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Investment Advisory
Investment Advisory
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
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....
by Sreepriya
read moreMost High Net Worth Individuals certainly have the brains to manage their own wealth. But the question is not about whether they CAN manage their own wealth but about whether they SHOULD. Most HNI clients certainly have the brains to manage their own wealth. But the question is not about whether they CAN manage their own wealth but…
by Rajmohan Krishnan
read moreIt’s a myth that the Family Office is an extension of Wealth Management. In reality, Wealth Management is but a small subset of the Family Office model of financial management. Meeting a Wealth Manager is like visiting a high-end ice-cream shop. You will be shown a flavourful exhibit of financial instruments such as equity, debt, real estate etc….
by Rajmohan Krishnan
read moreNot many know that Family Office also supports entrepreneurs in their quest to build lasting enterprises. The Family Office model is primarily designed to help self-driven UHNI pursue their professional goals without having to worry about the planning and management of personal wealth. But it has a secondary benefit that is often eclipsed: an entrepreneur can take the…
by Rajmohan Krishnan
read moreHNIs often fall prey to sophisticated financial products. But the real experts know the value of keeping the portfolio simple. It’s natural for the ultra-wealthy to get attracted to innovative and new products which seem far removed from the retail investments made by the salaried class. Therefore, they often shun commonplace mutual funds, even if a particular….
by Rajmohan Krishnan
read moreThe presence or absence of wealth seems to greatly influence human behaviour. This gives rise to a large spectrum of human identities that, at first glance, seem to be derived directly from wealth. On the one end of the spectrum, we see monks who renounce wealth. On the other, we see misers who hoard it. In between these…
by Rajmohan Krishnan
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Family Office
Family Office
At this juncture, even the most committed UHNI feels overwhelmed by the task of managing their wealth. The Family Office revolves around the welfare of the family. This statement is at once ridiculously obvious and deeper than it appears at first glance. The need for a Family Office becomes apparent around the time a person’swealth experiences breakneck growth….
The best time to create a succession plan was yesterday. The second best time is today. It’s astounding that so many high net-worth individuals (HNIs) don’t even prepare a basic Will. As a financial adviser, I always ask my clients to put a foolproof succession plan in place and avoid great misfortunes. In 2011, I visited the Hyderabad…
by Rajmohan Krishnan
read moreDivorce and Trust- What’s the relation?!
by Rajmohan Krishnan
read moreGiven the vagaries of life, parents of a person with special needs should set up a special Trust for this person as soon as they learn about his/her medical condition.
by Rajmohan Krishnan
read moreThere is more to private islands than meets the eye.
by Rajmohan Krishnan
read moreSmall cap stock ownership amongst investors continues to be cyclical. In a short span of less...
by Shashank Khade
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Alternate Investments
Alternate Investments
It is generally viewed to be less liquid than regular assets The typical investment format of an Indian investor is either to invest in fixed income or in equity. Together, these form the biggest chunk of anybody’s asset allocation. The only exception is real estate. From around the mid-2000s, a new asset class, called alternative asset class, came…
The moot question remains, is it easy to buy into multi-baggers? If yes, then all of us should have been wealthy by now. Let’s try to address the burning question in the mind of an investor.
by Shashank Khade
read moreArt is a symbol of beauty, grace and wealth, and an integral part of ones assets. It is a vast subject encompassing several categories ranging from paintings and sculptres to bronze icons to wooden craft to art installation. Each comes with its own uniqueness and complexities. Though buyers nowadays have access to online information on artists, their genres,…
by Rajmohan Krishnan
read moreWhile PMS and AIF are exotic, mutual funds score on simplicity and steady returns..
by Shashank Khade
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