Right Horizons Wealth

28/05/2026

Anil Rego, Founder and Fund Manager at Right Horizons Portfolio Management Services, shares his market outlook with Moneycontrol.

In the interview, he discusses why the may consider calibrated easing later in 2026 if oil prices and the rupee remain stable, and why equity risk-reward is gradually improving.

He also highlights the importance of being selectively aggressive, with focus on domestic cyclicals, financials, industrials, consumption-linked sectors, and select midcap and smallcap opportunities.

Read the full article on moneycontrol.com:
https://www.moneycontrol.com/news/business/markets/daily-voice-rbi-may-pivot-to-calibrated-easing-later-in-2026-if-oil-rupee-remain-stable-anil-rego-13930522.html/amp

Anil Rego of Right Horizons PMS believes the risk-reward for equities appears improving, but investors should still remain selectively aggressive rather than fully risk-on.

28/05/2026

Eid is a celebration of hope, kindness, and the values that bring people closer.

May this festive occasion fill your home with happiness, your heart with peace, and your future with abundance.

Eid Mubarak.

18/05/2026

What Is a Weakening Rupee Really Telling Us?

The rupee hitting a new low naturally grabs attention. But market moves like this are often more useful when we look beyond the headline.

A weaker rupee is usually not a standalone event. It reflects a larger chain of developments, higher oil prices, firmer global yields, lower risk appetite, and cautious capital flows. In that sense, the rupee is not creating the story. It reflects the story.

For investors, this does not mean every move should trigger concern. But it does mean we should pay attention to what the market is signaling. Currency weakness can shape inflation expectations, influence flows, and affect sentiment across asset classes. It often tells us where pressure is building before that pressure becomes visible elsewhere.

There is also a more constructive way to look at moments like this. are doing what they are meant to do adjusting quickly to changing realities. These phases remind investors that volatility is not always a disruption. Sometimes it is information.

The real question, then, is not simply whether the is weaker. The better question is: what is this move telling us about the environment ahead, and are we reading that signal clearly enough?

Headlines create emotion. Market signals create perspective. Over time, the ability to distinguish between the two becomes an advantage.

18/05/2026

Beyond Mutual Funds, PMS & Stocks: Exploring Alternative Funds

Are your investments really diversified—or just spread across the usual options?

Join Anil Rego, Founder & CIO, Right Horizons PMS, for a focused session on Alternative Investments and learn how sophisticated investors are going beyond conventional avenues to build more resilient portfolios.

Saturday, 30th May 2026
11:00 AM – 12:00 PM

Register here:
https://us02web.zoom.us/webinar/register/8217789274821/WN_1txZvGGbRmyBJjdmh_gGtw

Key Points Covered:
✅ What AIFs are & how they work
✅ AIFs vs Mutual Funds, PMS
✅ Two Alternative Investment Opportunities- AIF and Beyond

18/05/2026

Thinking about retirement…

Most people spend their life on:
❌ Family goals
❌ Daily expenses
❌ Lifestyle upkeep

But planning for retirement often gets pushed aside.

Here’s the reality:
The earlier you start, the easier it becomes.
Time, inflation, and purposeful investing all matter.

You can still take control:
✔ Start early
✔ Protect against inflation
✔ Invest with purpose

Retirement isn’t the end of earning.
It’s when your money starts working for you.

👉 Are you ready to make your money work?

14/05/2026

Gold is now part of a much bigger macro conversation in India.

A recent national call to reduce non-essential gold buying has brought attention to something important: gold is not just a cultural asset in India, it is also a major imported, dollar-paid asset.

India’s touched $71.98 billion in 2025-26, accounting for more than 9% of total imports, and any moderation in demand can potentially ease pressure on the country’s position. Estimates cited suggest that a 10% reduction in physical gold demand could save anywhere from $6 billion to $13 billion annually, depending on the assumptions used.

This changes how we should think about .

It is no longer only a story of , tradition, or safe-haven buying. It is increasingly a story of:
* management
* import dependence
* current account sensitivity
* Capital moving from non-productive to productive uses

The message is clear:

is shifting from being just a household purchase to becoming a conversation.

12/05/2026

Anil Rego, Founder & CIO of Right Horizons PMS, shares his views on why quality midcaps and smallcaps could continue to stand out in CY26 as market returns become more earnings-driven than liquidity-led.

Anil highlights key market developments shaping the current outlook:

👉 Key Takeaways:

1️⃣ SMIDs have remained resilient despite global volatility and geopolitical uncertainty

2️⃣ Strong earnings growth continues to support midcaps and smallcaps over largecaps

3️⃣ Valuations have normalised after earlier excesses, creating opportunities in fundamentally strong businesses

4️⃣ Sectors linked to infrastructure, manufacturing, domestic demand, energy transition, defence and consumption could remain long-term beneficiaries

Read More: https://www.business-standard.com/markets/news/mid-smallcap-outlook-why-cy26-will-reward-quality-over-exuberance-126051200138_1.html

11/05/2026

Markets carried a constructive undertone this week, with supportive global cues and broad-based domestic participation keeping sentiment positive despite lingering volatility.

Globally, U.S. equities remained firm on strong earnings, while Japan’s Nikkei surged to record highs on continued AI optimism. In India, the Nifty and Sensex extended gains for a second straight week, with broader markets once again outperforming. Auto, Realty, Pharma, and Healthcare led sectoral gains, while persistent FII selling was offset by steady domestic institutional support.

With earnings season gathering pace, inflation data and key U.S. macro prints due, alongside ongoing geopolitical developments, markets are likely to remain range-bound with a positive bias. Here’s your weekly snapshot to stay aligned with what’s shaping the markets.

10/05/2026

🌸 Celebrating the incredible women who do it all! 🌸

From managing families to conquering careers, every mother builds, nurtures, and inspires with love, strength, and grace.

Today, we honor every mother who makes the world a better place.

Happy Mother’s Day! 💖

06/05/2026

If you’re in your 40s…

This could shape your future 👇

Most people focus on:

❌ EMIs
❌ Kids’ education
❌ Lifestyle

But retirement gets pushed aside.

Here’s the truth:

Your 40s may feel early…
But your 50s can feel late.

The good news?

You still have time to build.

✔ Start now
✔ Plan for freedom
✔ Make your money work

Your 40s are not the time to delay.

They’re the time to take control.

👉 Is retirement still on your back burner?

05/05/2026

Retirement Planning Offline Workshop – 9th May, Bangalore

Ready to take control of your retirement? Join us for a free offline workshop where we’ll guide you on building a tax-efficient retirement plan, assessing your savings, and preparing for healthcare and unexpected expenses.

🗓️ Date: 9th May 2026
⏰ Time: 11:00 AM – 12:00 PM
📍 Venue: Right Horizons, Bannerghatta Road, Bangalore
🎤 Speaker: Rachna Rego, Director – Right Horizons

💬 Seats are limited! Register now:
https://www.righthorizons.com/retirement-planning-workshop/?utm_source=sm&utm_id=sm