insights

articles, blog posts about investments, wealth management, communication

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, ...
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P2P lending in India

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 ...
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/ Debt, Featured
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 ...
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/ Equities, Featured
Wealthtech in India

Wealthtech in India

Wealthtech, also sometimes referred to as Investtech or robo-advisory, is still nascent in India. We take a look at some ...
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/ Business Issues, Featured
Voice of the private banker

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 ...
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/ Business Issues
the private wealth issue

the private wealth issue

Private wealth….the wealth of private clients. The term ‘private client’ implies there is something private about them. The term has ...
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Connected strategy for wealth management

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 ...
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Asset management industry profits

Asset management industry profits

The Indian asset management industry assets under management have crossed INR50 trillion (~$370+ bn). Revenues average about 53 basis points ...
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/ Business Issues, Featured
Big Data and ML in funds 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 ...
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/ Portfolio Construction
India's pension system needs work

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 ...
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/ Wealth Planning
InCred Wealth

InCred Wealth

InCred Wealth is part of the InCred financial services platform that aims to leverage technology and data-science to ease many ...
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Delivering private wealth services

Delivering private wealth services

Having decided which products & services will be offered and then done some high level marketing activities, private wealth firms ...
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/ Advisory Process

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