Investors

16 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…

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…

Research

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…

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…

Business

What is Data Entitlement and Why Does it Matter?

"With great power comes great responsibility", - the Peter Parker Principle is a proverb popularized by the Spider-Man comic books written by Stan Lee. Keeping Client…

Products

Financial Advisors are left with limited understanding of the Financial Instruments

Financial advisors are more than mere trade executers for their clients. Their role begins with building a network and establishing relationships with their clients to decipher…

Business

Expectations of an Investor from his Advisor

What does an investor expect from his advisor?Have patience to listen to clients requirementMake a plan about how to achieve objectives systematicallyUnderstanding of wide range…

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…