Listen to this article Published by Holistic Financial Services | Data as on 30th April 2026 | Net-of-fee analysis throughout Quick Summary What Works What Doesn’t Strong since-inception alpha: +4.19% above benchmark (June 2017) Underperforming benchmark on 1Y, 2Y, 3Y, and 5Y trailing periods (net of fees) Low leverage; improving ROE profile in portfolio companies […]
Portfolio
Building a Portfolio That Survives Crises: Lessons from Market Falls and Recoveries
Listen to this article Markets feel predictable—until they suddenly aren’t. At market peaks, confidence is high. Portfolios are growing, returns look attractive, and it becomes easy to believe that stability will continue. But history repeatedly shows that this comfort is temporary. Sudden global events—whether geopolitical conflicts, economic disruptions, or financial shocks—can change market direction almost […]
Why a Rules-Based Portfolio Strategy Beats Emotional Investing?
Listen to this article Have you ever refreshed your portfolio twice in the same hour? Felt a sudden rush of anxiety after a market dip — even though your goals are years away? Or wondered whether “doing something” would make you a better investor than simply staying put? If that sounds familiar, you’re not alone. […]
ASK India Select PMS: A Complete & Comprehensive Review
Listen to this article “Investing is not about beating others at their game. It’s about controlling yourself at your own game.” – Benjamin Graham ASK Group is a well-known financial services group that has been around since 1983. They specialize in helping wealthy families in India with their wealth and investment management needs. […]
How to Protect Your Investment Portfolio from Geopolitical Risks?
Listen to this article “When America sneezes, the world catches cold”, goes a famous saying. Every country in the world is always susceptible to socio-economic and geo-political factors happening around the globe, and we aren’t an exception either. In recent years, India has faced several geopolitical challenges, including enduring conflicts with Pakistan, rising tensions with […]
‘True Beacon Two’ Hedge Fund Review—Should You Invest in This AIF?
Listen to this article True Beacon Two is the latest AIF from True Beacon launched in August 2021. The company says this is a multi-asset fund investing in both equities and fixed income instruments. It is the second AIF from True Beacon made for Indian HNI & UHNI investors following its flagship AIF—the ‘TrueBeacon One’. […]
