The MMI Team will include interns and volunteers from the money management industry.

Start researching mutual funds with AMC dossiers

Start researching mutual funds with AMC dossiers Some believe selecting mutual funds is easy. Just look at the short and long-term ‘track record’, perhaps relative to the relevant index and peers. Others use ‘risk-adjusted performance’ instead, which in practical terms means using a ratio like Sharpe Ratio, Information Ratio or Sortino Ratio. The sophisticated add

50 shades of value investing in India

While everyone agrees that value investing is buying a stock for less than its intrinsic value, this is easier said than done. There is no one way to calculate intrinsic value. Over time Warren Buffet’s definition of value has changed from the ‘cigar butt’ approach that his mentor Ben Graham espoused to a more broader
tracking error of indian equity funds

How active and skilled are Indian equity funds?

While retail investors and advisers track various performance-based quantitative parameters such as excess returns and Sharpe ratio on mutual fund fact sheets, the professional investment consulting industry uses more advanced measures such as tracking error and information ratio to evaluate active funds. We calculated and analysed these measures for the Indian equity fund universe with
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NJ Asset Management (MF)

About NJ Asset Management Private Limited, is one of the newest AMCs in India, having received its license in April 2021. The AMC is a part of the NJ India Invest Group, with ‘NJ’ representing the initials of its founders – Neeraj Choksi and Jignesh Desai – first generation entrepreneurs who began the journey of
mutual fund star ratings

Do mutual fund ratings work?

Investors and advisers often use ‘star ratings’ to select the ‘best mutual funds’. They assume that the mutual fund ratings, whether denoted by stars or numbers (1 to 5) or alphabets (A, B etc) or metals (gold, silver etc), would be helpful in their selection of funds that will outperform in the future. We have
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P2P lending in India

Peer-to-peer lending is a small sub-segment of the fast growing lending segment within fintech. It allows investors to lend to a diversified portfolio of small borrowers through digital platforms, thereby cutting out the traditional middlemen (like banks and non-banking financial companies) and earning a higher return. We look at the p2p lending landscape in India.
pms vs mutual funds - which is better

Are PMS better than mutual funds?

With increasing flows into portfolio management services (PMS), we hear PMS providers claiming that they outperform mutual funds as a category. We decided to take a high level look at the performance. While the median PMS performance is not too different from that of mutual funds, the dispersion of returns is higher. We suggest investors

Wealthtech in India

Wealthtech, also sometimes referred to as Investtech or robo-advisory, is still nascent in India. We take a look at some players.

Voice of the private banker

Money Management India partnered with one of the largest recruiters in financial services in India, Native, to conduct a survey of private wealth managers (PWM) in India to understand some key trends around client and RM preferences. We asked questions in three key areas – What do private bankers seek from the firms they work

Connected strategy for wealth management

A recent whitepaper by Alexis Calla, Sandeep Mukherjee, Nicolaj Siggelkow and Christian Terwiesch asserts that the Asian wealth management industry is currently largely analog, disconnected and lacks scale, relying on people for most aspects of the customer journey. The paper adapts the framework from a book ‘Connected Strategy‘ by two of the authors who are

Asset management industry profits

The Indian asset management industry assets under management have crossed INR50 trillion (~$370+ bn). Revenues average about 53 basis points. With costs of around 13 basis points, the profits have improved to around 40 basis points. Profits add up to INR 6,859 crores (~$920m) according to an article in the Business Standard, quoting Value Research

Big Data and ML in funds research

Fund Manager evaluation demands an assessment across multiple dimensions, including the investment process, risk management, operations, and the business model. We have compiled the latest research on using Big Data and Machine Learning (ML) in funds research. — In a live webinar organised by the CFA Society India in April 2021, Sabeeh Ashhar of Morningstar

India’s pension system needs work

India’s pension system ranked 40th out of 43 national systems, according to the Mercer CFA Institute Global Pension Index. The index compares 43 retirement income systems with respect of adequacy, sustainability and integrity. Here is the link to the press release and report. Mercer CFA Institute Global Pension Index press release for India

White Oak Capital Asset Management (MF)

About White Oak Capital Asset Management is a subsidiary of White Oak Capital after having acquired Yes Bank’s asset management business in November 2021.  The sponsor, White Oak Capital, is an investment management and advisory firm established by Prashant Khemka in June 2017, envisioning a performance-centric organization with a strong investment culture. It has operations

LIC Asset Management

About LIC Mutual Fund was established on 20th April 1989 by LIC of India, as an associate company of Life Insurance Corporations of India. The AMC currently operates with funds Rs.17,817 cr. across 26 different schemes. Key staff T S Ramakrishnan Managing Director and Chief Executive Officer, effective .. Ramakrishnan has an experience of over

ITI Asset Management (MF)

About ITI Asset Management Company Limited (ITI AMC) launched its mutual fund business in 2019. ITI AMC is part of Investment Trust of India Ltd (ITI Group). ITI Group was the promoter of the first private sector mutual fund launched in India, Pioneer ITI Mutual Fund, which later on was taken over by Franklin Templeton Mutual

IL&FS Asset Management

https://www.ilfsinfrafund.com/
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InCred Wealth

InCred Wealth is part of the InCred financial services platform that aims to leverage technology and data-science to ease many pain-points and disrupt many segments. The group founder, Bhupinder Singh, has been an investment banker with Deutsche Bank for more than 15 years. He set up an NBFC, InCred Finance in 2016 with the backing
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The market for private wealth

India has been a promising wealth management market for a while. The growing ‘middle class’ is part of folklore. The rich Indians may not be as ‘crazy’ as the Asians in terms of conspicuous consumption but the numbers have been growing steadily. So the prospects for the  wealth management industry, as a whole, and the

Private wealth’s value proposition

While the number of high net worth individuals and the size of their wealth give an indication of the ‘potential market size’ (or total addressable market) for the overall savings or money management industry, we now look at how the wealth industry chooses to respond to client needs. In other words, we explore the ‘value

Edelweiss Wealth (AIF)

Fund name  Asset class  License  Crossover Opportunities Fund  III Late- Stage PE & Pre IPO  SEBI AIF CAT II About Edelweiss Wealth Management (EWM) is one of India’s largest wealth management firms with Assets under Advisory (AUA) of over ~ USD 19 billion servicing ~6, 70,000 Affluent & HNIs and ~2,400 of India’s wealthiest families.

