Tag: Portfolio

The unlisted securities market, known for offering pre-IPO investment opportunities with high return potential, is currently witnessing a sharp correction triggered largely by recent developments surrounding HDB Financial Services, a subsidiary of HDFC Bank. Once among the most sought-after unlisted stocks, HDB Financial has seen a notable price dip in the grey market amid uncertainties… Continue reading Correction in Unlisted Stocks: What HDB Financial’s Listing Delay Means for Investors

India’s ₹58 trillion mutual fund industry is on the brink of a structural shift, and at the forefront of this disruption stands a formidable partnership Jio-BlackRock. According to recent reports, the joint venture between Mukesh Ambani’s Jio Financial Services and global asset management giant BlackRock Inc. is gearing up to introduce a new paradigm in… Continue reading Jio-BlackRock Alliance: Redefining India’s Mutual Fund Landscape with a Low-Cost Disruption

The Indian mutual fund industry may be on the brink of a structural transformation. As per recent reports, the Securities and Exchange Board of India (SEBI) is exploring regulatory relaxations aimed at facilitating smoother entry and operations for new mutual fund players. The move is expected to boost competition, drive innovation, and widen access to… Continue reading SEBI Mulls Relaxation in Mutual Fund Business Norms: What It Means for AMCs and Investors

As the Indian investment landscape evolves, a clear trend has emerged among High Net-Worth Individuals (HNIs) a strategic shift from traditional mutual funds to more tailored and conviction-driven investment vehicles like Alternate Investment Funds (AIFs) and Portfolio Management Services (PMS). According to a recent article by Fortune India, this migration is not a passing phase… Continue reading Why HNIs Are Moving Beyond Mutual Funds: The Rise of AIFs and PMS Strategies in India

High returns can be tempting, but unlisted shares come with their own set of unique risks. Here’s what to watch out for. In the pursuit of high-growth opportunities, many investors are turning to unlisted shares securities of companies that are not yet publicly traded on stock exchanges. While these investments can offer pre-IPO potential and… Continue reading Understanding the Risks in Unlisted Investments: What Every Investor Must Know

Why the market regulator barred a global trading giant and what investors should take away from the development. In a significant regulatory move, the Securities and Exchange Board of India (SEBI) recently barred Jane Street, a globally recognized proprietary trading firm, from accessing India’s capital markets. The decision has sparked conversations around market manipulation, algorithmic… Continue reading Understanding the Jane Street-SEBI Controversy: What It Means for India’s Capital Markets

The National Stock Exchange (NSE) has become a prized asset in the unlisted space. Here’s why investor interest is surging. India’s unlisted equity market has been buzzing with renewed activity—and leading the pack is the National Stock Exchange (NSE). According to a recent report by The Economic Times, NSE shares have doubled investors’ money in… Continue reading NSE Shares in the Unlisted Market: Doubling Returns and Rising Demand

Understanding the renewed interest in money market mutual funds and their strategic role in wealth planning In a financial landscape marked by volatility and rate recalibrations, investors are steadily rediscovering the relevance of money market mutual funds (MMFs). As per recent data, these funds are witnessing significant inflows, particularly from conservative investors and high-net-worth individuals… Continue reading Cash In On Money Market Funds: A Smart Option for Short-Term Investors

Decoding the Rise in Cash Holdings and What It Means for Investors In recent weeks, a noticeable trend has emerged in the Indian mutual fund (MF) space fund managers are increasing their cash holdings, in some cases to over 30% of their total corpus. This shift, subtle yet significant, has sparked conversations around whether the… Continue reading Are Mutual Funds Quietly Preparing for a Market Storm?

In a strategic move to expand financial inclusion and deepen mutual fund penetration, India’s capital markets regulator SEBI (Securities and Exchange Board of India) has urged mutual fund houses to promote bite-sized Systematic Investment Plans (SIPs). The goal? To make long-term investing accessible to every Indian, regardless of income bracket or demographic. This shift comes… Continue reading SEBI Pushes for Bite-Sized SIPs: A Big Step Toward Inclusive Investing