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Learning has never been easier

Wealth Knowledge Centre
Wealth Knowledge Centre

Knowledge Centre

Tata Capital Wealth has robust research capabilities, underpinned by a dedicated team of experts who provide insightful research content on product, markets and key event updates. Our key publications include the Annual Newsletter, Monthly Market Outlook, Macro Economic Dashboards, Key Event Updates, Product Notes and much more.

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Equity Outlook 2025 - Crystal Gazing

Mr. Prateek Agarwal, MD & CEO, Motilal Oswal AMC and Mr. Anand Shah, CIO - PMS & AIF Investments, ICICI Prudential AMC

The session featured market veterans Prateek Agarwal and Anand Shah, who shared insights on equity market trends, key macro factors, and investment strategies for 2025.

17 January , 2025 | 1:31
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From Macro to Micro: India's Economy and Investment Insights

Mr. Rushabh Sheth, Co-CIO and Co-Founder, Karma Capital Advisors

The speaker shared his views on India’s macroeconomic landscape, mid & small-cap valuations, value opportunities, diversification strategies, and Karma Capital’s investment approach.

25 October , 2024 | 48:04
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Estate Planning: Protecting and Passing on your Wealth

Mr. Jatin Popat, Founder & CEO, WillJini

The speaker covers key aspects of estate planning, including essential tools, tax efficiency, asset protection, and common pitfalls to avoid.

27 September , 2024 | 53:20
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Navigating FY25: Valuations, Opportunities & Investment Strategies in the equity markets

Mr. Hiren Ved - Director & Chief Investment Officer (CIO), Alchemy Capital Management Pvt. Ltd. and Mr. Deven Ved - Co-Fund Manager, Quant, Alchemy Capital Management Pvt. Ltd.

The speaker shares insights on investor strategies when markets are at an all-time high, along with perspectives on the Indian economy and the outlook for Indian equities.

26 April , 2024 | 1:16:50
Mr. Manish Gunwani and Mr. Suyash, Hea Play Button
Outlook 2024 – Crystal Gazing

Mr. Manish Gunwani, Head - Equities, Bandhan AMC Limited and Mr. Suyash, Head - Fixed Income, Bandhan AMC Limited

The two renowned speakers shared their views on outlook of Indian equity and debt markets, global macroeconomic view, investment strategies for 2024 & much more

19 January , 2024 | 1:00:07
Mr. Rahul Singh Play Button
Significance of Multi-Asset Funds in Today's Investment World

Mr. Rahul Singh, Chief Investment Officer (CIO) - Equities, Tata AMC

The speaker shares his views on Indian equity markets, Valuations picture, importance of Multi-Asset Funds in today's world & much more.

24 November , 2023 | 46:45
Mr. Aashish Somaiyaa Play Button
Market Outlook, Winner Rotation in Mutual Funds, and the Pursuit of Consistency

Mr. Aashish Somaiyaa, CEO, WhiteOak Capital AMC

The speaker shares his views on Market Outlook and in-depth study on how Balanced Portfolio with blend of different factors improves consistency of performance of mutual funds & much more.

13 October , 2023 | 59:14
Mr. Aditya Khemka Play Button
Is the Equity market overpriced? Are there compounding opportunities still?

By Mr. Aditya Khemka, Equity Fund Manager, InCred Asset Management

The speaker shares his views on what should investors do when markets are trading at all time high? View on Indian Economy and Outlook of Indian equity markets and much more.

15 September , 2023 | 52:09
Mr. Tariq Aboobaker Play Button
Estate Planning: Preserving and Passing on Wealth to Future Generations

Mr. Tariq Aboobaker, MD, Amicorp Trustees (India) Pvt. Ltd

The session provides a brief overview of the importance of estate planning and its relevance to preserving and passing on wealth to future generations.

18 August , 2023 | 56:30
Mr. Nilesh Shah Play Button
Riding the Waves of Growth: Exploring the Outlook of Indian Markets

Mr. Nilesh Shah - Group President & MD, Kotak Mutual Fund

The speaker shares his views about what should investors do when markets are trading at all time high? View on Indian Economy and Outlook of Indian equity markets and much more.

14 July , 2023 | 45:20
Mr. Raunak Onkar Play Button
Behavioural Finance: The Psychology of Investing

Mr. Raunak Onkar, Fund Manager & Research Head, PPFAS Mutual Fund

The session covers: Understanding investor behavioural finance and its significance in investment decision making and strategies which can help to overcome common biases and improve investment decision-making.

23 June , 2023 | 1:10:05
Mr. Asheesh Chanda Play Button
Explore Investment Opportunities in Global Markets

Mr. Asheesh Chanda, CEO & Founder at Kristal.AI

The speaker talks about the current global market scenario, view on different asset classes and various investment opportunities available in global markets.

19 May , 2023 | 59:30
Mr. Swarup Mohanty Play Button
Investing – A time to be greedy

Mr. Swarup Mohanty - CEO & Director, Mirae Asset Mutual Fund

The speaker talks about the current equity market scenario, how to navigate current market volatility and broad pockets that look attractive after recent correction.

12 April , 2023 | 53:30
Mr. Jatinder Pal Singh Play Button
Highlights of Union Budget 2023 and its impact on Economy & Markets

Mr. Jatinder Pal Singh - Chief Marketing Officer, Mahindra Manulife MF

The speaker talks about Key Budget Takeaways for FY24, macro view and impact of Budget on Economy and markets.

03 February , 2023 | 1:08:39
Mr. Sunil Singhania Play Button
Balancing Alpha and Volatility

Mr. Sunil Singhania, Founder, Abakkus Asset Manager LLP

The speaker talks upcoming themes which support India story, which strategy to adopt when markets are volatile and how to create alpha in volatile markets.

20 January , 2023 | 35:55
Mr. Ankur Jain Play Button
Innovation in Indian Fixed Income Investments

Mr. Ankur Jain, Managing Director, InCred Alternative Investments

The session covers about - demand supply dynamics in credit market and Debt AIF strategies available in the market.

25 November , 2022 | 51:05

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Tata Capital Limited (“TCL”) is registered with the Association of Mutual Funds in India as a Mutual fund Distributor bearing ARN No. 51479 and Tata Capital Wealth is a service offering by TCL. Please note that all Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing. Please note that TCL does not underwrite the risk or act as an insurer. For more details on the risk factors, terms & conditions please read sales brochure carefully of the Insurance Company before concluding the sale. Participation to buy insurance is purely voluntary. Tata Capital Wealth - AMFI – registered Mutual Fund Distributor bearing ARN 51479.

Tata Capital Limited (“TCL”) bearing License no. CA0896 valid till 21-Jan-2027, acts as a Composite Corporate Agent for TATA AIA Life Insurance Company Limited, HDFC Life Insurance Company Limited, BAJAJ Allianz Life Insurance Company Limited, Kotak Mahindra Life Insurance Company limited, TATA AIG General Insurance Company Limited,  IFFCO Tokio General Insurance Company Limited & Star Health and Allied Insurance Co Ltd. Please note that, TCL does not underwrite the risk or act as an insurer. For more details on the risk factors, terms & conditions please read sales brochure carefully of the Insurance Company before concluding the sale. Participation to buy insurance is purely voluntary.

Tata Capital Wealth - AMFI – registered Mutual Fund Distributor bearing ARN 51479.

Registered office: 11th Floor, Tower A, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai 400 013

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