Edelweiss AMC (AIF)

Funds managed Fund name Asset class Licence Edelweiss Alpha Fund Long only AIF About https://www.edelweissmf.com/ Key staff Radhika Gupta – Managing Director & Chief Executive Officer – Radhika Gupta has more than 15 years of global asset management experience. She started her career with global giants McKinsey and AQR Capital, and then moved to India

ICICI Venture (RE)

Funds managed Fund name Asset class – category License India Real Estate Investment Fund (IREIT) Real estate IN/AIF2/16-17/0271 India Advantage Fund Real Estate Series 1 Real estate India Advantage Fund Real Estate Series 2 Real estate HIOP Small Office Fund 1 Real estate IN/AIF2/21-22/0880 Note: There is no publicly available data on HIOP Small Office

Eximius Ventures

Fund name                                                                                   Asset class – category License Eximius Ventures fund 1  Venture capital      Sebi CAT 1 AIF  About Eximius is a SEBI Registered (Cat 1 AIF) micro venture fund, founded in 2020 on the principle of building an equitable ecosystem in the startup world. Pearl Agarwal, founder, and managing director, strongly believes that while capital

Gaja Capital India

About Gaja Capital India Fund 2020 Llp is a Limited Liability Partnership firm incorporated on 02 June 2020. It is registered at Registrar of Companies, Delhi. Its total obligation of contribution is Rs. 50,000,000. Gaja Capital India Fund 2020 Llp’s last financial year end date for which Statement of Accounts and Solvency were filed is

Gemba Capital

About Gemba Capital invests in post-seed stage startups that are scalable and looking for angel investments. Key staff  Adith Podhar – Founder – An Entrepreneur by heart and an investor by profession.The  experience as a PE investor and as an Entrepreneur has given him  unique skill sets to understand businesses and people.  Gemba Capital (www.gembacapital.in)

GMO-Z. Com Payment Gateway

Funds managed Fund name Asset class – category License GMO-Z. Com Payment Gateway India Credit Fund Not clear AIF Cat2IN/AIF2/20-21/0870 About MO-Z.COM PAYMENT GATEWAY INDIA PRIVATE LIMITED is listed in the class of Private company and classified as non-govt company. This company is registered at Registrar of Companies (ROC), RoC-Mumbai with an Authorized Share Capital

Guardian Partners

Funds managed Fund name Asset class – category License Guardian Capital Partners Fund Category-II Alternative Investment Fund IN/AIF3/21-22/0918 About GUARDIAN PARTNERS LLP is a limited liability partnership limited company based in India. We are a reliable organization engaged in this business with a qualitative range of industrial products. We are also one of the leading

Harmony Capital

Funds managed Fund name Asset class- category License Harmony Alternative Investment Fund Equity- long only/ multi-cap IN/AIF3/12-13/0023 About Harmony Alternative Investment Fund Trust has been formed in India as a private umbrella trust under the Indian Trusts Act, 1882 and is registered in India under the Indian Registration Act, 1908.. The Trust is registered as

Dhyana Capital

Fund name Asset class – category Licence Dhyana Capital Fund Equity – long only SEBI AIF CAT-3 About Dhyana Capital (“Fund”) is registered with the Securities and Exchange Board of India (“SEBI”) as a Category III Alternative Investment Fund under the SEBI (Alternative Investment Fund) Regulations, 2012. Dhyana Equity LLP is the investment manager (“Manager”)

Aequitas Investment Consultancy

Funds managed Fund name  Asset class – category License Aequitas Equity Scheme I Equities – long-only-  small cap and mid cap IN/AIF3/18-19/0638 About The company is a research focused fund house investing in listed companies, that have significant potential for long-term capital appreciation. It is in the process of setting up their first offshore fund

IAN Capital

About Indian Angel Network is a network of Angel investors keen to invest in any early-stage businesses which have potential to create disproportionate value. The members of the Network are leaders in the entrepreneurial eco-system as they have had strong operational experience as CEOs or a background of creating new and successful ventures. They share

ICICI Venture

Funds managed Fund name Asset class – category License India Real Estate Investment Fund Real estate About ICICI Venture was founded in 1988 as the Technology Development and Information Company of India Limited, through a joint venture between the ICICI Limited and Unit Trust of India. In 1998 it became a wholly owned subsidiary of

Alchemy Capital

Funds managed Fund name Asset class Licence Alchemy Alternative Investment Trust Equity – long only IN/AIF3/17-18/0381 About With a collective expertise of 100 years in the Indian equity market, Lashit Sanghvi, Ashwin Kedia, Rakesh Jhunjhunwala and Hiren Ved founded Alchemy Capital Management in 1999. Alchemy has grown in repute over the last 19 years and

IIFL AMC (HF)

Funds managed Fund name Asset class – category Licence IIFL Opportunities Fund Equity – long only IN/AIF3/20-21/0856 About IIFL Asset Management Ltd. is part of IIFL Investment Managers (formerly IIFL Wealth & Asset Management Ltd). IIFL AMC is an India-focused global asset management firm, launched with an objective of providing differentiated investment products suited for

Benzai 10

Funds managed Fund name Asset class – category License no Benzai 10 Investment Trust Venture Capital AIF Category 2 IN/AIF2/21-22/0887 About Benzai10 Investment Ventures Private Limited has a SEBI Registration for a Category II AIF focused on investing in Agriculture & Allied sector. The fund is being administered by the best-in-class service providers. The company

Core91

Fund name Asset class – category License Core91 VC TRUST Venture Capital IN/AIF2/21-22/0881 About Core91 Vc Llp is a Limited Liability Partnership firm incorporated on 06 August 2020. It is registered at the Registrar of Companies, Mumbai. Its total obligation of contribution is Rs. 100,000. Core91 Vc Llp’s last financial year end date for which

Bay Capital Investment Managers

Fund name Asset class- category License Bay Capital Investment Trust Equity- long only AIF Cat-iii(N/AIF3/14-15/0132) About Bay Capital partners is a leading independent, India focused investment manager established in 2006. We invest the way we want our capital to be managed – with the utmost care. Hence, we are shareholders alongside our investors. The overarching

BLinC Invest

Fund Fund name  Asset class – Category  License BLinC – 1 Venture Capital AIF Category 2IN/AIF2/20-21/0864 About  Mumbai, Maharashtra based BLinC Invest is an India-based venture capital firm committed to funding EdTech and FinTech start-ups focused on building a better tomorrow by harnessing the power of technology.  They believe it is not enough to be

Abans Group (AIF )

Funds managed Fund name Asset class – category License Abans Investment Trust Not clear Category-II Alternative Investment FundIN/AIF2/21-22/0896 About The Abans group, founded by Abhishek Bansal, a new age-entrepreneur, in 2005, is an organization of creatively disruptive individuals who are observing, learning, and constantly reinventing common industry practices.  Under the umbrella of investment management, the

Antler Innovation India

About Antler Innovation India Private Limited is a Private incorporated on 10 October 2020. It is classified as Non-govt company and is registered at Registrar of Companies, Bangalore. Its authorized share capital is Rs. 2,000,000 and its paid up capital is Rs. 836,250. It is inolved in Business activities n.e.c. Antler Innovation India Private Limited’s

Embassy Group

Funds managed Fund name                                                                                                           Asset class – category License Embassy

Hamsa Asset Management

Funds managed Fund name Asset class – category License Hamsa Solar Fund 1 Private equity – Renewable energy SEBI AIF CAT 2 About Hamsa Asset Management Private Limited is a private incorporated on 24 July 2020. It is classified as a Non-govt company and is registered at Registrar of Companies, Chennai. The firm’s AGM was

