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Research
From the MavericksWealth research desk — rigorous analysis on PMS, AIF, wealth planning, and the Indian investment landscape.
Series A and Series B look similar on paper but represent fundamentally different risk/return propositions. Understanding the distinction could be the difference between a 4x and a 0.4x outcome.
SEBI created three AIF categories with very different mandates, risk profiles, and tax treatments. Most investors can't tell them apart — here's the definitive plain-English breakdown.
The instinct to diversify broadly feels prudent. For HNI portfolios above ₹2Cr, it is quietly the biggest wealth destroyer — more damaging than picking a few wrong stocks.
A ₹10,000/month SIP at 12% for 20 years gives ₹99.9 Lakhs. Add a 10% annual step-up and you reach the same corpus in 15 years. The math is compelling — the execution is simpler than you think.