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VALTRUST INVESTMENT STRATEGY
Golden visas for Indians: Amid changing rules and global uncertainty, golden visa calculations now include risk-hedging, estate planning, taxationFrom EB-5 uncertainty to Portugal’s property ban, wealthy Indian families are rethinking their residency strategies as global rules tighten.
Tariff tandav pulls down Sensex by 1,500 points in 2 days. Time to panic or buy the fear?Sensex has lost over 1,500 points in two sessions and Nifty neared 24,500 as markets reel from fears of a 50% US tariff on Indian exports. ...
Momentum mutual funds are leading mkt recovery, could give huge gains now: Should you rush to invest?Momentum funds are leading the market recovery, and empirical evidence suggests outsized gains await investors. But don’t rush in blindly.
ETMarkets PMS Talk | Arihant Bardia on Global Equity Exposure: Why Indian HNIs should hold at least 10% in USDSince launch the BSE 500 has delivered a good 31% compounded returns. We have given double that of the market with a staggering 62% compoun...
Momentum funds with 4x rise in assets in a year a 'long-term option' for nowAssets under management of momentum-oriented equity mutual funds surged more than fourfold to ₹15,147 crore in August 2024, from ₹3,500 cro...
Mutual fund houses roll out manufacturing sector-focused schemes; should you bet on this hype?The buzz around manufacturing sector is driving AMCs to roll out new funds.
ETMarkets PMS Talk: How this fund manager turned Rs 50 lakh investment to Rs 2 cr since Jan 2020Arihant Bardia, CIO and Founder of Valtrust, discusses the performance of the Valtrust Momentum PMS fund, their investment philosophy, and ...
With fixed income instruments offering attractive returns, find out how to build a strong debt portfolioFixed income investments: We typically park our money in fixed income instruments for safety. These investments help counter the fluctuatio...
What is tactical asset allocation, how it can help you achieve your money goalsSet an allocation threshold and identify the correct triggers to make it work for you.
ETFs record inflows of Rs 80,000 cr in 2022! How frequent switch trades could kill alphaSince most index funds are under the largecap category, it can be derived that higher inflows to index funds are occurring at the cost of l...
What India’s inclusion in global bond index means for local investorsGiven uncertanities, experts suggest avoiding incremental investments in long duration funds or bonds.
Is over-reliance on passive investing good for market?Passive funds are also advantageous as they are devoid of any stock selection risk; they replicate the index that is being tracked. Innovat...
Should you invest in foreign stocks directly? Details on options available, charges, taxation & moreYou have the option of investing directly in overseas equities if you're missing out on foreign markets. Let's look at what this road entai...