On Global Stock Markets Following Ukraine Invasion
The global stock markets might get impacted due to the ongoing Ukraine invasion. Here is an analysis that you must follow before you start planning your next move with the help of a financial planning software.…
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: 1. To diversify…
Forging a Path Forward using Machine Learning Techniques - Go Underweight on Equities
Indian Markets Nifty 50 has rebounded 83.7% from March lows majorly supported by massive surge in foreign fund inflows (₹1.6 lakh crore in 2020)…
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…
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 inclusion In the last few months, we have heard and read…
Investing in Small Caps: Turning Regulatory Changes into Opportunity
The Change Seeking to diversify underlying investments in multi-cap funds, the capital market regulator (SEBI) issued a circular on September 11, 2020 [https://www.sebi.gov.…
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…
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…
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…
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…