Investment executives gathered in Bengaluru this week to discuss wealth creation strategies during the Dezerv Wealth Summit [1].
The session focused on the necessity of evolving investment strategies to maintain growth amid an increasingly uncertain global market environment. As volatility persists, the ability to shift asset allocation based on market cycles has become a primary concern for institutional and retail investors.
The panel, titled “Asset Allocation Across Market Cycles: Strategy and Suitability,” featured four experts [2]. Kalpen Parekh, the MD and CEO of DSP Mutual Fund, joined R Sivakumar, the CIO of Axis AMC, and Sandeep Tandon, the founder and CIO of Quant Mutual Fund [1]. Rajeev Radhakrishnan, the CIO of Fixed Income at SBI Mutual Fund, also contributed to the discussion [1].
Moderated by Ravindra and Anishaa, the group decoded how to manage portfolios across different economic phases. The conversation centered on the distinction between bull and bear markets, specifically how the suitability of certain assets changes as market sentiment shifts [1].
The summit occurred in 2026 [1] as part of a broader effort to provide a framework for wealth creation. The participants examined the balance between risk and reward, emphasizing that a static approach to investing is often insufficient for long-term success in changing markets [1].
By analyzing various market cycles, the panelists sought to identify the triggers that should prompt a shift in asset allocation. This approach aims to protect capital during downturns while maximizing gains during periods of expansion [1].
“The session focused on the necessity of evolving investment strategies to maintain growth.”
The emphasis on dynamic asset allocation by top Indian fund managers suggests a shift away from 'buy and hold' strategies toward more active management. By focusing on market cycles, these institutions are signaling that timing and suitability are becoming as critical as asset selection in the current economic climate.
