How family offices and UHNIs are evolving their investment strategies in India
Indiaโs investment landscape has witnessed a significant transformation over the last decade. This encompasses changes in risk tolerance, asset choices, and allocation strategies of ultra-high net worth individuals (UHNIs) and family offices.
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Entrepreneur magazine | 2nd April 2023
5 Tips For Women To Consider While Investing In 2023
The need for women to invest for themselves is crucial, due to various factors such as income disparities, potential time off work to take care of the family and the need to maintain a personal corpus for financial independence and security.
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Mintgenie | 27th March 2023
How can women start their investment journey? MintGenie explains
Investing money is not only a possibility but a necessity for securing one's financial future.
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Hindu Business Line | 8th March 2023
A new approach to financial planning and independence for women
Estate planning will help women become financially independent as they plan for these expenses and have a guaranteed strategy to pay for long-term care without straining loved ones.
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The Economic Times | 8th March 2023
Why women financial literacy is important for India's future
By empowering women with financial education and resources, we can bridge long-standing gaps and help drive economic growth on a national level. When women progress, India progresses, and therefore, it is crucial to prioritise and invest in women's financial literacy and well-being.
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Times of India | 5th March 2023
5 ways family offices help in managing wealth
Family offices have long been trusted partners for families and individuals with exceptional wealth, helping them with their investment and non-investment needs so that they flourish across generations.
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Financial Express | 3rd December 2022
Partnering with UHNIs: 5 Ways Family Offices Add Value
Managing your wealth is one thing; enabling it to consistently thrive in an environment that serves your nuanced expectations and needs is entirely different.
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Times of India | 18th November 2022
A guide for start-ups to improve their cash flow
Revenue is vanity, profit is sanity, but cash is king.
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Daily Guardian | 9th September 2022
A book that gives tips to gain and retain wealth
The Daily Guardian features review on โWise Wealthโ titled, "๐ ๐๐จ๐จ๐ค ๐ญ๐ก๐๐ญ ๐ ๐ข๐ฏ๐๐ฌ ๐ญ๐ข๐ฉ๐ฌ ๐ญ๐จ ๐ ๐๐ข๐ง ๐๐ง๐ ๐ซ๐๐ญ๐๐ข๐ง ๐ฐ๐๐๐ฅ๐ญ๐ก"
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Financial Express- Authored Article | 29th May 2022
Investment Guide for NRIs and OCIโs: How to build a robust portfolio during volatile times
High quality growth portfolios, when built at the right time and price, can be held onto for decades, but patience and discipline are key.
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Economic Times CFO | 18th May 2022
In-house vs Virtual CFO Services - Which One Best Suits Your Business?
Virtual CFOs are becoming increasingly common due to the expansion of the start- up community. For a newly minted firm, virtual CFOs can provide the necessary financial guidance with minimized costs.
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Mint | 26th April 2022
Importance of a will in financial planning
Financial planning does not necessarily end once you invest your money. It also extends to securing assets for your family. Succession planning by creating a will is very important.
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Times of India | 17th March 2022
The many upsides of associating with a family office.
The Family Office Approach: Customise, Curate and Personalise Partnering with a family office comes with a set of benefits that are uniquely distinct from what any standard wealth management firm would offer.
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Outlook Money | 9th March 2022
5 investing lessons for HNI's during tumultuous times
To build a portfolio that can withstand tumultuous conditions, HNIs and UHNIs can consider emerging markets that present high-quality assets and cash flows, gold and sustainability businesses.
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Shethepeople | 5th March 2022
5 Things Women Should Know About Writing A Will.
Writing a Will is bound to stir up feelings of discomfort for many as it forces us to think about our demise and the eventuality of life. However, a Will is one of the single most important tools for people when it comes to matters of estate and succession planning, and this includes women as well, who tend to be the invisible glue for the family.
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Yourstory | 14th February 2022
Why are entrepreneurs planning their succession at an early stage?
A succession plan entails having a blueprint in the event of a change of guard, which in most cases, is inevitable as entrepreneurs age and eventually have to pass on the mantle to someone else.
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Money Control | 21st January 2022
Writing a Will? Hereโs how you should choose the executor
The executor's key responsibility is to gather details of all the assets that are mentioned in the estate, protect these assets and distribute them to beneficiaries as per the instructions in the Will.
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Desi VC podcast | 6th January 2022
Podcast with Shashank Khade, Director and Equity Advisor
Shashank Khade (Director & Chief Equity Advisor, Entrust Family Office) sits down with Akash B. on Desi VC podcast for a stellar episode.
