Gains generated within SIFs are not taxed until redemption, regardless of trading activity within the portfolio, offering an advantage over direct trading strategies.
Experts at the Moneycontrol Dezerv Wealth Summit advise investors to overcome biases, diversify portfolios, and innovate strategies for 2026. Key takeaways include focusing on core exposures, leveraging digital platforms, and catering to youth-centric risks.
Gaurav Mehta points to hybrid funds such as balanced advantage and multi-asset funds, which reduce equity exposure but do not eliminate it
Dezerv Wealth Summit 2025 : India’s most respected investment strategists, portfolio managers, and wealth creators come together to cut through the noise and focus on what actually works when markets become unpredictable.
The discussions move beyond theory into clear, implementable thinking, showing how to balance growth with capital protection in shifting markets