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A Deeper Look into Asset Management in India

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Content provided by Wizemarkets Analytics Private Limtied. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wizemarkets Analytics Private Limtied or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Join us on Capitalmind Podcast, where we demystify the world of finance without the jargon. In today’s episode, talk about the asset management industry in India and what’s in store for the future.

Now get this - Mutual Funds own only 8% of Indian companies, while retail investors own 9%.

Let’s rewind. In 2005, despite impressive returns, MFs didn’t gain much attention due to high fees and the lack of tax advantages. Fast forward to 2018, capital gains and dividend tax changes sparked a surge in MF investments, increasing their ownership to 8%.

Explore the shift in India’s financial landscape – changing disposable incomes and tax adjustments have made MFs more attractive. The “MF Sahi Hai” mantra and the success of Systematic Investment Plans (SIPs) further contribute to their rise.

Regulatory improvements play a role, but we also discuss other investment vehicles – MFs, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and more. Understand the evolving dynamics and where your money might fit best.

We dive into comparing investment vehicles and their equivalents in the US. Spoiler alert: India’s investment culture is rising, embracing the expertise needed to manage money with relatively low costs and instant liquidity.

Is passive investing becoming the norm? Not quite yet. We need more institutional capital for that shift.

We end the episode trying to connect the dots and see what the future of this industry may look like.

References

00:00 Introduction and Disclaimer 01:15 How is the money divided among different vehicles in the asset management industry? 06:36 Why do Mutual Funds have a lower ownership in Indian companies (8%) compared to retail investors who own 9%? 20:21 What are the downsides of investing in Gold and Real Estate? 27:40 Are we just one crash away from everyone turning away from equity? 34:38 Given that we have a savings culture, will investing grow faster in the future? 40:42 Which type of investment is good for whom? 44:53 Mutual Fund Vs Direct Stock Investing: How are things different in India and the US? 01:02:46 The future of the Asset Management industry in India.

  continue reading

78 episoade

Artwork
iconDistribuie
 
Manage episode 396434978 series 2484638
Content provided by Wizemarkets Analytics Private Limtied. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wizemarkets Analytics Private Limtied or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Join us on Capitalmind Podcast, where we demystify the world of finance without the jargon. In today’s episode, talk about the asset management industry in India and what’s in store for the future.

Now get this - Mutual Funds own only 8% of Indian companies, while retail investors own 9%.

Let’s rewind. In 2005, despite impressive returns, MFs didn’t gain much attention due to high fees and the lack of tax advantages. Fast forward to 2018, capital gains and dividend tax changes sparked a surge in MF investments, increasing their ownership to 8%.

Explore the shift in India’s financial landscape – changing disposable incomes and tax adjustments have made MFs more attractive. The “MF Sahi Hai” mantra and the success of Systematic Investment Plans (SIPs) further contribute to their rise.

Regulatory improvements play a role, but we also discuss other investment vehicles – MFs, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and more. Understand the evolving dynamics and where your money might fit best.

We dive into comparing investment vehicles and their equivalents in the US. Spoiler alert: India’s investment culture is rising, embracing the expertise needed to manage money with relatively low costs and instant liquidity.

Is passive investing becoming the norm? Not quite yet. We need more institutional capital for that shift.

We end the episode trying to connect the dots and see what the future of this industry may look like.

References

00:00 Introduction and Disclaimer 01:15 How is the money divided among different vehicles in the asset management industry? 06:36 Why do Mutual Funds have a lower ownership in Indian companies (8%) compared to retail investors who own 9%? 20:21 What are the downsides of investing in Gold and Real Estate? 27:40 Are we just one crash away from everyone turning away from equity? 34:38 Given that we have a savings culture, will investing grow faster in the future? 40:42 Which type of investment is good for whom? 44:53 Mutual Fund Vs Direct Stock Investing: How are things different in India and the US? 01:02:46 The future of the Asset Management industry in India.

  continue reading

78 episoade

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