HNIs and Family Offices Shifting Towards Structured, Multi-Asset Portfolios
ETMarkets.com reports that Indian investors are entering a sophisticated phase in portfolio construction. As emphasized by Vasanth Kamath, Founder & CEO of Smallcase, diversification across asset classes, themes, and geographies is becoming essential.
The Trend Towards Structured Portfolios
– Greater Adoption of Managed Solutions: Investors are increasingly turning to managed solutions such as Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and model portfolios. This shift highlights a growing demand for discipline and clear portfolio frameworks.
– Expanded Investment Universe: The current investment landscape is rich with opportunities, featuring a surge in new IPOs, along with innovative products like Structured Investment Funds (SIFs) and options for global investing.
– The Complexity of Choices: As the range of options expands, so does the complexity of investment decisions. This reality underscores the vital roles of research analysts, financial advisors, and portfolio managers in guiding asset allocation and constructing portfolios designed to withstand market fluctuations.
Significance of Structured Investing
This preference for structured approaches is evident in the mutual fund arena, where assets under management continue to grow steadily. Notably, Exchange-Traded Funds (ETFs) have demonstrated exceptional growth, significantly outpacing the broader mutual fund sector, primarily due to their diverse exposures beyond traditional equities.
– Future Outlook: With 2026 approaching, it is clear that Indian investors are prioritizing discipline, diversification, and professional guidance. This trend indicates a decisive move towards building resilient portfolios that can withstand various economic cycles.
In conclusion, as HNIs and family offices increasingly focus on structured, multi-asset portfolios, the emphasis on informed decision-making is set to shape the future of investing in India. This strategic shift not only aims to enhance returns but also fosters a sustainable investment environment.