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Shobhit Mathur, Co-Founder at Ionic Wealth
“These changes let portfolio managers build complete portfolios for Indian families, including global and credit exposure, under one regulated relationship. PRIM brings professional allocation to investors at Rs25 lakh, and the real test for every manager will be results after all costs and taxes. At Ionic, we will use the new room carefully, matching every new asset class to each client’s risk profile and being clear about total cost. We look forward to the final regulations and circulars.”

We’ve tried to cover everything in the doc attached to provide you with a brief overview and all the relevant details. Please let me know if you have any additional queries. We’ll be happy to quickly set up a call with Mr. Shobhit to address them.

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