Quarterly Updates

When we look back at the last three months, the headlines might have felt unsettling — conflicts flaring up in different corners of the world, new trade barriers, and local tensions too. But if there’s one thing these events remind us, it’s this: volatility is temporary — but your plan is built to last.

Let’s break down what happened this quarter, what it means for your portfolio, and what we, …

Sun Tzu's timeless wisdom, "In the midst of chaos, there is also opportunity," encourages us to recognize that periods of change and uncertainty can be fertile ground for growth and innovation, if approached strategically.

As the Indian markets find their footing, it's an opportune moment to pause and draw inspiration from the wisdom of legendary investors and thinkers. This is also a time to reassess the strategies and decisions we've …

Discover the power of factor investing in India with smart beta strategies and global diversification through FinAtoZ’s Global Growth Portfolio. Explore investment opportunities in ETFs, PMS, and international markets.

This quarter has been pivotal, with significant developments affecting our domestic and international investment strategies. Critical updates include opportunities at GIFT City, shifts in our international portfolio, new hybrid fund categories, and more.

1.GIFT City – Opportunities for Investment:

Gujarat International Finance Tec-City (GIFT City) offers options to invest in both overseas markets and domestic investments through Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and real estate. Taxation …

Given the Israel – Palestine conflict started in early October, we at FinAtoZ would like to present our analysis of the situation and whether it warrants any changes in your current investment portfolio.

As of now, inflation continues to be high globally. With this escalation, the crude oil price will likely remain elevated. Higher crude oil prices would not allow inflation to cool, so the interest rates will likely remain …