In the debut episode of Prime Playbook, Pranab Uniyal, Head – HDFC Tru, sits down with Surabhi Upadhyay from CNBC-TV18 to peel back the curtain on the evolution of wealth advisory in India. Watch now as he breaks down the shift from distribution to advisory and the key signals you need to track in today’s dynamic landscape.
Introduction: As the world becomes increasingly interconnected, global investments have gained significant traction among Indian investors. No longer confined to domestic markets, Indian investors are increasingly looking beyond the country’s borders for diversification, wealth creation, and exposure to opportunities that exist in international markets. The introduction of the Liberalized Remittance Scheme (LRS) by the Reserve […]
The Rise of Smart Beta Index Funds Among Family Offices and UHNIs As the investment landscape becomes increasingly complex, family offices and ultra-high-net-worth individuals (UHNIs) are shifting their focus toward index funds and smart beta strategies. This transition reflects a broader trend in asset management, where cost efficiency, performance, and risk management take centre stage. […]
Building a financial portfolio is a key step in wealth creation and financial security. However, no investment comes without risk, and understanding the types of risks associated with portfolio construction is critical for long-term success. A well-constructed portfolio not only aims to generate returns but also manages and mitigates risks effectively. Let’s explore the various […]
A lot of popular as well as academic literature exists on stock selection for investments. These cover a wide range of topics like quality, valuation, growth, leverage, business moats, and so on. However, the design of an equity portfolio attracts very little attention even though portfolio design aspects are as important as stock selection. We […]
Economic uncertainty is an inevitable aspect of the business landscape. From geopolitical tensions to financial crises and pandemics, these unpredictable events disrupt economies, challenge financial institutions, and strain corporate cash flows. In such times, effective treasury management becomes a crucial function for businesses seeking to safeguard their financial stability. Treasury teams are tasked with managing […]
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