Insights

12 posts
Investments

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…

Investments

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…

Innovations

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…

Wealth Management

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…

Investments

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…

Insights

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…

Business

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”…

Technology

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…

Financial Advisors

4 Reasons Why Manufacturers and Vertical Aggregators Still Need IFAs

India is expected to be the fourth largest private wealth market globally by 2028. - Global Wealth Migration Review India benefits from a large cross-utilization of…

Investments

Optimizing the Fixed Income Portfolio - Floating Rate Savings Bond (FRSB) 2020

Unlike traditional bonds, interest rates for which are fixed at the time of issuance, interest rate on floating rate bonds are pegged to a benchmark rate…

Business Development

Actionable Insights – The Franklin Templeton Issue - Seeing Beyond The Obvious

The Ft Issue: Liquidity CrunchLast week, Franklin Templeton (FT) AMC announced winding up of six debt schemes as these schemes faced unprecedented liquidity crunch mainly arising…