Anupama Katre

Anupama Katre is a Chartered Accountant currently pursuing her CFA. As a Research Associate at Scripbox, she specializes in analyzing portfolios, mutual funds, macroeconomic data, and current market trends. Driven by a passion for finance, Anupama is dedicated to creating insightful content that simplifies complex investment concepts, empowering a broader audience to make informed financial decisions.

How to Find a Financial Advisor

How to Find a Financial Advisor? Everything You Need to Know  

Financial awareness in India is increasing steadily, but there is still a considerable gap. Surveys reveal that 88% of Indians fear financial instability over the next five years, and 80% have little clarity on how to plan for retirement. Many...

SEBI Registered Financial Advisor

Who is a SEBI Registered Financial Advisor? Everything You Should Know 

Money decisions can shape your future. Just like choosing the right teacher shapes your education or the right doctor protects your health, picking the right financial advisor can put you on the path to your goals faster.   But with a...

Financial Advisors

Expert Financial Advisors for Investors

Wealth building is a top priority for many Indians. Still, an overload of information and lack of knowledge is leading many Indians to believe they can handle everything themselves without professional help. This is clearly evident as the ratio of...

SEBI Registered Portfolio Manager

SEBI Registered Portfolio Manager in India

In a market flooded with over 350 PMS providers, how do you ensure your wealth is in the right hands? As high-net-worth individuals increasingly demand personalised strategies, greater transparency, and tighter control over their investments, Portfolio Management Services (PMS) have...

PMS Minimum Investment

Know the PMS Minimum Investment for PMS Service

Wealth management isn’t one-size-fits-all. If mutual funds feel too generic to you, chances are a PMS offers a customised, actively managed alternative to that. But before you jump in, there’s a key barrier to entry - SEBI mandates a minimum investment of...

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What are Portfolio Management Services

What is Portfolio Management & PMS Investment: Meaning, Objective & Services

Managing wealth isn’t just about picking stocks or investing in mutual funds. For high-net-worth individuals (HNIs), conventional investment products might be lacking in providing the flexibility and personalised strategies essential for wealth growth. Portfolio Management Services (PMS) deliver a customised,...

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