AIF PMS

    Kal, Aaj aur Kal: Navigating challenges and opportunities in a resurgent Indian capital market

    Kal, Aaj aur Kal: Navigating challenges and opportunities in a resurgent Indian capital market

    On the first day of the AIF PMS Conclave 2.0, Sameer Narayan, Head of Alternate Investment Equity at Aditya Birla Sun Life AMC Ltd, dissected the evolving Indian capital market through the lens of yesterday, today, and tomorrow, painting a picture of what lies ahead for investors. Here are the key insights.

    AIF PMS Conclave 2.0: The key shifts and trends powering the rise of a new Indian elite

    AIF PMS Conclave 2.0: The key shifts and trends powering the rise of a new Indian elite

    During his presentation at the AIF PMS Conclave 2.0 Day 1, Saurabh Mukherjea, Founder & Chief Investment Officer of Marcellus Investment Managers, offered a deep dive into the forces reshaping India, providing valuable insights for investors looking to capitalise on these changes. Read on to discover the shifts as India stands amid a profound transformation.

    AIF & PMS Conclave 2.0: Investing in Indian SMEs—decoding order book, growth trajectories, red flags

    AIF & PMS Conclave 2.0: Investing in Indian SMEs—decoding order book, growth trajectories, red flags

    Leaders of the financial spectrum convened at the AIF & PMS conclave 2.0, powered by ET Markets, to draw attention to alternative investment opportunities. An inaugural day session weighed in on the essential screening and vetting guidelines before you invest in the burgeoning small business segment.

    AIF PMS Conclave 2.0: The 100-day Indian market outlook post-elections—cautious optimism, resilience, and hope for the future

    AIF PMS Conclave 2.0: The 100-day Indian market outlook post-elections—cautious optimism, resilience, and hope for the future

    On the inaugural day of the recently concluded AIF & PMS conclave 2.0, powered by ET Markets, Nilesh Shah, Managing Director of Kotak Mutual Fund, painted a cautiously optimistic picture of the Indian market post-elections. He emphasised the strength of the Triveni Sangam—fundamentals, sentiments, and money flows—urging investors to be mindful of the ups and downs, but confident in the market’s long-term potential. “Invest for the journey of India to become a big set bar,” said Shah.

    High-yield debt PMS strategy should claim 10-15% of your portfolio: Hitungshu Debnath of Sundaram Alternates at AIF PMS Conclave 2.0

    High-yield debt PMS strategy should claim 10-15% of your portfolio: Hitungshu Debnath of Sundaram Alternates at AIF PMS Conclave 2.0

    On the inaugural day of the recently concluded AIF & PMS conclave 2.0, powered by ET Markets, Hitungshu Debnath, Chief Business Officer of Sundaram Alternates, offered a compelling case for investors looking to enhance yield, manage risk, and customise their investment approach through the promising solution of debt PMS. Here’s all that you need to know.

    AIF & PMS Conclave 2.0: A guide to long and short-term investments, beyond the traditional buy-and-hold tactic

    AIF & PMS Conclave 2.0: A guide to long and short-term investments, beyond the traditional buy-and-hold tactic

    Risk management is the most important factor of the right investing strategy, along with objective decision-making and an informed assessment of one’s financial goals. AIF & PMS conclave 2.0, powered by ET Markets, brings a fresh perspective on long and short-term investment strategies with an added focus on the long-short funds and the importance of risk mitigation.

    AIF & PMS Conclave 2.0: Why winners rotate? Is it about market likes and dislikes or driven by macroeconomic circumstances?

    AIF & PMS Conclave 2.0: Why winners rotate? Is it about market likes and dislikes or driven by macroeconomic circumstances?

    The finest financial minds convened at the AIF & PMS conclave 2.0, powered by ET Markets, to draw attention to alternative investment opportunities. An inaugural day session emphasised the conditions making winners rotate and strategies to navigate the factors.

