Month: January 2018

Portfolio size > 25 lakhs, how to select the right manager/advisor for your portfolio?

I have been a keen follower and student of the equity asset management industry and the way it has evolved and how investors have behaved and should behave in the future. I am laying down some points that I have learned and what I consider are…


How to select the right broker

Choosing a broker depends on individual conditions: For someone who is a heavy trader and speculates a lot - it is vital or rather most important to choose a Zerodha type discount broker. It doesn’t make any sense for anyone regardless of trading…


Gruh Finance now trading at a Price to Book of 24!!!

Its intriguing to see so many divided opinions on Gruh Finance's valuations. There are certainly valid reasons which make Gruh deserve the valuation premium over other players but the question is how much of a premium. I am tempted to quote few…


Law of gravity in equity investment management - Size is inversely proportional to expected returns

Consistency of performance in equity investment management is as we all know, dependent on retention of great managers which is presumably higher in PMS/RIA/AIFs. I must add, however, that returns going forward are even more importantly dependent on…