India’s alternatives investment ecosystem has entered a new phase of scale, with Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) together crossing Rs 23.43 lakh crore in assets as of September 2025. New data compiled by PMS Bazaar shows the sector has expanded at a remarkable 31.24% CAGR over the past decade, driven by … Read more
Corporate India may face some turbulence this earnings season as twin headwinds—implementation of the new GST regime and the imposition of higher US tariffs—begin to show up in September-quarter numbers. According to Shravan Sreenivasula, Head – Investment Solutions at Avendus Wealth Management, these factors have disrupted inventory clearance and created caution across key industries such … Read more
In April 2025, Trivantage Capital’s pure-play small and mid-cap financial services portfolio delivered an impressive 9.9% monthly return, significantly outperforming its benchmarks. What sparked this sharp surge? In this edition of ETMarkets PMS Talk, we sit down with Nikhil Johri, Founder & Chief Investment Officer at Trivantage Capital, to unpack the drivers behind the portfolio’s … Read more
Crorepati goals: I recently turned 34 years old and updated my financial numbers as of December 31, 2024. My wife, who is 32 years old, and I have reached a portfolio value of over 55 Lakhs. Here is the breakdown: Mutual Funds: Rs 19 Lakhs Stocks: Rs 19.75 Lakhs Provident Fund: Rs 12.25 Lakhs National Pension … Read more
The Navigating the Future of Wealth Report 2024, released by global migration platform Multipolitan, has predicted a major shift in global wealth as millennials inherit trillions from older generations and embrace new investment strategies. The report has highlighted how this generational wealth transfer will impact investment trends and wealth management. The report estimates that by … Read more
“The key drivers have been increased in number of clients, increased per client AUM, increase in overall AUM, and increase in the relationship managers, the team size. So, all these factors have contributed to the growth which we have been able to achieve in the last quarter,” says Anand Rathi, Anand Rathi Group.What have been … Read more
India’s wealth management industry is entering a pivotal phase, with current assets under management (AUM) estimated between $1-1.2 trillion. As India accelerates its trajectory as the fastest-growing economy coupled with a dynamic investment landscape, the Indian wealth management industry is poised for sufficient expansion. This growth is underpinned by the ‘Triple Multiplier Effect’ – the … Read more
Rakesh Rawal, CEO, Anand Rathi Wealth, says it is easier to get flows when market sentiment is backed by investor confidence. When there is a little bit of turmoil, then more efforts are needed to build confidence and the past has shown that extra efforts do not change the direction of flows. So, yes, if … Read more
Domestic equities saw a sharp rally from the start of FY24 with Nifty crossing the 20k mark supported by strong macros and upbeat earning growth. This is also reflected in the revival of the number of active users on NSE which increased for the second consecutive month to 32.7m in Aug’23 from 31.9m in Jul’23. … Read more
With the start of the new financial year, a slew of regulatory changes will impact your investments across equity markets, mutual funds and other schemes. Here’s a guide on what changes for investors in FY24. STT hikeIn a surprise move during the Parliament session, the union government has proposed to increase Securities Transaction Tax (STT) … Read more