Decoding AIFs: What sets category I, II and III apart?
In June’25 edition of our newsletter, we discussed broadly about what Alternative Investment Funds are, the definition, the structure, who should invest, the pros and the cons and its growing
Asset Allocation for NRIs: Here’s What You Need to Know
In today’s increasingly globalized world, NRIs often find themselves straddling two financial ecosystems – one where they live and work, and the other back home in India. This dual exposure
Unlisted Shares: Hidden Gem or High-Stakes Gamble?
You might have come across the news. Investors who bought unlisted shares of HDB Financial Services are now sitting on losses. The IPO price came nearly 40 percent below the
Risk vs. Reward: How the Sharpe Ratio Helps You Invest Wisely
When choosing mutual fund schemes, do you focus only on returns, or do you also consider risk-adjusted returns? Let me walk you through a simple situation. Imagine you need to
Alternative Investment Fund – All You Need to Know
In recent years, the investment preferences of High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) have evolved considerably. Many of these investors are now looking beyond traditional asset classes like fixed
Thinking About Getting OCI? Here’s What You Need to Know
As the global Indian diaspora continues to grow across the world, the Overseas Citizen of India (OCI) card has become a valuable bridge for NRIs looking to stay connected with
Is the Market Really at Its Peak? Or Do We Need to Understand the Stock Index First?
In recent months, one common concern has echoed among investors: “Markets are at their peak—it can’t go up any further!” But here’s what many are missing: Most investors aren’t clear
The Tax-Free Edge: Why UAE Investors Should Capitalize on Indian Markets
The Tax-Free Edge: Why UAE Investors Should Capitalize on Indian Markets “If you have significant capital gains tax liability on eligible securities, shift to the UAE for more than 183
Alimony and Taxes: How to Manage Your Finances During and After Divorce
Alimony and Taxes: How to Manage Your Finances During and After Divorce Divorce is often a stressful and emotionally charged event, and among the most financially significant aspects of this
The Hidden Risk in Chasing Top-Performing Mutual Funds
The Hidden Risk in Chasing Top-Performing Mutual Funds Last week, a new investor approached us for financial planning. During our introductory conversation, I asked him how he was currently investing.