outlandish year with some interesting twists and turns. This bizarre year has affected every aspect of our lives, including our investments and…

Creating Portfolios that Make a Difference

“You don’t have to be a genius or a visionary or a college graduate to be successful. You just need a framework and a dream”…

DIY Investing May Lead to an Unhealthy Portfolio During the Current Pandemic: Here’s Why

In financial decisions, the two most common steps to look out for are Emotions and Information asymmetry. These are precisely the reasons that for the majority…

Adapting to Change – 5 Ways Technology can Boost Financial Advisory

Financial planning is a forward-thinking goal-based collaborative process and as advisors, you are expected to assist clients across a spectrum of financial needs. Holistic financial planning…

How Financial Advisors can Leverage Fintso’s Analytical Capabilities

With increasing digital adoption by clients, there is an increasing need for advisors to adopt technology to enhance their advisory capabilities. Data is the new superpower,…

Choosing an Advisor – How Technology Will Drive This Decision?

In this charged environment of Covid-19, investors need to be tech-savvy and personally quite invested. This involvement in financial planning has led to a shift in…