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    • PMS
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Blogs, Market Wrap, Shyam Sekhar

Are You Buying Or Watching

The turbulence of March would have shaken even the strongest conviction. Clearly, these were the hardest times an investor faced in a […]

ithoughtApril 11, 20261 min read
Rham Saravanan

Smart Tax-Saving Strategies – The HNI Playbook

India’s New Income Tax Act: What It Really Means for HNIs From April 1, 2026, India’s tax landscape looks meaningfully different. The […]

ithoughtApril 9, 20262 min read
Vinay Chatrani

Is Your Money Really Safe in Fixed Deposits?

If you have ₹1 to ₹3 crores sitting in Fixed Deposits, it probably feels like you have made the responsible and sensible […]

ithoughtApril 7, 20262 min read
Senthil Manikandan

The rise of Convenience Economy: From Milk to Maids

The definition of the “Convenience Economy” in India has undergone a profound evolution. over the last one year. What began as a […]

ithoughtApril 6, 20263 min read
Blogs, Market Wrap, Shyam Sekhar

Creating Value From Here

When markets correct, investors waiting on the sidelines begin looking for opportunities. The reflex reaction is to buy stocks and funds that […]

ithoughtApril 4, 20262 min read
Senthil Manikandan

India Consumption Pulse: Urban Tailwinds, Rural Watchpoints

India is entering the current phase of geopolitical uncertainty — including the emerging Iran war–related energy and trade disruptions — from a […]

ithoughtMarch 30, 20262 min read
Blogs, Market Wrap, Shyam Sekhar

The Return of Drawdowns

Making sense of a drawdown is something investors are being forced to do after a very long time. After the brutal Covid […]

ithoughtMarch 29, 20261 min read
Blogs, Market Wrap, Shyam Sekhar

Racy Times For Investing

A two week long war has turned the macros of several countries upside down. By blocking a critical shipping route, Iran has […]

ithoughtMarch 21, 20261 min read
Blogs, Market Wrap, Shyam Sekhar

Opportunity In A Correction

Investors who were willing to buy every dip for months together seem to have lost the will to buy last week. “There […]

ithoughtMarch 14, 20261 min read
Blogs, Senthil Manikandan

Low near‑term returns often precede strong gains

Over the past two decades, the S&P BSE 500 has gone through several periods when even two‑year rolling returns have been in low single […]

ithoughtMarch 13, 20261 min read
Blogs, Market Wrap, Shyam Sekhar

When Wars Become Routine!

Another war in the Middle East was not in our expectations. We simply thought things may not come to such a pass. […]

ithoughtMarch 8, 20262 min read
Blogs, Senthil Manikandan

When “What Worked” Becomes “What Hurts”: The Gold/Silver Chase Trap

AMFI’s January 2026 mutual fund inflow numbers are a fresh reminder that investor psychology doesn’t change easily: money keeps rushing into whatever […]

ithoughtMarch 5, 20261 min read
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