Best of the Week

The 2024 capital gains tax changes (STCG: 15%→20%, LTCG: 10%→12.5%) significantly impact PMS, smallcases, mutual funds & AIFs. This guide analyzes vehicle-specific effects, shows return impact charts, and provides strategic recommendations for extending holding periods, tax-loss harvesting, and portfolio restructuring to optimize after-tax returns in the new environment.

Master the economics of growth. This comprehensive guide to economies of scale shows how businesses reduce per-unit costs through expansion, with practical examples from Amazon to manufacturing. Learn about internal vs external economies, how to avoid diseconomies of scale, and why smart scaling matters more than size alone for modern businesses and investors.

Exit loads in PMS can significantly impact your returns. This comprehensive guide breaks down SEBI guidelines (max 3% in year 1), how fees are calculated, industry practices from top providers, and a step-by-step framework to minimize costs. Essential reading for HNI investors to make informed withdrawal decisions and protect their portfolio value.

SEBI has tightened PMS regulations for 2025 with mandatory distributor registration, enhanced compliance frameworks, and stronger investor protections. This guide breaks down the key changes, their impact on the industry, and what portfolio managers, distributors, and HNI investors need to know to stay compliant and secure in India's evolving wealth management landscape.

This comprehensive guide breaks down Portfolio Management Services (PMS) for HNIs. Learn about discretionary vs advisory models, fee structures, SEBI regulations, performance metrics, and how to select the right provider. Make informed decisions about customized wealth management strategies for long-term growth.

Portfolio Management Services (PMS) isn't one-size-fits-all. Learn how PMS is classified by decision-making, market cap, and investment style. A must-read guide to help HNIs choose the right strategy for personalized wealth management.