The Essence of Wealth Management

June 22, 2022

Today, in our stage of evolution, the age of Web 3.0 and digitization – technology is all powerful. It has disrupted our way of life and rendered many businesses redundant on its path of evolution.  The best part of technology is that it can bring with it a paradigm shift in the way things stand and these disruptions are innovation driven. However, in the case of wealth management, technology has been a gradual evolution. From physical shares, to handwritten demat transfer slips, to today’s digital on-boarding and transacting; from pit trading at the BSE to today’s high-frequency black box trading.

Authored By

Salil Thanawala

WealthTech 2.0 – A solution that India’s working professionals need.

June 18, 2022

India’s WealthTech industry is estimated to breach the 63 billion USD mark by FY25, up from 20 billion USD in FY20. The total number of demat accounts in India surged almost 2.5 times to 89.6 million over the last four years, with the addition of 34.5 million accounts in FY22 alone- and this trend is expected to continue, backed by increasing financial literacy & digitization.

Authored By

Sandeep Jethwani

Co-founder

Reimagining Real Estate: Measuring the Unmeasured

June 10, 2022

Recent Mint’ series called “Guru Portfolio” has fund managers talking about their personal investment strategy. They talk about the allocation and the returns earned across various asset classes in their portfolio.However, when asked about the performance of their Real Estate allocation, most responded with an honest and unfortunate “NA”.

Authored By

Shiv Gupta

Founder & CEO

New-age Real Estate Investment alternatives, made accessible by WealthTech

June 2, 2022

’Real estate is a critical sector both from an economic & social point of view. Various estimates (Census of India, MoSPI, RBI & NHB) peg the annual housing demand (rural + urban) at 10MM+ homes per annum, driven by long-term demographics trends, urbanization and nuclearization. The sector being a capital guzzler, in our estimate, the capital need for the housing sector alone will be $100bn over the next 7-10 years.

 

Authored By

Ashish Khandelia (Founder) and Teena Gandhi (Vice President)

Money Management An Emphasis on Policy Making

March 23, 2022

Money’ is a term familiar to us as currency prevailing in an area and has a physical form which varies over the geography of the world and has been linked to different nationally prevailing forms by international financial institutions like IMF and WTO facilitating trade and common exchange platforms there-by creating balance.

Authored By

Vividh Bansal

Manager

A Case Study on Impact of Social Media platform for Banks in promoting different banking products

March 23, 2022

Purpose/Objectivity: The present study focuses on to analyze the penetration of different products- RD, FD, Insurance, mutual funds, credit & debit cards, demat account and how it impacts in saving and investment decision of potential customers and to identify the factors which influence the investor’s decision and to identify the preferred investment option.

Rajat Mehrotra

Authored By

Rajat Mehrotra

Assistant Professor, RBMI Group of Institutions Bareilly

Rajat Mehrotra

Authored By

Rajat Mehrotra

Assistant Professor, RBMI Group of Institutions Bareilly

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Sunny days ahead for India’s Banking Sector

March 14, 2022

There is a quote attributed to Lenin (founder of erstwhile USSR) that “there are decades when nothing happens and then there are weeks when decades happen.” The quote seems apt as we hover around uncertainties in input price inflation, exchange rates and the global supply chain crisis being triggered yet again. 

Satyaki Bhattacharya

Authored By

Satyaki Bhattacharya

Senior Consultant, PwC

Satyaki Bhattacharya

Authored By

Satyaki Bhattacharya

Senior Consultant, PwC

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What Marketers Should do in this Covid-19 pandemic Introduction:

March 14, 2022

During this time of pandemic as a company’s meet-and-greet function,  marketing’s most important job is to recognize, capture with and convert  customers into valuable strength that create long-term cash streams. Marketers  have had to re-examine their strategies in a period of homebound customers,  social distancing, and an unpredictable environment that has forced many  companies into crisis management.

Authored By

Abhiraj Madan

ICFAI Business School

Foreign Exchange Hedging – Changing Dynamics

March 3, 2022

01st September 2020, marked a special day for Indian Financial Market specially for those  who follow Foreign Exchange (FX) markets. The Reserve Bank of India (RBI) heavily  liberalized its foreign exchange hedging guidelines, a shift from prescriptive based to principle  based! 

 

Authored By

M Vaseem Sheikh Head

Treasury Sales Federal Bank

LIBOR Transition – A Quick take

March 3, 2022

LIBOR stands for London Interbank Offered Rate and is published by the Intercontinental  Exchange (ICE) Benchmark Association, UK. It is currently the accepted key benchmark  interest rate for borrowing between banks in the international market. LIBOR is also the basis  for FCY loans in countries around the world, thus impacting consumers as much as Financial  Institutions. LIBOR is published for major currencies in different tenors (overnight, 1-week, 1- month, 3-months, 6-months, 1-year). The 3-months term is most common.  

 

Authored By

M Vaseem Sheikh

Head, Treasury Sales, Federal Bank

International Financial Services Centres Authority (Issuance and Listing of Securities) Regulations, 2021: Opening of new arena for fund raising

December 2, 2021

As one of the largest and fastest growing economies, India has been a major consumer of international financial services.

