Listen to this article Quick Summary What Works What Doesn’t Genuine contrarian, valuation-conscious philosophy with a 34-year manager track record Underperformed its benchmark in the 1-year, 2-year, 3-year and since-inception periods Zero exit load in years 1–3 — leaving costs you nothing structurally 2.50% fixed fee (or 2.00% + 15% profit share) on a portfolio […]
SageOne Smallcap Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Genuine, disciplined pure-play SmallCap mandate — no style drift into large or mid-caps 13.75% profit share on all profits, with no hurdle rate — the fee bites from rupee one of gain Positive alpha over the benchmark across 1-year, 2-year, 3-year and since-inception periods 5-year […]
Why Comparing Retirement Corpus Is a Mistake: Build a Retirement Plan That Fits Your Life
Listen to this article “How much money do I need to retire?” It’s one of the most common questions asked in personal finance forums. Someone posts that they have a ₹5 crore retirement corpus, and within minutes, dozens of strangers start offering opinions. Some say it’s more than enough, while others insist it’s nowhere close […]
Beyond Returns: 5 Investing Principles That Can Make or Break Your Wealth
Listen to this article Ask someone why they invest, and the answer is almost always the same—to earn better returns. It’s a fair answer. After all, investing is about growing your money. But here’s a question worth asking: What if focusing only on returns is actually hurting your long-term wealth? Many investors spend hours searching […]
Ambit Coffee Can Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article You didn’t sign up for a Nifty-tracking portfolio at 2.5% a year. You signed up for a fund manager who promised “quality compounders” — businesses with enduring pricing power and durable moats that let your money snowball quietly. That was the pitch behind the Ambit Coffee Can Portfolio (ACCP) back in […]
Vallum India Discovery PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Maybe since the early days, when the numbers looked spectacular. Maybe more recently, drawn in by a strong three-year story. Either way, you’re here for one reason: you want an honest answer to a simple question — is this PMS still earning its fee? We’re not going to tell you what […]
