Who should be involved in your estate planning discussions?

In conversation with anchor @priyankasambhav on @Money9Live, the discussion focused on why large caps have lagged. TSMC’s weight in the MSCI Emerging Markets Index has risen from 7 percent to 14 percent, while India stands near 11 percent. As global flows chase Taiwan, weight gets pulled from large Indian names like HDFC and Reliance. When this cycle unwinds, large caps may find their strength again.

In conversation with anchor Shibani Gharat on ET Now, the outlook for Indian equities in 2026 was viewed through mathematics, not mood. Since FY01, Nifty has had only 6 negative financial years. More importantly, it has never delivered negative returns for 2 consecutive financial years in this century. After 1 negative year, the odds appear favourable for equities. A move back towards the 26,000 peak would not be surprising.

Gold is not just a personal asset. It also affects India’s dollar outflow. Large Gold ETF inflows mean more physical gold buying, more imports, and more pressure on the rupee. That is why fresh lumpsum restrictions need context. SIPs, redemptions, and exchange trading continue as usual. Sometimes, the answer is not buying more gold, but using existing gold more thoughtfully.

Domestic investor behaviour is becoming an important market force. In conversation with @priyankasambhav on @Money9Live, the discussion focused on domestic investor behaviour, passive flows, and exit pressure. But every market has sellers who are price inelastic. If they want to exit, they will exit. The only difference is whether they exit today or 15 percent to 20 percent lower. That is why liquidity matters. Behaviour matters. Flows matter. Markets are not moved by valuation alone.

In conversation with Shibani Gharat on ET Now, the discussion focused on the thought process behind the gold selling campaign. India holds nearly ₹4 crore crore of gold. If even 1 percent to 1.5 percent of this comes out of lockers, bars, and coins, it can reduce the need for gold imports and help address the $65 billion balance of payment gap. With around ₹100 to ₹125 crore of exits already seen, the objective is simple. If Anand Rathi Wealth enables ₹3,000 crore of gold exits, it can help solve 1 percent of India’s problem.

A highly impactful Focus Group session in Dubai led by Sujan Hajra, Chief Economist and Executive Director, Anand Rathi Group, along with Raj Vijeta Sharma, Director and Unit Head, Dubai. The discussion centered on uncomplicated, objective-driven wealth strategies, emphasizing risk-adjusted returns, data-backed insights, and long-term financial clarity for HNIs and UHNIs. Grateful to all attendees for their active participation and engagement. 🔗 anandrathiwealth.in/

The strongest organizations don't debate the mission- they execute it. Culture flows from the top, it's the foundation everything else is built on. - From the podcast series Rakesh Rawal Uncomplicated 🔗anandrathiwealth.in/

A strong portfolio does not need more noise. It needs clarity. At Anand Rathi Wealth, we believe every wealth goal deserves a clear purpose, a structured process, and an uncomplicated path. Explore more: 🔗anandrathiwealth.in/

On ET Now, in conversation with Snehi Shah, Anchor, ET Now, Shweta Rajani, Head of Mutual Funds, shares her perspective on the channel's topic of equity mutual fund flows, SIP trends, gold ETF restrictions, and investor behaviour. Key takeaways from the discussion: ✅ Equity flows have moderated, but this may indicate cautious investing, not a reversal in sentiment ✅ SIP numbers remain strong, reflecting retail investor discipline ✅ Mid-cap and small-cap flows are seeing some moderation ✅ Fewer NFOs may have contributed to lower overall inflows ✅ The structural shift from debt to equity continues ✅ Gold ETF restrictions and negative flows may indicate profit booking after a strong rally ✅ Rebalancing gold exposure can support disciplined asset allocation Watch the full discussion to understand mutual fund flow trends, SIP behaviour, and gold ETF developments in an uncomplicated way. youtu.be/kd-C5vKPbXs

Did you know? Maharashtra accounted for the highest GST collections in FY26 at nearly ₹2 lakh crore. Karnataka, Uttar Pradesh, Gujarat, and Tamil Nadu also emerged as major contributors, reflecting strong economic activity and consumption across key states. For investors, rising GST collections signal improving formalisation and healthy business momentum—encouraging indicators for India’s long-term growth and earnings outlook. At Anand Rathi Wealth, we help you interpret such economic trends through an uncomplicated perspective. 🔗 anandrathiwealth.in/ Source: Ministry of Finance, Anand Rathi Research

What’s your biggest motivation for staying invested long-term?

In conversation with anchor @priyankasambhav on @Money9Live, the discussion focused on gold prices and their long term comparison with equity mutual funds. Gold is around ₹1,59,000 per 10 grams on MCX, supported by import duty changes and rupee depreciation since January. Even if gold moves towards ₹1,80,000, the larger question is whether it can stay ahead of equity mutual funds over the next 3 to 5 years. The view remains uncomplicated. Over a 5 year holding period, there is over a 90 percent probability that equity mutual funds may deliver better long term outcomes.

In conversation with anchor @TamannaInamdar on @NDTVProfitIndia, the discussion focused on on HDFC Mutual Fund’s cap on gold ETF inflows and investor recency bias. India already holds 28% of household savings in gold, while equity mutual funds account for only 1.8%. From March 2024 to February 2026, gold ETF inflows stood at ₹81,828 crore. When gold was at ₹68,000, there was a ₹400 crore outflow. When gold averaged ₹1,66,300, inflows rose to ₹24,000 crore. The point is uncomplicated. Chasing recent price rallies can impact long term outcomes.

Can oil prices really correct 25% from current levels? In a discussion with @AnilSinghvi_ on @ZeeBusiness, 55 years of oil price data showed that in 14 instances since 1973 where crude surged over 50%, prices corrected 28% to 40% in the following year.