Enzia Ventures

Fund managed Fund name Asset class – category Enzia Investment Trust Venture capital About Enzia Ventures LLP is a Limited Liability Partnership firm incorporated on 01 August 2019. It is registered at Registrar of Companies, Mumbai with an authorized share capital of Rs. 0. Its total obligation of contribution is Rs. 30,000. The company has

2 Point 2 Capital

Name of the fund Asset class- category License 2Point2 capital trust Equity-long only AIF-III(IN/AIF3/19-20/0686) About 2Point2 Capital is an investment firm that focuses on taking concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations. As investment managers, their primary goal is to protect capital followed by their goal

Indian stock exchanges

There are many stock exchanges in India, but only two main ones on which most of the stock trading occurs – BSE (previously Bombay Stock Exchange) – oldest stock exchange in Asia, dating back to the 1850s, now a listed company National Stock Exchange – NSE was established in 1992 to provide a modern, fully

Green Lantern Capital

Funds managed Fund Category  License Growth fund Mid & Small Cap  PMS Alpha fund Multi-Cap PMS About Green Lantern Capital LLP is a SEBI-registered portfolio management company, based in Mumbai, India , incorporated on 03 December 2016. They practice research oriented, disciplined approach to investing and invest in multi-asset portfolios, benchmark and market capitalization agnostic

IIFCL Asset Management

About Established in 2006. IIFCL Asset Management Co. Ltd. is a wholly owned by Govt of India. Their major goal is to channel long-term finance to viable infrastructure projects via a Special Purpose Vehicle (SPV) known as India Infrastructure Finance Company Ltd. (IIFCL). IIFCL MF IDF is sponsored by IIFCL (a “AA+” rated wholly owned

Hidden risks and opportunities in India

The Marsh McLennan group released a report ‘The Elephants in the Room: Hidden Risks and Opportunities in India‘ in July 2021. It’s a compendium of articles that represent key economic and social issues which organisations in India have to contend with. India recently regained the title of being the fastest growing major economy after a

ICICI Securities Private Wealth

“We are a specialist team. So, in a broad philosophical way if we were to look at, in a bank setup, obviously it’s a far more general approach to doing wealth management versus a Securities Company, who does investments” said Anupam Guha, head of private wealth. As one of two private wealth brands within the
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Logos India

Funds managed Fund name Asset Class License LOGOS India Logistics Venture Fund Real estate IN/AIF2/17-18/0523 About LOGOS’ Indian business is an Alternate Investments Fund registered with SEBI and managed by LAI Investment Manager Pvt Ltd, a Joint Venture between LOGOS Property Group and Assetz Property Group. The partnership established a new standalone platform named “LOGOS

ASK Wealth Advisors

Launched in 2007, ASK Wealth Advisors (ASK WA) was part of the first wave of launches of private wealth firms.  The parent company, ASK Group had started in the early 80s and formed a joint venture with US-based Raymond James in the 90s to offer investment management services through a portfolio management service (PMS) structure.
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Welspun One

About Welspun One Logistics Parks (WOLP) is an integrated fund, asset, and development management organisation delivering large-format, institutional Grade A warehousing & industrial parks across India. Welspun One is backed by a large conglomerate, the Welspun Group-which has been delivering industrial projects for over three decades. They have the ability to leverage several operational synergies

Secura Investment Management

Funds managed Fund Name Asset Class License Secura India Realty AIF real estate SEBI CAT 2 About Secura Investment Management (India) Private Limited is a Private incorporated on 19 May 2008. It is classified as Non-govt company and is registered at Registrar of Companies, Ernakulum. Company is promoted by reputed professionals in association with reputed professionals in

QVC Realty

Funds managed Fund name Asset Class License QVC India Real Estate Trust Fund I Real Estate SEBI CAT II About QVC Realty  Co Ltd is a real estate development company focused on developing signature real estate properties across major Tier I cities in India.  https://www.qvcrealty.com/about Key staff Prakash Gurbaxani-  Prakash Gurbaxani is a Chief Executive

Purple Elephant Realty Advisor

Funds managed Fund name Asset Class License Purple  Elephant Realty Fund Real Estate SEBI AIF CAT II About Purple Elephant Realty Advisor LLP was established in 2017 and it is promoted by Parikh Real Estate Management which is a  real estate advisory & transaction firm. Purple Elephant Realty is a real estate firm based in

Prozone Intu Properties

Funds managed Fund name Asset class License Prozone Intu Realty Fund Real Estate SEBI AIF Cat 2 About Prozone Intu has been set up to create, develop and manage world-class regional shopping centres and associated mixed-use developments pan-India. Their partner Intu Properties Plc, UK owns and manage 12 of the top 20 UK Shopping Centre’s

Piramal Infrastructure

Funds managed FUND NAME REGISTRATION NUMBER PIRAMAL INFRASTRUCTURE FUND IN/AIF1/13-14/0076 About Piramal Infrastructure Private Limited is a Private incorporated on 27 August 2010. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 365,000,000 and its paid up capital is Rs. 356,800,000. It is involved

Northern Arc Investments

Funds managed IFMR FImpact Investment Fund IFMR FImpact Long Term Multi Asset Class Fund IFMR FImpact Medium Term Microfinance Fund IFMR Fimpact Long Term Credit Fund IFMR FImpact Medium Term Opportunities Fund IFMR FImpact Income Builder Fund Northern Arc Money Market Alpha Fund (IN/AIF3/18-19/0601) Northern Arc India Impact Fund (IN/AIF2/18-19/0661) Northern Arc Income Builder Fund

Morgan Stanley Investment Management

Funds managed Fund name Asset Class License North Haven India Infrastructure Fund  PE- Infrastructure focused SEBI AIF CAT II About Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Morgan Stanley Investment Management Private Limited is a private

Kotak Investment Advisors (Real estate)

Funds managed Fund name Asset class License Kotak  India  affordable housing fund – I Real estate SEBI AIF CAT 2 Kotak India real estate fund VIII  Real estate SEBI AIF CAT 2 Kotak  India  real estate fund – IX Real estate SEBI AIF CAT 2 India office assets funds I Real estate SEBI AIF CAT

Kautilya Finance Investment Advisors

Fund managed Kautilya Real Estate Fund (IN/AIF2/18-19/0574) Category: RE Debt (AIF CAT 2) About Kautilya Finance is one of the six specialised real estate investment platforms of Aevitas Property Partners which was founded in 2012. Kautilya Finance BV (“Kautilya Finance”) is an Amsterdam based Securities Exchange Board of India (SEBI) registered Foreign Portfolio Investor. It

Investcorp

Fund Registeresd ID: IN/AIF2/15-16/0183 About Investcorp is a global manager of alternative investments with six lines of businesses, including: private equity, real estate, absolute return investments, infrastructure, credit management, and strategic capital. In 1982, they began as a pioneer in private equity, acting as a bridge between the Gulf and the rest of the world

Indiabulls AMC

Funds managed Fund Name Asset Class Licence Indiabulls Real Estate Fund Real Estate AIF CAT II Indiabulls India Opportunities Fund Real Estate AIF CAT II Indiabulls High Yield Fund Real Estate AIF CAT II Dual Advantage Commercial Asset Fund (DACA) Real Estate AIF CAT II About Indiabulls Group is one of India’s largest groups in

