6 years ago I had written an article on the benefits of having a concentrated portfolio of stocks. Some of the things what I had mainly discussed in that article was 2 things: [1] How to select stocks: How should you zero in on a list of stocks (i.e. Universe of...
What is Structured Product? Structured product is a hybrid investment instrument which combines investment instrument such as equity, commodities or derivative to earn a fixed or variable rate of return with pre decided minimum fixed return. The combination allows...
Product – Kotak Special Situations Value Strategy PMS Benchmark – Nifty 500 Portfolio Composition – the portfolio typically consists of 15-20 stocks Kotak Special Situations Value Strategy PMS – Investment Philosophy The portfolio shall be a mix of Value Opportunities...
I once saw a business card of a financial advisor which had the letters 8% – 12% – 16% – 24% printed on the back. I asked him what this meant. His reply: It just creates curiosity, everyone who gets this card in hand asks me what you just asked. It gives me an...
On 1st of February 2018, in his budget speech, The Finance Minister introduced Long Term Capital Gain (LTCG) Tax at the rate of 10% on stock investments and investments in equity oriented mutual funds. For starters, I dont think the markets are falling because of...
