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Written by - Sonal Sharma Category - Estate Planning
To preserve wealth over multiple generations families must set their priorities right and focus on human capital rather than the financial capital.
Tue, 11 Mar 2025 0 237
Written by - Sonal Sharma Category - Wealth Management
Wealth preservation is one of the most sought after and value-added segments of family office services, as retention of net worth, is paramount in most family priorities. A holistic approach is adopted by family advisors to achieve the common goals of wealth preservation, asset protection, manageable structure, minimization of risk, magnification and eventual transition of wealth.
Tue, 11 Mar 2025 0 105
Written by - Binoli Jain Category - Financial Advisory
In an era where financial apps, robo-advisory, and AI-driven financial planning are becoming more of a norm, it might seem rather unnecessary to consult a human financial advisor. However, it is the oft-ignored ‘human factor’ which plays a critical role here. Only a human advisor can chart your financial future keeping in mind your financial needs, and financial personality, and also weighing in the emotional and human value of your goals to strategise your investments accordingly.
Tue, 11 Mar 2025 0 111
Written by - Sonal Sharma Category - Finance
What is supposed to be the ideal capacity of a wealth manager in terms of client relationships? Can technology really help enhance the relationship capacity of an advisor? Is the human brain hardwired to handle only so many human connections? We try to address all of these questions with the help of science-backed ‘Dunbar’s Number’ and ‘Circles of Friendship' which bring a unique perspective to the entire quest. This knowledge might help a wealth manager focus his energy where needed most and achieve the best results possible.
Tue, 11 Mar 2025 0 150
Written by - Sonal Sharma Category - Investing
If you have ever made any market investments, you might have wondered what should be the investment strategy you should adopt. There are no strict rules to follow here and no crystal-clear answers that dictate that a certain investment strategy is better than the others. It all depends on your individual approach, risk tolerance and your investment objectives. Some investors are aggressive in their outlook and prefer to trade and invest aggressively with the intent to outperform the market.
Wed, 12 Mar 2025 0 118
In the vast landscape of investment options, the choices can sometimes seem overwhelming. As individuals strive to secure their financial future, they often find themselves at a crossroads, unsure of which path to follow. This is where understanding the differences between Mutual funds, Portfolio Management Services, and Alternative Investment Funds (AIFs) becomes crucial. In this article, we will explore these investment avenues in detail, dissecting their unique characteristics and benefits.
Wed, 12 Mar 2025 0 254
Behavioral biases are systematic patterns of deviation from norm or rationality in judgment, which can significantly impact investment decisions. As financial advisors or mutual fund distributors (MFDs), understanding these biases is crucial for guiding clients towards sound investment strategies.
Wed, 12 Mar 2025 0 134
Written by - Sonal Sharma Category - Behavioral Finance
Cognitive biases are systematic patterns of deviation from norm or rationality in judgment. These biases can significantly impact decision-making processes in investments.
Sat, 15 Mar 2025 0 145
The world of investing is constantly evolving, and Indian investors are increasingly looking for smarter, more efficient ways to grow their wealth. Factor-based passive funds are emerging as a revolutionary investment option, combining the best of passive investing with sophisticated strategies traditionally reserved for active management. In this article, we will explore what factor-based passive funds are, how they work, and why they might be the right choice for your portfolio.
Sat, 15 Mar 2025 0 131
Sat, 15 Mar 2025 0 157
Sat, 15 Mar 2025 0 130
- Amit Kumar