There is frenzy in commodity market about rising Gold and Silver. Now everyone wants to be part of it by direct investments or through ETFs i.e. recently buyers. We have been highlighting investment opportunity in gold and silver since 2022. After (Rusia – Ukraine war)
How our clients participated and benefited from gold and silver rally.
Since 2019 we recommended our clients to buy SGB (Sovereign Gold Bond). It gave tax free upside in gold prices plus 2.5% interest every year. Unfortunately, the government has discontinued SGB from last year.
We have taken exposure to Gold and Silver through Multi Asset Allocations funds . This is indirect and best way to buy gold and silver.
For brave hearts (very few) we recommended direct exposure to Gold and Silver through following funds
- Edelweiss Gold and Silver ETF
- DSP Silver ETF
- DSP Gold mining fund
- Axis Gold ETF
Our blogs on Gold and Silver (All blogs are available on our website) Adding value to your investments through our learnings.
Blog 1 : SGB – Asset Allocation through Gold [Dated : 02/12/2023]
In this blog we discussed how can do asset allocation and add gold in portfolio for investments through SGB.
Blog 2 : Increase your surface area for Investments [Dated : 28/02/2024]
In this blog we suggested to invest across Asset classes (Including Gold) and Globe through MF. Diversification is key to mitigate risk in investment.
Blog 3 : Gold Father – Golden rally of Gold [Dated: 25/04/2025]
As per blog.........Gold rally is fuelled by central Banks buying. Gold and dumping US treasuries since Rasia-Ukraine war. This trend has accelerated in Trump era. We have been bullish on Gold since 2019-2020. Encouraged our clients to buy SGB, we are taking bet on Gold from Multi Asset Allocation fund. (Minimum 10% allocation to gold). One can consider Gold etf as well.
Blog 4 : Can ‘SILVER’ become ‘Gold’ [Dated : 30/04/2025]
After rally in gold, we have written this article. Silver just crossed $ 36 at that time Now it’s around $ 120.
As per blog........ ..Silver ($ 36) has given breakout and rally may continue. Silver is a part of Multi Asset Allocation Fund. It’s going to be multiyear rally for Silver.
What to do now
Best way to buy Gold and silver now is through Multi Asset Funds. Following funds are available
- Kotak Multi Asset Allocation Fund
- Whiteoak Multi Asset Allocation Fund
- SBI Multi Asset Allocation Fund
Gold is regulated as hedge or insurance. We need to take insurance but don’t want to honor it. It means its not a good sign if gold rallying. As in history Gold rally is always followed by some crisis.
In investment your entry price matters so at this price it is not advisable to invest in Gold or Silver. You can consider gold as large cap and silver as small cap. So, silver can be much more volatile than gold.
Basic investment Rule - When everyone is buying (Greed), you should sell or avoid new investments.
We believe Gold and Silver are in multi year bull run – (Dedollarisation, Central banks buying, Geopolitical crisis) but we should wait for right entry price.
