Insights

Category: Research Desk

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Wealth Conversations – April 2026

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading

Indian Equity Markets Decline – What Should You Do?

Jiral Mehta

The last few weeks have been quite volatile for equity markets, with a lot of news and happenings around the world.  What happened? Sensex is down ~16%! This leads to…Continue Reading

India Budget FY27: Balance between Fiscal Prudence and Growth Investments

Mutual Fund Research Desk

Key Highlights 1. Fiscal Consolidation on track Fiscal deficit target at 4.3% of GDP for FY 27 vs 4.4% for FY 26 – in line with the fiscal prudence path…Continue Reading

Gold Is Glittering – What Should You Do Now?

Ashika N

Gold has witnessed a sharp rally over the last 6 years (2019-2025), gaining ~23% annually and multiplying 4x! In just the last one year, gold has gained ~67% (as of…Continue Reading

The Smart Investor’s Debt Fund Upgrade!

Jiral Mehta

In the last few months several fund houses have launched a new offering known as Income Plus Arbitrage Fund of Fund.  What exactly are these funds?  Should you consider adding…Continue Reading

Gold Is Shining Bright – But For How Long?

Ashika N

Gold has witnessed a sharp rally over the last 6 years (2019-2025), gaining ~20% annually and nearly tripling! But here’s the catch! Despite Gold’s recent stellar performance, history reminds us…Continue Reading

Silver Lining: Is It Time to Add Silver to Your Portfolio?

Jiral Mehta

Silver has long been regarded as a store of value, second only to gold in the precious metals hierarchy. But in recent years, silver has moved beyond its traditional role…Continue Reading

Market Decline – Small Temporary Dip or the Beginning of a Crash?

Jiral Mehta

What happened? Sensex is down 14%! Why? Global Trade Tensions – U.S. tariffs creating uncertainty. Earnings Growth Slowdown – Weak corporate results for Indian Corporates FII Selling – Foreign investors…Continue Reading

India Budget FY26: Fiscal Prudence, Friendly Taxation, Flat Capex

Jiral Mehta

Key Highlights 1. Fiscal Consolidation on track Reduction in fiscal deficit target to 4.4% of GDP for FY 26 vs 4.5% that was earlier announced – in line with fiscal…Continue Reading

5 Finger Framework Your All Seasons Equity Portfolio Strategy – 5 Year Update

Jiral Mehta

Here is a recap of how the strategy was designed and the thought process behind it.  What is the challenge in building an equity portfolio using mutual funds? Building an…Continue Reading