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When it comes to conservative long-term value investing, Alternative Investment Funds (AIFs) can provide a valuable opportunity to diversify...
When using PMS services (Portfolio Management Services), investors gain access to expert advice and tailored strategies that align with thei...
Navigating market cycles can be one of the most challenging aspects of investing. The highs and lows, bullish and bearish trends, often leav...
In February 2025, the Securities and Exchange Board of India (SEBI) introduced a new category of investment vehicles known as Specialised In...
Regulatory authorities categorize Alternative Investment Funds (AIFs) into three distinct categories, which serve different investment objec...
On 14th February 2025, the Securities and Exchange Board of India (SEBI) issued an important circular regarding the timelines for holdi...
India’s financial landscape is undergoing a transformative shift, fuelled by a confluence of factors. A decade-long surge in wealth has seen...
India’s financial landscape is undergoing a transformative shift, fuelled by a confluence of factors. A decade-long surge in wealth has seen...
The Indian Portfolio Management Services (PMS) industry has seen a significant uptick in interest from High Net-worth Individuals (HNIs) and...
India’s alternative investment funds (AIF funds), which includes private equity funds, debt funds, real estate funds, and funds of funds, ha...
The ‘Future of India’ is larger than the headlines. Larger than our government. Larger than the bureaucracy; larger than the titans of indus...
“South Indians spend a lot of money on weddings. Even though we’re present in only 4 states of the South, we’ve managed a turnover of more t...
Pharmaceuticals is an industry that, along with financial services could be labeled as one being underpenetrated in India. However, that’s c...
Despite the increasing focus on renewable energy sources, coal appears likely to remain dominant in most of Asia’s energy sector for some ti...
The post-COVID-19 pandemic period has seen a notable trend in the Indian consumer market. Wealthier individuals are spending more on luxury ...
The much-anticipated initial public offering (IPO) of Tata Technologies, a global engineering and product development services company witne...
In the ever-evolving landscape of India’s financial markets, Demat (Dematerialized) accounts have emerged as a transformative force, making ...
In an intriguing revelation within the sectoral indices, the Gems and Jewellery Index showcases a remarkable trend – the domination of hyper...
India’s automotive landscape presents a contrasting tale of luxury and utility. Luxury car sales are racing to new heights, while entry-leve...
The Indian economy and the stock market has always been a subject of great fascination, not only for financial enthusiasts but also for poli...
The Price-to-Earnings (P/E) ratio is a fundamental financial metric widely used by investors to assess the relative valuation of a stock. It...
In the fast-paced world of finance, navigating investment options can be overwhelming. But if you’re looking for a straightforward and cost-...
In a display of investor confidence and market enthusiasm, four Indian companies achieved stellar stock market debuts in August 2023. The fi...
In the fast-paced world of stock market investing, the concept of compounding often takes centre stage as a critical factor for long-term we...
Healthcare conglomerate Fortis is looking to list its Diagnostic Arm Agilus (formerly SRL Diagnostics). The impending IPO is will reportedly...
In the fast-paced world of Indian business, the IPO market has been bustling with activity recently, with several companies making their deb...
The Indian markets have displayed robust returns so far in 2023, though IPOs have encountered a somewhat cautious reception. While many list...
This quarter marks three years since the Covid pandemic hit India. At the end of March 2020 and beginning of April that year, the levels of ...
Last week, financial media outlets such as Business Today, The Economic Times, and Mint spotlighted Shepherd’s Hill...
Indian mutual funds play a significant role in the country’s investment landscape, offering retail and institutional investors opportunities...
Benjamin Graham, widely regarded as the father of value investing, asserted that the power of compounding is one of the most crucial concept...
In this year’s Berkshire Hathaway letter, Warren Buffett highlights some thoughts about life and investing expressed by his partner, Charlie...
Portfolio Management Service (PMS) is a specialised service offered by professional money managers to manage investment portfolios on behalf...
Alternate Investment Funds (AIFs) have grown in popularity as a new way to grow wealth due to their potential for higher returns. AIFs are p...
While it’s clear that conversational artificial intelligence is the new technological breakthrough everyone is talking about, using it to im...
SEBI lists 405 firms that have Portfolio Management Services licences. PMS investments has touched 26.7 lac crores. These numbers have only ...
