Investment Advisory
Investment Advisory
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, and subscription renewals, through auto-debit instructions. By removing the need for manual intervention, this approach minimizes emotional involvement, fostering a more pragmatic financial routine.
However, when it comes to investment management, a more dynamic and agile approach is necessary. The initial step of setting financial goals emerges as a pivotal process in mitigating emotional influences. Defining and establishing these goals serves as a guiding force, fostering focus and discipline throughout the investment journey. Despite its apparent simplicity, the process of goal setting and investing can become overwhelming, necessitating the involvement of a seasoned investment advisor (IA).
An IA plays a crucial role in steering individuals through the intricate and often perplexing landscape of investments. Beyond mere guidance, an IA can provide insights into the optimal allocation of funds, the establishment of emergency funds, and recommendations on investment strategies. Acting as a neutral third party, an IA facilitates the construction of a robust investment portfolio,safeguarding against emotional setbacks.
Entrusting one's finances to an IA means benefiting from a professional capable of objectively assessing various situations and ensuring alignment with financial goals. A proficient IA comprehends the investor's risk profile, offering advice backed by thorough research to sidestep emotional pitfalls in the investment journey. Furthermore, IA’s adhere to the fiduciary standard, prioritizing their clients' interests above their own. This commitment extends beyond advice quality, encompassing responsibilities such as optimizing risk versus reward, establishing prudential limits, monitoring portfolio performance, and staying attuned to macroeconomic factors affecting investments.
While IAs play a pivotal role in financial management, the family office introduces an additional layer of support characterized by emotions and empathy. Complementing the more analytical role of IA’s, family office services provide comprehensive, multi-dimensional support tailored to the unique needs and emotions of the family.
Background: A successful entrepreneur brought Entrust on board after global private banks fell short of expectations in managing a complex overseas investment structure. Challenge: The client, a resident Indian, had established a foreign company for investments. Initially, we were engaged purely to manage the portfolio. However, it became evident early on that this was not […]
Background: This client inherited a significant corpus and approached Entrust for investment advisory services. We designed a risk-aligned, staggered portfolio rollout. Challenge: At the onset of COVID-19, the client experienced deep anxiety and considered liquidating his portfolio entirely in favor of fixed deposits. It was clear he needed more than investment advice—he needed consistent support […]
Background: The client, a prominent creative entrepreneur, approached Entrust with apprehension. At the time, 90% of her investment portfolio was managed by other wealth firms. Her engagement with us began with a healthy skepticism about our role and the value we could bring. Challenge: Our mandate spanned investments, bookkeeping, real estate, legal, and concierge services. […]
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