


PMS providers need to start disclosing historical NAV of their strategies
Occasionally, clients send us details of portfolio management services (PMS) product offerings for our feedback. Our general view is that all PMS offerings are guilty unless proved innocent. This is because it’s difficult to decipher their investment strategy and...
Retirement Corpus: Is 25 times your annual expenses enough?
I am delighted to share my video podcast with Zerodha Varsity on my co-authored research on retirement planning for India. Our research highlights the glaring deficiency in the way typical retirement plans are made and presents an alternative method to design...
Get Retirement Ready with Samasthiti’s first of its kind Retirement Product
Samasthiti offers a unique retirement product for Indians, developed after three years of extensive research and covered extensively by the media On a mission to make India retirement ready! We live in a pension-less society. Apart from employees in the public sector...
Samasthiti Advisor’s Weekly Market Tracker – For the week ended Feb 23, 2024
We have added a ton of new data. Don’t miss checking out our Tracker for this week!
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