Sameer Kaul

University of Illinois Urbana Champaign CEO and MD of Trust Plutus Wealth Managers India Private Limited Family Office based in Mumbai, India

[Sameer Kaul @sameerkaul]

Food for thought. QSR companies are reporting slower same store sales and/or degrowth in revenues while the stock of the food aggregator is soaring ! Can the aggregator do well if the underlying QSR do badly ? Will take rates go up or down if overall consumption slows down ?

[Sameer Kaul @sameerkaul]

Pleased to share that our Athena Stock Convertible has declared its maiden dividend of 3 percent in the June quarter. We have also set a benchmark on performance reporting and we report performance net of fees and taxes#AIF#Investments

[Sameer Kaul @sameerkaul]

@ActusDei @Shiprasorout Investors should consider investing in a multi asset fund offshore that will reduce the need for frequent reporting since the fund can buy and sell and as long as the investor stays invested in the fund, there is no income or capital gains on which tax needs to be paid

[Sameer Kaul @sameerkaul]

@Suhelseth Nifty at sixty Suhel

[Sameer Kaul @sameerkaul]

Given that a certain segment of the population will continue to send their children overseas for higher education, LRS can be a good channel to build long term savings by investing in global markets.

[TrustPlutus @Trustplutus]

Check out Vineet Bagri's views on the new Reserve Bank of India (RBI) rule that restrains high net-worth individuals (HNIs) from keeping money beyond six months in offshore bank accounts.

https://t.co/rQDmk2YwK3

#hni #newrbirule #offshorebanks #rbi

[TrustPlutus @Trustplutus]

𝗔𝘁𝗵𝗲𝗻𝗮 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 announces the launch of "𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝗘𝗾𝘂𝗶𝘁𝘆 𝗙𝘂𝗻𝗱" an AIF CAT III Fund with CORE and SATELLITE approach to investing. To know more, connect with us on - [email protected]

#aif #aifcatIII #newfund

[Sameer Kaul @sameerkaul]

Pleased to see the launch of the second fund which will endeavour to generate an alpha over a core long only equity portfolio. As always, fee is kept low with no profit share, monthly liquidity and no exit load

[TrustPlutus @Trustplutus]

Hear what Vineet Bagri, Chief Executive Officer at Athena Alternative Investments has to say about the latest round of reforms concerning AIFs right here 👇

https://t.co/W1TmLl9tpK

#mintpodcast #aif #reforms #sebiregulations

[Sameer Kaul @sameerkaul]

@Ajay_Bagga We need more of such stories showing companies hiring and creating employment opportunities. Also important to note that well paying jobs can be created when companies have high margins and don’t compete on price

[Sameer Kaul @sameerkaul]

Perhaps time has come for direct plans to become like another share class that offers lower management fee but allowance is given to the manufacturer to pay a share of the management fee to the distributor. #investing #aif

[Sameer Kaul @sameerkaul]

The direct plan was originally conceived to offer a low cost mode for self directed investors to invest.
Over time all kinds of investors are investing through direct plans.

[Sameer Kaul @sameerkaul]

@AjaySharmaCycas [email protected]. Thank you for asking

[Sameer Kaul @sameerkaul]

We are walking the talk with a well priced aif, fully liquid and transparent portfolio, no entry or exit loads and no profit share. #athena stock convertible

[TrustPlutus @Trustplutus]

Access to AIF can be done at a lower fee from now. Check out the entire article to know the view of our CEO Mr. Vineet Bagri from, Athena Investments.

#AIF #ceospeaks #alternativeinvestments #mint

[Sameer Kaul @sameerkaul]

We started our Athena stock convertible idea in December of last year. Since then while the index has been down 7.4 percent our fund has been flattish. Importantly, our framework is working and we endeavour to deliver the high single digit low double digit post fee/tax return

[Sameer Kaul @sameerkaul]

@iRadhikaGupta Dear Radhika congratulations and best wishes always.

[Sameer Kaul @sameerkaul]

@Surindersgh @ActusDei @Trustplutus Friends the other message in the bottle is please pay your taxes and enjoy a good nights sleep. Any form of tax arbitrage should be done away with. Pay your taxes and give back to the nation @Trustplutus

[Sameer Kaul @sameerkaul]

@abhymurarka Irrespective of industry, all entrepreneurs should focus on running a sustainable scalable and profitable enterprise. Once you create value, valuations will come automatically @Trustplutus

[Sameer Kaul @sameerkaul]

@avasthiniranjan @iRadhikaGupta Tax benefit for mutual funds also perhaps hurting bank deposit growth. Since banks are the real lenders to the larger economy, important to address liquidity issues for banks. Asset managers need to work harder to garner business.

[Sameer Kaul @sameerkaul]

@ActusDei The arbitrage between bank FD and debt funds was creating issues in terms of deposit growth in banks. Banks provide real credit to the economy and pressure on liabilities has to be addressed. Also asset managers have to work harder to garner assets @Trustplutus

[Sameer Kaul @sameerkaul]

Well did the mutual fund industry grow to 40 lakh crore just by itself using computers or did people toil to distribute products to bring them within reach of investors ? Distribution in financial services and other industries will always remain a moat irrespective of technology

[CoffeeSoul विप्रः @_CreatingWealth]

@sameerkaul Technology is driving down the prices of Financial intermediation.

Financial intermediaries was never a sustainable, moated business as soon as the computers took over.