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ET wealth | 6th January 2022
Investment, borrowing, insurance & other money resolutions for 2022
As new Covid uncertainties loom, it is super important to revisit your financial plan including your estate planning for 2022.
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Economic Times | 27th December 2021
Outsourced CFO services โ A boon for Indiaโs startup community
Hiring a full-time CFO can no doubt be an expensive affair and this is why outsourced CFOs are the next best option for startups.
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Family Office Magazine | 17th December 2021
Are you an NRI? 5 reasons why you must consider a Family office
With the rise of multi-family offices in India, NRIs now have the opportunity to partner with an all-inclusive independent organization such as the Family Office to support all their needs and requirements.
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Times of India | 13th December 2021
Going the extra mile: How family offices offer HNI's impeccable executional capabilities.
Most multi-family offices go above and beyond just the standard ambit of financial and legal services. Family offices work tirelessly to understand the needs of their clients and create a customised set of solutions.
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Youtube | 1st November 2021
Entrust Edge: Diwali Special
Why Indian markets are rising so much in 2021 and is it justified? Rajmohan Krishnan, Founder & MD, Shashank Khade, Co- Founder & Director and Rajagopal Subramanian, CIO analyze this question.
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Femina | 21st October 2021
We All Should Have A Will And Here's How To Write One
A will is the single most important succession planning tool and for women, exercising it is even more crucial to securing the future of their loved ones. Sreepriya NS, Director & COO of Entrust Family Office tells us more about this essential legal document.
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You Tube- Keeping Wealth Wise -Episode 2 | 5th October 2021
How to identify a true multi family office
In Episode 2 of 'Keeping Wealth Wise' we discuss about the role of a Family Office beyond wealth management and the kind of services that a true Multi Family Office offers to their HNI clients.
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Entrepreneur | 13th August 2021
The Multi-Family Office -A Vehicle of Choice for HNI and UHNI Families and their Businesses
How does a multi-family office help preserve a family-owned business?
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You Tube- Keeping Wealth Wise : Episode 1 | 10th August 2021
Entrust Family Office caters to the dynamic requirements of HNI's and Indian expats
Episode 1 in our new YouTube series talks about the growth of the Family Office space in India and how Entrust Family Office caters to the dynamic requirements of HNIโs and Indian expats.
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FS PrivateWealth | 13th August 2021
How family offices meet the unique needs of Indian expats
Family offices are uniquely positioned to help high net worth NRIs and OCIs to manage their interests in India by becoming custodians/caretakers of their physical and monetary assets. They are able to do this because of the multi-pronged approach they have towards personalized wealth management.
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Femina | 19th July 2021
Estate Planning Know-How That Every Indian Woman Must Be Aware Of
India has come a long way when it comes to womenโs participation in business and finance. With this clear shift in the financial status of women arises the need for estate planning.
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ET CFO | 12th July 2021
Growing trend of family offices in India and the need for family CFO services
There is a growing need for wealthy families to find efficient, effective, and successful ways to invest money and manage their assets. One of the best ways to do this is to partner with a family CFO.
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Times Of India | 22nd May 2021
Trust the Trust
In the best of times and the worst of times, the Private Family Trust must be the de facto option to take care of the needs of surviving children.
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ET wealth | 11th June 2021
The importance of succession and legacy planning
With the current covid situation, it becomes all the more important to have your legacy plans in place.
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Hindu Business Line | 4th May 2021
The importance of forming of effective succession plans
To aid HNW and UHNW businesses structure succession plans, family offices often provide a slew of services and with the backing of years of experience and a wide-range of expertise under one roof, family offices are well-versed with the processes of succession planning.
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Yourstory | 12th April 2021
How can family offices help Indian startups grow?
Family offices can be the friend, philosopher, and guide that scores of startup founders are often in need of through their challenging journey of entrepreneurship. Read more on Yourstory
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Family Office Magazine | 2nd April 2021
How a Trust Fund Can Work Wonders For HNI Families with Special Needs Children
Our Principal Founder & MD, Rajmohan Krishnan was a guest writer for the International Family Office Magazine. You can read his article titled โHow a Trust Fund Can Work Wonders For HNI Families with Special Needs Childrenโ in the latest spring.
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IVM podcast | 15th February 2021
Family Office Special
In this week's episode of 'Paisa Vaisa', host Anupam Gupta is in conversation with Rajmohan Krishnan, Principal Founder & Managing Director, Entrust Family Office.
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Fortune India | 12th February 2021
Here's how to spot a true multi- family office!"
The family office space is rapidly growing. Hence, it becomes imperative to understand the role of a family office and its functions, in order to differentiate them from traditional wealth managers.
