Alternates

Wealth Management

We help clients identify upcoming trends and sectors based on extensive in-house research and through a strong industry network of 100+ private equity (PE) funds and 50+ venture capital (VC) funds. Through a diverse alternative asset portfolio, we help in optimizing our clients’ overall investment returns.

Alternate
Equity

Alternate
Debt
Wealth Management
December 2022

Fixed Maturity Plans investing in STRIPS – an innovative “passive” solution from the Mutual Fund industry

In the fixed income mutual fund space, the assets under the passive options is increasing rapidly. As of Oct’22, its stands at over INR 1500 bn.
Read Time: 3 minutes
Wealth Management
May 2022

Can investing in Low Volatility Indices be mainstay of Large Cap allocation?

Low Vol ETF or smart beta ETF have become popular over the past few years. Does low volatility imply low risk? How does it compare on the performance side ? Our latest article explores the reasons behind its rising popularity and answers these questi...
Read Time: 7 minutes
Wealth Management
April 2022

Active Vs Passive Investing – Will India Ape the West?

Passive investing has become much more popular over the past few years. Across asset classes, investors have started allocating money to ETFs, Fund of Funds & Index funds in a much more meaningful way. Our latest article explores the reasons behind t...
Read Time: 8 minutes
Wealth Management
February 2021

India Equity View: CY2021 – Great Expectations

Indian equities delivered surprisingly good returns in CY20.Further, the Covid-19 induced transitionary economic recession implies that for equities, CY21 has begun in the proverbial ‘Goldilocks’ zone with great expectations. So what do the equity ma...
Read Time: 3 minutes
Wealth Management
January 2020

India's Venture Capital Quotient: Anand Lunia, India Quotient, talks about emerging themes

Anand Lunia, Founding Partner, India Quotient, one of the most successful Indian VCs, talks to Avendus Wealth Management about their barbell investment strategy, upcoming themes in India's unlisted markets, and how the space is fast garnering attenti...
View Time: 6 minutes
Wealth Management
January 2020

Why Indian families must allocate capital to global assets

Indian investors have a significant home bias while investing. More than 98% of their savings are invested in domestic markets. By contrast, US based investors tend to invest 27% in international markets while those in the UK invest about 50% of thei...
Read Time: 8 minutes
Wealth Management
October 2019

Simplifying fund selection for your investment portfolio

Fund selection is the second most important parameter, after asset allocation, when it comes to building a robust investment portfolio. It is a game of prudence, involving careful cherry picking of managers to help you achieve your financial goals, w...
Read Time: 3 minutes
Wealth Management
May 2019

Investment Trend Alert: An emerging market for employee shares in unlisted companies

In the early 1990s, the stock market acted not only as a primary source of financing to new businesses, but was one of the key avenues for the investor community to allocate capital.
Read Time: 4 minutes

Debt

Equity

Stay updated with the latest at Avendus