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Better risk-adjusted returns more enticing than absolute ones
Financial Express Hyderabad
|August 23, 2025
Rakesh Rawal, CEO of Anand Rathi Wealth, expects the Nifty to deliver an annualised return of 11-12% in the long run.
In an interview with Nesil Staney, he speaks about listed stocks, returns expectations of uber-rich clients and the outlook on alpha generation by actively managed mutual funds.
Excerpts:
Your proposition for HNI 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?
This story is from the August 23, 2025 edition of Financial Express Hyderabad.
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