Better risk-adjusted returns more enticing than absolute ones

Rakesh Rawal, CEO of Anand Rathi Wealth, expects the Nifty to deliver an annualised return of 11-12% in the long run.

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In an interview with Jesil Staney, he speaks about invested stocks, returns expectations of uber-rich clients and the outlook on alpha generation by actively managed mutual funds.

Excerpts:

Our proposition for ANI clients?

We offer uncomplicated, objective-driven strategies for clients, driven by data-backed research and mathematical modelling to align precisely with their wealth objectives. We construct portfolios that generate returns of 14-15% with a beta of 0.6 with the Nifty, leading to a Jensen's alpha of 4-5%. Our approach integrates every aspect of financial planning, including targeting superior risk-adjusted returns on investments, taxation, and estate planning.

What are your strategies in equity and other assets?