The Tata Group has returned to the capital markets, for the first time since 2004, filing a “draft red herring prospectus” (DRHP) for Tata M...
The use of the word “play” when referring to stocks and stock markets is a misnomer that distracts from what should be a serious endeavour. ...
The Consolidated Account Statement – or CAS – is a single, aggregated statement of all your investments in the securities market. All your i...
At the beginning of the new year, there is a lot of uncertainty and volatility in the economy and the financial markets. The tightening grip...
In a talk at IIM Bangalore a few weeks ago, SEBI chairperson Madhabi Puri Buch described a very interesting development with respe...
With markets undoubtedly cracking over the last quarter, it is a good time to look back at the lastthree years and review our frame of refer...
In theory, an independent director is a guardian of minority shareholder rights. The independent director is supposed to scrutinise question...
An important part of investing is understanding uncertainty – that we do not know what will happen. And yet, at the same time, we must remai...
According to a recent New York Times article, Bruce Springsteen’s music catalog was sold for $550 million. According to Billboard, after ded...
We had written in March about inflation creeping into the economy. It is now clearly visible in the data, as well as anecdotally. The Feder...
We have spoken earlier about investing in Public Sector Units (PSUs; government owned and controlled companies), and why they should be avoi...
Many people think that an important benefit of investing in the public equities market is that they can withdraw or liquidate the investment...
The Price-Earnings – or PE – ratio is used very often by investors and financial analysts to gauge the price level of any given company’s st...
(Securities and Exchange Board of India versus Securities Appellate Tribunal) If you follow the Indian securities markets, you may often com...
Our Fund Manager, Rishi Gupta, was invited to speak by the Pune chapter of the World Zarathushti Chamber of Commerce on Wednesday, August 25...
Total bank credit in India as of July, 2021 was 109 lakh crores. Between bank credit and corporate bonds, it is bank credit that does the he...
The Securities and Exchange Board of India (SEBI) has introduced the concept of “accredited investor” to the Indian securities markets. Accr...
The world is a complicated place for companies. Commercial, social, ethical, environmental and governance issues intersect and intertwine in...
IPOs are highly marketed events. There is an entire intermediary ecosystem that is built to package and sell an initial public offering. The...
SEBI has recently revised its reporting format for Portfolio Management Services (PMS) to include more detailed information regarding manage...
Shepherd’s Hill has completed 10 years of investing in the Indian equity markets. It is a significant milestone for any investment organisat...
Continuing from last week’s discussion about the difference between volatility and risk, here are comments made by Warren Buffett on this to...
For the long-term value investor, volatility is not risk. This is a very important concept in the investment business. Many people, from ana...
The US Federal Reserve just released the minutes of its April joint meeting with the FOMC (Federal Open Market Committee), in whic...
A recent report by Kotak Institutional Equities observes that almost 70% of the portfolio of mutual funds and more than 70% of por...
In our previous post, we talked about portfolio churn and how it can be a good indicator of the quality of an investor’s process and portfol...
Portfolio churn can be calculated as the value of sells (or buys) in a given year divided by the average value of the portfolio during the y...
The National Stock Exchange (NSE) Fifty index, better known as the NIFTY 50, or just the NIFTY, is India’s primary stock market index. It wa...
BloombergQuint has an interesting article out recently which cites a rise in Life Insurance Corporation’s (LIC) life insurance policy claims...
The Supreme Court has disallowed the extension of the moratorium period on loans allowed by RBI due to Covid. It has also vacated ...
For the past many years, commercial bankers have been saying that due to India’s high levels of non-performing assets (NPAs) in the corporat...
In the second half of this talk, many pitfalls and caution areas are covered for investors in the Indian equity markets. Why should we not i...
When fiscal and monetary policy is loose or expansionary, there is always the possibility of inflation creeping into the economy. There are ...
It is useful to think of investment opportunities in the publicly listed space in terms of market capitalisation. “Market-cap” is nothing bu...
A good feature in the recent Fiscal Year 2022 Indian budget presented by the Finance Minister was the minimal change in tax rates for the ye...
The RBI, in a recent announcement, has proposed to allow retail investors to directly access its system for placing orders for government se...
SEBI has been publishing monthly information reports on Portfolio Managers since 2013. These monthly reports are available to the public at ...
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