In the news



What to keep in mind if you want to invest in global markets

Investment advisers have been recommending that investors must diversify their equity portfolio globally. Geographical diversification provides stability to a portfolio, gives investors a chance…

In the news

ET Now


Market rallies and investment levels in the Indian markets: Anu Jain

Anu Jain, Senior Partner, Head - Equity Brokerage of IIFL Wealth Management speaks to ET Now, about market rallies and investment levels in the Indian markets. She also talks about cautious…

Business Standard


AIFs may gain at the expense of MFs with market poised for shift in favour

Unlike MFs, Category-I and II AIFs have a closed-ended structure and are not exposed to the risk of sudden redemptions Alternative investment funds (AIFs) may gain at the expense of …



Is it time to transfer your gains from gold to equities?

Gold has been the best performing asset class over the past year with a return of around 50%. Renu Yadav asked experts if it makes sense to transfer the gains from gold to equities, while the…



Covid-19: The perfect fear in the market

This distortion in markets is an opportunity to lap up quality assets that are mispriced. However, in the current environment, it is best to remain cautious Just like life is a series of ups and…



Is government printing away the deficit?

Suyash Choudhary, Head of Fixed Income at IDFC AMC on Thursday raised the possibility that monetisation of the fiscal deficit may already be underway at the Reserve Bank of India (RBI). To put…



As growth could be near-zero, it makes sense to stay with largecaps: IIFL Wealth

The strategy should be to keep an eye on relative valuations. Currently, we are oriented in favor of large-caps in our model portfolios.   The strategy should be to keep an eye on relative…



Are liquid funds a good choice to park your emergency corpus?

Holding liquid funds for 30 days would mute volatility - Sandeep Jethwani, Senior Managing Partner and Head of Advisory, IIFL Wealth Emergency funds in a portfolio are for dealing with…



Motilal Oswal S&P 500 Index Fund - Should you subscribe?

Indian investors will soon get a chance to invest in the principal index of the world’s largest economy, the S&P 500. This index covers about 80% of market capitalisation of listed stocks on…

Outlook Money


Combating The Economic Impact Of The Contagion

In his book, The Black Swan, Nassim Nicholas Taleb says something very interesting about dealing with Black Swan events. He said that trying to predict them is a futile exercise. Instead, we…



Cash calls may not always work for mutual funds

The Nifty 50 was down about 16% from its peak in January 2020 as on 13 March, driven lower by the steady progress of the Covid-19 pandemic. As a result, equity mutual funds have been battered.…



AT1 bonds market likely to see a freeze in fallout of Yes crisis

MUMBAI : Indian banks, especially private lenders, will find it tough to sell additional tier 1 (AT1) bonds in the coming months, as investors wake up to the risks these instruments carry…


Freedom to Enlighten and Empower

Inputs by Anu Jain in Outlook Money 



Three things that make AIFs way more complex than mutual funds

In their quest for higher commissions, which have been rationalized for mutual funds, more and more distributors have sharpened their sales pitch for alternative investment funds (AIFs) in the…


IIFL Wealth Management makes a clean sweep at the Euromoney Private Banking and Wealth Management Survey 2020

~ Ranks first across all 16 categories   Mumbai, February 25, 2020 - IIFL Wealth Management Limited (IIFL Wealth) was awarded the prestigious ‘Best Private Banking Services Overall’ award…

Financial Express


Abolition of DDT: Who should move to MF growth option after dividend becomes taxable?

In the Union Budget 2020, Finance Minister Nirmala Sitharaman has proposed abolition of Dividend Distribution Tax (DDT), while the dividend income on mutual fund (MF) will become taxable. In the…


For HNIs, a high-yield budget

For HNIs, a high-yield Budget



Budget 2020: The good, the bad and the ugly

We see Budget 2020 as a near-term event, and longer-term/strategic asset allocations need to be guided by fundamentals researched by expert advisors. Relief of tax burden for lower and middle-…



Should you exit dividend options of mutual funds?

MUMBAI : Budget 2020 has abolished dividend distribution tax (DDT) on dividends declared by mutual funds. Instead, it has made dividends taxable in the hands of investors at their income tax slab…