Advisor Zone | myMoneySage

SEBI’s 2026 Mutual Fund Overhaul: The Closet Indexing Problem Finally Addressed

Leave a Comment / Advisor Zone, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance / By Research Desk 1

SEBI just said the quiet part out loud. For years, India’s mutual fund industry had a problem it preferred not to advertise. Your “Infrastructure” fund and your “Consumption” fund were holding largely the same stocks. Your “EV and Energy Transition” fund and your “Manufacturing Renaissance” fund were financial twins wearing different hats. You paid a […]

SEBI’s 2026 Mutual Fund Overhaul: The Closet Indexing Problem Finally Addressed Read More »

AT1 Bonds and HNI Investors: What the Fine Print Actually Says

Leave a Comment / Advisor Zone, Alternative Investments, Financial Planning, Fixed Income, Investment Planning, NRI, Personal Finance / By Research Desk 1

Every few years, a financial product surfaces with the perfect pitch: higher returns than a fixed deposit, issued by a bank, looks safe on paper. AT1 bonds have played that role more than once. And more than once, investors who trusted that pitch have watched their capital evaporate. This is not a story about obscure

AT1 Bonds and HNI Investors: What the Fine Print Actually Says Read More »

India’s New GDP Calculation Method: Better Math, Uncomfortable Truths

Leave a Comment / Advisor Zone, Financial Planning, Geopolitics, Investment Planning, Personal Finance, Retirement Planning / By Research Desk 1

India told the world it was growing at 9.2% in FY24. The IMF quietly gave India a ‘C’ on the quality of that very data. Let that sink in. The fastest-growing large economy on the planet — and we had a ‘C’ in measuring that growth. Like topping the class but failing the attendance register.

India’s New GDP Calculation Method: Better Math, Uncomfortable Truths Read More »

Market Outlook for the month: March 2026

Leave a Comment / Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Retirement Planning, Small Savings / By Research Desk 4

By Research desk Market Performance Recap: Indian equities witnessed a sharp correction in February 2026, erasing most of the gains seen after the Union Budget. Weak global cues, tariff uncertainties and heightened volatility in global technology markets drove a risk-off sentiment, with the turbulence spilling over into the early part of March amid rising geopolitical

Market Outlook for the month: March 2026 Read More »

Global economy. Iran conflict and its market impact

Global Markets on Edge: How the Iran Conflict Is Impacting the World Economy

Leave a Comment / Advisor Zone, Financial Planning, Geopolitics, Investment Advisor, Investment Planning / By Research Desk 4

Financial markets across the world have entered a phase of uncertainty after the sudden escalation of the conflict involving the United States, Israel and Iran. What began as targeted military strikes has quickly evolved into a broader geopolitical crisis that is now affecting energy markets, trade routes and investor sentiment globally. For investors and policymakers,

Global Markets on Edge: How the Iran Conflict Is Impacting the World Economy Read More »

Clean Max Enviro Energy Solutions Ltd – IPO Review

Leave a Comment / Advisor Zone, Alternative Investments, Financial Planning, Investment Planning, Personal Finance, Retirement Planning, Small Savings / By Research Desk 4

Company Overview Clean Max Enviro Energy Solutions Ltd is India’s largest commercial & industrial (C&I) renewable energy service provider with an operational capacity of ~2.8 GW and contracted (yet to be executed) capacity of ~3.2 GW as of October 2025. Click here to be a part of myMoneySage Elite an exclusive community to the elite

Clean Max Enviro Energy Solutions Ltd – IPO Review Read More »

Market Outlook for the month: Feb

Leave a Comment / Advisor Zone, Personal Finance, Retirement Planning, Small Savings, Tax Planning / By Research Desk 4

By Research desk Market Performance Recap: Indian equities entered 2026 with improving sentiment, but January ultimately turned into a meaningful reset month rather than a continuation of prior momentum. The Nifty 50 declined around 3% during January to close near 25,388, reflecting a clear phase of de-risking ahead of the Union Budget and amid persistently

Market Outlook for the month: Feb Read More »

Union Budget 2026–27: Building for the Next Phase of India’s Economic Cycle

Leave a Comment / Advisor Zone, Alternative Investments, Direct Mutual Fund, Financial Planning, Fixed Income, Personal Finance, Retirement Planning, Small Savings / By Research Desk 4

The Union Budget for 2026–27, presented on February 1, 2026, marks an important step in India’s long-term economic journey. Coming at a time of global uncertainty, fragmented trade relationships, and rising geopolitical tensions, the budget focuses less on short-term relief and more on strengthening the economy’s foundations. It aligns closely with the broader vision of

Union Budget 2026–27: Building for the Next Phase of India’s Economic Cycle Read More »

Market Outlook for the month: January

Leave a Comment / Advisor Zone, Financial Planning, Investment Planning, Personal Finance, Retirement Planning, Small Savings / By Research Desk 4

By Research desk December 2025 Market Performance Recap: Indian equities concluded a historic 2025 on a firm note, navigating a volatile December to secure a tenth consecutive year of positive annual returns. The Nifty 50 ended the month at 26,129.60, maintaining its position above the psychological 26,000 mark, while the Sensex finished at 85,220.60. Although

Market Outlook for the month: January Read More »

Market Outlook for the month: December

Leave a Comment / Advisor Zone, Alternative Investments, Direct Mutual Fund, Estate Planning, Financial Planning, Retirement Planning, Small Savings / By Research Desk 4

By Research desk November 2025 Market Performance Recap: Indian equities staged a resilient recovery in November 2025, extending their winning streak for a third consecutive month despite global headwinds. The Nifty rose 1.9% to reclaim the 26,000 mark, and the Sensex surged past 86,000 for the first time, while broader markets showed mixed trends with

Market Outlook for the month: December Read More »