Personal Finance

Is Mr. Market chasing the SuperNormal Portfolio?

India OmniView July 2020

Is Your Fund Manager Investing in Overvalued Stocks?

Equity inflows into Mutual Funds are at a record-breaking level. In fact, now even some of the fund managers are getting worried about the inflows and are complaining about the sustained flows. But there is hardly any other asset class…

Samvat 2074 to 2174: A 100 year pledge to be a Wealthy Family

Diwali, the festival of wealth has arrived. To our knowledge, no other country in the world has a festival, and that too its most prominent festival, which celebrates wealth. Given this, literally, “rich” heritage and…

Mutual Funds & The Total Return Index

Finally, the Indian equity investment ecosystem is getting closer to getting honest. SEBI has started discussing the possibility of making the Total Return Index mandatory as benchmarks for Mutual Funds.

Being a Millionaire — What does it mean?

World Financial Planning Day Special

To many people, being a Millionaire brings visions of wealth. While, to many others, especially from the financial services industry, it might not seem like much. However…

The Most Feel-Good Way of Losing Money

It is a common view held by most fundamentally-oriented investors that investing in companies with high earnings growth is a good investment strategy. OmniView doesn’t agree with this simplistic notion which is currently held by a lot of prominent investors and…

GST: Ignore the Noise in the Market, Focus on the Genuine Sound(ness) Test of Companies

GST — the Goods and Services Tax — is being hailed as a Tryst with Destiny at the stroke of the midnight hour, equivalent economically to the political independence of India from…

Here’s how to safeguard your portfolio against the Rupee-Dollar war

The positive US jobs report has again shown that the US economy is doing well. This provides strength to the Fed’s agenda of increasing the interest rates. The US economy doing well and the increasing interest…

How to select a Fund or Portfolio Manager for Investments

The typical way most financial advisors select or screen for funds is to start with the last 1 year, 3 year and 5 year performances. The advisor might also restrict themselves to 3-star or higher rated funds. This, typically…

How financial advisors and clients can think about the markets

Sensex crossed 32000 a few days back and this week Nifty crossed 10000. The market is at record highs. Financial advisors and clients are in a dilemma. Everyone is happy with their existing allocations in equity performing…