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Desi VC podcast | 6th January 2022
Podcast with Shashank Khade, Director and Equity Advisor
Shashank Khade (Director & Chief Equity Advisor, Entrust Family Office) sits down with Akash B. on Desi VC podcast for a stellar episode.
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Digital First | 2nd February 2021
Budget 2021: Industry Leaders reacts to the Budget
Budget 2021 opinion by Shashank Khade, Director & Co-Founder, Entrust Family Office.
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Business World | 19th January 2021
Where Do HNIs And Their Family Offices Put Their Hard-Earned Wealth?
A question that comes to mind when talking about HNWIs & UHNWIs and their family offices is where do they put their hard-earned wealth? The answer to this question is dynamic in nature and constantly changes depending on the global economic outlook.
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Financial Express | 12th January 2021
How Family Trusts can help in Succession Planning
Family trusts today are gaining increasing relevance and acceptance worldwide amongst HNW and UHNW families as savvy tools for succession planning.
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ET NOW | 9th December 2020
Investing Lessons from HNI's
TV interview with Rajmohan Krishnan featured in the Money Show on ET NOW.
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Hindu Business Line | 8th December 2020
The road to multi-generational financial planning
The multi-family office can play a crucial role in providing guidance to HNI families on mentoring the next generation in order to safeguard and grow multi-generational.
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Entrepreneur India | 27th November 2020
Why Family-Owned Businesses Need Specialized CFO Services
In current times, having a family CFO is a wise decision since the second and third generation may have varied business interests and hence the presence of a CFO in scenarios like these can be a boon to creating a sustainable approach towards family and business legacy.
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Economic Times | 12th November 2020
Sebi investment adviser norms give more control to clients, or do they?
The new Sebi norms are a validation for true-breed investment advisory firms that have been following client-centric models since the very beginning.
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Money control | 03rd November 2020
Simply Save Podcast :International diversification and start-ups a favourite investment among the HNIs and the rich
In this podcast, Moneycontrolโs personal finance editor, Kayezad E. Adajania speaks to Rajmohan Krishnan who shares his insights and experiences on the role of a family office and how Family Officeโs have become able partners for their clients and help nurture and protect their wealth.
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Forbes India | 20th October 2020
Role of a Family Office beyond investments
Family offices go above and beyond just managing a UHNI individual or familyโs investment portfolio; their approach to wealth management has a much more personal and customized touch.
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Fortune India | 06th October 2020
How to keep your wealth safe during a pandemic
The Covid-19 pandemic is a black swan event and requires investments to be assessed and amended in order to safeguard them during such turbulent times.
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Business World | 03rd October 2020
Importance Of Succession Planning For Business Families
Succession planning is an often underrated, yet a crucially important process that has to be followed by family business leaders to ensure business continuity for multiple generations.
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Inc 42 | 21th September 2020
CFO Services To Boost The Financial Health Of Startups
Hiring CFO services can bring immense value to a startup and ensure that an entrepreneurial venture has the best chance to succeed.
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Business Today | 3rd September 2020
Customised for HNI's
Mass products such as mutual funds do not work for the very rich. Welcome to the world of portfolio management services and alternative investment funds.
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Inc42 | 1st,September 2020
Entrust Family Office helps UHNI's invest into start ups
Entrust Family Office On Bringing Indiaโs Ultra HNIs To The Startup Investments Table.
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Enterpreneur | 18th August 2020
5 Reasons for a Start-Up to Hire A CFO
Hiring a seasoned CFO on-role may be an expensive affair for a start-up initially but an expert hand to track, maintain, and navigate a company financially during trying times is imperative.
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Yourstory | 14th August 2020
Why there is a need for a modern CFO amidst the global pandemic?
In the current scenario, a modern CFO has a pivotal role to play. Here are some areas that a modern CFO must look into for optimising the resurgence process.
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Entrepreneur | 31th July 2020
Succession Planning - Myths Vs Facts
Myths about succession planning that we would like to demystify.
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Livemint | 15th July 2020
India's high net-worth population stalls after 2017 jump: Report
Rajmohan Krishnan shares his views on the fall in India's HNI population since 2017.
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Business World | 20th May 2020
It's Never Too Early For Succession Planning
With the advent of the Covid-19 pandemic, never before has the importance of succession planning been felt more by businesses, especially family-run businesses.
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Yourstory | 19th May,2020
When to hire a CFO and 4 reasons why startups need them
As the founder and CEO of a startup, hiring a CFO is one of the wisest decisions you can make. Here is why.
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ET Panache | 1st Apr, 2020
Rules for corporate success, learnt on the golf course
Truism has also helped Rajmohan Krishnan professionally.
