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Wealth Letter April 2021: Sleeping and Staying Awake

I was going through some really old papers, all the way back to 1977, in an effort to finally clear out a box of papers that we had kept since my father passed ...
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Wealth Letter March 2021: The Month of Crazy

The Indian budget revealed one big thing: the government is going to borrow a lot more money. From a 7 lakh crore of planned borrowing last year, we’ll see ...
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How taxation works for AIF and PMS investors

AIF (Alternate Investment Funds) and PMS (Portfolio Management Services) are two investment options available to HNIs where the funds are managed by a third ...
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Wealth Letter Nov 2020: TINA. Where else can you go?

The alternative to stocks is…stocks.  There is no alternative (TINA) is the mantra. No alternative to stock markets, at least abroad. Because they’ve ...
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Wealth Letter Sep 2020: Making sense of the Market Madness

This post is an edited excerpt of the September 2020 letter to our Capitalmind Wealth PMS clients ...
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The Capitalmind Wealth Momentum Performance, and How It Weathered the Covid Crisis

Capitalmind Momentum Portfolio has delivered 28% for the year ending July 2020 with lower volatility than the broader market. Here's how the rule-based exit ...
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Wealth Letter July 2020: The Second Order, After the Wave of Liquidity

There’s this company called Meru. It offers cab rides to the airport. And then Covid hits us. No one’s taking rides to the airport. Very few people want ...
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More Pooling Problems for PMS Providers

Hindustan Times: ‘No pooling’ norm to hit PMS hard: As per industry estimates, close to Rs 10,000 crore is housed in portfolio management schemes, ...

Stopping the PMS Abuse

Portfolio management services (PMS) have been told to change the way they operate. (From DNA) Sebi asked PMS houses not to pool assets of investors the way ...