The Sachet Revolution of The Mutual Fund Industry
The Securities and Exchange Board of India (SEBI) has released a consultation paper seeking public opinion on introducing sachetized mutual fund products—small-ticket SIPs of ₹250. This initiative aims to promote financial inclusion and instill a habit of systematic savings among the low- and middle-income segments of society, who largely remain divorced from equity markets. Much…
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POSTED BY
Vivek Sharma
Long Alpha Performance Deep Dive: 2024
The year 2024 proved to be eventful for both the financial markets and Estee’s PMS – Long Alpha. We started the year with a bang, delivering approximately 10% return in January, significantly outperforming the BSE 500’s 2% return. Retail investor participation was remarkable, and the year seemed promising until challenges arose in October due to…
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Vivek Sharma
Gulaq Market Cap Portfolios
Gulaq is the retail investment advisory arm of Estee Advisors, a company with almost two decades of experience in creating quantitative investment products for institutional and high-net-worth investors. With Gulaq, we focus on helping retail investors, mainly through the Smallcase platform. We offer them portfolios that are built using the same research but packaged to…
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