Krishnan VR of Marcellus Investment Managers advises limiting gold and silver allocation to 8–10% despite record returns. He stresses equities as core, tactical debt addition, and selective opportunities in consumption, healthcare, insurance, and financialization themes amid stretched valuations.
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