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Insights from Asset Vantage

Research. Learnings. Solutions.

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Asset Vantage_Sensex Euphoria Banner Image

6th Novemeber 2017

This financial year began with the Sensex inching up to the 30,000 mark and then holding. Investors breathed a sigh of relief and patted themselves on the back for “believing in the market”. Since then the Sensex has bullishly ploughed through, reaching new highs in spite of trepidation about GST and downward revisions to growth numbers. But few investors, and even fewer advisors, have been looking at the bigger picture- equity as a share of total assets.

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Asset Vantage_Technology Migration

3rd October 2017

Indian company law prescribes statutory annual audits for all registered companies. The primary objective of the audit is to assess and report whether the balance sheet provides an accurate depiction of the company’s performance and current value. The secondary objective is to detect and prevent mistakes and fraud.

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Asset Vantage_Tax

19h September, 2017

Gathering data for advance tax assessment can be as much of a burden as the tax itself. Instead, use specialized wealth management software and get all the information you need for tax filing from 4 automated reports.

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5th July, 2017

There are several signs that should make you sit up and re-look at your financial assets. Signs like dividend not received for a stock you hold or a fixed-return investment generating zero annualized returns. Another instance is unnecessary tax liability when you sell stock, not realizing that the particular lot sold was still in short term. Perhaps you haven’t noticed that excessive liquidity is pulling down your average returns. Or that you are exposed to the same under-performing fund, across multiple advisors.

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deadly-blue

16th March, 2017

Avoid these 7 deadly sins related to data, technology, manual entry, spreadsheets, performance, communication, privacy and security to optimize returns, mitigate risks and stay in better control over your family assets. Make the move to a modern cloud-based software that is fully automated and automated.

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Succession Planning Small

16th February, 2017

Economic, political and social environments are in a constant state of flux.In such times, optimizing investment performance, mitigating risk and managing cash flows of family assets is a challenging task. A succession plan for family wealth and the family business can go a long way in ensuring a structured transfer of wealth and control to the next generation.

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10th February, 2017

Your accountant probably does not track capital gains on a regular basis considering the time and effort required for data entry, compilation and monitoring. Creating lot-wise reports of your stocks maybe a herculean task for your finance team, but it shouldn’t mean you lose out on tax harvesting opportunities.

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Advisor Performance small

30th January, 2017

Investing with multiple wealth advisors may work well from a hedging stand point, but it’s an operational nightmare for your back-office. You may have great wealth advisors, but without a single intuitive technology platform to monitor your family’s entire net worth, you maybe exposing yourself to unknown risks.

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3rd January, 2017

Customers are becoming increasingly worried about whether their money is really safe in the ‘expert hands’ of their bank. Their concerns are justified as these large financial institutions are often a hot bed for “white collar corruption”. In this current climate when it comes to your money, depending entirely on the financial institutions’ recommendations can prove to be less than ideal or even harmful.

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funds

7th November 2016

It’s possible that you are overexposed to the same underperforming stocks or funds across all your advisors. It’s hard to track your allocation data, when it sits in silos across reports in different formats by your various advisors. Take a look at the 5 underperforming large cap equity funds in the last three months. Are you overexposed to them?

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Investment-Metrics

17th October 2016

Reviewing investment reports can be intimidating and sometimes blatantly misleading. Often, the good news is highlighted with bold colourful numbers and charts, while the negatives are downplayed or disguised in the mass of information. Here are the 3 most important performance metrics to focus on to demystify investment reports.

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Asset-Allocation-blog

3rd October 2016

Simply diversifying your portfolio to attenuate risk is not enough. Deviations that are not monitored can open up your family’s wealth to risk of underperformance and capital erosion. To ward off such risks, you need to put in place a meticulous reviewing and rebalancing strategy.

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control-family-assets

5th September, 2016

Managing family assets can be a daunting task for family principals especially when their investments are spread across multiple asset classes, entities and advisors with data amassed through years of transactions. That doesn’t sound like a very easy or efficient way to manage your assets.

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31st August, 2016

Most of us leave our taxes to our accountants without much thought. But our accountants are usually scrambling until the last minute to collect missing data from all their clients. Moreover, do we even know if our tax liabilities were calculated based on accurate data? Did we miss out on any opportunities to save tax by creative planning? Did our accountant inadvertently overpay or underpay taxes on our behalf?

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22nd August, 2016

Excel is an easily available and widely used tool. We all love our spreadsheets and cannot imagine managing our financial lives without them. However, unearthing insights that enable you to make critical decisions, requires you or your finance team to spend hours on end manually punching in numbers, which makes getting to the bottom line a long drawn process.

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