Author Archives: Sreepriya
All eggs in one basket ?
Is concentrating all your eggs in one basket the right approach for investment advisory?
Absolutely. This strategy involves thorough research, data analysis, and understanding your risk profile, financial goals, and objectives. Similar to sharing all health-related issues with your family physician, your Investment Advisor
Posted in Investment Advisory
Leave a comment
Investment Advisor vs Wealth Manager vs Fund Manager: Decoding the fuzzy line
The world of private wealth management can be extremely complex, with a multitude of different terms, services, and providers. While multi-family offices and wealth managers can offer critical services to help preserve and grow the wealth of the India’s wealthiest families, the terms are often used interchangeably, leading to confusion….
Posted in Family Office
Leave a comment