top of page
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
Investing Lessons from Cricket: Think Like a Captain
Discover the art of investing with 'Investing Lessons from Cricket: Think Like a Captain.' Learn how cricket strategies can enhance your financial game.
Wealth Beacon Team
Jul 53 min read
Listed Bonds vs Debt MFs – Is There a Tax Alpha?
With Budget 2024 reducing LTCG tax on listed bonds, many investors wonder if they now outperform debt mutual funds. We modelled a falling interest rate scenario and found the tax edge is minimal — just 0.02% more in CAGR over 5 years. When you factor in liquidity, pricing, and complexity, debt mutual funds remain the more efficient and convenient choice.
Wealth Beacon Team
Jun 273 min read
Taxation Impact on Portfolios - Part 2: Mutual Funds vs Direct Equity
Explore the Taxation Impact on Portfolios: Mutual Funds vs Direct Equity. Understand how taxes affect your returns in 'Taxation Impact on Portfolios'.
Wealth Beacon Team
Jun 113 min read
bottom of page