    Post-election outlook: A deep dive into mid and small-cap investment opportunities amid India’s economic momentum

    Post-election outlook: A deep dive into mid and small-cap investment opportunities amid India’s economic momentum

    The mid and small cap have outperformed the benchmark Sensex post elections this year. AIF & PMS conclave 2.0, powered by ET Markets, brings a fresh perspective on India’s economic outlook in years to come and the factors that will be pivotal in keeping the mid and small-cap momentum going.

    India’s Amrit Kaal and wealth creation: AIF & PMS Conclave 2.0 charts India’s growth trajectory and investment opportunities

    India’s Amrit Kaal and wealth creation: AIF & PMS Conclave 2.0 charts India’s growth trajectory and investment opportunities

    The finest financial minds convened at the AIF & PMS conclave 2.0, powered by ET Markets, to draw attention to alternative investment opportunities and map India’s journey to being a developed nation. The inaugural day featured a case study ‘Bharat ka Amrit Kaal’ projecting India’s economic landscape for 2047 while identifying promising investment opportunities.

    Critics will agree that Indian stock market is not very expensive: Nilesh Shah

    Critics will agree that Indian stock market is not very expensive: Nilesh Shah

    While India’s market capitalization to GDP ratio is at an all-time high level, valuations are not at an all-time high, Dalal Street’s veteran stock picker Nilesh Shah said at AIF & PMS Conclave 2.0 on Wednesday.

    AIF & PMS Conclave 2.0: Saurabh Mukherjea on five big themes in India where investors stand to benefit

    AIF & PMS Conclave 2.0: Saurabh Mukherjea on five big themes in India where investors stand to benefit

    Market veteran Saurabh Mukherjea on Wednesday said five big themes that have contributed to a rise of new elite in India can make their way into the portfolios of investors looking for consistent returns.

    AIF & PMS Conclave 2.0: Beyond buy-and-hold: Unveiling long & short term investment insights

    AIF & PMS Conclave 2.0: Beyond buy-and-hold: Unveiling long & short term investment insights

    Successful investing involves not only selecting the right stocks but also comprehending long-term market dynamics. Long-Short Funds capitalize on both upward and downward stock movements through long and short positions, providing a hedge against volatility and safeguarding portfolios in the long run.

    AIF & PMS Conclave 2.0: No permanent winners; past performance not a guarantee for future returns: Aashish Somaiyaa of WhiteOak MF

    AIF & PMS Conclave 2.0: No permanent winners; past performance not a guarantee for future returns: Aashish Somaiyaa of WhiteOak MF

    According to his analysis, the WhiteOak CEO advised against investing in the top-performing funds of the past three years. He highlighted that the best-performing fund from 2009-2011 fell to rank 162 in 2012-2014, while the second-best dropped to 40, and the third-best to 38, illustrating the volatility and unpredictability of fund performance over time.

    ETMarkets x AIF & PMS: India's largest summit on alternative investing funds and portfolio management services

    ETMarkets x AIF & PMS: India's largest summit on alternative investing funds and portfolio management services

    Join the ETMarkets x AIF & PMS Conclave 2.0 on June 19-20, 2024, for expert insights into alternative investments and portfolio management schemes. Designed for high-net-worth individuals (HNIs) and investment professionals, this virtual event will offer strategies, trends, and market analysis to enhance your portfolio and stay abreast with market trends.

    AIF & PMS Conclave 2.0: Sunil Singhania on 4 'Ds' that make India a better choice for equity investing

    AIF & PMS Conclave 2.0: Sunil Singhania on 4 'Ds' that make India a better choice for equity investing

    In the post-pandemic era, while global discussions centered around recession and job losses, India stood out with its focus on growth. Highlighting India's democratic foundation as its core strength, the expert emphasized how the recent election results were accepted by all. This exemplifies the power and resilience of India's democratic system.

    The Economic Times
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