Looking to diversify your investments beyond the usual stocks and bonds? Category II Alternative Investment Funds (AIFs) could be the answer. As of June 30, 2024 within India’s AIF landscape, Category II AIFs have seen a significant inflow of capital,…
Wealth management often brings to mind images of smart investments, balanced portfolios, and steady financial growth. But here’s something people rarely think about: What happens to that wealth when you’re not here to manage it anymore? Imagine building a beautiful…
When it comes to investing, performance measurement is more than just a figure. Frequent deposits, withdrawals, and cash flows can distort returns, leaving investors puzzled about the true performance of their investments. Imagine trying to gauge a fund’s performance through…
As India’s economy continues to flourish, ranking as the second-highest growth rate among G-20 countries in FY 22-23, according to the World Economic Forum, the landscape of wealth management is also evolving rapidly. High-net-worth individuals (HNIs) and affluent families are…
“Modern problems require modern solutions, isn’t it?” Yes, Alternative Investment Funds (AIFs) are probably one of the modern solutions you may consider. The time value of money diminishes purchasing power over time. It makes investment necessary to manage this effect.…
In recent years, the family office landscape in India has experienced a remarkable transformation. According to a 2024 PwC India report, the number of family offices surged to over 300 by mid-2024, up from just 45 in 2018. This dramatic…
Many investors have debated the long-term benefits of dollar-cost averaging, even though they’re known for structured approaches. Investors wanted a strategy that allowed for regular investments with an aim to generate potential returns but could also adapt to market conditions—basically,…
Investors invest with the motive of retaining the value of their funds and seeking them to grow by managing inflation. As a result, people often choose to buy stock market instruments of potential investable companies that pay dividends and value…
When you first constructed your financial portfolio, you probably looked at various things such as your financial goals, age and risk tolerance. The intention was to come up with the most suitable asset mixture for you; this could have been…
In traditional investment – stocks and bonds are often at the heart of attention. The concept of ‘alternative investments’ is about choosing avenues to invest in those asset classes beyond stocks and bonds. Over the years, pooled funds like Alternative…