Finance Outlook India’s Post

#WhatsNext Catch Abishek Goel, Managing Director and Head - Infrastructure and Real Assets Funds, Neo Asset Management, as he discusses the growing investor confidence in the Indian real assets sector in 2024, highlighting a significant transformation in investment trends. Tune in to our #WhatsNext LinkedIn live on May 10 at 12 PM to hear more. This session will include an interactive panel discussion, creating a space for industry leaders to participate in open dialogue and exchange insights. Neo Asset Management Pvt. Ltd. Neo Wealth and Asset Management Tune in: https://lnkd.in/dnhg9ViZ #RealAssetsSector #PEVC #MaximumIndia #WhatsNext

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

It had been an extra ordinary calendar year at KFintech. The sojourn to redefine the asset management infrastructure solutions space precipitated in the launch of possibly the most advanced TA+FA+Digital platform in the industry aimed towards laying a strong foundation for manifold growth of the Alternatives industry. The platform, a fully integrated, #madeinindia in India platform for India and Rest of the world is first of its kind, built on cloud first, compliance first, highly scalable and resilient architecture. The KFin solution for #alternativeinvestments funds is available both on SaaS and on full service operating models. The current release is designed to meet the progressive needs of asset managers delivered on XaaS mode (Everything as a Service) for - Operations of both asset (investment management) and liabilities (investor solutions and services), digital solutions for driving growth (fully integrated #AccountAggregator stack), pure play technology, physical infrastructure and people related aspects. Managing over 500 Funds across India, Singapore and Canada, the platform and solutions will continually see enhancements with each passing day. We appreciate the support of our esteemed clients even as we humbly reflect upon on the constructive feedback provided for best in class outcomes. Watch this space even as we double down on our commitment and amp up the platform setting some scorching pace and delivering transformational outcomes for the industry. Experience Transformation!

𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐆𝐫𝐨𝐰𝐢𝐧𝐠 𝐒𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐜𝐞 𝐨𝐟 𝐒𝐏𝐕𝐬 𝐢𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐁𝐚𝐧𝐤𝐢𝐧𝐠 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐚𝐧 𝐒𝐏𝐕? An SPV, or Special Purpose Vehicle, is a legal entity created for a specific financial transaction or to isolate financial risk. They are particularly beneficial when registering large funds, such as hedge funds, private equity funds, or mutual funds, which require substantial capital, time, and regulatory compliance. 𝐖𝐡𝐲 𝐔𝐬𝐞 𝐒𝐏𝐕𝐬? Registering a hedge fund, private equity fund, or mutual fund involves extensive infrastructure, regulatory licenses, and continuous fees, which can impact profitability and investor returns. SPVs offer a streamlined alternative, reducing the regulatory and financial burden. 𝑭𝒐𝒓 𝒊𝒏𝒔𝒕𝒂𝒏𝒄𝒆, in India, investing in a hedge fund typically requires a minimum of ₹1 crore. However, through an SPV, talented fund managers can offer entry points as low as ₹10,000-20,000, making investment opportunities more accessible. 𝐓𝐲𝐩𝐞𝐬 𝐨𝐟 𝐒𝐏𝐕𝐬 𝑺𝒊𝒏𝒈𝒍𝒆 𝑨𝒔𝒔𝒆𝒕 𝑺𝑷𝑽: Focuses on a single investment, such as purchasing a specific property or investing in a single company's IPO. 𝑴𝒖𝒍𝒕𝒊𝒑𝒍𝒆 𝑨𝒔𝒔𝒆𝒕 𝑺𝑷𝑽: Diversifies investments across various assets, like multiple stocks or properties. 𝐇𝐨𝐰 𝐒𝐏𝐕𝐬 𝐎𝐩𝐞𝐫𝐚𝐭𝐞 𝑭𝒖𝒏𝒅𝒓𝒂𝒊𝒔𝒊𝒏𝒈: SPVs raise capital from investors, who contribute smaller amounts compared to traditional funds. 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕: The collected funds are invested in the targeted assets. 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 𝒂𝒏𝒅 𝑹𝒆𝒕𝒖𝒓𝒏𝒔: Fund managers oversee the investments, aiming to maximize returns, which are then distributed among investors. 𝐊𝐞𝐲 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐬 𝐨𝐟 𝐒𝐏𝐕𝐬 𝑳𝒐𝒘𝒆𝒓 𝑬𝒏𝒕𝒓𝒚 𝑩𝒂𝒓𝒓𝒊𝒆𝒓𝒔: Investors can participate with smaller amounts, making high-quality investments more accessible. 𝑺𝒊𝒎𝒑𝒍𝒊𝒇𝒊𝒆𝒅 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈: While SPVs require accounting and reporting, the processes are less complex than those for larger funds. 𝑹𝒆𝒈𝒖𝒍𝒂𝒕𝒐𝒓𝒚 𝑭𝒍𝒆𝒙𝒊𝒃𝒊𝒍𝒊𝒕𝒚: SPVs are subject to fewer regulations, simplifying their operation and reducing costs. 𝐑𝐞𝐚𝐥-𝐖𝐨𝐫𝐥𝐝 𝐄𝐱𝐚𝐦𝐩𝐥𝐞 Imagine a talented fund manager who wants to invest in real estate but doesn't have the resources to establish a full-fledged private equity fund. By creating an SPV, the manager can pool funds from investors who each contribute ₹20,000. The SPV can then purchase a property, and any returns from rental income or property appreciation are distributed among the investors. #stockmarkets #JPMorgan #MorganStanley #CreditSuisse #GoldmanSachs #axa #anz #wns #bnymellon #citco #citibank #deutschebank #fis #jpmorganchase #imarticuslearning #northerntrust #statestreet #wellsfargo #operations #mumbai #delhi #chennai #bengaluru #pune #investment #help #career #job #opportunites #InvestmentBanking #interviews #InvestmentBanking #specialpurposevehicle

