Why many bankers hard-sell guaranteed insurance plans
While they earn hefty commissions on these products, investors benefit from the tax sops.
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While they earn hefty commissions on these products, investors benefit from the tax sops.
According to SEBI data, Rs 18,658 crore was collected through these emerging investment vehicles in the April-September period of 2023-24. This comprises Rs 12,753 crore through InvITs and the remaining Rs 5,905 crore via REITs.
This came following a fund collection of Rs 2,596 crore through listed Infrastructure Investment Trusts (InvITs) in the entire 2022-23, although the amount mopped up through listed Real Estate Investment Trusts (REITs) was nil, data with the Securities and Exchange Board of India (Sebi) showed.
Family offices, HNIs, market liquidity, and positive investor sentiment have increased interest in SME IPOs, with 139 companies raising Rs 3,540 crore in 2023.
Warren Buffett's quote about real estate holds true for millennials as well. Despite underperforming other investments, millennials are investing in real estate for regular income and rental yields. However, experts warn that real estate should not make up more than one-third of an investment portfolio, and equity-linked investments may offer better returns. Tax benefits and the option of Real Estate Investment Trusts (Reits) and Infrastructure Investment Trusts (InvITs) can also be considered for asset allocation. Investors must be cautious and build a solid financial portfolio before investi...