Eqbac

March 16, 2026 / March 16, 2026 by EQBAC

Let’s say an independent advisor managing 40 UHNI relationships across three custodians spends an average of 12 hours per week on non-client-facing operational tasks: coordinating product onboarding with five different providers, reconciling transaction-level fees across platforms, updating positions manually across portfolio management systems, and tracking compliance documentation scattered across multiple vendor portals.  That’s 624 hours annually. Nearly 16 full […]

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Eqbac

February 26, 2026 / February 26, 2026 by EQBAC | Leave a Comment

The Union Budget 2026–27 has reinforced India’s investment-led growth trajectory through a record capital expenditure allocation of ₹12.2 lakh crore, alongside continued fiscal discipline with a deficit target of 4.3% of GDP. This combination supports macro stability while sustaining earnings visibility across capex-linked sectors. At the same time, elevated equity valuations and increased Securities Transaction […]

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Eqbac

February 3, 2026 / February 3, 2026 by EQBAC

Markets entering 2026 show widening dispersion across equities, even as headline indices remain comparatively stable. Stock-specific performance differences are expanding due to uneven AI adoption, divergent monetary policy paths, sector-level disruption, and geopolitical pressure points. This environment increases the opportunity for active positioning while simultaneously increasing operational complexity for investment distributors. Dispersion markets reward speed, […]

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Eqbac

December 11, 2025 / December 11, 2025 by EQBAC

Over the past year, the S&P 500 stock index dropped significantly, at a volatile rate, following tariff policy announcements. Central banks maintained restrictive monetary policy while markets navigated persistent inflation concerns. Market shifts demanded frequent rebalancing. Global opportunities required tactical positioning across multiple regions.  These conditions exposed a fundamental limitation in traditional portfolio construction for […]

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Eqbac

November 14, 2025 / November 19, 2025 by EQBAC

Over the past decade, India’s high net-worth individuals have seen their ambitions grow beyond borders. The question many of them are now asking isn’t “why invest abroad,” but “how do I build something lasting outside India while keeping control?” For most, the aim is balance. To protect their capital, diversify risk, and access opportunities that […]

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