Changes in taxation for debt mutual funds have led to a shift in investment strategy for high net worth individuals. Debt funds no longer offer the same high post-tax return and diversification, requiring investors to look for alternative investments to diversify their portfolio risks. Advisors suggest a three-part investment strategy to replace debt funds that includes high quality debt investments, domestic equity exposure, and other uncorrelated assets like high yield debt instruments, hedge funds, and more. It is expected that the third component will generate around 7-9% post-tax basis and new markets will emerge, though investors may have to sacrifice liquidity.
ETMarkets Smart Talk – RBI may cut rates by 50 bps in 2025 as growth needs support, says Dr. Joseph Thomas of Emkay Wealth
Emkay Wealth Management’s Dr. Joseph Thomas anticipates a potential RBI rate cut in 2025 amid controlled inflation and growth imperatives. He navigates global volatility from
June 5, 2025