Investor protection through nomenclature change!
As Indian households shift from physical to financial assets, the misuse of the “Wealth Management” label risks misleading investors and diluting the quality of advice. Clear regulatory nomenclature is critical to investor protection.
How we have maneuvered the markets recently!!!
A detailed review of how dynamic asset allocation, selective overweight positions, and macro-driven sector views helped strengthen portfolio performance over the past year.
How Indian Households are invested
Indian households remain heavily skewed toward physical assets like gold and property, despite financial assets delivering superior long-term returns.
Gold Our Views
After a meaningful correction from its 2020 peak, gold offers an attractive entry point, supported by inflation risks, accommodative monetary policy, and long-term structural demand.
Financial Markets – Vindicated by our recent calls
A reflection on recent equity allocation calls amid COVID-19, highlighting relative resilience in India, sectoral outperformance in Pharma and Banking, and near-term global risks led by the US.
Asset Class Outlook – Property
Indian household financial savings remain heavily skewed toward traditional instruments like fixed deposits and insurance, creating a significant opportunity to improve long-term returns through better asset allocation.
Markets – What should we do!
Markets remain volatile amid escalating COVID-19 concerns, but attractive valuations and global policy responses offer long-term investment opportunities despite near-term risks.
Equity Market View
Equity markets globally may be nearing a cyclical peak, with rising bond yields and inflationary pressures likely to trigger a moderate correction over the next 6–9 months.
Asset Class Outlook – Property
An assessment of India’s real estate cycle, highlighting the structural drivers behind the earlier boom and the factors contributing to recent price corrections.
Asset Class Outlook – Gold
Gold continues to occupy a significant share of Indian household wealth, but structural headwinds, policy linkages, and declining return potential make it an increasingly inefficient long-term asset.