Try GOLD - Free
Bajaj Alts to make PMS plan around geopolitics
Financial Express Hyderabad
|April 16, 2026
BAJAJ ALTS HAS launched its flagship portfolio management services (PMS) strategy, Connecting Dots, designed to help India’s wealthiest investors navigate an increasingly volatile global landscape.
The firm, which secured its PMS licence just two weeks ago, is targeting India’s top family offices with a minimum investment size of ₹50-100 crore.
“Markets often chase quarterly earnings, but the real alpha lies in anticipating policy,’ said Jitendra Gohil, CIO - listed equities, Bajaj Alts. “Our Connecting Dots framework starts with geopolitics, moves into government policy, and then translates into sectoral opportunities. This approach gives investors a first-mover advantage in identifying structural trends that others may dismiss as noise.”
This story is from the April 16, 2026 edition of Financial Express Hyderabad.
Subscribe to Magzter GOLD to access thousands of curated premium stories, and 10,000+ magazines and newspapers.
Already a subscriber? Sign In
MORE STORIES FROM Financial Express Hyderabad
Financial Express Hyderabad
UltraTech capacity at 200 MT, largest outside China now
IN A MILESTONE that underscores the pace of consolidation and expansion in the cement sector, Aditya Birla Group’s UltraTech Cement on Friday crossed an installed capacity of 200 million tonne per annum (MTPA) in India, after commissioning three new grinding units.
2 mins
April 18, 2026
Financial Express Hyderabad
AI vs human resolve
The future is unlikely to be defined by the displacement of humans by machines, but by a rearticulation of human value in an age of intelligent systems
3 mins
April 18, 2026
Financial Express Hyderabad
Brokerages flag muted growth visibility at Wipro
BROKERAGES ON FRIDAY highlighted weak growth visibility and execution challenges at Wipro following its January-March quarter results, with several pointing to subdued guidance, delayed deal ramp-ups and continued pressure on organic growth.
1 mins
April 18, 2026
Financial Express Hyderabad
Re rises 23p to 92.91 as oil, dollar weaken
THE RUPEE APPRECIATED by 23 paise to settle at 92.91 against the US dollar on Friday, buoyed by a weakening American currency and retreating crude oil prices amid increasing hopes of easing geopolitical tensions.
1 mins
April 18, 2026
Financial Express Hyderabad
Women's Bill fails test
THE BILL REQUIRED a special majority of both Houses to get passed — meaning two-thirds of those present and voting, which should not be less than one half of the total strength of the House.
1 mins
April 18, 2026
Financial Express Hyderabad
‘Growth & profitability are not a zero-sum game’
As PhonePe prepares for its public listing, CEO Sameer Nigam says lending remains the biggest untapped opportunity in India as he shares with Ayanti Bera his optimism that a sustainable UPI monetisation model will emerge.
3 mins
April 18, 2026
Financial Express Hyderabad
NSE gets Sebi nod to invest in proposed coal exchange
THE NATIONAL STOCK Exchange (NSE) has received an approval from the Securities and Exchange Board of India (Sebi) to invest in the proposed National Coal Exchange of India.
1 min
April 18, 2026
Financial Express Hyderabad
The bond market missing link
INDIA'S CORPORATE BOND MARKET HAS REGULATORY INTENT AND INFRASTRUCTURE, BUT LACKS THE HUMAN LAYER
4 mins
April 18, 2026
Financial Express Hyderabad
Strait disruption: Chokepoints turn into pressure tools, 44 million barrels at risk
DISRUPTIONS IN THE Strait of Hormuz following the recent US blockade are now shifting attention to the Strait of Malacca, raising concerns over the stability of the world’s most critical oil transit routes that together handle nearly 44 million barrels per day (mb/d) of seaborne crude and products.
1 mins
April 18, 2026
Financial Express Hyderabad
Govt plans to rationalise filing framework for firms
AIMS TO INTEGRATE MCA DATA WITH OTHER REGULATORY BODIES
1 mins
April 18, 2026
Listen
Translate
Change font size