Motilal Oswal Real Estate

Funds managed Funds Structure investments Status No. of Investments* Investments Exit* IREF Structured Equity Investments Close 7 7 IREF II Mezzanine  Close 14 (including reinvestment) 11 IREF III Structured equity / mezzanine investments Close 24 6 IREF IV Structured equity / mezzanine investments Close 10 – IREF V Structured debt investments  Active – – *as

IDFC Alternatives

https://www.idfc.com/alternatives/infra-equity/our-mandate.ht Funds managed Fund name Asset Class License India Infrastructure Fund India Infrastructure Fund 2Real Estate Yield Fund InfrastructureInfrastructureReal estate- debt SEBI AIF Cat 2SEBI AIF Cat 2SEBI AIF Cat 2 About IDFC Alternatives is one of India’s leading multi-asset class investment managers. IDFC Alternatives is IDFC’s alternative asset management vertical and manages over USD 3.4

ICICI Prudential Real Estate

Funds managed  Name Asset class License ICICI Prudential Debt FundIN/AIF2/14-15/0105 Debt AIF Category 2 ICICI Prudential Real Estate AIFIN/AIF2/14-15/0112 Real estate AIF Category 2 About ICICI Prudential Asset Management Company is a joint venture between ICICI Bank of India and Prudential Plc of the UK. It is one of the most pre-eminent real estate investors

HDFC Capital Advisors

Funds managed     Fund name     Asset Class       License     HDFC Capital Affordable Real Estate Fund -1   Real Estate     SEBI AIF Cat 2     HDFC Capital Affordable Real Estate Fund -2   Real Estate     SEBI AIF Cat 2 HDFC Capital Affordable Real Estate

Everstone

Funds managed EverCred Real Estate Credit Plus (Everstone Group) About The Everstone Group is one of Asia’s premier investment groups focused on cross border North America – Asia investments as well as domestic investments in India and Southeast Asia. Founded in 2006 by Atul Kapur and Sameer Sain, Everstone has since emerged as a market

Edelweiss Alternative Asset Advisors

Funds managed Fund name Asset Class License EDELWEISS INDIA REAL ESTATE FUND Real Estate SEBI AIF Cat 2 EDELWEISS REAL ESTATE OPPORTUNITIES FUND Real Estate SEBI AIF Cat 2 REAL ESTATE CREDIT OPPORTUNITIES FUND  Real Estate SEBI AIF Cat 2 About Edelweiss Alternative Asset Advisors are one of the largest alternative asset managers in India,

Brookfield

Fund managed  Fund name Asset Class License Brookfield India Real Estate Fund Real estate SEBI AIF Cat 2 About  Brookfield India Real Estate Trust is India’s only institutionally managed commercial real estate company sponsored by an affiliate of Brookfield Asset Management. One of the world’s largest alternative asset managers with approximately US $600 billion in

Brick Eagle

Funds managed  Fund Name  Asset class Brick Eagle India Affordable Housing Trust Real estate License – AIF Cat 2IN/AIF2/16-17/0290 About Brick Eagle was founded in 2011 with a vision to provide market-based solution for the housing poverty in India. The group strives to bridge the funding gap and empowers Local Developers across the country. Besides

BlackSoil Capital

Funds managed Fund Name Asset Class License Walton Street BlackSoil Real Estate Debt Fund-1 Real Estate AIF CAT 2 BlackSoil Realty Fund Real Estate AIF CAT 2 About BlackSoil is a Mumbai-based specialised debt financing non-banking finance firm. It was founded in 2010. The company was initiated with a mission to pioneer unique advisory and

Black Olive Ventures

Funds managed Fund name Asset Class License BLACK OLIVE REAL ESTATE OPPORTUNITIES TRUST Real Estate SEBI AIF Cat 1 About Black Olive Ventures Pvt. Ltd. (BOV) is a research driven Real Estate Valuation and Advisory services Company providing services to Creators, Investors & Users of Real Estate including Developers, Funds, HNI(s) / Family Offices, Banks,

Athamus Venture Management

Fund managed Fund name Asset Class                               License Excedo Realty Fund – I    Real estate SEBI AIF Cat 2 About Athamus is a vertically integrated fund manager. It oversees India focused real estate funds investing at the land buy stage in end user driven micro markets of Tier 1 cities for superior returns. Investments are made into 100%

ASK Property Investment Advisors

Funds managed Fund name Asset class License ASK Real Estate Special Opportunities Portfolio – 1 Real Estate SEBI AIF Cat 2 ASK Real Estate Special Opportunities Fund – I Real Estate SEBI AIF Cat 2 ASK Real Estate Special Opportunities Fund – II Real Estate SEBI AIF Cat 2 ASK India Real Estate Special Opportunities

Amplus Capital Advisors

Funds managed FUND NAME ASSET CLASS LICENSE AMPLUS REALTY TRUST Real estate SEBI AIF CAT 2 AMPLUS REALTY TRUST – II Real estate SEBI AIF CAT 2 AMPLUS REALTY TRUST – III Real estate SEBI AIF CAT 2 About Amplus Capital Advisors Private Limited company which is incorporated on 08 December 2011. It is classified

Aditya Birla Sun Life AMC (Real Estate)

Funds managed Fund Name Category License Aditya Birla Real Estate Fund I Real estate – equity SEBI AIF Cat 2 Aditya Birla Real Estate Debt Fund  Real estate – debt SEBI AIF Cat 2 About Aditya Birla Capital Limited (ABCL) is the holding company for the financial services businesses of the Aditya Birla Group.ABCL’s subsidiaries have

Alpha Capital

About Alpha Capital is a wealth management and MFO boutique firm set up in xx. The website mentions offices in five locations – Mumbai, Gurgaon, Kolkata, Coimbatore and Siliguri. It does not mention which SEBI license the firm holds. The firm was included in the Asian Private Banker 2020, 2019 and 2018 lists of top

Axis Bank Burgundy Private

While late to the party, Krishnamurthy is upbeat about its progress and future prospects, citing ‘One Axis’ as its USP. Due to its various divisions – securities/investment banking, asset management etc – being under one umbrella and control, he feels Axis Bank is able to offer a much more cohesive service to its affluent and
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Cervin Family Office

About Cervin Family Office was founded by Munish Ramdev who is presently the founder & CEO of the company. The firm holds the RIA license from SEBI. The team used to work together at Waterfield Advisers and hence, has experience advising over 70 family offices and UHNV individuals with over USD 3.5 billion in financial
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Entrust Family Office

About Established in 2013, the firm helps in providing advice on both investment and non investment activities. Entrust has offices in Bangalore, Delhi, Mumbai, Chennai. Key staff Rajmohan Krishnan- Principal founder & managing director – he has a good knowledge about financial services industry and a great advisory experience. Shashank Khade- Co-founder & director –
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Varanium Capital Advisors (PMS)

