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About Us

WE ARE EQUITY PEOPLE. LIKE MOST.

WEALTH IS NOT ABOUT HAVING MONEY. MONEY IS JUST A MEDIA TO FULFIL YOUR BASIC & MATERIAL COMFORTS. 

WEALTH IS MORE ABOUT LIVING IN HARMONY WITH EVERYTHING AROUND US.

WEALTH ALSO MEANS GOOD HEALTH & TO BE IN PEACE. 

WE ARE  -  GUIDES   CATALYSTS   VALUE BUILDERS  & CAN BE ANYTHING THAT BRINGS POSITIVE CHANGES

WE ARE FOR  -  PEOPLE     ENVIRONMENT      SUSTAINABLE   &   HAPPY LIVING

WE BELIVE   -   LIFE IS A PROCESS, KEEP IMPROVISING IT CONSTANTLY FOR LARGER GOOD

WE ENCOURAGE  -  ENGAGEMENT    QUESTIONING      COMPASSION

WE DISCOURAGE   -   ANYTHING THAT CAUSES  DISHARMONY INCLDUING THAT OF ANY KIND OF DISCRIMINATION

WE DO BUSINESS TO BRING IN POSITIVE TRANSFORMATION. MONEY IS JUST A DERIVATIVE OF WHAT WE DO.






WE    BREATHE    EAT    PLAY......   EQUITY .....    DIRECTLY  OR  INDIRECTLY. 

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Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

THE FUNDS INVESTED BELONGS TO ALL THE CONTRIBUTORS (INVESTORS), HENCE IT MUTUALLY BELONGS TO ALL THE CONTRIBUTORS. HENCE ITS KNOWN AS 'MUTUAL FUND'.

ALL THE CONTRIBUTORS TO THE FUND HAS GIVEN A MANDATE TO THE FUND MANAGER/FUND MANAGEMENT COMPANY IN OTHER WORDS "ASSET MANAGEMENT COMPANY (AMC)" TO MANAGE THE FUND TO MAKE IT MORE WORTHY THAN WHAT IS GIVEN.

THE FUND MANAGER CHARGES A FEE FOR MANAING FUNDS WHO IS A PROFESSIONAL (A FULL TIME JOB), AND THAT FEE IS KNOWN AS "FUND MANAGEMENT CHARGES".

HOWEVER, THE PERFORMANCE & MARKET RISK IS BORN BY THE CONTRIBUTORS. BECAUSE, INSPITE OF ALL THE KNOLWEDGE OF THE MARKET & THE ECONOMY, THERE ARE MANY FACTORS WHICH ARE BEYOND THE CONTROL OF THE FUND MANAGER.

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Market Views

  • India Inc over the last 3 years has seen multiple shocks – from demonetisation to key reforms like GST, RERA etc. to credit freeze in aftermath of wholesale NBFC unable to get access to credit to current lockdown amidst the global supply and demand shock unleashed by Coronavirus. In the long journey of corporate India, these events almost seems like a big RESET button. A call to significantly change business practices, realign key business priorities in a changing landscape and massive consolidation across sectors.

 

  • ·       Covid19 – while initial impact was localised to Chinese economy and therefore the supply shock given large export from China, the spread of virus globally now risks creating a demand shock as well. While global coordination of policy makers and containment of virus and improvement in drugs to counter will reduce the longer term impacts of this shock, near-term demand and supply chains remain frozen amidst a significant drop in economic activity. We are slowly emerging from lockdown to phases of ‘unlocking’ the economy.

 

  • ·       While Indian government & RBI have announced few measures, we expect more measures to be announced given the unprecedented nature of events led by Covid 19. Amidst this uncertainty, Indian equities have seen large up and down moves in recent months.

 

  • ·       While near term uncertainty induces volatility in asset prices, in the long run, wealth creation in equities is a function as how businesses can profitably grow over their cost of capital sustainably. Given the long-range of reforms introduced as well as likely relief measures by government & RBI, we believe longer-term prospects of Indian equities is quite encouraging and we would advise investors to benefit from such induced volatility.

 

  • ·       Time in the market is more important than timing the market - recently, markets volatility has moved up and investors can benefit from this volatility by focusing on disciplined investing and asset allocation.

·                India FY 21 Q4 GDP numbers came in at 3.1%, dragging the full year growth at 4.2%. While the Q4 GDP was slightly higher than expectations, all previous GDP figures for FY 20 were revised downward between 4-7 basis points.

 

·                The government also came up with its increased borrowing plan for FY 21 in the month of May revised to Rs. 12 lakh crore from 7.8 lakh crore, taking the weekly borrowing to Rs. 30000 crore. However as the economy is in Risk off mode with low credit off take, the increased demand for government bonds has kept the yields anchored.

 

 

·                Shortly after the increased the Finance minister announced the “Aatmanirbhar” economic relief package of Rs 20 lakh crore.

 

·                We saw unprecedented swing in the OIL markets, the oil trading in the range of 20 to 37 dollars a barrel. Overall lower OIL and commodity prices in generally beneficial for the country. The slowdown in demand has helped to lower the trade deficit that could eventually lead to a rare surplus in current account.

 

 

·                On 22nd May the RBI Governor cut the policy rate by 40 basis points, taking the repo rate to 4%. This is the second unscheduled rate cut given by the Reserve Bank.

Gilt Fund : A Necessary Asset Allocation Component

 

Gilt Funds are all season products. Especially for long term investors. More importantly, Gilt is a strong cover of value when credit risk perception rises. Thus portfolio value can be optimized by having right asset allocation. Take example of EPFO. Even for their HTM allocation, they tend to invest about 60% their allocation in Gilt assets. This they do so as to obtain around 6.7% plus yield for 30 yr with no credit risk to go. A rare opportunity in the world where yields in developed countries are tending to zero. Thus Gilt fund is a smart asset allocation call since it helps capture this high yield.

Thus, Gilt Fund is as critical to a debt allocation as Large/midcap/Smallcap fund is to equity investment component.

For that reason, Gilt fund be seen as a core part of stable portfolio solution rather than merely an opportunistic play.

 

Why to Invest in Kotak Gilt Fund:

 

Flight to safety - Gilt generally has Zero default risk. In crisis, Gilt demand increases as it is the asset of the ‘last resort’. Gilt protects value and hence attracts high flows in tough conditions.

High Liquidity - Secondary Gilt Market has daily trading liquidity of Rs 65 thousand cr and can handle high supply.

Performer in crisis - Depending on the market, Gilt funds are able to switch between carry, duration and blend strategy to generate performance. Thus, Gilt investments helps aggregate gains even in crisis time.

Dovish RBI Stance - Provides capital appreciation opportunity when RBI is easing rates & keeping liquidity high.

Structural changes - Index inclusion will bring in FII interest across the globe and may bring rates down. Similarly, higher domestic savings too may find way into Gilt.

 

Please click here for detailed Note on Kotak Gilt Fund: A Necessary Asset Allocation Component

 

Equity Market Outlook - July 2020 by Ms. Shibani Kurian - Head Of Research and Equity Fund Manager
06/07/2020 11:41:33
Monthly Debt Market Outlook- July 2020 by Ms. Lakshmi Iyer, CIO (Debt) and Head Products
06/07/2020 11:35:16
An overview of last month's market. #KMFMarketRoundUp (29th May 2020 - 30th June 2020)
06/07/2020 11:33:41
 

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9892333442 9920661626
Email armslength@GREENpaper.in
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