Recently, a couple working in IT sector approached us to take our view on their mutual fund portfolio as they were not happy with its performance. They were working with a fee-only advisor for the past few yrs.
The advisor used to engage with the clients only twice a year to…
Hypothetical Illustration of Market Timing
If you can sidestep a 15% drawdown it can add significant alpha to the long-term portfolio returns(refer to image 1). We did it for many of our clients in the last 18 months.
Many of those who were bearish in 2024 remained bearish…
Hypothetical Illustration of Market Timing
If you can sidestep a 15% drawdown it can add significant alpha to the long-term portfolio returns(refer to image 1). We did it for many of our clients in the last 18 months.
Many of those who were bearish in 2024 remained bearish… https://t.co/YSHnEn34cq
Aksha Moneyworks4u's AUM Hits ₹300 Crore!
We're thrilled to share our Asset Under Management (AUM) growth:
* Jan 2022: ₹100 Cr
* May 2024: ₹200 Cr
* June 2025: ₹300 Cr
This remarkable journey wouldn't be possible without the unwavering trust and support of our incredible…
Hello Bengaluru!
We are coming to meet mutual fund investors in Bengaluru on Saturday, 7th June. The agenda is to showcase our portfolio creation framework and how it has helped our clients generate good risk-adjusted returns, share my perspective to look at the markets and we…
Concentrated portfolios are risky because the range of returns is wide. If things go well, you make a killing. If things go bad you underperform in a significant way.
Concentrated portfolios are risky because the range of returns is wide. If things go well, you make a killing. If things go bad you underperform in a significant way. https://t.co/FRjiNTFpKL
This was the first time I asked people to build their portfolios with me. The message is still relevant as many of our calls have been 🎯
If you are interested in availing our services as a mutual fund distributor please fill up this Google form.
forms.gle/bWpX5N4vmMMDc4…
This was the first time I asked people to build their portfolios with me. The message is still relevant as many of our calls have been 🎯
If you are interested in availing our services as a mutual fund distributor please fill up this Google form.
forms.gle/bWpX5N4vmMMDc4…
We had booking profits in client portfolios in 2024 and holding back fresh investments in equities. Over the last 10 weeks we have gradually got back in the market. The equity allocation has gone up from <50% to 66%. We invested close to 70 Crs of investor money(incld switches)…
We had booking profits in client portfolios in 2024 and holding back fresh investments in equities. Over the last 10 weeks we have gradually got back in the market. The equity allocation has gone up from <50% to 66%. We invested close to 70 Crs of investor money(incld switches)… https://t.co/9gcyJBD9N5
We have had a huge influx of new clients in this quarter. We onboarded 52 new families in the last 3 months. Almost all of these clients were DIY investors. We invested 29 Crs of new money in equity MFs in the last 10 weeks.
We are now one of the fastest growing mid-size boutique…
We have had a huge influx of new clients in this quarter. We onboarded 52 new families in the last 3 months. Almost all of these clients were DIY investors. We invested 29 Crs of new money in equity MFs in the last 10 weeks.
We are now one of the fastest growing mid-size boutique… https://t.co/beAR7ddpbr
Finflunecers often board brush all MFDs as thugs or incompetent as if they have met every MFD in India!
A sensible finfluencer will tell you reg flags & green flags to look for in an MFD.
Here is one such good attempt made to list out green flags & red flags in MFDs.👇
Finflunecers often board brush all MFDs as thugs or incompetent as if they have met every MFD in India!
A sensible finfluencer will tell you reg flags & green flags to look for in an MFD.
Here is one such good attempt made to list out green flags & red flags in MFDs.👇
Throughout 2024 when MF were witnessing huge inflow and NFOs were gathering thousands of crores we decided to play it safe and wait for an opportune moment to go aggressive in the markets. It's not like we didn't make money, we made decent gains in China, Gold miners, US Equities…
Throughout 2024 when MF were witnessing huge inflow and NFOs were gathering thousands of crores we decided to play it safe and wait for an opportune moment to go aggressive in the markets. It's not like we didn't make money, we made decent gains in China, Gold miners, US Equities… https://t.co/3xFPQdMyMl
Catching falling knife and udte teer is my bachpan ki hobby.
For those who think I am always bearish or I don't know what I am talking may want to check out this thread. We were bullish at every single turning point of the market. And at every single turning point most of the…
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