From the blog.
A quiet record of how we think about allocation, taxation, manager selection and the discipline of long-horizon capital.
When Alpha is Scarce: The Quiet Return of Manager Selection
Index returns have compressed the excuse for paying active fees, but the case for considered manager selection has not gone away. It has simply become harder, and therefore, more valuable.
Read →Private Credit in India: A Category Worth Understanding
Private credit has moved from the margins to the mainstream of sophisticated Indian portfolios. A grown-up look at what it actually is, where it fits, and where it does not.
Read →The Quiet Return of Fixed Income: Why Yields Matter Again
After a decade of being the overlooked sibling of equity, Indian fixed income is quietly reclaiming its seat in the allocation conversation. Here is why thoughtful portfolios are revisiting the asset class.
Read →GIFT City, LRS and the New Architecture of Global Allocation
Indian families now have more ways to hold offshore capital than at any point in the last two decades. A practical guide to the structures, and where each one genuinely earns its place.
Read →After the Rally: Thinking Clearly About Indian Equities at Record Highs
A disciplined allocator does not time markets, but valuation does matter. A framework for decisions when portfolios have done well and the headlines feel noisy.
Read →Why Past Returns Can Mislead Smart Investors
One of the most persistent mistakes in wealth allocation is using past performance as a primary decision-making tool.
Read →Why Short-Term Noise Derails Long-Term Wealth
Every year there is a new reason not to invest. Recession fears, elections, wars, inflation, the headlines change but the story stays the same.
Read →Understanding Capital Gains Taxation Across Structures
Taxation is one of the most overlooked yet impactful aspects of long-term investing. A clear-eyed view of structures before committing capital.
Read →Your Capital. Your Code: The Case for a Clear Investment Mandate
In a world where most portfolios are built on impulse or persuasion, the investment mandate is your anchor.
Read →Why We Recommend Equity Funds Over Direct Stocks
Equities are powerful instruments for long-term wealth creation. How you participate in them defines your investing experience.
Read →Understanding Venture Capital Funding Rounds
Understanding the evolution of a startup's funding journey is critical to evaluating risk, timing entries, and anticipating exit outcomes.
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