Tag: Rebalance

The April–June 2025 quarter brought renewed attention to India’s public sector banks (PSBs), with the Nifty PSU Bank Index surging 14.99%, outperforming the Nifty Private Bank Index by over 5%. This trend marks a significant deviation from historical patterns and invites a closer look into what’s driving the resurgence and whether it’s sustainable. At RURASH… Continue reading Markets turn bullish on PSU bank stocks

Introduction In a move aimed at expanding financial inclusion and instilling disciplined investing habits, the Securities and Exchange Board of India (SEBI) has proposed a minimum Systematic Investment Plan (SIP) ticket size of just ₹250. While this initiative has garnered support from some of India’s leading Asset Management Companies (AMCs), it has also sparked an… Continue reading Sebi aims to expand retail reach with Rs 250 SIP

In a noteworthy strategic pivot, Shriram Finance, one of India’s leading retail NBFCs, has announced a sharpened focus on in-house technology development pushing its build-to-buy ratio to 80:20. The move signals a clear intent to own the technology stack, enhance product agility, and deepen customer-centric innovation. As per the company’s top tech executives, the goal… Continue reading Shriram Finance Embraces Build-First Tech Strategy: A New Era in Financial Innovation

In a significant move that underscores the evolving maturity of India’s private equity ecosystem, Gaja Capital, one of India’s most respected homegrown private equity firms, has filed confidential draft papers for an Initial Public Offering (IPO) with the Securities and Exchange Board of India (SEBI). What This Means for the Indian Investment Landscape Gaja Capital’s… Continue reading Gaja Capital’s Confidential IPO Filing: A Milestone for Indian Private Equity

India’s financial ecosystem just witnessed a significant evolution with the International Financial Services Centers Authority (IFSCA) opening GIFT City to third-party fund managers. This progressive move introduces a plug-and-play model that lowers entry barriers and simplifies the fund management structure bringing India in line with globally recognized jurisdictions like Singapore. What This Means for Asset… Continue reading GIFT City Unlocks New Doors for Fund Managers: A Strategic Shift in India’s Investment Landscape

The Union Budget 2024 has brought a significant tax relief for investors in Fund of Funds (FoFs) especially those held for over 24 months. This change has sparked a renewed interest in FoF schemes as investors look to rebalance portfolios and seek diversification across asset classes and geographies. At RURASH Financials, we see this as… Continue reading Diversify Your Portfolio With Fund of Funds

The Indian stock market’s ongoing bull run has not only captured headlines but also catalyzed a notable shift in investor preferences. High-net-worth individuals (HNIs) and experienced market participants are increasingly pivoting toward Discretionary Portfolio Management Services (PMS) in pursuit of personalized strategies and professional oversight. PMS Adoption Surges Amid Market Optimism Between April 2023 and… Continue reading PMS assets double in 5 years, hit RS 32L cr

In a strategic move to improve capital efficiency and unlock long-term value, the Ministry of Finance has directed India’s public sector banks (PSBs) to actively explore monetising their investments in subsidiaries and joint ventures. The plan focuses on listing these entities on stock exchanges once they achieve operational scale, allowing the banks to realise better… Continue reading Govt urges PSBs to monetise subsidiaries, launch IPOs

As India’s capital markets gear up for one of the most anticipated public offerings in recent history, the spotlight is firmly on the National Stock Exchange (NSE) an unlisted behemoth valued at ₹5.75 lakh crore, according to recent market data. Notably, a 23% stake held by three major Public Sector Units (PSUs) in NSE now… Continue reading 3 PSUs own RS 1.3Lcr shares in NSE

The passive investment industry in India has entered a pivotal phase, marked by rapid growth, evolving investor expectations, and new opportunities for Mutual Fund Distributors (MFDs). According to CafeMutual, the passive AUM in India recently crossed ₹11 lakh crore, representing 17 % of the overall mutual fund industry—a 34 % CAGR over the last decade What’s Fueling This Momentum?… Continue reading The Indian passive landscape: How can the MFDs navigate this evolving space?