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.
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.
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 Allocation & Periodic Rebalancing
A disciplined approach to asset allocation and periodic rebalancing can enhance portfolio returns while containing risk across market cycles.
Asset Class Outlook – Equity
Equities are expected to deliver ~15% CAGR over the coming years, supported by India’s catch-up growth phase and favourable policy environment.
Wealthspring Sectoral Overweight’s – Significant Outperformance
WealthSpring’s early and sustained overweight to Public Sector Enterprises (PSEs) has delivered strong absolute and risk-adjusted returns, validating its sectoral allocation framework.
WealthSpring – How has it weathered the current Storm?
An update on how WealthSpring portfolios navigated the unprecedented market volatility during the COVID-19 pandemic, highlighting performance resilience, strategic positioning, and disciplined investment decisions.