Have You Taken a Trust Test with Your Clients?

You would appreciate that trust is one of the most important factors in any relationship. Similarly, when investors approach financial advisors to build wealth and accomplish financial goals, effectively, they are looking for a ‘Financial Guardian’, who is a symbol of Trust and Respect. This, in turn, empowers investors to take a calculated risk with…

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July 20, 2020 | by

Should You Bank on Mirae Asset Banking & PSU Debt Fund

Since the credit default crisis, debt markets have taken a beating. The Franklin Templeton issue rose on the aftermath of the credit crisis; a hard lesson that a fund’s credit rating is an integral aspect of debt fund investment. The recent pandemic situation is supposedly going to push the credit line up, which is not a good sign. In…

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July 18, 2020 | by

Axis Focused 25 Fund: Winning Through High Conviction Ideas

Since the last couple of years, the equity market has been polarized, where only a handful of stocks across market caps and/or sectors have been doing well. Focused funds aim to identify such high growth potential stocks and take concentrated exposure in them. Beyond a point, diversification may not help in generating higher returns, which…

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July 17, 2020 | by

Is Motilal Oswal Multi Asset Fund A Right Blend for Your Portfolio?

The current pandemic situation has abruptly halted the livelihoods of individuals. In terms of investment, investing in equity market is extremely volatile, debt markets are in turmoil due to aftermath of credit default, and successive rate cut have caused confusion over safety, returns and risk for investors. However, the gold market, particularly the index, has soared high to show…

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July 17, 2020 | by

A New Series of BHARAT Bond ETF is Out, Should You Invest

In December 2019, Edelweiss Asset Management  launched the first tranche of India’s Corporate Bond ETF- Bharat Bond ETF, after it won the bid and received the mandate for it. They launched a second tranche of Bharat Bond Exchange Traded Fund based of the success of the first series, which showed good liquidity on the exchanges. The…

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July 15, 2020 | by