Debt

Wealth Management

We continuously monitor and analyze broad macroeconomic and other market outlook-related factors to predict the outcome of major upcoming events and recommend suitable yield curve allocations.

We invest in a mix of hold-to-maturity and mark-to-market instruments to maximize the overall yield of portfolios as well as to reap the benefits of diversification.

Offerings

Bank fd-
  • Bank Fixed Deposit
    • Mutual Funds+
    direct Debt+
    Preference shares+
    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

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