Have a minimum of 15 to 20% (one or two) global funds in your portfolio for diversification, says Oswal

Family offices, ultra-HNIs, and business owners are some of the most sought after clients by mutual funds, wealth management outfits, banks, and independent advisors. The cost and time of servicing a wealthy and super-wealthy customer are pretty much the same.

“Index funds are getting popular with the Do it yourself (DIY) investors today. Large investors are also warming up on the idea of having a part of their equity allocation in index funds today as a part of their core allocation, ” says Oswal

Focus on asset allocation at the right risk profile, combined with disciplined investing. This approach leads to maximum effectiveness.  

1. Redemptions rise amid worries over exuberance in stock prices 2. July saw a net outflow of ₹2,480.35 crore from equity mutual funds, the first such sell-off since March 2016

While Indian market’s best returns came from business behemoth Reliance Industries, which gained 140 per cent from its 52-week low hit on March 23, 2020, Elon Musk’s auto giant Tesla turned a multibagger, surging as much as 750 per cent in these four months.

From positioning to purpose, witness the memorable journey of Indian entrepreneurship in these quotes, excerpts, and stories!

With Indian equity underperforming over the last few years and with the opposite happening in the US – international funds and stocks are all the rage. Today, thousands of investors are moving towards buying stock and funds having international exposure. However – it remains necessary for investors the keep things in mind before taking the […]

Banking on the expectation of current account surplus and economic package by the government, the markets are optimistic about the future, which is leading to a rally in equities, according to a top fund manager.

A rally in the US market has been driven by a handful of leading tech stocks and consequently, it is not surprising that most asset managers have reasonably high exposure to them.