Sreekanth Nadella’s Post

Discover the latest developments in the financial sector with Zerodha Fund House's quest for external funding. Stay informed and delve deeper into the story by visiting https://lnkd.in/d7Q_FQ45 #FinanceNews #Zerodha #Investment #MutualFunds #ExternalFunding #atomnews #AtomNews

Thank you Ryan Lemand, PhD, trusted financial markets expert to the masses, for sharing your insight on Neovision Wealth Management with us (this time). It was great talking more about fund management as a service. Having a lot of fund related clients, I love a good fund management service. The market could certainly do with more of it. (And the main picture Digital Journal chose for this article - priceless. Its been a while since ive had a picture like this published) https://lnkd.in/drXkZKxg #funds #regulatedsetups #fundmangement #tokenizedfunds #regulatedeasier #thefasttrack #legalandfundmangement #fundsintheUAE

🌟 Excited to share insights from our recent conversation with Swarup Mohanty, Vice Chairman and CEO of Mirae Asset Mutual Fund (India)! With a robust growth trajectory in the mutual fund space, Mirae Asset is redefining investment strategies, emphasizing investor education and innovation. Swarup highlighted their commitment to long-term value, ethical fiduciary practices, and a vision to adapt to evolving market trends. As they continue to build trust among nearly 7 million retail investors, Mirae Asset is not just growing; it’s thriving. 🚀 Here's to a future of sustainable, high-quality returns! #Investment #MiraeAsset #Leadership #Finance #MutualFunds Mirae Asset Global Investments Mirae Asset Financial Services India Pvt Ltd Mirae Asset Capital Markets (India) Pvt. Ltd. Mirae Asset Capital Outlook Money Alok Nayak Shakti Singh

Investcorp is partnering with tokenized funds platform Securitize to offer its users exposure to GP stakes, a sub-asset class where private asset managers acquire stakes in others as an investment strategy. The inclusion of GP stakes, and the tradability of tokenized funds, advance the trend of democratization, which entails making it easier for individuals to invest in private markets. Here's my story on the partnership in Private Funds CFO: https://lnkd.in/d8RWC38z

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

NU.06.10.2024 𝐉𝐢𝐨 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐚𝐧𝐝 𝐁𝐥𝐚𝐜𝐤𝐑𝐨𝐜𝐤 𝐉𝐨𝐢𝐧 𝐇𝐚𝐧𝐝𝐬 In a major development for the Indian financial market, Jio Financial Services, owned by Mukesh Ambani, and BlackRock, the world's largest asset manager, have announced a joint venture. 𝐒𝐄𝐁𝐈 𝐆𝐢𝐯𝐞𝐬 𝐆𝐫𝐞𝐞𝐧 𝐋𝐢𝐠𝐡𝐭 𝐟𝐨𝐫 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 The Securities and Exchange Board of India (SEBI) has granted principle approval for the venture, allowing the two financial giants to begin their mutual fund operations in India. 𝐉𝐢𝐨 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐭 𝐭𝐨 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐭𝐡𝐞 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝 𝐌𝐚𝐫𝐤𝐞𝐭 According to the official statement by Jio Financial, the capital markets regulator gave the final nod on October 3, opening up new opportunities in the mutual fund landscape. 𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐒𝐄𝐁𝐈 𝐂𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐝 The venture successfully registered with SEBI, with Jio Financial and BlackRock meeting all regulatory requirements set by the body. 𝐀𝐦𝐛𝐢𝐭𝐢𝐨𝐮𝐬 𝐏𝐥𝐚𝐧𝐬 𝐟𝐨𝐫 𝐈𝐧𝐝𝐢𝐚𝐧 𝐌𝐚𝐫𝐤𝐞𝐭 This new entity is expected to revolutionize the Indian mutual fund industry. Jio Financial and BlackRock aim to provide an innovative, tech-driven mutual fund platform for Indian investors. 𝐁𝐥𝐚𝐜𝐤𝐑𝐨𝐜𝐤'𝐬 𝐑𝐞-𝐞𝐧𝐭𝐫𝐲 𝐢𝐧𝐭𝐨 𝐈𝐧𝐝𝐢𝐚𝐧 𝐌𝐚𝐫𝐤𝐞𝐭 This collaboration marks BlackRock’s return to the Indian market after its exit in 2018. The global asset manager had previously exited a joint venture with DSP BlackRock Mutual Fund. 𝐆𝐥𝐨𝐛𝐚𝐥 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐭𝐨 𝐁𝐞𝐧𝐞𝐟𝐢𝐭 𝐈𝐧𝐝𝐢𝐚𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 With over $10.5 trillion in assets under management, BlackRock’s global expertise is expected to drive innovation and offer Indian investors better access to diverse mutual fund products. 𝐀 𝐅𝐨𝐜𝐮𝐬 𝐨𝐧 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐀𝐟𝐟𝐨𝐫𝐝𝐚𝐛𝐢𝐥𝐢𝐭𝐲 Rachel Lord, Head of BlackRock’s International Business, highlighted their goal to offer affordable and innovative solutions for Indian investors. 𝐆𝐫𝐨𝐰𝐭𝐡 𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐨𝐟 𝐈𝐧𝐝𝐢𝐚𝐧 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝𝐬 The Indian mutual fund market is one of the fastest growing in the world. The number of investors has seen tremendous growth in the last five years, with mutual fund accounts increasing from 25.48 lakh crore to 66.74 lakh crore. 𝐂𝐨𝐧𝐜𝐥𝐮𝐬𝐢𝐨𝐧 The collaboration between Jio Financial and BlackRock could prove to be a game-changer for the Indian mutual fund market, leveraging technology and global expertise to offer innovative financial solutions. With SEBI's approval, the Indian financial landscape is set for a significant transformation. 𝐒𝐭𝐨𝐜𝐤 𝐢𝐧 𝐟𝐨𝐜𝐮𝐬: Jio Financial Services ltd 𝐂𝐌𝐏: ₹339 𝐌𝐤𝐭 𝐂𝐚𝐩: ₹ 2,152.49 billion

