Investments

16 posts
Investments

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…

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…

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…

Advisory

Optimizing the Fixed Income Portfolio: Bharat Bond ETF

The Fixed Income landscape at presentThe perception on fixed income mutual funds being a safer asset class was misplaced, with the unfolding of the IL &…

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…

Fintso Insights: Measuring Risk - Know Thy Client

While there are many aspects of life where an individual must assess risk, making an assessment of financial risk that your client (investor) is willing to…

Investments

True Wealth is Peace of Mind: Going Beyond Investment Needs – Health Insurance

In the present environment, one of the things that has been at the top of everyone’s mind is the fragility of financial security – a loss…

Mutual Fund

Fintso Insights: Equity Mutual Fund Selection

Importance of a Robust Recommendation MechanismChoosing the right mutual fund is one of the most important and difficult decisions that an advisor must make. By selecting…

Investments

TIPTOEING THROUGH THE DEBT LANDSCAPE: What to look for while investing in Debt today?

Should Debt Still Be a Part of Client Portfolios?Diversification or asset allocation, the key principle for portfolio construction, is based on the fact that not…

Technology

How do Financial Advisors Tackle Volatile Markets?

‘Past performance is no guarantee of future results’ - Investing during volatile markets feels like a roller-coaster ride that never-ending. As financial advisors, investors look to…

Investors

Changing Dynamics

Understanding the Impact of COVID-19 on the Investor Eco-SystemIn order to estimate the impact on the eco-system, it is important that we first understand the time…