ETMarkets Fund Manager Talk: In the run-up to elections, this fund manager shares a few investment strategies

Mumbai, Jan 18, 2024

While equities are steadily moving up and hitting new records, volatility could set in closer to the general elections. In such a scenario, Sanctum Wealth is recommending clients to shift exposure to largecaps and invest in sectors that are in a structural uptrend. “Our in-house recommendation to clients is to move towards large-cap universe as…

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Turning the page: 2023 review and portfolio positioning for 2024

Mumbai, Jan 10, 2024

As we begin 2024, we enter a period brimming with both opportunities and uncertainties. 2023 was a testament to the unpredictability of global markets, characterized by unexpected economic resilience in some regions and challenges in others. The year began under the shadow of slowing growth and recession concerns in major developed markets and, as it…

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Building a lasting legacy: Selecting the right tools for estate planning

New Delhi, Ahmedabad, Bangalore, Chennai, Hyderabad, Kolkata and Mumbai, Dec 22, 2023

SNEHA MAKHIJA, Head of Wealth Planning, Products & Solutions, Sanctum Wealth Estate planning is a multifaceted process that holds tremendous importance in preserving and effectively transferring your wealth. When creating an estate plan, it’s essential to consider various tools like wills and trusts. However, before diving into the specifics of these tools, it’s essential to…

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Estate Planning in the age of Artificial Intelligence

Mumbai, Nov 8, 2023

Integrating AI’s transformative potential into estate planning holds the promise of enhancing efficiency in serving clients, but the indispensability of qualified and experienced estate planners remains undiminished. SNEHA MAKHIJA, Head of Wealth Planning, Products & Solutions, Sanctum Wealth The global landscape appears to have been thoroughly transformed by the changes ushered in by the Intelligence…

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