Experience teaches us how to respond when faced with similar situations comparable with our past. When we are faced with the same situation, we think about what we did the last time, remind ourselves how we made decisions, recognise the outcomes we got, and then decide how to respond to…
Looking for PMS vs MF? When it comes to equity investing, investors often question the difference between mutual funds and portfolio management services. There is a host of written material online that compares and contrasts the two and guides investors to decide which one would be the right fit. We believe that PMS and…
Mr Sanjeev, the CTO of a boutique tech firm has been closely watching the market and investment trends since the COVID-19 pandemic began. He had a surplus of Rs 50,00,000 to invest and was hunting for investment opportunities. He noticed that each asset class responded differently to the new economic…
Economy and Stock markets – The current context The economy and the stock market paint two different pictures. Globally, the economic slowdown has been continuous and prolonged since March 2020. Financial markets, however, have recovered from their lows. No one knows what sort of volatility or value destruction to expect…
Equity markets are battling bear sentiments in the backdrop of the COVID-19 pandemic. This is the steepest crash markets witnessed since the global financial crisis in 2008-09. Uncertainty looms over the way forward. In this post, we share basic bear market investment strategies. Cashing Out Bear markets spike fear…
Reasons for the market crash NIFTY 50 has fallen around 27% YTD. The sell-off has been a part of a fall across global stock markets. Several issues have culminated in a sense of panic: COVID-19, global lockdowns, and the associated global sell-off creating liquidity issues Crude oil plunge following the OPEC/Russia face-off Yes Bank rescue marginally adding to…
How Portfolio Management Services Work Portfolio management service (PMS) is an investment vehicle under which an investor’s portfolio is managed by a professional fund manager. The fund manager is usually a market expert or veteran in return for a fee. Portfolio management services define their investment universe and investment strategy…
Investment and portfolio management In recent times, various avenues have stemmed for investors to park their money and grow their wealth in a sustained manner. For the longest time, mutual funds have been the most common avenue. However, in the past few years, sophisticated investors are looking away from mutual…