Blog tagged as Asset Allocation

How to build Core and Satellite portfolio using MF Schemes

08.03.26 06:15 AM - By CRM ICOFP - Comment(s)

As geopolitical tensions are rising globally, financial planners recommend their clients to build a Core and Satellite portfolio using mutual fund schemes to optimise their long-term returns and meet their financial goals.

Let us understand Core and Satellite Portfolio in the accumulation s...

The SpeculativeTurn: Why India’s Gold Rush in 2026 Needs Advisory Leadership

24.02.26 12:32 AM - By CRM ICOFP - Comment(s)

January 2026 gave us a behavioural signal that we should not ignore.

For the first time in recent years, inflows into Precious Metal ETFs, particularly gold and silver, exceeded total inflows into equity mutual funds. In a country that has spent the last decade building SIP discipline and deepening f...

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