Many new and relatively inexperienced investors always look for top mutual funds to invest. They ask their friends or colleagues or in some mutual fund forums for top or best schemes while starting their investment journey or while deciding to invest extra money. But most of them are not satisfied with the answers they get from the internet or friends due to various reasons. An online search would mostly take you to some websites with ready-made lists. Most often, the schemes may be shortlisted on the basis of their short-term performance. Sometimes, the schemes from a single category may dominate the list because that category happens to be the flavour of the season. Friends or colleagues may give you names of schemes they like or they are investing. Again, there is no guarantee the schemes are indeed suitable for you. Some people never proceed beyond collecting names of top funds because a lingering doubt about the veracity of the names always holds them back. No wonder, many investors keep visiting mutual fund forums for validation for years - even after they start investing. That is why #ETMutualFunds decided to put out a list of top 10 mutual fund schemes. We have chosen two schemes from five different equity mutual fund categories - aggressive hybrid, large cap, mid cap, small cap and flexi cap schemes – which we believe should be enough for regular mutual fund investors. There are caveats: read till the end to ensure you are picking up the best scheme for you. 𝐋𝐢𝐬𝐭 𝐨𝐟 𝐭𝐨𝐩 10 𝐬𝐜𝐡𝐞𝐦𝐞𝐬: Canara Robeco Bluechip Equity Fund Mirae Asset Large Cap Fund Parag Parikh Flexi Cap Fund UTI Flexi Cap Fund Axis Midcap Fund Kotak Emerging Equity Fund Axis Small Cap Fund SBI Small Cap Fund SBI Equity Hybrid Fund Mirae Asset Hybrid Equity Fund Source: The Economic Times #mutualfunds #top10mutualfunds #wheretoinvest #equityinvesting #investment #investingtips #CanaraRobeco #MiraeAsset #ParagParikh #kotakmutualfund Canararobeco Asset Management Co. Limited Mirae Asset Mutual Fund (India) NJ Mutual Fund

Vivriti Asset Management, a credit focussed asset manager, has launched a new alternative investment fund (AIF) called Diversified Bond Fund Series 2, with aims for investing ₹2,000 crore in mid-sized companies. The fund looks to raise the base capital of ₹1,500 crore and another ₹500 crore as a greenshoe option at a yield of 15-16%. The AMC looks to raise money from existing limited partnerships (LPs) and complete the first close by either June-end or early July. The fund will invest in mid-market companies, which are profitable, have good cash flows, and will use these funds for growth purposes. Healthcare, infrastructure, engineering, and consumer-led businesses are some of the sectors that the fund is looking at investing in. #updates #investing

PRESS COVERAGE: The Asset discussed our Outlook 2024 report in a recent article, highlighting that alternative fund managers anticipate a robust year for capital raising in 2024, driven by growing investor interest in diversification. Read the coverage here > https://lnkd.in/etVSZrMB #Outlook2024

Our strategic partnership with Avantis Investors is making news in Chris Latham's Investments Roundup in Wealth Solutions Report. We're excited to provide Avantis' low-cost, actively managed ETF strategies in the FusionIQ One Digital Model Marketplace. Together, we have a shared vision to deliver dynamic and adaptable investment strategies that prioritize client perspectives. Read more about how we're helping advisors and their clients achieve their investment goals in Wealth Solutions Report: https://lnkd.in/g5fa75Fa Learn more about how the FusionIQ One Digital Model Marketplace is putting financial advisors in control of winning investment strategies at a lower cost: https://lnkd.in/gmMj47nh #investingstrategies #etfs #wealthmanagement #etfinvesting #fintech

How can active management outperform in a stock market driven by the Magnificent 7 tech mega caps? Shivani Vohra, portfolio manager of the Parnassus Growth Equity Fund, explains to CNBC how exposure to underappreciated software stocks outside the Mag 7 helped drive performance in her mutual fund last year—and highlights growth stocks in other sectors trading at attractive prices. Check out Shivani’s interview here: https://bit.ly/3OrDvD4 #StockMarket #GrowthInvesting #PortfolioManagement