Investment Portfolio

Sebi allows transfer of PMS business between portfolio managers

Transfer of PMS business will now be permitted with Sebi's prior approval, provided the process is completed within two months of regulatory clearance

Netherlands-based firm Prosus sees IPO upside in India as portfolio matures

With $6.5 billion in Indian assets, the Dutch firm eyes near-term returns from listings, including Urban Company and BlueStone, amid sustained tech investment

Why financial year-end portfolio rebalancing matters and how to go about it

Unless deviation from the original portfolio is drastic, rebalance by buying more of the underperforming asset class, to avoid tax and exit load

Playbook Partners to invest $20 mn each in 12-15 companies over 2 years

Growth capital firm Playbook Partners intends to invest USD 20 million (around Rs 175 crore) each in about 12-15 companies over the next two years, a top company official said. The firm's investment portfolio includes companies like Myntra, PolicyBazaar, InMobi, Nazara Technologies, Rapido, and Renee, among others. While primarily investing in India, it has also backed global companies like SpaceX and Stripe. "With planned investments up to USD 20 million each in 12-15 companies, we are targeting high-potential ventures across SaaS, E-commerce, Healthtech, ClimateTech, B2B & B2C, Playbook Partners Founder and Managing Partner Vikas Choudhury said. Our focus is on companies that have crossed Rs 100 crores in turnover, where our capital and expertise can accelerate their journey to the next level of growth," Choudhury told PTI. Commitments to three companies are in the final stages of closing and will be announced over the next quarter, he added. The former Jio president said he has

How often should you rebalance your portfolio?

Doing a regular review of your portfolio is essential to keep your investments on track and ensure you are moving in the direction of your stated objective

InvestorAi raises Rs 80 cr in funding from Ashish Kacholia, associates

Equity investment platform InvestorAi has raised Rs 80 crore in funding led by Lucky Investment Managers founder Ashish Kacholia and his associates, the company said on Thursday. The Bangalore-based company said funds raised will be used for scaling the business and adding new products. "InvestorAi raises Rs 80 crore in Series A from ace investor Ashish Kacholia and associates," the company said in a statement. Founded in 2018, InvestorAi is an AI-powered equity investment platform that uses advanced AI to power stock recommendations for investors. "We are convinced that India can lead the way and be a showcase for the world on how to use AI technology to create DIY wealth solutions that are simultaneously convenient, engaging, accessible to all and create good investment outcomes. "We are delighted to have such an incredibly experienced market expert like Ashish Kacholia as an investor and are grateful for his confidence in our vision, our model and our team," InvestorAi Chairman

Tax loss harvesting: Reduce tax liability, improve quality of portfolio

Transaction costs, price fluctuations may nullify the benefits of this exercise

Chart: Corporate fixed deposits offered by various companies

Paisabazaar's table for information on returns and credit ratings of leading providers

Build an equity-heavy portfolio for your child's higher education goals

This is essential to combat the high inflation in cost of education

Investors could continue to allocate to equity funds, says UTI AMC CIO

Investors should be guided by valuations in determining risk and allocation rather than events that cannot be predicted, said Vetri Subramaniam

How to plan your finances before you take the leap into entrepreneurship

Creating an adequate reserve, reduce the risk in your investment portfolio, and buy sufficient life and health insurance

Invest in NFOs only if it helps in diversifying your portfolio: Experts

Stick to proven fund houses with at least a 5-year track record and see how they performed over market phases

Temasek bullish on Indian start-ups, renew energy despite slowdown overseas

Top executives of Temasek, which has doubled its India portfolio in the past five years to $16 billion, said the fund made several successful exits from India in FY 22

Portfolio strategy: Experts prefer to side with defensives

Equity markets are in turmoil due to global uncertainties. Analysts are asking investors to remain cautious and look at safer investment options. Find out the sectors and stocks that are a safe bet

Don't be over-obsessed with equities, book profits if you haven't already

Exposure to debt funds and gold is essential even if current returns from these asset classes are low

How are India's equity markets expected to perform in December?

Benchmark stock indices seem poised to log their first monthly loss in eight months in November. Will the correction continue in December? Or will the indices bounce back? Find out what to expect

Adopt glide path to a diversified portfolio

In the case of many senior-level executives, their employer company's shares at times account for 40-90 per cent of the portfolio, making it extremely concentrated

Will invest in firms focused on make in India: True North's Ashish Bhargava

Bhargava says the firm had very few challenges in understanding businesses and investing during pandemic as young founders are comfortable having online discussion

Our portfolios are built around firms that sell essentials: Marcellus CIO

Saurabh Mukherjea says that his three-step approach to investing does not focus on short-term factors like what central banks are doing or what will do well in the festive season

Steps to undertake while conducting a mid-year review of your portfolio

Mid-year reviews have become extremely crucial for assessing portfolio health during Covid-19 times