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: 1. To diversify…
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…
Optimizing the Fixed Income Portfolio: Bharat Bond ETF
The Fixed Income landscape at present The perception on fixed income mutual funds being a safer asset class was misplaced, with the unfolding of the IL…
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…
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…
Fintso Insights: Equity Mutual Fund Selection
Importance of a Robust Recommendation Mechanism Choosing the right mutual fund is one of the most important and difficult decisions that an advisor must make. By…
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…
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…
Changing Dynamics
Understanding the Impact of COVID-19 on the Investor Eco-System In order to estimate the impact on the eco-system, it is important that we first understand the…