)
The writer is director of Circle Wealth Advisors, a Sebi-registered investment advisor; X: @saurabhsmittal
The writer is director of Circle Wealth Advisors, a Sebi-registered investment advisor; X: @saurabhsmittal
Tracking portfolio XIRR against the Nifty 50 TRI helps direct equity investors determine if their time and effort are generating meaningful alpha
In a pooled structure, your fate is tied to the collective behaviour of all investors. In a non-pooled one, your portfolio stands on its own