Arbitrage Funds: Why Post-tax Yields are Superior to Debt Funds?
DebtPost the change in taxation on debt funds from 1-Apr-23 (returns will now be taxed at your income tax slab, as compared to more favourable capital gains tax earlier), we have been recommending that in … Read more
The Best International Investment Options across Global Markets
InternationalOur International Investing platform provides investors with a large range of investment options, across global, regional & country-specific & thematic strategies. In this blog post, we provid … Read more
Structured Products: Equity Market Linked Debentures
Alternatives, RecommendationsEquity Market Linked Debentures (a form of structured products), provide investors an ability to participate in the equity markets with differentated return payoffs. This includes products that provid … Read more
Taxation Structure of Different Investment Structures
Financial AdviceThe capital gains tax regime can be complex, with different rates & threshold period for different asset classes & investment structures. We provide below a handy table, that helps explain the … Read more
Comparison & Review of Top High-Yielding Debt Options for Investors
Debt, PMS AIF, RecommendationsUnderstanding High-Yield Debt Investment Options Fixed Deposits & low-risk Debt Mutual Funds, offer safety to investors but only provide a relatively low yield/interest-rate. Traditionally, equity … Read more
Why US Persons should consider investing in a PMS, instead of a MF or AIF (due to PFIC taxation)?
PMS AIF, RecommendationsTaxation of global investments for US Persons can be complicated, especially in the case of pooled investment vehicles (such as Mutual Funds or Alternative Investment Funds – AIF’s). In this blog post … Read more
PMS vs MF: Longer-term Performance Comparison
Equity, PMS AIF, RecommendationsOne of the core premises of investor’s preferring PMS’s over MF’s, is the ability for PMS’s to manage more concentrated, higher risk-reward portfolios as compared to mutual funds. This leads to the po … Read more
Venture Capital Funding – Understanding the different funding rounds
AlternativesStages of Venture Funding Given the strong interest and enthusiasm around venture capital, it is crucial to understand the various stages of venture rounds and the risk-reward implications for the inv … Read more
Largecap vs Midcap vs Smallcap: Understanding their relative risk-return
Equity, RecommendationsMarkets are cyclical in nature driven by economic and business cycles further exaggerated by the psychology/behaviour of the market participants. While such market volatility impacts all segments of t … Read more
Portfolio Optimisations for Corporate Treasuries
RecommendationsAt IME Capital, we believe that there is a substantial scope for optimising the post-tax portfolio yields of corporate treasuries. Core Areas of Portfolio Optimisation Investment horizon identif … Read more
Types of Life Insurance Plans
Financial Advice, InsuranceIn this blog post, we compare the various types of life-insurance policies, along with our reasons for why we typically only recommend Term-Insurance policies for our clients. Term Insurance Abo … Read more
Gold as an Investment Class – Why we see it as a highly risky asset?
AlternativesMany investors consider gold as a relatively low-risk and safe haven asset class, with certain advisors recommending investments in gold as a core-part of an investment portfolio due to it’s perceived … Read more
Investing in International Assets – The Rationale & Recommended Routes
Alternatives, InternationalRationale for Investing in International Assets Having some part of your investment portfolio allocated to international assets, have very strong diversification benefits from a portfolio construction … Read more
Comparison & Review of Top Equity PMSs in India
Equity, PMS AIF, RecommendationsUnlike Mutual Funds, where SEBI has come out with clear guidelines of % allocation towards large, mid & small-caps between different fund categories, no such clear guidelines exist in the case of … Read more
The Importance of an Investment Mandate
IMEWhat is an investment mandate? Your investment mandate is a written document, that clearly spells out your unique requirements, that includes yourRisk-ProfileAn assessment of your risk-taking ability … Read more