Authored By

Sharda Balaji

Founder, NovoJuris Legal

Should you be worried about the rise in markets?

October 15, 2021

At every webinar, cocktail party or chat with someone, I encounter a familiar question – “Has the market run its course? Will it correct now?” 

Authored By

Navin Agarwal

MD & CEO, Motilal Oswal Asset Management

Is ESG The Next Milestone For Fund Managers?

November 1, 2021

While Environment, Social and Governance (ESG) as an investing guideline has existed for  several years, it has been predominantly driven by large development financial institutions and institutional investors as a part of their larger developmental goals rather than being a  focussed investment strategy.

Authored By

Divaspati Singh

Partner, Khaitan & Co

Alternative Investment Funds en route to becoming Mainstream investments

November 18, 2021

Globally, the year 2020 was a looming year for the businesses across sectors and several of them dealt with major financial blow.

Authored By

R Leelavathi Naidu

Partner, Funds, Asset Management and Regulatory practice, IC Universal Legal

Regulatory reconstruction of the AIF Regime in India

October 4, 2021

The dynamic nature of the alternative investment regime in India has led to its growth in tandem with prevalent market expectations and global standards.

Authored By

Vivek Mimani

Partner, Khaitan & Co.

Financial Education – a window to greater opportunities in financial services sector
Financial Education – a window to greater opportunities in financial services sector

September 8, 2021

The Association of International Wealth Management of India (AIWMI) is a not-for-profit organisation and a globally recognised membership association for finance professionals

Aditya Gadge

Authored By

Aditya Gadge

Founder & Chief Executive Officer, AIWMI

Aditya Gadge

Authored By

Aditya Gadge

Founder & Chief Executive Officer, AIWMI

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Building Resilience for SMEs with a Sound Financial Plan
Building Resilience for SMEs with a Sound Financial Plan

September 8, 2021

As SMEs face stiffer challenges against rapidly changing business environment, prudent financial planning goes a long way in driving growth and safeguarding against exigencies
Aditya Gadge

Authored By

Aditya Gadge

Founder & CEO, AIWMI

Aditya Gadge

Authored By

Aditya Gadge

Founder & CEO, AIWMI

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Why reviewing your portfolio periodically is imperative?
Why reviewing your portfolio periodically is imperative?

September 8, 2021

Reviewing your mutual fund portfolio is like a GPS tracker in a car. It ensures that you stay on track. Just as a car needs periodic maintenance and servicing, mutual funds portfolios also demand your attention.

Authored By

Manju Mastakar

Managing Director, Armstrong Capital & Financial Services

Learn how to Power your Personal Growth
Learn how to Power your Personal Growth

March 3, 2020

The wealth management sector is growing at a rapid rate. This growth offers excellent career  opportunities for women – in fact, there has never been a better time to be a woman in the industry.

Authored By

Veda Iyer

Make Choices And Strive To Give It Your Best
Make Choices And Strive To Give It Your Best

March 3, 2020

This resonates with my journey. My mother had to make a choice while I was studying which choice shaped my career. I had just joined articleship for the chartered accountancy course when my father passed away.

Authored By

Bahroz Kamdin

Partner, Deloitte Haskins & Sells

The Science and Art of Equity Investing
The Science and Art of Equity Investing

May 20, 2021

Behavioural bias is one of the biggest challenges in running a sustainably successful investment operation.

Vikas Gupta

Authored By

Vikas Gupta

CEO & Chief Investment Strategist Omniscience Capital

Vikas Gupta

Authored By

Vikas Gupta

CEO & Chief Investment Strategist Omniscience Capital

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Mainstreaming of Alternative Investments in Tier II cities
Mainstreaming of Alternative Investments in Tier II cities

December 11, 2020

The topic of Alternative Investments and particularly in Tier II reminds me of words of Mr. Vivek Pandit of McKinsey – “once underestimated – now underserved”.

Apoorva Vora,

Authored By

Apoorva Vora,

Founder & CEO, Finolutions Wealthcare

Apoorva Vora,

Authored By

Apoorva Vora,

Founder & CEO, Finolutions Wealthcare

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The Long and Short of Long-Short Funds
The Long and Short of Long-Short Funds

August 13, 2020

Hedge funds are a recent addition to the Indian alternative investment landscape, when the SEBI Alternative Investment Fund (AIF) Regulations were notified in 2012.

Nalin Moniz

Authored By

Nalin Moniz

Chief Investment Officer Alternative Equity, Edelweiss Global Asset Management

Nalin Moniz

Authored By

Nalin Moniz

Chief Investment Officer Alternative Equity, Edelweiss Global Asset Management

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Asset allocation: The key to winning your financial worldcup
Asset allocation: The key to winning your financial worldcup

December 30, 2020

To achieve any worthwhile goal, a team is needed as in cricket. Similarly different asset classes like different category of players help build the momentum.

Authored By

Anirudh Gupta

CEO, Ashiana Financial Services

Understanding the startup-investor fit
Understanding the startup-investor fit

May 5, 2020

It is now a well-known fact that India is the third largest Startup nation in the world.

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