Neo Wealth and Asset Management’s Post

In a recent interview with The Economic Times, Aditya Khemka, Fund Manager at InCred Asset Management, shared his outlook on the markets over the next 12 months, mentioning four sectors he is optimistic about. He also said that buying stocks with a high margin of safety has been his guarding principle, so he chooses sectors where he sees relatively inelastic demand and limited or little competitive pressure. To explore the full interview, click here: https://lnkd.in/dpdS_y6V For insights into Aditya Khemka’s portfolio strategies, contact us at: [email protected] #Samvat2081 #PortfolioManagement #InvestmentStrategy #AssetManagement #FinancialGrowth

We had the honor of hosting Mr. #RameshMantri sir, #ChiefInvestmentOfficer - Equities at #WhiteoakCapital Asset Management, and #ChiragPatel, Associate Director: Co-Head Product Strategies at Whiteoak Capital Asset Management at our New corporate office was truly remarkable!. The discussions were incredibly insightful, focusing on products, processes, and #fundmanagement. Mr. Mantri sir's extensive #experience and profound knowledge of equity markets left us inspired and enlightened. His #positive #outlook on #life and the valuable lessons shared beyond the realm of traditional equity markets were truly uplifting. The #Indian #growth story was beautifully illustrated with practical examples, igniting a #sense of #optimism and #opportunity. Chirag's expertise as a data and product master was simply astounding. Each #interaction with him #unveils new layers of #knowledge and #innovation, making every #encounter truly #enriching. Today was a testament to the power of collaboration and continuous learning. We are thrilled and grateful for the #wisdom shared by Mr. Mantri and Chirag Patel, propelling us forward on our journey of #growth and #success. #InvestmentInsights #EquityMarkets #ProductStrategies #ContinuousLearning #WhiteoakCapital #Inspiration #fundmanager #cio #meetings #indiagrowthstory #mutualfunds #markets #sip

💥Angel One: An Asset Management Company 💫The asset management industry in India experiences rapid growth in passive investing. ETFs & Index Funds are increasingly being embraced by both retail and institutional investors. With deep domain expertise in passive products, Angel One AMC is poised to make long-term investing more accessible to every Indian. 💫Angel One Limited has marked its entry into the asset management space with the approval from SEBI to launch Angel One Mutual Fund. 💫This new venture will focus exclusively on passive investment products (i.e., Index Funds and ETFs), offering low-cost, transparent, and accessible pathways to wealth creation. 💫With a robust technological infrastructure and a deep understanding of client needs, Angel One Mutual Fund is poised to transform the passive investing space in India. 💫Angel One is designed to provide clients with diversified investment options that align with their investment preferences and risk profile. 💫It plans to leverage its existing digital infrastructure and wide distribution network to ensure seamless access to investment products. What do you think about this development? Share your thoughts! Hope you find this post insightful! Follow me (Mohit Rajani) for more related content: #equityresearch #investmentbanking #finance #investing

In the latest The Economic Times PMS talk, Aditya Sood, Fund Manager at InCred Asset Management, discusses the exceptional performance of the Emerging Business Fund. Sood attributes this success to strategic bottom-up stock selection and high-conviction stocks, with 9 portfolio stocks major generating returns To explore the full interview, click here: https://lnkd.in/dpdS_y6V For insights into Aditya Sood’s portfolio strategies, contact us at: [email protected] #InvestmentStrategy #PortfolioManagement #AssetManagement #FinancialGrowth #EmergingMarkets

🎙️ Episode 1: The Evolution of Indian Asset Management - Insights from the Top Join us as Akhil Chaturvedi delves into the journey of Indian asset management! 📈 From market trends to evolving strategies, this episode uncovers key insights and the vision driving India's investment landscape forward. Don't miss out on Akhil's expert take on the industry’s growth, innovation, and the future of asset management. #AssetManagement #IndianMarkets #InvestmentInsights #AkhilsPodcast #Finance #LuxVoyagEchoes

Global firms, pensions and sovereign wealth funds are deploying billions of dollars in India. The first quarter of 2024 witnessed a notable shift in investment patterns in India's real estate and infrastructure sector, with domestic investors nearly doubling their exposure to the market. They now account for 45% of total investments, compared to 24% in the same period in 2023. This reflects growing investor confidence fueled by favorable policy reforms, improving economic conditions, and robust demand for real assets. Join Abishek Goel, Managing Director and Head - Infrastructure and Real Assets Funds, Neo Asset Management Pvt. Ltd., as he shares his insights and perspectives alongside a panel of industry experts on the theme of #WhatsNext in a LinkedIn Live session titled "Crystal-ball Gazing into the Indian Real Assets Sector for 2024," organized by Indian Venture and Alternate Capital Association (IVCA). ● Day/Date: Friday-May 10th, at 12 p.m. IST Tune in: https://lnkd.in/dnhg9ViZ Don't miss the discussion on the growing investor confidence in the Indian Real Assets Sector in 2024, highlighting a significant transformation in investment trends. Nitin Jain Hemant Daga Puneet Jain Parvez Umrigar Devina Khanna Prerna Soni Sandeep Khemka Ashutosh Ojha Bismillah Chowdhary Riyaz Ladiwala Abishek Goel Saurabh Singhal Yudhvir Singh Gulia Vishal Shirode Saurabh Sareen Vijay Krishan Gupta Yash Shah #RealAssets #PEVC #MaximumIndia #AIF #alternativeinvestment #NeoAssetManagement #DoGood

