Planning theme-based diversification? What should be on your checklist?

Investment opportunities in India are difficult to predict due to volatile markets and supply chain disruption caused by the Russia-Ukraine conflict, according to Tarun Birani, Founder & CEO of TBNG Capital Advisors. Despite this, the banking, manufacturing, IT, pharma, and telecoms sectors are all showing promise, with Birani favouring a diversified investment approach led by a trusted fund manager.

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