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Investment Advisory

December 6, 2024

Investment Advisory

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

by Dr. Karthik S
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November 29, 2024
Family Office

How to Identify a True Multi-Family Office

In this interview, we leverage the expertise of Entrust Principal Founder & MD, Rajmohan Krishnan, to understand how to identify a true Multi Family Office (MFO), the role of an MFO beyond wealth management, what kind of clients need an MFO, and the kind of services that a true MFO offers to its HNI clients.

by Rajmohan Krishnan

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November 18, 2024
Investment Advisory

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

by Rajmohan Krishnan

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November 6, 2024
Family Office

The Millennial UHNI Revolution: Strategies for Engaging the Next Generation

The evolving landscape of investor demographics demands a thoughtful and forward-thinking approach to engage millennial UHNIs, who are not only inheritors of family wealth but also key drivers of future financial growth. To remain relevant, family offices and wealth managers must adopt a thoughtful and forward-thinking approach to engage this generation.

by Sreepriya N S

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November 6, 2024
Multifamily Office

Seed to Exit–A UHNI’s Private Equity Journey with MFOs

Private equity stands out as one of the most complex asset types under the alternative investments. Beyond capital, successful investments in this space require effort, strategic insight, and specialized expertise. While the risk of negative returns remains, the potential rewards can surpass even the most lucrative real estate investments—an allure that also allows UHNWIs to pursue personal passions within a specific business domain, adding meaning alongside financial returns.

by Sreepriya N S

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November 5, 2024
Investment Advisory

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.

by Dr. Karthik S

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November 4, 2024
Investment Advisory

Growth vs Value Investing : Which strategy will dominate India’s markets?

As India continues to transform into a global economic powerhouse, the conversation around growth vs value investing has gained traction. For long-term investors, the principle of growth at a reasonable value (GARP) is sacrosanct. In the context of Indian markets, GARP holds particular importance for long-term investors.

by Shashank Khade

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Family Office

October 29, 2024

Family Office

Multi Family Offices: Unlocking Time and Mindspace for UHNIs

Just as gravity sculpts the universe, shaping the very fabric of spacetime, a Multi Family Office (MFO) can shape the financial and personal lives of Ultra-High-Net-Worth Individuals (UHNIs). In the same way as gravity bends time, making it flow differently across the cosmos, an MFO allows you to reshape your own experience of time and wealth.

by Sreepriya N S
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October 18, 2024
Estate Planning

Family Charter- Laying the Foundation for a Lasting Legacy

Since ancient times, a strong foundation has been recognized as the cornerstone of sustainable success. The key elements that form such a foundation are a clear vision, a systematic and adaptable framework, and rigorous governance—all anchored by the core values that drive individuals and families forward.

by Sreepriya N S

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September 18, 2024
Investment Advisory

Impacts of Market Volatility on Wealth Management: Navigating Uncertain Times

In today’s unpredictable financial markets, factors such as geopolitical tensions and global health crises can create uncertainty and significant fluctuations. This can impact wealth management strategies and lead to emotional decision-making. Understanding the importance of wealth management is crucial during such times. Diversification is an effective strategy for reducing overall risk exposure. During market volatility,

by Sreepriya N S

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December 8, 2023
Investment Advisory

Navigating Financial Decisions with Pragmatism and Poise

The intertwining of money and emotion is undeniable, especially in the realm of investment. Successfully navigating this intricate relationship requires deliberate efforts to keep emotions at bay, ensuring sound financial decisions. One effective strategy is automating routine financial transactions, such as postpaid phone bills, insurance premiums,......

by Sreepriya N S

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November 24, 2023
Investment Advisory

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

by Sreepriya N S

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October 13, 2023
Family Office

Investment Advisor vs Wealth Manager vs Fund Manager

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 N S

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September 15, 2023
Family Office

Is it wise for HNIs to manage their own wealth?

Most 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

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Family Office

September 5, 2023

Family Office

Family Offices – Way beyond Wealth Management

It’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
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August 13, 2023
Family Office

Partnering On Many Fronts

Not 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

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July 10, 2023
Family Office

Managing your wealth: Simplicity is the best policy

HNIs 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

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June 15, 2023
Family Office

9 benefits to keeping wealth wise

The 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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June 5, 2023
Family Office

Family Offices – Preserving Wealth, Nurturing Values

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….

by Rajmohan Krishnan

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May 20, 2023
Trust & Succession planning

Secrets to successful succession

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

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May 8, 2023
Trust & Succession planning

Nurture the marriage, trust the Trust

Divorce and Trust- What’s the relation?!

by Rajmohan Krishnan

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Trust & Succession planning

April 12, 2023

Trust & Succession planning

A special Trust for a special child

Given 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
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April 6, 2023
Alternate Investments

Purposeful land masses

There is more to private islands than meets the eye.

by Rajmohan Krishnan

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March 15, 2023
Investment Advisory

Multibaggers could be dangerous? The good, bad and ugly about investing in smallcaps

Small cap stock ownership amongst investors continues to be cyclical. In a short span of less...

by Shashank Khade

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March 8, 2023
Family Office

Businessmen in the news

When they sell off their business? Either they can sit try to multiply their wealth or alternatively look at start- ing another business and allow advisory firms to manage their funds.

by Rajmohan Krishnan

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February 25, 2023
Alternate Investments

Alternative asset is a risky class

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…

by Rajmohan Krishnan

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February 6, 2023
Investment Advisory

Here are 12 ways to spot a multibagger among thousands of companies

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

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January 11, 2023
Alternate Investments

Alternative investment: Getting savvy at state-of-the-art investing

Art 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

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Investment Advisory

January 5, 2023

Investment Advisory

Stick primarily to mutual funds

While PMS and AIF are exotic, mutual funds score on simplicity and steady returns..

by Shashank Khade
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