Dec 2021 Economic Times
Wealthy investors are seeking higher interest income particularly when the stock market seems to have peaked for now. This has prompted many rich individuals to bet on perpetual bonds sold by credible public sector banks.
2021
Bharat Bond ETF’s 3rd tranche to raise Rs 5,000 cr, offers 6.8%
Dec 2021 Economic Times
For individuals in the highest tax bracket, it makes every sense to invest in Bharat Bond ETF for a long-term capital appreciation. Under the current situation, an investor cannot expect any better post-tax yield in comparison to other popular options like a bank fixed deposit or tax-free bonds.
Build a fixed income portfolio to tide over rate worries
Nov 2021 Economic Times
Investors can use a combination of government bonds and low expense passive debt funds to build a ladder for their portfolio.
In a rising interest rate cycle that we are now in, investors could have a higher allocation to shorter maturity products typically in the 3-5-year bucket.
Retail bond scheme draws strong interest from NRIs
Nov 2021 Economic Times
Wealth managers are witnessing strong interest from non-resident Indians to open accounts under the new Reserve Bank of India scheme that allows retail investors to buy and sell government securities. We are receiving a lot of queries from our NRI investors across the globe, be it the US, UK, Singapore, or Dubai.
Retail Direct bond scheme gets 32,000 registrations in 6 days
Nov 2021 Economic Times
Retail Direct needs awareness among senior citizens who can benefit from it. GOI bonds can be an alternative to LIC annuity plans as retail investors can invest in the longest maturity until 2061.
RBI opens gilts to retail investors via new direct platform: Here are the details
Nov 2021 Moneycontrol
A low level of awareness among small investors, procedural issues such as opening of a CSGL account with the RBI and low liquidity in the secondary market are some of the reasons why investors stayed away from investing in G-Secs
RBI wants tax sops for Retail Direct Scheme investments, may approach govt
Nov 2021 Economic Times
Retail Direct needs awareness among senior citizens who can benefit from it. A tax break is also needed to bring parity with existing savings plans, including mutual fund debt schemes. GOI bonds can be an alternative to LIC annuity plans as retail investors can invest in the longest maturity until 2061.
Retail investors get licence to bond & bargain
Jul 2021 Economic Times
Middle-class savings could now go into directly buying government bonds after the central bank Monday allowed retail investors to buy into sovereign debt through dedicated accounts that wouldn’t attract costs.
Bharat Bond ETF’s 6% return draws attention as other yields decline
Jul 2021 Economic Times
Rich investors are booking profits in tax-free bonds as yields have dropped to 4.3-4.5%. Some of them are moving to the Bharat Bond ETF, a portfolio of public sector companies with a AAA rating. “Investors can earn a 6% post-tax return in the Bharat Bond ETF series that matures in 2030 and 2031.
Non-tax filers may move to NCDs, debt mutual funds on high TDS fears
Jul 2021 Economic Times
Appetite for fixed income products like non-convertible debentures (NCDs) and select debt mutual funds is likely to increase among individuals who have not been filing tax returns. This follows a Union Budget announcement in February that requires individuals who have not filed tax returns for the previous two financial years