Over the past few weeks, investors have been navigating tariff tensions, currency volatility, sharp oil movements, liquidity shifts, and now physical conflict between nations. Markets corrected. Then they bounced sharply….
Investing Through Conflict: Positioning for the Next Cycle Read More »
The IT services industry was banking on enterprise AI adoption to be the next great growth engine. Modernisation, implementation projects, and managed services — all waiting on the other side…
Anita opened her mailbox: there it was her monthly PMS report. She opened the attachment, scrolled down to the performance and was met with disappointment. Another month of negative returns….
Behind The Scenes: How We Review PMS Portfolios Every Month Read More »
A look at the calendar‑year performance grid for the last decade shows that the three market‑cap buckets keep shuffling positions almost every year. Small caps have been the most volatile,…
Riding the Cycles: Why Flexi Cap Funds Make Sense When Market Leadership Keeps Changing Read More »
Asset allocation represents a cornerstone of effective portfolio management, enabling investors to achieve long-term growth while also effectively managing risk. At ithought, we have Sphere, a multi-asset PMS product (PMS),…
The Art of Asset Allocation- How do we do it? Read More »
With the increasing number of Indians now invested in the markets, it is a testament to growing financial awareness and optimism. But here’s what every investor must remember: risk never…
Portfolio Risks You Must Know and How to Handle Them Read More »
Portfolio Management Services (PMS) have gained popularity among discerning investors seeking personalized strategies and direct exposure to equities, but the nuances of taxation can significantly affect returns. Understanding PMS taxation…
How PMS Taxation Works Read More »
Portfolio Management Services (PMS) are increasingly recognized as strategic wealth creation vehicles for long-term investors, including Non-Resident Indians (NRIs) looking to grow their wealth back home in India. In this…
Can NRIs invest in a PMS? Read More »
India’s investment landscape is evolving at breakneck speed, with sophisticated new options now available to investors who aspire beyond traditional mutual funds. As ambitions and awareness grow, choices like Portfolio…
The ithought PMS Factsheet for September 2025 offers a comprehensive overview of investment strategies, technical performance, qualitative perspectives, and risk management—all steered by a seasoned team anchored in robust research…
PMS Factsheet- September 2025 Read More »
