CFA-backed research, macro intelligence and investment ideas — curated for India's sophisticated wealth creators.
With the RBI maintaining a calibrated stance amid global uncertainty, we analyze how Indian HNI portfolios should reposition across asset classes — from long-duration bonds to quality equities and alternative credit.
Hasti Shethia, CFA
Chief Investment Officer
RBI holds repo rate at 6.5% — dovish pivot expected in H2 2026
Positive for long-duration bonds and rate-sensitive equities
Nifty Midcap 150 showing relative strength — earnings upgrade cycle intact
Selective accumulation in quality midcap names warranted
Private credit spreads widening — attractive entry point for AIF investors
Target 12-14% IRR on structured credit strategies
Global uncertainty elevated — DXY strength may pressure EMs short-term
Hedge USD exposure in international allocations
As global macro headwinds intensify, we outline a disciplined framework for managing volatility without sacrificing long-term wealth compounding.
Hasti Shethia, CFA
Jun 6, 2026 · 7 min read
Institutional investors have long recognized alternatives as a return enhancer and volatility dampener. We build the case for Indian HNIs to follow suit.
Shethia Capital Research
Jun 4, 2026 · 9 min read
In a market obsessed with themes and momentum, we identify five businesses with durable competitive advantages priced for long-term compounding.
Hasti Shethia, CFA
Jun 2, 2026 · 11 min read
India's working-age population peak creates a once-in-generation investment opportunity. We map the sectoral implications for long-term allocators.
Shethia Capital Research
May 28, 2026 · 12 min read
The democratization of commercial real estate through REITs and fractional platforms opens new diversification avenues for sophisticated investors.
Hasti Shethia, CFA
May 25, 2026 · 8 min read
Private equity promises outperformance — but the dispersion of returns is wide. We decode the key factors separating top-quartile from median outcomes.
Shethia Capital Research
May 22, 2026 · 10 min read
