The thinking behind
the recommendations.
Short, sharp notes on alternatives, NRI structuring, taxation, and what our investment committee is actually doing with client money right now.
PMS vs Mutual Funds in 2026: When Does the Premium Make Sense?
With over 300 SEBI-registered portfolio managers and the mutual fund industry crossing ₹60 lakh crore in AUM, the lines between the two are blurring. Here’s a framework for deciding which is right for you.
Returning to India? Your Complete Financial Transition Checklist
From RNOR status to converting NRE accounts — the first 24 months after returning to India are critical for your tax and investment structure. A step-by-step guide.
What Every HNI Should Know Before Investing in a Cat III AIF
Cat III AIFs are among the most sophisticated investment vehicles available in India. But they are not all alike. Understanding strategy types, lock-ins, fee structures and risk is essential before committing.
GIFT City for NRIs: Tax-Free Investing from India’s International Financial Hub
GIFT IFSC offers NRIs a rare combination: the convenience of investing from India with the tax treatment of an offshore structure. Here’s everything you need to know.
Estate Structuring for HNIs in India: Beyond Just Writing a Will
A will is the bare minimum. For families with assets above ₹2 Cr, the real questions are about trusts, succession, business continuity and minimising family disputes.
The Real Risks of Unlisted Shares and Pre-IPO Investing
The promise of buying a unicorn before it lists is compelling. But illiquidity, valuation opacity and concentration risk make unlisted investing a category where most retail participants lose money.
NRI Taxation After the 2026 Budget: Key Changes You Need to Act On
The 2026 Union Budget introduced meaningful changes to capital gains taxation for NRIs, TDS on NRO accounts and the DTAA claim process. Here’s what changed and what you should do now.
Building a Fixed Income Portfolio as an HNI: Beyond FDs and Bonds
High-net-worth investors have access to credit structures, market-linked debentures and private credit that can meaningfully improve risk-adjusted returns over traditional fixed income.