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.
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...
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...
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...
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...
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...