IGI Logo

Below the Perspective on Year ender and CY26 Outlook by Mr. Vasanth Kamath, Founder & CEO, smallcase

“Indian investors are entering a more mature phase of portfolio construction, with diversification across asset classes, themes, and geographies becoming foundational. This shift is also driving greater adoption of managed solutions across PMS, AIFs and model portfolios as investors look for discipline and clearer portfolio frameworks.

At the same time, the investment universe is expanding in listed stocks with new IPOs and new products like SIFs & global investing. As this depth & choice grows, so does complexity, increasing the importance of research analysts, advisors and portfolio managers in guiding allocation decisions and helping investors build portfolios designed to endure across cycles.

This preference for structure and efficiency is evident with the growth in mutual funds AUM as well. Within mutual funds, ETFs have outpaced broader mutual fund growth supported by non-equity linked exposures”

Above views are of the author and not of the website kindly read disclaimer