{"id":20670,"date":"2025-09-13T20:48:07","date_gmt":"2025-09-13T20:48:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/20670\/"},"modified":"2025-09-13T20:48:07","modified_gmt":"2025-09-13T20:48:07","slug":"hni-wealth-heads-abroad-as-domestic-markets-underperform","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/20670\/","title":{"rendered":"HNI Wealth Heads Abroad as Domestic Markets Underperform"},"content":{"rendered":"

Experts, noted the Business Standard, attribute this to underperformance by Indian stocks compared to their global peers.<\/p>\n

New Delhi: With Indian equities lagging global peers, high-net-worth individuals and family offices are increasingly diversifying overseas through portfolio management services (PMSs) and alternative investment funds housed in Gujarat International Finance Tec-City (GIFT City).<\/p>\n

As reported by the Business Standard<\/a>, as of June, investments into foreign jurisdictions stood at $1.43 billion, nearly 70% higher than in March. PMS assets in GIFT City jumped 24% year-on-year to $4.6 billion in Q2FY25.<\/p>\n

Experts attribute this to underperformance by Indian stocks compared to their global peers. The MSCI Europe index surged 26% in the first eight months of 2025, compared to MSCI India\u2019s modest 2% rise.<\/p>\n

\u201cDeveloped-market companies are growing faster than India comps at similar valuations,\u201d Saurabh Mukherjea of Marcellus Investment Managers told the Business Standard, adding that $200-300 million is expected to flow into outbound investment structures in the next year.<\/p>\n

Industry exectives say PMS players are using this window to diversify client portfolios through global allocations, without exhausting the $250,000 Liberalised Remittance Scheme limit.<\/p>\n

Mutual fund net inflows cool off after July surge<\/p>\n

Back home, mutual fund flows softened in August, though overall appetite remained intact.<\/p>\n

According to a report by the New Indian Express<\/a>, net inflows into equity schemes dropped 22% month-on-month to Rs 33,430 crore after July\u2019s unusually high inflows, which had risen 80% sequentially to record levels.<\/p>\n

August marked the 54th straight month of positive equity flows, \u201cunderlining consistent investor appetite\u201d, per the newspaper.<\/p>\n

Systematic investment plans slipped marginally \u2013 down 1% to Rs 28,265 crore \u2013 but remain the preferred retail route. Sectoral and thematic funds, which had seen record allocations in July, saw moderation in new investment.<\/p>\n

Open-ended debt funds witnessed sharp outflows of Rs 7,980 crore, primarily due to redemptions in liquid funds, the newspaper cited analyst Nehal Meshram as saying.<\/p>\n

Interestingly, gold exchange-traded funds continued to shine, with net inflows of Rs 2,190 crore, extending a four-month positive streak and underscoring the metal\u2019s appeal as a hedge amid global uncertainty.<\/p>\n

Fund managers see the moderation as a breather rather than a red flag, TNIE reported.<\/p>\n

This article went live on September fourteenth, two thousand twenty five, at thirty minutes past one at night.<\/p>\n

The Wire is now on WhatsApp. Follow our channel <\/a>for sharp analysis and opinions on the latest developments.<\/p>\n","protected":false},"excerpt":{"rendered":"Experts, noted the Business Standard, attribute this to underperformance by Indian stocks compared to their global peers. New…\n","protected":false},"author":2,"featured_media":20671,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[138,219,21728,21729,220,21730,7454,111,139,69,21731],"class_list":["post-20670","post","type-post","status-publish","format-standard","has-post-thumbnail","category-markets","tag-business","tag-economy","tag-gift-city","tag-hnis","tag-markets","tag-motilal-oswal","tag-mutual-funds","tag-new-zealand","tag-newzealand","tag-nz","tag-systematic-investment-plans"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/20670","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=20670"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/20670\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/20671"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=20670"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=20670"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=20670"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}