Globally, it started with institutional invetors who wanted yield. As rates have fallen, the need for yield is also driving this trend for absolute returns in India as well.
Absolute return strategy is less correlated to markets and that is a good fit for affluent investors looking for some diversification.
Conservative investors can look at absolute return strategies as all-weather solution. Absolute return can be run in any product including mutual funds, PMS or AIFs.
Investors need to understand the risk and understand the products as well strategies before investing. Ask the advisor your doubts and avoid investing in products which you don't understand
How should you decide whether to opt for a mutual fund or a PMS or an AIF? Here are 6 parameters that can help you decide.
For advisors to deliver alpha in HNI portfolios, articulating and adhering to a well defined process is critical
When faced with a choice between active and passive funds, how should affluent investors choose what product works for them?
What are the investment options that affluent investors have within the AIF basket?
For retail investors, suggest only funds with wide mandates like hybrids and multicap equity funds
As a young earner, you aspire for your car - it's no longer a luxury, it is a necessity. See this video before deciding whether it should be a new one or pre-owned
How should affluent investors choose between mutual funds, PMS and AIFs for investments?
How is attending school and investing in mutual funds similar? Why do investors need financial advisors?
Gifting property to your children as your legacy is not a great way to ensure they always remember you. There is a smarter solution
How can investors take data rational decisions that leads to better performance of their investment assets?
You choose different modes of transport depending on the distance you wish to cover. Selecting mutual funds is very similar
How can advisors nudge investors towards responsible investing when they are consumed by emotions of either greed or fear? There is an intelligent way....
Fund managers need to be appreciated as wealth creators
What are the different types of AIFs and how are they different from equity mutual fund?
A successful management consultant and angel investor, Rajesh recounts how an introduction to financial planning blew his mind
Women often overlook protecting their financial interests when raising their families as they don't believe things will go wrong in their marriage
Why should young investors start thinking about retirement? How does starting early help investors meet their retirement needs with greater ease?
Why should investors consider what legacy to leave for their children?
Hear this story of an ancient kingdom and its quaint customs to understand why the next 5 years are going to be the most important phase in your life
All investors want to climb to heights in their investments. What can investors learn from the story of the mountaineering club?
A merchant navy professional want a shore job to spend more time with his family. Can he afford to do so?
There is a very simple and easy to understand roadmap for you to become a crorepati. Here's how
If you do a comprehensive retirement plan, chances are it looks so daunting that you decide to drop the idea completely. There is however another way
What investment strategy should retired investors follow to build their wealth?