RARE PHOTOS: Portfolio management news topic | Vintage Vibes

Retirement Planning May Benefit From Putting Essential Income First

Drawing on decades of experience in financial analysis, trading, and institutional portfolio management, Joseph J. Costigan, CFA, founder of Apricus Wealth, emphasizes the relationship between available cash, future spending obligations, and long-term investments.

International Business Times · Oct 19

Cupid, Sterlite Tech among stocks top 10 equity PMS portfolios hold as Nifty, Sensex plunge up to 13% in 2026

Despite a sharp market downturn in 2026, all 10 top-performing equity PMS strategies delivered positive returns in September, ranging from 3.55% to 5.67%. Amaltas Asset Management’s Keystone Fund led the rankings, while Cupid and Sterlite Technologies featured among the prominent holdings across multiple portfolio management strategies.

The Economic Times · Oct 19

Sebi notifies PMS rules; broadens investment avenue for portfolio managers, introduces PRIM route

Sebi has announced a new Portfolio Management Services framework effective from April 1, 2027. This framework permits portfolio managers to invest in IPOs, primary market debt, and various overseas securities. Portfolio managers can also offer advisory services related to unlisted securities for large investors. Furthermore, a Portfolio Managers Route for…

The Economic Times · Oct 13

Sebi board meeting: PMS rules overhaul, FPI commodity trades among key decisions to watch out

Sebi's upcoming board meeting aims to discuss significant changes to portfolio management services and settlement regulations. Proposed revisions could allow discretionary portfolio managers to make new types of investments, including overseas assets. The meeting is expected to review widening the accredited investor framework to increase market participation. Another key focus…

The Economic Times · Sep 24

AI, algorithms and human judgement: The future of portfolio management

AI is moving beyond technology and reshaping how investors analyse markets, manage risk and construct portfolios. As algorithms become increasingly integrated into investment decisions, human judgement remains critical. Sandeep Tandon’s masterclass at the ET Alpha Wealth Summit 2.0 will explore how AI and human expertise could shape the future of…

The Economic Times · Sep 16

Aditya Birla Sun Life Flexi Cap Fund turns Rs 10,000 monthly SIP to over Rs 7 crore in 28 years

Aditya Birla Sun Life Flexi Cap Fund’s Rs 10,000 monthly SIP grew to Rs 7.25 crore from Rs 33.50 lakh invested since 1998, delivering 17.92% SIP returns and a 20.77% CAGR, outperforming the Nifty 500 TRI with active, flexible portfolio management.

The Economic Times · Sep 3

Alpha Wealth Summit 2.0: How AI is reshaping portfolio management and the role of human judgement

Alpha Wealth Summit 2.0 brings together leading investment voices to explore a fundamental question for modern portfolio management: where can AI create a genuine investment advantage? From research and execution to risk and portfolio monitoring, the conversation will consider what technology can change, and what still depends on human judgement.

The Economic Times · Sep 1

ETMarkets NRI Talk | Alternatives can account for up to 20% of an NRI's India allocation: Shiv Gupta

From portfolio management services (PMS) and alternative investment funds (AIFs) to private credit, these asset classes offer the potential to enhance risk-adjusted returns, albeit with higher risk and lower liquidity.

The Economic Times · Aug 5

Know Your Fund Manager | Gaurav Chopra, Fund Manager – Equity at Union AMC

With over a decade of experience in equity research, portfolio management and fund management, Union Mutual Fund's fund manager shares his career journey, investment philosophy and the principles that guide his approach to creating long-term wealth for investors.

The Economic Times · Aug 2

Explained: Sebi proposes MF-PMS framework model with entry fee at Rs 25 lakh. Who stands to benefit?

SEBI has proposed a major revamp of the Portfolio Management Services (PMS) framework, including the launch of a new mutual fund-only PMS (MF-PMS) category. The proposal aims to widen investment options for portfolio managers, improve investor access to professionally managed portfolios, and create new business opportunities for PMS providers and…

The Economic Times · Jul 24