Reports
Market Outlook Nov 2025
“Prioritise Select Stock Portfolios over Diversified Funds”
Explore our latest Market Outlook for analysis across Equities, Fixed Income, and Alternatives. Get expert insights to stay ahead of market trends and opportunities.
The Edge Nov 2025
Discover our quarterly released newsletter for wealth insights |
Explore expert insights on shifting global dynamics, from trade agreements and ceasefires to AI-driven opportunities, and understand why India’s growth trajectory merits deeper attention.
November 13, 2025
Gold MLDs: Strategic Wealth Creation
As investors are craving safety and high returns, we are seeing the emergence of Gold Market Linked Debentures (MLDs) as a new and dynamic…
October 28, 2025
India-UK Free Trade Agreement: A Strategic Leap for Growth & Investment
India and the United Kingdom have signed a historic Free Trade Agreement (FTA) that aims to double bilateral trade to $112 billion by 2030.…
October 23, 2025
Specialized Investment Funds (SIFs): The Modern Bridge Between Mutual Funds and Alternatives
Specialized Investment Funds (SIFs) represent a compelling new category in the investment world, designed to blend the best features of…
May 26, 2025
Gold vs. Silver in 2025
2025 is turning out to be quite a challenging year for most investors and fund managers. Economic downturn, interest rate hikes,…
May 5, 2025
Sensex VS Wall Street
In a fascinating turn of events, the unstable global situation due to increasing tariff tensions originating from the US has caused a…
April 21, 2025
RBI’s Latest Rate Cut: What It Means for Debt Investors & Borrowers
Welcome to our blog series on investing styles, in this series, we explore various approaches to investing breaking them down into simple,…
February 17, 2025
Investment Strategies #5: Growth Investing
Welcome to our blog series on investing styles, in this series, we explore various approaches to investing breaking them down into simple,…
February 6, 2025
Types of Investment Strategies #4: Low Volatility Investing
Welcome to our blog series on investing styles, in this series, we explore various approaches to investing breaking them down into simple,…
January 23, 2025
Type of Investment Strategies – #3 Alpha Investing
'Alpha Investing' focuses on strategies to outperform the market by identifying undervalued opportunities and capitalizing on market…
January 17, 2025
Types of Investment Strategies – #2 Quality Investing
Explore the "Quality Style" of investing, focusing on identifying strong, resilient companies for long-term growth and stability.
December 11, 2024
Hybrid Funds – A trend that looks like it is here to stay
Hybrid funds have gained significant popularity, with a 74% surge in their assets over the past year, offering a blend of equity, debt, and…
December 4, 2024
Unlocking Opportunities in the Unlisted Equity space & Pre-IPO plays
Unlock the potential of unlisted and Pre-IPO equities with insights and discover how early investments in companies like Tata Technologies…
September 4, 2024
Types of Investment Strategies
Value investing focuses on buying stocks that are undervalued by the market. Investors analyze a company’s fundamentals, aiming to buy at a…
June 21, 2024
Investment Strategies 101
Investment Strategies 101 provides an overview of various approaches to growing wealth, from value investing to growth and income…
April 5, 2024
The High-Risk, High-Reward Conundrum: Why Private Market Is Both Attractive and Enigmatic
The private market offers unique investment opportunities with high potential returns, but its complexity and lack of transparency make it…
December 28, 2023
2023 A tale of resilience amidst mounting challenges
2023 has been a year of resilience, with markets and economies adapting to global challenges. Despite uncertainties, businesses and…
July 24, 2023
Private Credit An important addition in HNI investment portfolios
Private credit has become a key addition to HNI portfolios, offering attractive yields and diversification. It provides access to exclusive…
December 6, 2022
Time for Indians to Rethink the Wealth Paradigm
India is at a pivotal moment to rethink its wealth paradigm, focusing on innovative investment strategies and long-term growth. This shift…
December 6, 2022
Target Maturity Funds
Target Maturity Funds (TMFs) offer a predictable investment horizon, combining the stability of debt with the potential for returns aligned…
September 20, 2022
Understanding the Basics of Strategic and Tactical Asset Allocation
As an investor, you are focused on one thing – maximising your returns, adjusted for risk, over the course of the investment tenure. How do…
August 13, 2022
India at 75 – Assessing the History, Considering the Opportunities
s India celebrates ‘Azadi ka Amrit Mahotsav’, commemorating 75 years of independence and a glorious history, it is time to take a glance at…
June 13, 2022
Inflation & Interest rates: It takes 2 to Tango
The year 2022 brought with it a few catalytic shifts that have compelled investors to rethink their portfolio positioning. While striking a…
April 26, 2022
Private Equities – Gunning for a larger pie in U/HNI Investment Portfolios
A decade back, the world was at the cusp of innovation and entrepreneurs across the world took inspiration from the two Stanford students…
October 4, 2021
Indian Stock Market is Now Ranked Sixth
In March 2020, the onset of pandemic made Sensex crash to 26000. Since then, barring a few exceptions, the upward rise of India’s stock…
September 1, 2021
Luxury Travel for the Wealthy
Pandemic triggers the appetite for tailored luxury travel escapes Since time immemorial, travel has been a luxury. And so will it continue…
July 26, 2021
Why Estate Planning is Important?
Abraham Lincoln once said “The most reliable way to predict the future is to create it” and this beautiful aphorism perfectly applies to…
March 10, 2021
PMS and Mutual Funds – A comparison worth making
By comparing both the Market, investors can develop a long-term investment strategy that leverages the strengths of both Public and Private…
January 12, 2021
2020 has been a year like no other
The year 2020 has been challenging in more ways than one. As the corona virus let itself into our life day by day and month by month,…
December 10, 2020
Diversification – the compelling case
At the time of writing this (early December 2020), markets almost everywhere are rising, hoping for an early availability of Covid-19…
November 18, 2020
Learn the Art of Wealth Creation while still Young!
It is the month of November and this year it has given us two reasons to cheer. It was a double whammy of Diwali and Children’s Day! Diwali…
November 7, 2020
High Frequency Indicators Tilt Towards Green, But Economy Not Out of the Woods Yet
The COVID 19 pandemic, which gripped the world since the beginning of 2020, has wreaked the best laid plans and forecasts of businesses.…
October 6, 2020
International Funds – Let your wealth travel
There is no denying the fact that globalisation is for real and is here to stay. Several major international brands have become an integral…
September 27, 2020
How COVID-19 changed the contour of the Travel & Tourism industry?
For a traveller in general and the ‘Tourism’ industry in particular, the year 2020 began on a sombre note. The beauty of seeing places to…
August 24, 2020
Abundance of Lord Ganesha
The elephant-headed God with 108 names and a penchant for modaks is back again for his annual visit! The much-loved Lord Ganesha lives in…
June 19, 2020
Asset Allocation: The magic formula for your portfolio
Achieving a healthy body and mind is on everyone’s agenda. For the former, we try to follow a good and balanced diet plan which has a mix…
June 19, 2020
Invest in equities for the long-term
Financial literature usually waxes eloquent about long-term investing. From the likes of the Oracle of Omaha to the mutual fund portfolio…
June 19, 2020
Gold – Shining on all fronts
Exter’s pyramid, which is now more relevant than ever before, exemplifies this. Exter’s debt pyramid contains the liabilities of all asset…







