About Varanium Capital is a Boutique Investment Advisory firm that offers asset management products to clients in India and outside India across asset classes- debt, listed equity, private equity and venture capital. Varanium Capital Advisors Private Limited (VCAPL) is a SEBI licensed Portfolio Manager. VCAPL endeavours to provide Investment solutions and advisory to HNIs and

True Beacon

About   Building on co-founder Nikhil Kamath’s capital market expertise and track record (building the largest stockbroking platform Zerodha), True Beacon was established in early 2019 to change the way UHNI and HNI build wealth. The company is built on client alignment through a zero-standing-fee model, a conservative investment approach, together with liquidity and techenabled

Tata Asset Management (PMS)

About Tata Portfolio Management Services (Tata PMS) is managed by Tata Asset Management Limited (TAML). It was established on 15th March 1994. They have a presence in more than 80 locations across India. It is the only portfolio management company in the country that follows the excellent business model of the USA i.e Malcom Baldrige

Valcreate Investment Managers

About Valcreate Investment Managers is a SEBI registered Portfolio Management Service. They are a research-focused organization. Since inception, all their portfolios are beating relevant benchmarks by a wide margin. SEBI Registration No. INP000005980 They are a highly disciplined research engine, and they buy stocks based on a strong understanding of the underlying businesses. Further, they

Upside AI

About Wyridian has been registered with SEBI as a portfolio manager on February 27, 2018, bearing registration number INP000005953 to offer investment management, portfolio management, and advisory services to High Networth Individuals (HNIs), institutional clients, corporates and other permissible class of Investors. The Portfolio Manager conducts its business under the brand name of ‘Upside AI’. 

Tamohara Investment Managers

About Tamohara Investment Managers is a SEBI registered portfolio management company (INP000004763) incorporated on 26th September, 2014. The investments are generally based in benchmark and cap agnostic equity and multi asset portfolios, providing fund management and advisory services. Tamohara’s investments are backed by heavy research which helps them in identifying good businesses that will give

Stallion Asset

About Stallion Asset is a SEBI Registered (INP000006129) Portfolio Management Services following growth investing as its core philosophy. They started as a research analysis company and have become a portfolio management company due to consistent performance on their research analysis services which helped their clients to successfully & consistently beat the market. They are specialists

Spark Fund Managers

About  Spark Fund Managers is the Equity Asset Management (EAM) arm of Spark Capital (Spark). It is SEBI registered portfolio management company(INP000006235). It was registered on 14th November 2018. It has mainly two offerings under its Portfolio Management Services, i.e. [email protected] Flexicap Strategy and Core and Satellite Strategy. Both of them mainly deal in listed

Sharekhan

About  Sharekhan Limited is a Public incorporated on 20 April 1995. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 900,000,000 and its paid up capital is Rs. 587,461,760. It is inolved in EXTRA TERRITORIAL ORGANIZATIONS AND BODIES. Sharekhan Limited’s Annual General Meeting (AGM)

SageOne Investment Managers (PMS)

About In 2012, SageOne Investment Managers LLP (Previously known as SageOne Investment Advisors LLP) was co-founded by Mr. Samit Vartak, with a motivation to share his skills of identifying great businesses with investors at large. They offer investment management services through Portfolio Management Services (PMS) and Category III Alternative Investment Fund (AIF) structures. Sage meaning

ProAlpha Capital (PMS)

About ProAlpha Capital was formed in 2016 to implement fundamental, quantitative and systematic trading strategies that its team had been developing since 2008 and managing since 2011. It focuses on both technical and fundamental quantitative strategies aimed at the Indian market. It is the only F&O manager regulated by US regulators. It is a pioneer

Pelican PMS

About Pelican Holdings Private Limited was established in the year 2003 as part of the multi-faceted Pelican Group which has interests across Capital markets and Corporate advisory. For nearly two decades the Pelican Group and its Partners have served as advisors to clients investing across various asset classes. Pelican has served the needs of both

NJ Asset Management

Funds managed Fund Name Asset Class License Multicap Portfolio Equity PMS Bluechip Portfolio Equity PMS Freedom ETF Portfolio Equity ETF PMS Dynamic Stock Allocation Portfolio- Aggressive Equity/Debt PMS Dynamic Stock Allocation Portfolio- Conservative Equity/Debt PMS Dynamic ETF Allocation Portfolio- Aggressive Equity/Debt PMS Dynamic ETF Allocation Portfolio- Conservative Equity/Debt PMS About NJ Asset Management Private Limited

NAFA Asset Managers

About NAFA Capital Advisors, the parent company of NAFA Asset Managers, is an India-focused, integrated financial services platform with activities in investment management and corporate advisory. NAFA Capital Advisors specialises in providing a variety of financial services, advisory services and asset management services across a broad array of asset classes under a single umbrella. It

Master Portfolio Services

About  Master Portfolio Services Limited (MPSL) is a public limited company incorporated under the Companies Act, 1956 to do business of portfolio management services. It has been registered with Securities and Exchange Board of India (SEBI) as a Portfolio Manager since February 2003, with registration Number INP000001637 under the SEBI (Portfolio Managers) Regulations 2020. Our

Karma Capital Advisors

About Karma Capital Advisors Pvt Ltd. (KCA) is a Mumbai based independent investment management organization founded in 2005. KCA is domiciled in India as a private limited company. The firm has value driven investment philosophy with a medium to long term time horizon. KCA is a SEBI (Securities and Exchange Board of India) registered and

Jainam Share Consultant

About Jainam is a one stop destination for all the financial services under the sun. From equity trading to commodity trading, from research and analysis to wealth management advisory, from E-broking to E-KYC, and customising services for non-resident Indians, Jainam Share Consultants Pvt Ltd masters it all.. Jainam Share Consultants Pvt Ltd offers multiple broking

Hem Securities

About   Hem Securities Limited is a Public incorporated on 14 July 1995. Company draws inspiration from faith and confidence that our clients have in our commitment and performance, this inspiration is what drives each and every one of us at HEM to continuously excel.  SEBI registration no. INZOOO168034  Key staff Founder- Hem chand jain,

Geojit Financial Services

About Geojit Financial Services (wvvw.geojit.com)is one of the leading investment services companies in India, with a strong presence in the Gulf Corporation Council (GCC) countries. In 1997, Launch of Portfolio Management Services with SEBI registration  It has 11 lakh clients, a network of 460 offices and has Assets Under Custody and Management worth Rs 47,000

Equirus Securities

                        About Equirus Capital was founded in July 2007, with initial focus in M&A and Private Equity advisory. Equirus has built impeccable credential and market standing across domains & has created a niche for itself in its ability to structure and deliver transactions in-line with client’s requirement. With a view to broad base its service

Emkay Investment Managers

About Emkay Investment Managers Ltd. is a SEBI registered portfolio management and investment advisory company incorporated in 2010. It is the asset management part of Emkay Global Financial Services Ltd. Emkay Portfolio Management Services expertise ranges across the span of the Indian equities market, from blue-chip large cap funds and well performing mid-cap funds to

