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@crixus123 Thanks for organizing this! Looking forward.

@godspeed13 Of course they can. In fact, we have have almost 1,000 Cr in AUA, serving some UHNI's for a flat fee.

@gabrielsmom The combination has changed over time. I just follow whatever we have in our Capitalmind Fixed-Income portfolio. Currently it's a mix of Gilt and PSU & Banking funds. The capital gains is next to nothing thanks to FIFO, as long as you only withdraw the gains. Tax evasion is...

@gabrielsmom Here's what I've done for my Mom, and it's worked out very well so far: Exhausted PMVVY and SCSS. This takes care of cash-flow for living expenses. Remaining, invested in a mix of debt funds. Whenever capital gains in debt funds reach Rs. 1L, I move it into an equity fund...

@amanwalking We did a free series on bonds. You can check out the posts here, and on YouTube here. /@notalkb4coffee also did a masterclass on Bonds, which you can find here.

@caritaslumen In my experience, as one gets wealthier, they attract a lot of people who want to sell them unnecessary investments. A good advisor helps you filter out all this noise.

@jenjust42day Roughly 40% of my liquid net-worth in invested in the PMS. Will bring it up to 100% over time. Deepak's a higher % AFAIK. At least for me, it's just more convenient to use the PMS infrastructure to manage instead of DIY.