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Over the past decade, Exchange Traded Funds (ETFs) have steadily grown in visibility within investment circles. Blending the diversification benefits of mutual funds with the flexibility of stock trading, ETFs
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
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
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
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
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
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
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 “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 Divorce is often a stressful and emotionally charged event, and among the most financially significant aspects of this