Choice PMS

Funds managed Fund name Asset Class License New India Strategy Equity PMS Ideal India Strategy Equity PMS About Choice is a SEBI registered portfolio manager vide registration number INP000005856. Inception of the firm December 26, 2007 Portfolio Management Services is a highly sophisticated service wherein a portfolio manager makes investments in equity, fixed income, debt

Centrum PMS

About Centrum Broking was founded by Chandir Gidwani in 1994. Later in 2011-12 it became a subsidiary of Centrum Capital. Centrum is a well- respected Financial Services Group, with diversified fee businesses and a rapidly growing lending platform for institutions and individuals. The institutional services include Investment Banking. SME,MSME and Micro Finance loans and an

Anand Rathi Advisory (PMS)

Funds Managed Asset Class License Impress PMS Multi cap PMS Portfolio Plus Multi cap PMS MNC PMS Thematic PMS About  Anand Rathi Advisors Ltd. is a part of Anand Rathi Group (ARG) completing 25 years in the Financial Services Industry. Anand Rathi Global Finance Limited (ARGFL) was incorporated on 3rd February, 1982. They have presence

Ambit Capital PMS

About Ambit is one of India’s premier providers of financial advice and capital. They are focused on delivering tailor-made financial solutions that are suitable to their clients’ needs. These are based on their deep understanding of the Indian economy and market forces, unmatched research and their client-focused approach. At the core of their solutions lies

Aditya Birla PMS

About Aditya Birla Capital Limited was founded in 2007. It’s now a listed company. Fund details Management FeesAs per commission modelUpfront Fees1.2% – 2.2% of Asset ValueBrokerage Charges0.01% – 0.06% of Total Transaction ValueCustodian Charges0.25% – 0.45% of Asset ValueDepository Charges0.21% – 0.32% of Asset ValueExit Load – within 12 months1.2% – 2.2% of Withdrawal

Envision Capital

About Envision Capital is an investment management institution formed in 2009 by Nilesh Shah and regulated by SEBI offering portfolio management services & portfolio advisory services to select institutions, family offices and private clients.  SEBI registered Portfolio Manager (Registration number – INP000003575) Key staff Nilesh Shah – Founder Nilesh is the Founder and Chief Executive

JM Financial Asset Management

About JM Financial Asset Management represents the mutual fund business of the JM Financial Group. It commenced operations in 1994 and is one of the oldest private sector mutual funds in the country. It has a base of over 16,000 distributors across India, covering multiple locations. This business offers a range of around 12 products

Validus Wealth

About Validus Wealth Advisors (India) Private Limited founded by Atul Singh, incorporated on 13 February 2018 as WGC Wealth. LGT, private banking and asset management group owned by the Princely Family of Liechtenstein, acquired a controlling stake in Validus Wealth.  Presence across 9 cities in India. Total employees: 175 (2020), Relationship managers/ advisers: 75 (2019, Asian
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Julius Baer Wealth

About Julius Baer Wealth Advisors (India) Private Limited was incorporated on 27 June 2014. JBWA is a 100% subsidiary of Julius Baer Group Ltd. and Julius Baer is a 130-year-old private bank spread across 60 locations worldwide and a public company listed on Swiss Stock Exchange The business was earlier known as Merrill Lynch Wealth
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Edelweiss Private Wealth

  Established in 2010, Edelweiss Private Wealth was a step behind some of its counterparts which started in 2007. But it has made up for lost ground by growing faster than almost all its competitors. At an AUA figure of USD 15 billion, it’s among the top three in the industry. In 2020, private equity
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Centrum Wealth Management

Founded in 1997, Centrum had grown to be a respected financial services group, with diversified fee businesses and a rapidly growing lending platform for institutions and individuals. About five years ago, Jaspal Bindra joined the group as executive chairman and investor, bringing with him decades of experience having built the Standard Chartered Bank in Asia.
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Career in Asset Management (Mutual Funds)

What is Asset Management? Asset management is investing a pool of  investments into different assets like securities, stocks, bonds, real estate managed by a manager who is compensated by fees or certain percentage of assets of investors or commissions as they do market analysis and create a portfolio of investment for their clients. Link to

CRISIL

About the firm Business Model The firm does not charge for its quantitative ratings (CRISIL mutual funds rankings). It does not appear to make money from advertising either. However, its qualitative research is available only part of paid consulting assignments with private wealth management and other institutional investors. Investment philosophy CRISIL mutual fund ranking (CMFR)
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Morningstar

About Founded in 1984, Morningstar has grown from a startup to a global research company in 35 years. A 27-year old stock analyst , Joe Mansueto thought it was unfair that people didn’t have access to the same information as financial information as financial professionals. So he hired a few people and set up shop
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Edelweiss Asset Management (MF)

About Edelweiss Asset Management Limited is sponsored and managed by Edelweiss Financial Services Limited, an Indian conglomerate operating in the financial services sector of the company since 1996. In 2014, Edelweiss Financial Services acquired Mumbai-based asset management company, Forefront Capital Management. In 2016, it completed the acquisition of fund schemes of JP Morgan Asset Management
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Franklin Templeton Asset Management (MF)

About Franklin Templeton’s India office was set up in 1996 as Templeton Asset Management India Pvt. Limited. It flagged off the mutual fund business with the launch of Templeton India Growth Fund in September 1996. Franklin Templeton Investments is a global investment firm and holding company that is headquartered in New York City, New York
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Kotak Asset Management (MF)

About Established in December 1998, it’s a subsidiary of Kotak Mahindra Bank Limited. Kotak Mahindra AMC is the 4th largest Mutual Fund estimated on quarterly AUM as of June, 2022. It’s the fastest growing Mutual Fund house in India. Kotak Mahindra AMC has a large investor base of over 8.1 million investors. Kotak Mahindra has
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ICICI Prudential Asset Management (MF)

About ICICI Prudential Asset Management Company Limited (‘the Company’) was incorporated on June 22, 1993. The principal shareholders of the Company are ICICI Bank Limited (51%) and Prudential Corporation Holdings Limited (49%), one of the UK’s largest players in the financial services sectors. It is listed in stock exchanges in London, Hong Kong, Singapore and
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HDFC Asset Management (MF)

About HDFC AMC is one of India’s largest mutual fund managers with USD 54 dollars in assets under management as on 31 March, 2021. Started in 1999, it was set up as a joint venture between Housing Development Finance Corporation Limited (“HDFC”) and Standard Life Investments Limited (“SLI”). During FY18-19 it carried out an initial
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Abakkus

Funds managed Fund name Asset Class License Abakkus Emerging Opportunities FundAbakkus Growth Fund Equity  Hedge Fund SEBI AIF Cat 3                                SEBI AIF Cat 3 About the AMC Abakkus Asset Manager LLP is an investment management company which was founded by Sunil Singhania in May 2018. Key staff : Sunil Singhania : Prior to Abakkus, in

Archer Capital

Funds managed Fund name Asset Class License Archer India Growth Fund Equity – Long Only SEBI AIF Cat 3 About the AMC Archer Capital was founded by Parth Patel in April 2018. He is the chief architect and the key driving force behind the strong risk management and research capabilities of the firm. He is

