Category Archives: Investment Advisory

Ultra-high-net-worth families (UHNW) face unique challenges and opportunities regarding their investment needs. With assets often exceeding $30 million, these families require bespoke investment strategies that preserve their wealth and align with their long-term goals and values. Here, we explore some key tailored investment solutions designed to meet the sophisticated needs of UHNW families. Diversified Asset […]

Investment Advisory As we close the chapter on 2024, it’s clear that the year brought a unique mix of opportunities and challenges across investment landscapes. Equity markets demonstrated contrasting dynamics across segments and themes, with microcaps and select thematic sectors leading the way. Fixed income benefitted from cooling inflation and rate-cut anticipation, while precious metals […]

The Evolution of Categories SEBI’s 2017 circular streamlined mutual fund categories, bringing clarity to asset allocation and investment diversification strategies. However, a 2020 mandate required multi-cap funds to allocate at least 25% each to large, mid, and small-cap stocks, limiting their flexibility

In the world of ultra-high-net-worth individuals (UHNWIs), real estate represents more than just an asset-it’s often an emotional commitment. The allure of a prime location or a promising investment opportunity can drive even the most level-headed investor to make impulsive decisions

The Shift in Fixed Income Investment since April 2023, fixed income investing has become less attractive for many investors, primarily due to changes in capital gains taxation. Returns from debt mutual funds, after accounting for taxes, expenses, and inflation (5.5%) have turned negative.

As India continues to transform into a global economic powerhouse, the conversation around growth vs value investing has gained traction. For long-term investors, the principle of growth at a reasonable value (GARP) is sacrosanct. In the context of Indian markets, GARP holds particular importance for long-term investors.

In today’s unpredictable financial markets, factors such as geopolitical tensions and global health crises can create uncertainty and significant fluctuations. This can impact wealth management strategies and lead to emotional decision-making. Understanding the importance of wealth management is crucial during such times. Diversification is an effective strategy for reducing overall risk exposure. During market volatility,

The intertwining of money and emotion is undeniable, especially in the realm of investment.
Successfully navigating this intricate relationship requires deliberate efforts to keep emotions at bay,
ensuring sound financial decisions. One effective strategy is automating routine financial
transactions, such as postpaid phone bills, insurance premiums,……

Is concentrating all your eggs in one basket the right approach for investment advisory?
Absolutely. This strategy involves thorough research, data analysis, and understanding your risk profile, financial goals, and objectives. Similar to sharing all health-related issues with your family physician, your Investment Advisor

Small cap stock ownership amongst investors continues to be cyclical. In a short span of less…