
Umang Papneja
Senior Managing Partner
Recently in News
Forbes India
30.03.2018
When Ajay Mathur (name changed), an avid equity investor, prepared to hear Finance Minister (FM) Arun Jaitley's Budget speech on…
Money Guru India
07.02.2018
The tax on dividends on equity mutual funds will not discourage equity mutual fund flows. Shift of savings into financial…
Outlook Business
27.11.2017
Umang Papneja, featured on the cover page of Outlook Business, joins the country's leading wealth advisors as they share their…
Livemint
31.10.2017
With equity markets scaling all-time highs, listed equity stocks are attracting an increasing number of investors. The latest managed equity portfolio product in the market are the long-only listed equity Category III Alternative Investment Funds (AIFs). AIFs are managed funds regulated by the Securities and Exchange Board of India (Sebi) and Category III AIF is the only one that can invest in listed securities, including equity. Unlike equity mutual funds and portfolio management services (PMS), it requires a significantly higher minimum investment of Rs1 crore, making it suitable only…
Livemint
26.10.2017
Let's start with some numbers. Equity mutual fund schemes now receive slightly over Rs 5,000 crore a month via systematic…