Avendus (Cat3)

Funds managed Fund name Asset Class License Avendus Absolute Return Fund Long short in equity and indices SEBI AIF Cat 3 Avendus Enhanced Return Fund Long short (long bias) SEBI AIF Cat 3 Avendus India ESG Fund Long only(ESG) SEBI AIF Cat 3 Avendus Long Short India Equity Long Short(long biased) Offshore fund About the
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Lares Softech

Funds managed Fund name Asset Class License Lares Alpha Scheme Hedge fund SEBI AIF Cat 3 https://lares.co.in/hedge-fund/ About the AMC It was started by Maya Sharan Singh in March 2009. The founder has a previous work experience in India Bulls as Assistant Branch Manager dealing in Equity and Derivatives instruments. He is an alumni of
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Old Bridge Capital

Funds managed Fund name Asset Class License Vantage Equity Fund Not known SEBI AIF Cat 3 Long Term Equity Fund Not known SEBI AIF Cat3 Name not known Not known SEBI AIF cat3 About the AMC Founded by Kenneth Andrade. 3 AIF funds – 2 closed ended and 1 open ended fund Key staff- Kenneth
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Suvitta Capital Trust

Funds managed Fund name Asset Class License Not Available  Hedge fund SEBI AIF Cat 3 About the AMC Suvitta Capital Trust is a SEBI (The securities and market regulator in India) registered Hedge Fund (AIF Category 3 Fund) that invests based on quantitative strategies.  Key staff : Vishal Nathan Vishal is an alumni of IIT Madras

TCG Asset Management

Funds managed Fund name Asset Class License Primario Fund Style                                 Hedge fund SEBI AIF Cat 3 Long / Short Fund Style:                                Long short equities SEBI AIF Cat 3 Other licenses could be PMS  About the AMC Fund Manager- Chakri Lokapriya 20 years of managing Absolute and relative BRIC and Global funds at J.P. Morgan, New York;

Unificap

Funds managed Fund name Asset Class License Unifi High Yield Fund High yield bond and event driven  SEBI AIF Cat 3 Unifi Green Fund Listed Equity (Mid and small cap) SEBI AIF Cat 3 Unifi Blend Fund Listed Equity SEBI AIF Cat 3 About the AMC Unifi was established in 2001 Sarath K. Reddy, CIO

Golden Jupiter Capital

Funds managed FUND NAME ASSET CLASS LICENSE Jupiter Alternative Investment Fund 1 Open- ended AIF Cat III Jupiter Alternative Investment Fund 1 (“Jupiter AIF 1”) is an open ended scheme offered by Jove Trust. Jupiter AIF 1 targets top 150 companies trading in National Stock Exchange (NSE) and uses a proprietary quantitative strategy, with no

Varanium Capital Advisors

Funds managed Fund name Asset Class License VARANIUM Dynamic AIF(Started in Nov, 2016) Hedge fund (Open Ended, Long Short Equity Fund) SEBI AIF Cat 3 Varanium NexGen Fund Venture Capital SEBI AIF Cat 1 Varanium Hospitality Fund Theme Based – Private Equity SEBI AIF Cat 2 (Source – PMS AIF World-https://www.pms-aif.com/investments/varanium-dynamic-aif/ ) AIF CAT 1

Motilal Oswal Asset Management (PMS)

Funds managed Fund name Asset Class License Value Strategy Multi cap PMS Business opportunity portfolio Multi cap PMS Next trillion dollar opportunity Multi cap PMS India opportunity portfolio strategy Multi cap – small and mid cap PMS India opportunity portfolio strategy V2 Multi cap – small and mid cap PMS About the AMC Motilal Oswal
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Sameeksha Capital

Funds managed Fund name Asset Class License Sameeksha India Long Only Equity Fund Equity PMS Sameeksha India Long Biased Equity Fund Equity PMS About Sameeksha Capital is a SEBI registered PMS, founded by Bhavin Shah in April 2016. Eswar Menon, Fund Advisor The AUM of the Sameeksha Capital is about 267 crores. Sameeksha Capital Private
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2point2 Capital

2Point2 Capital Advisors LLP is a SEBI registered Portfolio Management Services (PMS) provider (vide registration number INP000005190). About the AMC Co-founded in 2016 by Amit Mantri and Savi Jain. They were batchmates at IIT Kharagpur during graduation. The founders studied together at IIT Kharagpur more than a decade back. “2.2” is the length in kilometers
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Aequitas Investment

Aequitas is a SEBI registered Portfolio Management Service (PMS). About the AMC Neerav Shah (co-founder) and Siddhartha Bhaiya (co-founder) Something about the key fund manager eg where they worked before and where they studied Currently, Aequitas has around INR 10 billion assets under management and is poised for exponential growth in the years to come.
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Ask Investment Managers

Funds managed Model Portfolio Strategy License Growth Strategy Portfolio Multi-cap PMS Life Strategy Portfolio Multi-cap PMS Indian Entrepreneur Strategy Portfolio Multi-cap PMS Strategic Portfolio Multi-cap PMS India Select Portfolio Multi-cap PMS Domestic Resurgence Portfolio Multi-cap PMS About the AMC Ask Investment Managers Limited (ASKIM) is an asset and wealth management company. It was founded by
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Abakkus Asset Manager

Funds managed Fund name Asset Class License Abakkus Emerging Opportunities FundAbakkus Growth Fund Equity  Hedge Fund SEBI AIF Cat 3                                SEBI AIF Cat 3 About the AMC Abakkus Asset Manager LLP is an investment management company which was founded by Sunil Singhania in May 2018. Key staff : Sunil Singhania : Prior to Abakkus, in
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Axilor Ventures

Funds managed Fund name Asset Class License Axilor Technology Fund Seed fund (Early stage) SEBI AIF Cat 1 With a corpus of 200 Cr, the seed fund is looking to back bootstrapped and Angel funded tech start-ups for their Pre Series A rounds The fund will make initial investment of upto 3 Cr ($450-500k) with
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Tata Capital

Funds managed Fund name Asset Class License Tata Capital Growth Fund PE (growth stage) SEBI AIF Cat 2 Tata Capital Healthcare Fund PE (growth stage) SEBI AIF Cat 2 Tata Capital Innovations Fund VC (early stage) SEBI AIF Cat 2 Tata Capital Special Situations Fund- Trust PE (SMEs preferably) SEBI AIF Cat 2 Tata Opportunities
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Mercer

About the firm Mercer is an American human resources consulting firm. It is the world’s largest outsourced asset manager with over $300 billion USD outsourced assets under management and $15 trillion USD under advisement in total. Headquartered in New York City, the firm operates in more than 130 countries, and is the largest provider of outsourced chief investment officers.  Mercer is
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Career in finance industry

So you want to work in finance? Finance is a pretty wide industry with a range of possible careers. You will need to narrow done much further. You could choose from the following – Investments – the asset and wealth management sectors are called the ‘buy side’, within asset management, the stock and bond markets
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Union Asset Management

About Union Asset Management Co Pvt Ltd is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. Present in 18 cities with AUM of Rs. 5240.41 crore (Mar-31-2021)

Trust Asset Management

About TRUST is one of India’s leading full-service financial houses. We provide solutions and services across multiple asset classes like debt, equity and real estate. We partner with clients for their investment banking, capital market services, asset management and advisory, and wealth management and family office advisory needs.   TRUST Mutual Fund is sponsored by TRUST

Taurus Asset Management

About Taurus was amongst the first few private sector mutual funds to be registered with SEBI in 1993.

