top of page

Blogs


SIFs Explained: The New Era of Long-Short Strategies in India
Discover the power of Specialised Investment Funds in India. Learn how Specialised Investment Funds offer hedge-fund-like flexibility with mutual fund-like benefits.

Otto Money
Nov 64 min read


Raj's Real Estate Dream
Discover Raj's Real Estate Dream, where you can earn passive income without owning property. Learn how Real Estate Dream can transform your finances.

Otto Money
Oct 65 min read


From Trends to Traps: How Recency Bias Impacts Investor Decision-Making
This blog post explores how recency bias can lead investors astray by focusing too much on recent trends. Discover why a solid strategy is crucial for making smarter financial decisions.

Wealth Beacon Team
Aug 303 min read


Navigating Career Uncertainties with Financial Planning
In an unpredictable job market, proactive financial planning is your best defense. This story of two friends shows how working with a fee-based financial advisor can turn uncertainty into opportunity, helping you stay calm, prepared, and in control—no matter what comes your way.

Wealth Beacon Team
Aug 143 min read


When is PMS Better than a Mutual Fund?
While mutual funds offer simplicity and tax efficiency, Portfolio Management Services (PMS) can provide more control, customization, and strategic advantages for certain investors. This blog explores when PMS may be the better choice—covering key factors like valuation discipline, redemption risks, hedging flexibility, tax treatment for NRIs, and concentrated bets.

Wealth Beacon Team
Aug 53 min read


Asset Allocation: A tale of two brothers and their portfolios
Amit and Babu had similar lives, incomes, and habits—but ended up with very different retirements.
The key difference wasn’t how much they earned or saved, but how they allocated their investments.
This blog highlights why asset allocation is more powerful than picking the right stock or fund.
Learn how a smart asset mix can shape your financial future and build lasting wealth.

Wealth Beacon Team
Jul 303 min read
bottom of page
