Allows diversified exposure of income generating assets - Shariq Merchant discussing REITs on @NDTVProfitIndia with @niraj_shah and @MVachhrajani
https://t.co/1T642XTCHJ
Congratulations to the newest batch of Chartered Accountants who've joined our midst!
And if you're looking to start your next professional chapter... We're all ears! 👇
#Careers#cafinal#WhiteOakCapital
https://t.co/TS1kMgzqqn
Interesting article by @vaibhavchugh on a simple but under-utilised feature of Mutual Fund SIPs - the Top Up. Pumping same set of weights over years doesn't do anything for muscle building. Similarly, same amount of SIP over the years, with no heed to earning levels, standards of living and aspirations; does nothing for wealth building...
Asset Allocation is a Chemistry. In our industry all MultiAsset Allocation Funds have been created to qualify for "equity taxation", so the asset classes are combined to look like Balanced Advantage Funds with 10% Gold. The purpose of the category is lost.
But instead of optimizing for tax, if you decide to make a Chemistry which optimizes for risk adjusted returns, say volatility like ST Debt and returns like hybrid, >fixed income; you will get a totally different suggested mix of asset classes. MAAF created by @WhiteOakCap is meant to be a fixed income + alternative hence the effort to explain that all MAAF are not structured for similar outcomes (mixing asset classes in different proportion has dramatically different outcomes - the range extends from panacea to poison). We have optimized it for risk adjusted returns; low volatility and commensurate returns. And the fund will have hybrid taxation i.e. 3 yr holding is LT & attracts LTCG @ 20% less indexation.
Congratulations to Ashoka WhiteOak Emerging Markets Trust plc on their IPO on the Premium Segment of the Main Market of the London Stock Exchange under the ticker AWEM. Find out more: https://t.co/SFYTXLMwPx
@WhiteOakCap#EmergingMarkets#IPO
London has a new investment trust - Ashoka WhiteOak Emerging Markets Trust (AWEM) has ended the 16-month investment company listing drought on to the UK stock market following an initial public offer (IPO) that garnered £30.5m.
Citywire link - https://t.co/0Kaqrdemip
@Citywire
Biography of SIP (Midcap Index-Nifty Midcap 150 TRI) is a study by WhiteOak Mutual Fund which tries to explain various stages of #investments, how typically investors lose focus and make the mistake of stopping their #SIP.
Refer to the thread below for more details -
We held our maiden annual Thought Leadership Conclave – Vantage Point on 6th Jan 2023 at Hotel Sahara Star, Mumbai. It was a power packed #event with specially curated sessions from our illustrious list of speakers and was attended by 250+ #MutualFund Distributors from 52 cities.
Heard of @WhiteOakCap? If you are a #mutualfund investor, chances are yes, cause of @AashishPS. But the MF at 1.5k cr is a tiny part of WhiteOak (48k cr). You probably haven't heard of the man who founded WhiteOak, Prashant Khemka. Today, @jashkriplani and I tell you his story
Every accounting loss is not the same. Understand the difference between the good ones and bad ones. Focus on underlying economics and not the accounting numbers.
https://t.co/bubmkjO0YI