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.
Interesting Times to Build Your Fixed Income Portfolio!
With slowing global and domestic growth and rising equity market uncertainty, fixed income emerges as an attractive asset class offering stable, tax-efficient post-tax returns.
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 – Sectorwise Take!
A sector-wise assessment of Indian equities amid COVID-19 uncertainty, outlining portfolio actions, risk considerations, and tactical opportunities across key sectors.
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.
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.
COVID 19 – What are the imperatives and implications for Financial Markets
An early assessment of the COVID-19 outbreak, its policy responses, and the near-term implications for economic activity and equity markets, with a focus on market strategy during heightened uncertainty.
Asset Allocation & Periodic Rebalancing
A disciplined approach to asset allocation and periodic rebalancing can enhance portfolio returns while containing risk across market cycles.