The opposite of this could also be true.

An underrated advantage for a PMS is that small PMS strategies can have a wider investment universe. A typical mutual fund peer will have much more restrictions from (1) regulations and (2) his own AMCs style, so their universe tends to be smaller. A PMS can also concentrate.

The stock market will reward a select few who do things that most others can't. 40 years back, even accessing balance sheets and annual reports was a task. If you could access results, you were already ahead of punters. 20 years back, holding companies with great return ratios

Sometimes you want a to-do-list app. Then you realise you just want pen & paper. In between these, the deadline arises 😌

Deal update! Happy to share that our clients participated in the ₹5.5 crore fundraise for Unibose Technologies - they're building robots for hazardous & confined spaces, solving for safety. What stood out to us: ✅ A focused founding team ✅ Large market size in India + MENA &

I always go through the entire menu at Sangeetha only to order a plain dosa.

🧩 It’s live! Hello folks, here's a new Saturday ritual: the India Money Crossword. A weekly crossword to make finance a little more fun (and a little less overwhelming). You can solve the first one here: seecowealth.com/#/crossword ....and let me know how it went?

feel blessed to have folks like Ankit Kanodia around - always available, always a well wisher and always encouraging.

A lot of people asked me why I'm entering an industry that's gotten crowded. As Michael Stanhope writes - I too believe the way the industry has seen growth isn't sustainable - most large institutional firms with a "wealth" arm are actually running a sales arm. Downselling