INSIGHTS & PERSPECTIVES
Ideas worth sharing.
Market perspectives from our investment team, conversations from our CEO, quarterly calls, fund factsheets and the latest news.
CIO’S DESK
Insights from our investment team
Regular memos and market outlooks from our CIO and research team.
Read all memos →CAPITAL CANDOR
By Megha Jose
“I manage money for a living and try to write about it honestly.” Published on Substack, for people who value substance over noise.
LatestWill India finally do away with LTCG tax on equities?Finance Minister Nirmala Sitharaman’s recent comments have sparked an interesting debate.The best companies can make the worst investmentsThe market is back at an interesting placeI ran an analysis of my tri journey so far. Strong sell.We launched our fund in 2024. Here's what two years since taught me
More posts on Substack ↗FUND FACTSHEETS
Monthly performance reports
Download the latest PMS factsheets with portfolio composition, performance data and benchmark comparisons.
RECOGNITIONS & NEWS
Fortune in the spotlight
Media features, industry recognition and milestones.
Best New Asset Management Company — IndiaGlobal Banking & Finance Review Awards 2026Top PMS Schemes — September 2025MoneycontrolFederal Bank ties up with Fortune Wealth for PIS servicesIndia.com
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