Shriram Asset Management

About Shriram Asset Management is promoted by the south India based Shriram Group.

Quant Money Managers

About Incorporated in December 2007, the firm started its operations in May 2008 derived from the sponsor – Quant Capital Finance & Investments Pvt Ltd. Quant Money Managers Ltd (QMM)  is an investment management firm offering a diverse set of investment products across asset classes.  Its AUM as on 30th Sept, 2022 quarterly data is

Navi Asset Management

About The Navi group took over Essel Mutual Fund in January 2021 and rebranded as Navi Asset Management. As of 30 November 2022, the AMC had a total domestic AUM of over ₹2023.58 crore (~USD $20m). It has a pan India presence in over 37 locations. Navi AMC Limited is the investment manager for Navi

IDBI Asset Management

About IDBI Asset Management Limited was incorporated in 2010 as a subsidiary of IDBI Bank. Doesn’t seem to be remarkable so low priority.

Value Research

About the firm Value research was founded by Dhirendra Kumar .It empowers savers to invest wisely and achieve their lives’ financial goals. We simplify the seemingly complex world of investing, help you understand it and navigate it. We have been doing this since 1992, and this is all we do. Investment philosophy What is Value

Investor education in India

The National Centre for Financial Education (NCFE) conducted its last survey on financial literacy in 2019. Compared to global standards for financially literacy, Indian figures appeared better on financial behaviour (53%) and attitude (89%), but slightly lower for financial knowledge (49%). The survey found that, on an average, only 27% of Indian population was financially

How to get investors to take a long-term view

Small changes in how retirement funds display information can have big effects on the way households invest their money, according to research by Chicago Booth PhD candidate Maya O. Shaton. How materials display a portfolio’s returns can affect how much an investor trades and how much risk that investor takes.
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Factors to consider in compliance monitoring program

Using a tick-the-box approach for monitoring of conflicts of interests will probably lead to regulatory issues and reputational disasters. Wealth firms will need to have code of conduct and conflict of interests programmes adjusted so as to be appropriate for their business model. Conflicts of interests are everywhere. Firms in financial services, especially in wealth
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Family offices generating interest

The number of high net worth individuals in the Asia Pacific region has touched 4.3 million, equaling that to that in North America, according to the CapGemini World Wealth Report 2014. Yet the number of family offices in the region, numbering just over 100, ‘does not reflect the boom in regional wealth’ according to CampdenFB.
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Valuing real estate

Subhankar Mitra of Jones Lang LaSalle explains the basic methodologies used for real estate valuations in India. Valuations are very important in any private equity/real estate investing not only while buying and selling but also for ongoing reporting. Hence, it’s important to understand how valuations work in India. 1. What qualifications does one need to
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Optimising wealth management business levers

Talent, product and customer segmentation are the key levers a private wealth firm can pull to decide on its business strategy, according to Sridhar Srinivasan, partner & India head at consulting firm Oliver Wyman. Targeting white space Oliver Wyman’s 2012 ‘Targeting the White Space’ report estimated emerging Asia had US$11 trillion of unmanaged wealth, making
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Empowering rural India

Inspired by the movie Swades, Ronnie and Zarina Screwvala founded the Swades Foundation that operates with the single-minded focus of empowering rural India. Screwvala believes, “India cannot rise to its true potential without a fundamental transformation in the lives of people in rural India”. “For over a year, we met other philanthropists, visited many villages
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Using assessments for better recruiting

Most wealth management firms rely on interviews for their recruitment process, which can be time-consuming and may not provide all the information about the candidate necessary to make a sound recruitment decision. In an interview, it may not be possible to assess if the candidates have all the skill sets required for the job or
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Guide to Wealth Management in India

The Hubbis Guide to Wealth Management in India is a compilation of articles and interviews with industry leaders during 2011, 2012 and 2013. Please email [email protected] to get the guide.

Philanthropy getting organised

While Indians have had a long history in philanthropy, the space has not been organized. However this is changing, probably not co-incidentally, with the transfer of wealth to the younger generation which is more technologically savvy and wants more transparency. Philanthropy has a deep and broad foundation in Indian society, though it’s only recently being

New paradigm – blending returns and impact

Families typically invest their portfolio in ‘traditional’ investments such as equities, real estate, cash etc with the aim of maximizing returns, while allocating a small part of their wealth to philanthropy. However, they could look at following global institutional investors’ example and combining returns and impact through Responsible Investments and Impact Investments. Wealth planning discussions

Family wealth governance

While a lot of the discussion on wealth planning is focused around the legal structures and documents, a crucial area that could make or break the intent of these structures is the governance. Families are starting to discuss governance, not only related to succession planning in the family business, but also in the management of

Investing in a multi-jurisdiction maze

Wealthy families rarely have all their wealth in their home country – they tend to accumulate and invest in multiple places around the world. This means navigating a maze of regulatory and tax environments. Indians are living and investing overseas Wealthy Indians spend a lot of time outside of India, whether it is for business,

Managing trusts

Once a family decides to set up a trust, it has to select service providers to help set up the trust and also to help manage the trust. The ongoing management is done by the trustee, protector and administration provider. Families can appoint family members or friends as individual trustees, or a corporate trustee –

Using trusts properly

Trusts are a flexible tool to achieve most wealth planning needs. However, there are various types of trust structures available, hence it is vital that trusts are properly understood and used in the right ways. Overcoming misconceptions, and eliminating mis-selling of trusts, combined with better education on the value and application of use these structures,

Practical estate planning

While wealth planning encompasses a wide range of topics, the most significant one is trans-generational wealth transfer though estate and succession planning. The simplest way to execute estate planning is leaving a will, but even this not universally done. Given the multiplicity of succession laws applicable in India, and the inefficiency of the legal system,

Wealth planning basics

Shailesh Haribhakti, chairman of DH Consultants, discusses how wealth planning is developing as a key element of wealth management in India. 1. What are the main issues in wealth planning in India? (5:09) 2. What advice would you give to a relationship manager on how to advise on these complex issues? (2:32) 3. Why aren’t
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Family business governance

Sunil Shah of Evergreen Family Business Advisors explains why Indian family businesses seek advice on governance, and outlines what they are looking for. 1. What is the nature of the interest that family businesses in India are showing in terms of governance? (5:01) 2. What are some of the characteristics of Indian families which makes
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Understanding risk profiling

  Paul Resnik of Finametrica explains the concept of risk profiling and the stability of the risk tolerance measure over time.
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