RWA Tokenisation could go beyond our imagination and transforming into the new landscape from the traditional securitisation. Turning all those works (legal assistance, investment manager appointment, fund distribution channel) into realistic opportunities require same visionary thoughts across the counterparts. Here they are!!!

Socium Fund Services, a Suntera Global company, is thrilled to announce that it has partnered with Hedgebay Securities LLC to offer tailored secondary market liquidity solutions to General Partners and Limited Partners in the alternative investments space. Jason M., Chief Revenue Officer at Socium, emphasized the significance of strategic alliances in adapting to the dynamic market landscape. “Our commitment lies in empowering clients to navigate the evolving market with flexibility and sustainability. Recognizing the pivotal role liquidity plays in private fund investments, our collaboration with Hedgebay offers a compelling solution, enabling firms to optimize their investment strategies effectively. Hedgebay’s proven secondary marketplace facilitates liquidity for both GPs and LPs, encompassing buying, selling, borrowing, and lending against private or illiquid assets.” Read the full announcement here: https://lnkd.in/dFVaNWuv #privateequity #secondarymarket #privatecredit #alternativeinvestments

https://lnkd.in/gCK2CpmR 😃 🤣 😇 Serious question - while certifications were institutionalised for asset management in public markets several years ago, do AIF managers need to pass an examination to acquire accreditation from the market regulator? AIFs raise money from wealthy (supposedly sophisticated investors, LPs who know what risk they are taking in selecting their GPs/fund managers). IMHO, It is not required - we should let the VC/PE industry self-govern themselves. It doesnt impact small investors. On the other hand, I would like the regulator to strengthen the barriers to public markets and make it difficult for private investors to sell their stock to gullible retail investors - in other words, make IPO and listing qualification more stringent with a focus on traditional financial and business parameters and not let loss-making, negative net-worth companies access public markets. Views?

Attention Investors: Two of our private funds are in the limelight. Thanks to their stellar performance, VanEck Digital Assets Alpha Fund was nominated in five categories, and VanEck Smart Contract Leaders Fund was nominated in two at the @Hedgeweek Global Digital Assets Awards 2024.   We'd appreciate your support. If you're inclined, please cast your vote for our funds in the nominated categories below. Feel free to skip to Questions 9-48 and vote only in those relevant to our funds. Vote here: https://lnkd.in/esmwdh9A   On the Ballot: -         VanEck Digital Assets Alpha Fund (Questions 10, 19, 24, 43, 45) -         VanEck Smart Contract Leaders Fund (Questions 19, 24)   Nominated Categories: -         Absolute Performance of the Year - Digital Assets Fund (Trailing 12 Months) -          Performance of the Year - Directional Fund (1+ Years) -         Performance of the Year - Long Bias Fund (1+ Years) -         Directional Fund of the Year -         Long Bias Fund of the Year   Your vote can help highlight our funds' achievements. Thank you for your support!   The Digital Assets Alpha Fund and Smart Contract Leaders Fund are available to Qualified Purchasers only. The Funds are not investment companies registered under the Investment Company Act of 1940 (the “1940 Act”), and therefore are not subject to the same regulatory requirements as mutual funds or ETFs registered under the 1940 Act. No compensation was paid to HedgeWeek to receive the respective category nominations. Past performance is not a guarantee of future results.