India’s wealth management industry is entering a pivotal phase, with current assets under management (AUM) estimated between $1-1.2 trillion. As India accelerates its trajectory as the fastest-growing economy coupled with a dynamic investment landscape, the Indian wealth management industry is poised for sufficient expansion. This growth is underpinned by the ‘Triple Multiplier Effect’ – the … Read more
As broad benchmark indices trade close to lifetime highs and valuations turn rich, financial planners believe it is essential that equity investors build a core and satellite portfolio that combines both active and passive strategies. The core portfolio with a two thirds allocation should be long-term oriented and could be tilted toward categories that are … Read more
Mumbai: Wealth managers are worried about high flows into sectoral and thematic funds at a time when benchmark indices are trading close to their all-time highs, as many of these schemes have narrow mandates and carry higher risk than diversified equity funds. Some sectors require timing for entry and exit, which retail investors lack, they … Read more
Mumbai: Mutual fund investors looking to diversify portfolios beyond traditional diversified equity strategies can consider quant funds, which primarily use mathematical models to select stocks, eliminate fund manager bias, and have lower costs than active funds. Wealth managers believe investors can allocate 15-20% to such schemes. Quant funds build a portfolio by selecting stocks on … Read more
