BLOG & INSIGHTS

Artificial intelligence (AI) has rapidly become the most cited strategic priority across India’s asset management landscape. Yet beneath the confident references to machine learning, large language models (LLMs) and digital transformation lies a more measured reality. For most Indian mutual fund houses and asset managers, AI today is not an existential disruptor of portfolio construction. It is a force multiplier, enhancing efficiency, sharpening workflows and gradually embed

In our recent PMStimes E.N.G.A.G.E  session, we hosted Achin Goel , Fund Manager at Bonanza Portfolio Ltd. , for a deep-dive into India’s market trajectory, sectoral tailwinds, and Bonanza’s distinctive investment DNA. The discussion offered a rare blend of on-ground market pulse, macro clarity, and pragmatic fund-management wisdom. A 30-Year House with a Multi-Layered Edge Achin opened with Bonanza’s evolution from a broking-first institution into a diversified wealth and as

Geopolitics is no longer a background risk — it is the main script. In our recent PMStimes E.N.G.A.G.E.  session, Manu Sharma, Partner at...

Why Daljeet Singh Kohli Thinks This Is a Once-in-a-Decade Opportunity for Indian Equities In a world gripped by uncertainty — Trump...

In the midst of rising global volatility and fresh trade tensions led by the U.S., PMStimes  hosted a timely and insightful webinar with...

In a world where macro uncertainty, high interest rates, and geopolitical risk dominate headlines, investors are hunting for strategies...

Private credit in India is no longer a niche—it’s a rapidly maturing segment that promises real, risk-adjusted returns. In our latest...

In a recent live session hosted by PMStimes , seasoned fund manager Rajesh Pherwani , Founder & CIO of Valcreate Investment Managers LLP...