Fundament
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Market Outlook Sept- 2023
Indian equities outperformed relative to global peers in September - 2023.On FY24 EPS, Nifty trades near long period average after the correction witnessed so far in CY 2023. Earnings outlook in the immediate
Focused Investment Ideas - September 2023
One of the few small cap PMS strategy with >10 years of track record. Private Equity type approach to stock selection. Fundamental evaluation process with emphasis on earnings visibility, free cash flow generation, low leverage, sustainable ROCE and governance.
Featured Insights
Private credit is fast emerging as a critical element in the debt portfolio for high-networth individuals. If we purely consider the credit investing options in India, the options can broadly be divided into:
The contours of Indian households are changing rapidly especially when you look at it through the lens of ‘wealth’. As per a report published by the World Economic Forum, by 2030,
InCred Wealth December 6, 2022
In the last 12 months, bond markets have exhibited heightened volatility and delivered subdued returns, as the global and domestic monetary conditions have tightened (through a combination of aggressive rate hikes and withdrawal of easy liquidity).
Market Linked Debentures: Who should invest, tax benefits, associated risks. All you need to know Through 2020 & 2021, governments and central banks across the world had resorted to
InCred Wealth September 20, 2022
As an investor, you are focused on one thing maximising your returns, adjusted for risk, over the course of the investment tenure. How do you make this objective a reality? The first thing you should remember is that, while higher risk correlates to higher potential for returns, a healthy portfolio must have an optimal combination of risk and security.
InCred Wealth August 13, 2022
As India celebrates ‘Azadi ka Amrit Mahotsav’, commemorating 75 years of independence and a glorious history, it is time to take a glance at the evolution of the country’s investment…
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Fundament
Fundament with Mr. Samir Arora, Founder – Helios Capital
In this episode we feature the celebrated Fund Manager Mr. Samir Arora, Founder – Helios Capital. Samir shares his views on whether a timeless investment strategy exists, on where the Indian market lacks, on disruptive companies and why he would have been a lawyer if not a fund manager!
Fundament
Fundament: Mr. Saurabh Mukherjee, Founder & Chief Investment Officer, Marcellus
InCred Wealth brings to you “FUNDAMENT”. A new series of snappy video bytes from your favourite fund managers. Watch as they tackle a mixed bag of questions in a rapid-fire round, helping you discover something new in each episode.Episode #1 – Features Saurabh Mukherjea, Founder & Chief Investment Officer at Marcellus Investment Managers.