Bulletproofing your portfolio against the Israel-Iran conflict Bulletproofing your portfolio against the Israel-Iran conflict
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Direct Equity & PMS Fixed Income Investing Macro & Geopolitics Market Outlook Wealth Management

Bulletproofing your portfolio against the Israel-Iran conflict

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Pratik Bagaria
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Direct Equity & PMS Fixed Income Investing Macro & Geopolitics Market Outlook Wealth Management

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Bulletproofing your portfolio against the Israel-Iran conflict by Pratik Bagaria

Highlights

  • Discusses the impact of the Israel-Iran conflict on Indian financial markets.
  • It analyzes potential scenarios based on the conflict’s duration and severity (rapid de-escalation, extended conflict, prolonged global impact/war breakout).
  • It outlines investment strategies for each scenario, including holding steady, deploying additional capital, or implementing aggressive strategies and diversification.

Synopsis/Summary

  • Iran launched a missile and drone attack on Israel, leading to international responses and concerns about market volatility.
  • The document provides historical data on NIFTY50 returns after major wars.
  • It outlines three scenarios: rapid de-escalation, extended conflict, and prolonged global impact, with corresponding investment strategies for each.
  • Dezerv’s portfolio is positioned with an overweight in large-cap stocks and a focus on mitigating duration risk in fixed income.
  • The document advises against redeeming current investments, suggests deploying new capital in a staggered manner, and highlights the importance of having “dry powder” for opportunities.
  • It emphasizes Dezerv’s active management and communication, as well as providing disclosures regarding market risks and the nature of the information.
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Written By

Pratik Bagaria

Pratik Bagaria leads Public Market Investments at Dezerv, bringing two decades of experience in managing wealth for high-net-worth individuals and family offices. An IIM Ahmedabad MBA, Pratik has built his career at the intersection of institutional-grade investment thinking and personalised wealth management—combining rigorous analytical frameworks with an intuitive understanding of each client\'s unique financial landscape.

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