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Source: Live Mint The CEO, who oversees ₹1.3 trillion in advisory assets, also said he has never done an SIP in his life. He simply maintains 6-8 months of household expenses in his savings account and puts everything beyond that into equities through lump sum investments. Shanker spoke to Mint as part of Guru Portfolio,…
Source: Live Mint With India’s mutual fund industry hitting the market regulator’s $7 billion overseas investment limit, one door has been shut for Indian investors looking for global diversification. But they have the alternative option of investing overseas through portfolio management services (PMS), which are professionally managed funds with access to international markets. This route…
Source: Live Mint Goal-setting in wealth management is akin to charting a course for a journey. Without a clear destination, you may find yourself adrift among various financial options, potentially missing opportunities or taking unnecessary risks. However, simply setting goals is not enough. You also need to plan well to achieve these goals and build…
