Umang Papneja

Senior Managing Partner

Recently in News

Forbes India

30.03.2018

The equanimity of equities: LTCG tax is no…

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

Financial world decodes Budget to tell you…

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 in Outlook Business' 6th…

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

Listed equity AIFs: new flavour, or a me-too?

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

Historical returns are not enough for…

Let's start with some numbers. Equity mutual fund schemes now receive slightly over Rs 5,000 crore a month via systematic…