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Silicon India | 18th Mar, 2020
CFO services and how it can take away the pain points of any startup
Entrust Family Office offers CFO services to startups.
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Inc 42 | 10th Mar, 2020
How startups can benefit from hiring CFO services
Benefits of hiring a CFO service.
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Financial Express Online | 6th Mar, 2020
Want to become rich? Check out where the ultra rich are parking their money today
Where are the UHNIโs parking their money today?
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Hindu Business Line | 1st Feb, 2020
FPIs likely to cheer DDT elimination, hike in bond exposure limit
Shashank Khade shares insights on Budget 2020.
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Quartz India | 1st Feb, 2020
Despite a bruising slowdown, India goes for a cautious annual budget
Shashank Khade shares statement on Budget 2020.
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Business World | 9th Jan 2020
Multi-family office over Single Family Office
Insights into choosing Multi-family office over Single family office.
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Money Control | 30th Dec 2019
Remain cautious, avoid the noise and focus on fundamentals in 2020
Rajmohan Krishnan provides investment insights for 2020.
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Business World | 16th Dec 2019
Why Financial Planning Is A Stepping Stone Towards Wealth Management
Rajmohan Krishnan shares his views on why financial planning is a stepping stone to wealth management.
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Fortune India | 10th Dec 2019
All in the family
Rajmohan Krishnan shares views on how "Family Businesses offer better shareholder returns".
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Financial Express | 28th Nov 2019
HNI Investments: How the super-rich invest their money and opportunities for them in India โ Explained
Rajmohan Krishnan shares views on the changing investment trends in the HNI community.
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Moneycontrol | 24th Nov 2019
Resolution process needs to happen not only for banking sector but for economy as a whole
Rajmohan Krishnan shares views on the current state of Markets & Economic cycle.
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Economic Times Family Business Forum | 21st Feb 2019
Itโs all about longevity
Rajmohan Krishnan shares how family businesses can prevent erosion of their wealth and values and derive the apt formula for continuity.
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Forbes India | 9th Jan 2019
7 tips to identify a loyal investment advisor
Rajmohan Krishnan shares the distinguishing attributes of a loyal investment advisor, an UHNI should seek.
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Entrepreneur India | 27th Dec 2018
Are Family Offices Fueling Startup's Growth in India?
Rajmohan Krishnan quotes on the long term perspective FOโs bring while investing in Start-ups.
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Forbes | 19th Dec 2018
Money parenting: How to teach kids about inheritance
Rajmohan Krishnan shares best practices that UHNI parents follow to prepare their children for the wealth they will inherit.
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The Entrepreneur | 27th Nov 2018
Four Keys Trends Driving the Family Office's Growth India
Rajmohan Krishnan quotes on how Social Impact companies are working on sustainable social causes.
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Moneycontrol | 16th Aug 2017
With Mount 11K on Nifty in sight, it is the right time to buy stocks: Moneycontrol Poll
The poll showed 84 percent of the participants see now is the best time to dive into quality stocks while the rest, 16 percent feel investors should avoid shopping at current levels. Shashank Khade quotes.
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ET Markets | 03rd Aug 2017
At all-time high, stocks are shaky: 6 deadly mistakes you must avoid
Shashank Khade quote on mistakes to avoid when markets are at an all-time high.
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Moneycontrol | 01st Aug 2017
Sensex @ 32,500! These 10 FPI heavy stocks rose more than 100% in 1 year
Among the stocks in which FPIs raised their stake in the last four quarters, almost 10 of them have more than doubled investorsโ money in the same period. Shashank Khade opines!
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Moneycontrol | 06th Jul 2017
S&P BSE Smallcap index hits record high; 40 stocks which rose over 100% in 2017
Investors are now finding their comfort in the small and midcap space. But, now every stock which more than doubled in the last one year is a safe bet. Shashank Khade shares his thoughts.
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Moneycontrol | 12th Jun 2017
Top 20 multibagger stocks which rose over up to 700% and doubled PAT in 1 year
P/E is a volatile indicator because it frequently changes with the slight change in either earnings or stock price. Shashank Khade shares his views..
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Moneycontrol | 08th Jun 2017
PEG ratio can help you spot multibaggers; 10 stocks which rose over 100% in 1 year
Views by Shashank Khade on PEG ratio or price/earnings to annual EPS growth which can provide a more holistic picture of the stock especially in a bull market where P/E ratio tends to look inflated.
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Economic Times | 04th May 2017
9 solid tips to help you make more money in stocks & lose less
Tips on how investors can put their money to good use in Equity Markets.
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Moneycontrol | 24th Apr 2017
Top 10 'safe stocks' with no debt returned up to 120% in last 1 year; do you own them?
