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Sensible solution for risk averse retired investors
Advisors would like retired investors to move out of bank deposits and into a range of hybrid funds with SWPs set up for regular cash flow. Abhenav Khettry believes that though this makes logical sense, risk averse retired investors may find market volatility too hot to handle, especially if it strikes soon after commencement of the plan.
10-Jun-2016

The man who created the debt fund market in Eastern UP
Over the last 12 years, Ashok Thukral has built a MF AuM of over Rs.300 crores, of which Rs.200 crores is in debt funds. This is not institutional money – its savings of over 2000 HNI and retail investors in Varanasi and Bhadohi.
15-Jan-2016

Practical 5 step top-down approach in selecting debt funds
Milestone Financial’s Harmik Singh Sachdeva discusses his firm’s approach towards debt funds, their 5 step top-down process for selecting debt funds and how they position debt funds within client portfolios
22-Nov-2015

Words of wisdom from a duration call champion
Mr.Bond shares with us a succinctly written beginners guide for advisors who wish to understand how to take duration calls for clients who do have the appetite for such products. Starting from the basics of what drives bond markets, Mr.Bond then shares facts and figures that will help you understand when you should take duration calls and when you shouldn’t.
24-May-2015

Don't enter these funds unless you know when to exit
Mr. Bond is shaking his head with disbelief. Yet another round of bond market volatility, yet another round of retail investors feeling uncomfortable in duration funds that they bought into in the quest of double digit returns, and yet again calls to add duration into portfolios. Adding duration in portfolios is absolutely fine says Sunil Jhaveri, provided you know when to exit.
13-May-2015

A solution for the current dilemma in debt funds
With the rate cut cycle now having officially commenced, Mr.Bond says advisors face a dilemma – go for duration or stick with accrual or look at duration initially and then switch to accrual. But what about tax and exit load implications of moving from one strategy to another?
27-Jan-2015

For retail distributors, debt can be riskier than equity
Ashish Goel, Vista Wealth, Delhi, draws on his rich experience and expertise in the retail debt business to articulate what you need to do and importantly what you should not do, in order to successfully scale up your business by effectively leveraging debt funds.
04-Jan-2015

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