Ionic Wealth

Co-founders in your journey of Wealth creation.

SEBI Registration: Registration of third-party AMCs:

[Ionic Wealth @ionicwealth]

In less than two years, Ionic Wealth has crossed $1 billion in Assets Under Management.

From day one, Ionic was built on a simple belief: the future of wealth management will not be purely digital (DIY) or purely advisory, it will be omnichannel.

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[Ionic Wealth @ionicwealth]

Disclaimer:

[Ionic Wealth @ionicwealth]

Over the last few months, Indian equities haven’t delivered spectacular returns.

But beneath the surface, something important has changed.

Why are we saying this?

A thread 🧵

By @harshmadhusudan

[Ionic Wealth @ionicwealth]

If you've made it this far, you probably want the full picture — charts, data, and what we're watching next.

Read the full piece on our Substack: https://t.co/kACDycUpqN

[Ionic Wealth @ionicwealth]

The choice between the two regimes is no longer straightforward.

Before filing taxes this year, it is essential to evaluate both regimes carefully. For many salaried taxpayers, the old regime may now be worth revisiting.

Subscribe to our newsletter: https://t.co/9udol7r4Ac

[Ionic Wealth @ionicwealth]

This year, your child's education can help you save more in taxes.

And since these exemptions are only available under the old tax regime, the debate over the new vs. old tax regime has resurfaced.

But what does it mean for you, and how can you optimise for it?

Read on (a thread) 🧵

Full story in our @Substack: https://t.co/G9X0bk3VSt

[Ionic Wealth @ionicwealth]

Where the old regime may work better:

[Perfect Wealth @PerfectWealth_]

How Eligible NRIs can Pay Zero Tax on Mutual Funds

Credit - @ionicwealth

[Ionic Wealth @ionicwealth]

5. Ankita Pathak @ankitapathak_ (Head - Global Investments, Ionic Asset)
6 Moderator - Gaurav Aggarwal (Lead Investment Strategist, Ionic Asset)

Join us for a #VantagePoint evening of deep insights and professional networking.

Link: https://t.co/w5RmsT9aJv

[Ionic Wealth @ionicwealth]

Geopolitics is increasingly reshaping portfolios.

Middle East tensions + Energy shocks.
Tightening global liquidity.
AI disrupting industries.
Central banks hitting pause.

Join us for an expert session on decoding the puzzle.
📍April 17th (tomorrow) at Taj Santacruz, Mumbai
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[Ionic Wealth @ionicwealth]

Speakers:
1. Sreemoy Talukdar @sreemoytalukdar (Deputy Executive Editor, Firstpost)
2. Srikanth Subramanian (Co-Founder & CEO, Ionic Wealth)
3. Jigar Mistry @jigarmist (Co-Founder, Buoyant Capital)
4. Harsh Madhusudan @harshmadhusudan (Author, Fund Manager - PIPE by Ionic Asset)

[pms bazaar @PmsBazaar]

𝐎𝐯𝐞𝐫 𝟖𝟎% 𝐨𝐟 𝐝𝐞𝐛𝐭 𝐏𝐌𝐒 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐡𝐚𝐯𝐞 𝐨𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐝 𝐭𝐡𝐞𝐢𝐫 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐛𝐞𝐧𝐜𝐡𝐦𝐚𝐫𝐤𝐬.

In March, equity markets were volatile, while debt markets showed relative stability. The CRISIL Composite Bond Fund Index fell 1.31%, the Nifty Medium to Long Duration Debt Index declined 1.36%, and the CRISIL Credit Index was slightly positive at 0.08%.

Amid this backdrop, select Debt PMS strategies continued to generate steady positive returns, highlighting the importance of active management.

𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝟓𝟎𝟎+ 𝐏𝐌𝐒 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬, 𝐝𝐞𝐭𝐚𝐢𝐥𝐞𝐝 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐝𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 & 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐚𝐭 👉 https://t.co/YFSxb1G0Th

Stay tuned for our monthly PMS insights—covering category trends, benchmark comparisons, and key drivers shaping fixed income opportunities.

#DebtPMS #FixedIncome #BondMarket #WealthManagement #PMS #InvestSmart #FinancialInsights #pmsbazaar

[Ionic Wealth @ionicwealth]

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[Ionic Wealth @ionicwealth]

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