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  An investment strategy to make money in 2017
Mr. Bond believes 2017, with all the domestic and global headwinds we are seeing now, could be another roller coaster year – which means being nimble with algo based asset allocation strategies can help you buy low and sell high and make money even if the market behaves like it did in 2016.

Major money making opportunity in this segment
Pratik’s call of a Sensex bottom for 2016 at 22,300 came good in March 2016. Is this bottom now going to be threatened in the ongoing correction? Not likely, according to Pratik, who believes the Sensex will take support around the 25,000 levels and will move on to the 35,000 – 40,000 levels over the next 2 years. But, that’s not where the major money making opportunity lies, in his view.

  SIP Karo, Mast Raho is poor advice
Getting clients to commit to long term SIPs is only the first part of an advisor’s job says Mr. Bond. As the SIP corpus grows, proactively protecting the accumulated wealth is equally if not more important. Your client may “Fill It – Shut It – Forget It”, but you cannot afford to forget your role of wealth protection, especially during times of extreme market valuations

Important advice for IFAs, from IFAs
Advisors are now finding themselves at a crossroads – one which the more experienced ones have seen in previous market cycles, and one which is always difficult to navigate.

  A whole new way of looking at debt funds
The recent JSPL episode was seen as an avoidable credit accident by most, but Mr. Bond argues that for new investors, there is perhaps a good buying opportunity in funds that are exposed to JSPL’s debt, at its current beaten down valuation

Accrual funds post JSPL and Amtek
Mr.Bond argues that accrual funds should be viewed exactly the same way we see midcap equity funds, while dynamic bond funds are akin to large cap equity funds. We should internalize that some bets in corporate bonds oriented accrual funds may go wrong, but they will nevertheless outperform dynamic and gilt funds in absolute returns terms over a market cycle.

  Sensex and dollar targets achieved. What next?
In Jan 2016, Pratik Vasa called for a Sensex low at 22,300 and USD high around 70. On Budget day, Sensex and USD came very close to these levels, and turned. Pratik says the bottom for the Sensex for 2016 has been made

Four effective equity investing strategies
When Uday Kotak recently remarked, “I have never heard any fund manager, at any point in time in the last 24 months, saying that this is not a good time to invest”, it touched a sensitive nerve among many distributors who are facing uncomfortable questions from increasingly worried investors

  A great way to build profitable, sticky retail AuM
Feedback from retail IFAs who are actively talking to clients about retirement funds suggests strong retail appetite for retirement solutions – even in rural markets. What comes out clearly from these conversations is that retirement SIPs are probably one of the best ways to build retail AuM – retirement SIPs tend to be much larger ticket than normal retail SIPs and also tend to stay invested for much longer periods.

The final word on the Amtek issue
In this, the concluding part of his trilogy since the Amtek credit event and its aftermath, Mr. Bond shows us with hard data why staying calm and avoiding knee jerk reactions is a winning strategy – even in the Amtek case.

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