Client Associates News Today

Himanshu Kohli, Co-founder of Client Associates, discusses identifying themes early for investors and the fund philosophy emphasizing value in business with strong fundamentals and execution. He mentions raising Rs 300 crore in AUM.

SBI Automotive Fund, managed by Tanmaya Desai and Pradeep Kesavan, offers high exposure to automotive stocks. Experts from WealthMills Securities recommend considering the fund for high-risk appetite investors.

Special Opportunities Fund (SOF) is an investment fund capitalizing on unique opportunities below intrinsic value, inspired by Warren Buffett. WhiteOak Capital Mutual Fund and Samco Mutual Fund have launched similar funds. Alekh Yadav, Head of Investment Products at Sanctum Wealth, highlights the funds strategy. Investors should consider the differentiated offerings and track record, with high-risk appetite recommended for SOFs.

Rohit Sarin believes that Banking, Insurance, NBFCs and Consumer Discretionary (consumer focused) sectors should do well in the next 1 year.

Wealth management firm Client Associates, which manages assets under advisory of around $5.5 billion (Rs 45,900 crore), has marked the first close of its maiden ......

Private credit is rapidly emerging in India as an alternative investment option, offering tailored solutions and higher yields than traditional fixed-income strategies. Despite higher risk, lower default rates in India make investments in private credit viable.

How do mutual funds and portfolio management services match up? Know the score on structure, rules, entry fees, charges, and tax perks to pick the right path for your financial journey - Issue Date: Apr 28, 2024

Recognizing the intrinsic link between physical health and professional success, Himanshu initiated the 21 Days Fitness Challenge at Client Associates—a groundbreaking initiative designed to foster unity, vitality, and excellence among his team.

Sebi’s March 24 circular directed Indian asset managers to stop accepting fresh inflows into schemes that invest in foreign shares or ETFs since the industry-wide limit of $1 billion has almost been breached.

MSCI methodology makes India underweight in global indices. As a result, investors fail to capitalise on Indian equities.