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“As an investor holding investments in Indian markets, if my portfolio has earned an annual return of 14% over the last 10 years, but the INR has depreciated by around
In our previous newsletter, we discussed the fundamentals of succession planning, the role of a Will, and how a Private Family Trust can serve as an effective vehicle for preserving
The recently announced India–US trade deal between Prime Minister Narendra Modi and U.S. President Donald Trump marks a significant turning point in bilateral trade relations. After months of tariff uncertainty
At some point in their investment journey, almost every investor asks the same question: Is SIP better, or should I invest a lump sum? Speak to enough investors and you’ll
When asked, “Have you planned your succession?”, most of the people respond with calm assurance — “Not yet. There’s still time.” Ironically, this assurance is often the first and most
What if you want more than a mutual fund, but PMS doesn’t quite fit—either in structure, scale, or approach? As India’s investment framework continues to mature, Specialised Investment Funds (SIFs)
Many investors keep chasing last year’s winner—but markets don’t work that way as asset classes rotate, and the top performer often changes when the environment changes. The smarter approach is
Over the last five years, Indian equities have delivered one of the strongest wealth creation phases in history. Top 100 companies alone have added about ₹148 Lakh Crore in market
You’ve almost certainly heard this comparison before. The agent shows you a term plan first: “Sir, you’ll pay premiums for 30 years and get nothing back if you live. Why
For years, the idea of owning a home has been deeply embedded in the Indian mindset. A house is often viewed not just as a financial asset, but as a