As we celebrate 30 years of excellence at the The Institute of Asset Management we are thrilled to share a special video featuring Dr Navil Shetty, President of Institute of Asset Management, India Chapter. With over 25 years of association with IAM, Dr. Shetty has been one of the key figures in the asset management industry. In this video, he shares valuable insights on the benefits of IAM and its pivotal role in his professional journey. His story is a testament to the power of commitment and the impact of IAM on asset management professionals globally. Join us in commemorating this milestone and watch Dr. Shetty's inspiring narrative. Share your thoughts on how IAM has benefited in your professional journey in the comments below! #TheIAM #AssetManagement #theIAMat30 #Celebrate #ProfessionalGrowth #IAMIndia

The month of April was very positive for PMS, with 360 PMSes (more than 9 in 10) outperforming the Nifty TRI, while 301 PMSes (nearly 8 in 10) delivered more than the BSE 500 TRI.    The top performers’ list in the month was dominated by multiple strategies.   𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐭𝐨𝐩 10 𝐏𝐌𝐒 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐟𝐨𝐫 𝐀𝐩𝐫𝐢𝐥 2024: Small & Midcap of InCred Asset Management & Alternative Investments       Balanced Portfolio of Prithvi Finmart Pvt Ltd          Diversified Fund of Wallfort PMS & Advisory Services LLP Alpha Fund of InvestSavvy Portfolio Management LLP        Growth Fund of Green Lantern Capital LLP              Clean Tech Portfolio of NAFA Asset Managers Pvt Ltd         Multicap Portfolio of InCred Asset Management & Alternative Investments  Micro of Centrum PMS (Centrum Wealth) Target Return Investment Fund of Sowilo Investment Managers LLP   PMS Active Alpha Multicap of Samvitti Capital Private Limited         Stay tuned for our detailed PMS Performance Report! #april2024 #portfoliomanagementservices #alternativeinvestments #pmsbazaar #pmsbazaartop10 Mrinal Singh | Aditya Khemka | Ashish Goel | Abhishek Agarwal | Vijay Bharadia | Nilesh Doshi | Nitin Pandey | Balaji Vaidyanath Narayanan | Sandip Agarwal | Prabhakar Kudva | Shivaram Kamath R Pallavarajan | Daniel GM | Hameed Rahman

🚨 J. Safra Sarasin Expands its Asset Management Expertise! 🚨 The Swiss-Brazilian private bank, J. Safra Sarasin💼, has made a strategic move by acquiring Zurich-based MIV Asset Management, the portfolio manager for the MIV Global Medtech Fund. This marks another step in the bank’s ambitious journey to grow through acquisitions and strengthen its thematic equity investing capabilities. 💡 Why this acquisition matters: Medical Technology Focus: MIV, founded in 1997, brings a wealth of experience and deep expertise in medtech investing, making it a perfect fit for J. Safra Sarasin’s vision. ✨Sector Growth Potential: With an aging global population, increasing chronic illnesses, technological advancements, and expanded healthcare access, the medtech industry is poised for explosive growth. ✨AI Opportunities: Innovations leveraging artificial intelligence are opening new doors in medtech, offering long-term investment potential. 📈This acquisition underscores J. Safra Sarasin’s commitment to staying at the forefront of innovation in asset management and tapping into sectors with transformative impact. With the addition of MIV’s expertise, the bank is better positioned to capture opportunities in a sector that combines healthcare and technology, aligning with global trends and future demands. #MedTech #AssetManagement #Innovation #ArtificialIntelligence #Healthcare #MergersAndAcquisitions #GrowthStrategy #InvestmentOpportunities #AARKTech #AARKTechSolutions

What's the PayTM Story ? While interviewing Samir Arora of Helios Capital, he shared a fascinating take Explains why PayTM now holds a significant position in his portfolio across : 1️⃣ The Unspoken Survival Test - PayTM did undergo a lot of stress But survival showcases its strenght 2️⃣ Industry Peers Helping Each Other Grow - Refers to case study of how rivals like Zomato & Swiggy foster mutual growth in the ecosystem A must-watch Perspective on resilience and collaboration! Watch the full episode on ET Now Swadesh YouTube Page #PayTM #Markets #StockMarket