Vicky Mehta

In all the years, I have spent tracking mutual funds and asset managers, I have rarely encountered an explicit display of aggression in public domain. Aggression is a trait that one tends to associate with sportsmen or the occasional politician. Conversely, in the world of asset management, being calm and

Last week, I ran into an acquaintance who is an investment adviser. Expectedly, the conversation veered towards the state of markets, clients and investment avenues. The gentleman had a rather peculiar complaint. He said “my clients engage me for investment advice, and I am paid a fee for the same;

In the recent past, it has been reported that some fund companies have been nudging their portfolio managers and employees to invest in funds from the fund company. The 'nudge' ranges from an informal chat in the break room, to internal memos. Some reports even suggest an element of coercion--employees

A portfolio manager’s exit is an eventuality that mutual fund investors are bound to encounter at some point. Given that the manager helms the fund, expectedly, his exit can have a bearing on investors. On their part, investors must evaluate how the manager’s exit will impact the fund.

For eons, both mutual fund advisers and investors have focused on the asset size of funds while making investment decisions, and rightly so. The asset size can matter because a mutual fund operates within the restraints of liquidity, market cap, and availability (listed stocks). A burgeoning asset size can hold

In the recent past, debt mutual funds have witnessed two significant events. Oddly, these seemingly unrelated events have evoked an identical response from investors. In the first week of February 2017, RBI’s Monetary Policy Committee unanimously voted in favour of keeping policy rates unchanged. It was widely anticipated that

Over the years, in my several interactions with portfolio managers most have claimed to be big investors in funds they run. Perhaps it was politically correct to do so. Then again, there was no way to independently verify their claims. However, with market regulator SEBI mandating that investments made by

Robo advice has become a buzzword in the financial services domain, and robo advisory firms are mushrooming at a furious pace in India. A combination of factors—growing financial literacy among investors (especially in urban areas), internet penetration, and enhanced awareness about mutual funds, among others—has contributed to this