Category Archives: Investment Advisory
Why Free Cash Flow Is Back in Focus for Serious Investors
In the ever-evolving world of investing, trends come and go. But sometimes, the markets remind us to return to what truly matters. After years of excitement around fast-scaling, high-burn businesses, there’s a noticeable shift underway—a quiet pivot back to the core fundamentals of business resilience. At the heart of this shift is a single, powerful […]
What Should High-Net-Worth Families Be Thinking About Right Now?
In a world brimming with uncertainties—geopolitical tensions, fluctuating markets, evolving regulations—the one thing ultra-high-net-worth individuals (UHNIs) should focus on is simple, yet profound: preservation of wealth. When we examine historical returns across asset classes in a market like India, fixed income has typically yielded between 7% and 9% across cycles, while equities have delivered around […]
When Will the Investor Wake Up and Smell the Coffee?
Recently, I came across an article chronicling the rise—and now, the unraveling—of a prominent wealth management firm. Built painstakingly over the last 15 years, it’s now facing a talent exodus, business erosion, and existential questions. And yet, this is not an isolated story. It’s just one chapter in a much larger book—one that the industry, […]
Are There Risks or Blind Spots People Are Underestimating Right Now?
The Bull Market Euphoria: A Double-Edged Sword The last few years have been a dream run for equity markets—almost surreal in how quickly they’ve bounced back from any correction. Every dip has been followed by an even swifter recovery. But here’s the uncomfortable truth: this relentless upward trend is breeding a dangerous complacency. Yes, the […]
Active vs. Passive Portfolio Management: Why Active Management Still Holds an Edge in Indian Markets
In recent years, the global investing conversation has tilted in favor of passive investment strategies—low-cost index funds that track broader markets without attempting to outperform them. However, in the Indian context, active portfolio management still holds compelling merit, particularly in the current market environment. At Entrust, our Investment Advisory team continues to closely monitor and […]
Tailored Investment Solutions for Ultra-High-Net-Worth Families
Ultra-high-net-worth families (UHNW) face unique challenges and opportunities regarding their investment needs. With assets often exceeding $30 million, these families require bespoke investment strategies that preserve their wealth and align with their long-term goals and values. Here, we explore some key tailored investment solutions designed to meet the sophisticated needs of UHNW families. Diversified Asset […]
2024 – The Investment Year in Retrospect
Investment Advisory As we close the chapter on 2024, it’s clear that the year brought a unique mix of opportunities and challenges across investment landscapes. Equity markets demonstrated contrasting dynamics across segments and themes, with microcaps and select thematic sectors leading the way. Fixed income benefitted from cooling inflation and rate-cut anticipation, while precious metals […]
Multicap vs. Flexi Cap Funds: Choosing the Right Fit for Your Portfolio
The Evolution of Categories SEBI’s 2017 circular streamlined mutual fund categories, bringing clarity to asset allocation and investment diversification strategies. However, a 2020 mandate required multi-cap funds to allocate at least 25% each to large, mid, and small-cap stocks, limiting their flexibility
Making Real Estate REAL for Ultra High Net Worth Individuals: A Thoughtful Approach to a Complex Asset Class
In the world of ultra-high-net-worth individuals (UHNWIs), real estate represents more than just an asset-it’s often an emotional commitment. The allure of a prime location or a promising investment opportunity can drive even the most level-headed investor to make impulsive decisions
Why UHNI Investors Are Seeking Alternatives to Traditional Fixed Income Investments
The Shift in Fixed Income Investment since April 2023, fixed income investing has become less attractive for many investors, primarily due to changes in capital gains taxation. Returns from debt mutual funds, after accounting for taxes, expenses, and inflation (5.5%) have turned negative.