Companies with lower debt are relatively safe bets as they do not suffer from debt-servicing burden in bad times.
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Moneycontrol | 14th Apr 2017
Looking for multibagger returns? Ten turnaround stories which gave up to 200% return in 1 year
Analysts are betting on turnaround stories in March quarter as well and they have a logical reasoning for that. Many stocks have rallied in anticipation of earnings recovery and if India Inc. manages to perform in line with market expectations โ many companies will get rewarded.
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Forbes India | 07th Apr 2017
HNIs' wealth management: Consolidation is simplification
Consolidation offers a single-window view of your entire wealth portfolio. It is the only sensible way to assess your growth rate, your risk exposure and your true net worth.
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Hindu Business Line | 27th Feb 2017
Making every penny count
Rajmohan Krishnan states the role of Family Offices in providing for their clients' philanthropy needs.
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Financial Chronicle | 02nd Feb 2017
Jaitley proposal's meet market expectations
Post Budget Market reactions.
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Business Standard | 16th Jan 2017
Union Budget 2017-18: A carrot after a stick?
Expectations from the Union Budget 2017-18.
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Livemint | 16th Jan 2017
Secrets to successful succession
The best time to create a succession plan was yesterday. The second best time is today.
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The National | 09th Jan 2017
India's elephant in the room
Pre Budget expectations from market experts.
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The National | 09th Jan 2017
India Poised for watershed year
Demonetisation to Trump- How would India fare in 2017.
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ET Markets | 03rd Jan 2017
Eight strategies to manage your money that can help you get rich faster in 2017
Wealth Accumulation Often Takes a Little More Than Just Planning. Read on..
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ET Markets | 02rd Jan 2017
Top analysts got Sensex, Nifty estimates wrong in 2016; can they get it right in โ17?
Benchmark Predictions for FY 2017.
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Moneycontrol | 27th Dec 2016
10 essentials to stay financially fit in 2017
Financial Resolutions for the New Year.
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Inc42 | 23rd Dec 2016
9 Benefits to Keeping Wealth Wise
The presence or absence of wealth seems to greatly influence human behaviour.
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ET Markets | 15th Dec 2016
Janet Yellen delivers 25 bps rate hike; 5 key takeaways for Dalal Street
Impact of the Fed Rate Hike on the D-Street.
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Financial Express | 27th Jun 2014
Getting savvy at state-of-the-art investing
Art is a symbol of beauty, grace and wealth, and an integral part of ones assets.
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Live Mint | 26th Jun 2014
Why donโt direct plan investors get lower 1st-year expense?
Early last year, market regulator Securities and Exchange Board of India (Sebi) introduced the Investment Advisers Regulations, 2013.
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Business Line | 8th Jun 2014
Does your family need a CFO?
90 per cent of HNI families lose their wealth by the third generation, so it's wise to get someone to manage it.
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Live Mint | 26th May 2014
Alternative asset is a risky class
It is generally viewed to be less liquid than regular assets.
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Economic Times | 25th May 2014
India's IT sector seen at $200 billion in five years: Top stock bets
The Indian IT sector took 15 years to reach the $100-billion mark and now the improvement seen in global economy, industry.
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Business Standard | 22nd May 2014
A variable SIP needs regular monitoring
It is cumbersome and amounts to timing the market.
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20th May 2014
Shashank Khade, Entrust Advisors
Director & Chief Equity Advisor, Entrust in CNBC Markets and Macros
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Economic Times | 19th May 2014
Top six measures which can boost investorsโ confidence under Modi rule
The main goal of the NDA government shall be of that of "Self Reliant India".
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Economic Times | 6th May 2014
Lok Sabha poll outcome: May 13 will be a bigger event than May 16, say analysts
Although May 16, when election results are expected to come out, is supposed to be a portant day.
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Economic Times | 12th Apr 2014
If GDP growth hits 8%, Sensex may touch 35,000: Analysts
The euphoria on Dalal Street is quite evident with the benchmark indices hitting fresh highs almost every other day in the...
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Economic Times | 11th Apr 2014
High on Modi, Gujarat-based stocks return upto 170%; top 10 bets
In the run-up to the outcome of the Lok Sabha election 2014, which is due on May 16, benchmark indices are making record highs.
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Economic Times | 8th Apr 2014
How Raghuram Rajan could have spoilt pre-election rally on D-Street
After having made record highs in the previous several sessions, the Sensex today was trading with a negative bias, slipping...
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IIFL
Shashank Khade joins Entrust As director & chief equity advisor
In his new role as Director and Chief Equity Advisor, Shashank will leverage his insights to deliver the best equity capital market...