18693
page,page-id-18693,page-template,page-template-full_width,page-template-full_width-php,ajax_fade,page_not_loaded,,qode-title-hidden,qode-child-theme-ver-1.0.0,qode-theme-ver-9.1.2,wpb-js-composer js-comp-ver-4.11.2,vc_responsive

In the Media

6th December 2017

Preserving a fortune is no easy task. A family office as a separate business entity has several inherent advantages that enable it to fulfill this weighty mandate. At the outset, all family members should be involved in discussions to agree on a common set of values and goals for wealth distribution and preservation. Thereafter the actual process of wealth management should be handed over to qualified professionals, with clear targets and goals.

Read more

20th November 2017

Capital gains are a quagmire of asset classes, holding periods and differential rates. And yet there are numerous opportunities for expensing, indexation, set-off and tax reducing strategies if one just has a clear and complete picture of capital gains.

Read more

11th October 2017

In this digital age we find ourselves overwhelmed by heaps of fragmented data, with very little time to process it all. But data, when consolidated into reports and insightful analytics, empowers wealth owners to stay in control and ask the right questions to their advisors, on a real-time basis. To make financial data work for you, you need to know what to look for and where to find it. And this article answers those questions.

Read more

19th September, 2017

Globally, single and multi-family offices have rapidly adopted and upgraded technology to handle complexity, increase speed, reduce cost and improve reporting. Since the nineties, several Government initiatives and a gradual easing of restrictions have resulted in new asset classes being added to portfolios of the ultra-wealthy Indian investor. Follow the global evolution of asset management technology from a mere back-end consolidator to an all-round enabler, and the changing scenario of technology adoption in India.

Read more

25th July, 2017

Asset Vantage is a software platform for high net worth families with significant exposure to multiple investments to easily manage their assets. Essentially how it works is that the head of the family, or the family principal, subscribes to the service and can add other family entities and accounts. The platform is linked to the various assets and accounts. Other family members and financial advisors, auditors and chartered accountants can be given logins and access privileges only to the data that is relevant to them.

Read more

20th June, 2017

Whether you’re a globetrotting millionaire or a salaried individual, you should be vigilant about the security of your financial data. In today’s tech-driven world there are numerous free and paid apps to help track and manage your finances, each with different levels of analytics, customization and security. What we are struggling with, is to track all investments, income and expenses on a single platform that not only helps with decision making, but is also private and secure.

Read more

24th April, 2017

Relative benchmarks work well to evaluate financial products and determine whether your financial advisor is meeting short and medium-term target expectations. However, it is important to keep one eye on the future with an absolute benchmark and to monitor how your wealth survives long-term economic turbulence. Understand benchmarking and make smarter investment decisions with your financial advisors.

Read more

19th April, 2017

Asset Vantage Inc., creators of the most sophisticated cloud/mobile-based asset management, accounting and reporting system on the market, announced today that it has acquired Santa Clara-based Financial Navigator Inc., a leading US provider of integrated general ledger and portfolio tracking software focused on the wealth management market.

Read more

19th April, 2017

Asset Vantage, a Mumbai-based fintech company that offers a SaaS-based investment portfolio management software, has acquired Santa Clara-based software company Financial Navigator, a 30-year-old American firm that also runs a portfolio tracking software focused on the wealth management market.

Read more

19th April, 2017

When asked about our cost of monitoring finances on Excel, most of us would say, “No, it’s free”. We don’t realize that when we use Excel, we waste time trying to consolidate data and can hardly run investment analytics that are required for quality decision-making.

Read more

15th March, 2017

Advance tax assessment is often as much a burden as the tax itself. The main reason for this is scattered data about diverse investments, incomes, and expenses, data which have to be gathered and compiled from multiple sources.

Read more

27th February, 2017

Consolidation is the only way to measure and monitor asset allocation, as well as to measure cumulative exposure and comparative performance across asset classes. It is imperative for a wealth owner to own financial data and stay in complete control.

Read more

27th February, 2017

24% of the world’s UHNW families are in the Asia-Pacific region. But India has less than 100 single family offices, indicating that the bulk of family wealth is still being managed by family patriarchs using multiple advisors and fragmented services.

Read more

16th February, 2017

Events like demonetization have varying impact on different asset classes. However, business families ideally want a holistic view of their entire net worth spread across multiple entities. Herein lies the biggest challenge; consolidation of financial data.

Read more

11th August, 2016

When it comes to managing their own wealth, more often than not, high networth individuals and wealthy business families take a seat of the pants approach! Secondly they usually do not keep records or archive important material that will preserve history and serve to inspire their succeeding generations of managers and workers.

Read more

19th July, 2016

Reports across the globe suggest that 70% of wealthy families lose their wealth by the second generation and a stunning 90% by the third. Here are three measures that a family can take to protect this colossal proportion of heritage from getting squandered away.

Read more

20th June, 2016

While most of us use financial apps to manage financial complexities, most personal financial apps today offer only a subset of features that are required to support comprehensive needs of the savvy investor. Here are five features you should look for while evaluating whether your personal finance app makes the cut.

Read more

29th April, 2016

With the entry of non-traditional online FinTech players and growth of m-banking changing the traditional ways of operations, the Indian users have witnessed an increase in cyber-attacks in recent years.

Read more

27th March, 2016

As technology makes a big-bang entry into personal finance, Asset Vantage, a Mumbai-based firm, has converted this into a business idea. It has come up with a tech-enabled platform that helps high net worth investors track and monitor their family finances.

Read more
economictimes

6th December, 2017

Preserving a fortune is no easy task. A family office as a separate business entity has several inherent advantages that enable it to fulfill this weighty mandate. At the outset, all family members should be involved in discussions to agree on a common set of values and goals for wealth distribution and preservation. Thereafter the actual process of wealth management should be handed over to qualified professionals, with clear targets and goals.

Read more
DH logo

20th November, 2017

Capital gains are a quagmire of asset classes, holding periods and differential rates. And yet there are numerous opportunities for expensing, indexation, set-off and tax reducing strategies if one just has a clear and complete picture of capital gains.

Read more
Asset Vantage Coverage

11th October, 2017

In this digital age we find ourselves overwhelmed by heaps of fragmented data, with very little time to process it all. But data, when consolidated into reports and insightful analytics, empowers wealth owners to stay in control and ask the right questions to their advisors, on a real-time basis. To make financial data work for you, you need to know what to look for and where to find it. And this article answers those questions.

Read more
Asset Vantage on TechStory

19th September, 2017

Globally, single and multi-family offices have rapidly adopted and upgraded technology to handle complexity, increase speed, reduce cost and improve reporting. Since the nineties, several Government initiatives and a gradual easing of restrictions have resulted in new asset classes being added to portfolios of the ultra-wealthy Indian investor. Follow the global evolution of asset management technology from a mere back-end consolidator to an all-round enabler, and the changing scenario of technology adoption in India.

Read more
Tech2

25th July, 2017

Asset Vantage is a software platform for high net worth families with significant exposure to multiple investments to easily manage their assets. Essentially how it works is that the head of the family, or the family principal, subscribes to the service and can add other family entities and accounts. The platform is linked to the various assets and accounts. Other family members and financial advisors, auditors and chartered accountants can be given logins and access privileges only to the data that is relevant to them.

Read more
Firstpost

20th June, 2017

Whether you’re a globetrotting millionaire or a salaried individual, you should be vigilant about the security of your financial data. In today’s tech-driven world there are numerous free and paid apps to help track and manage your finances, each with different levels of analytics, customization and security. What we are struggling with, is to track all investments, income and expenses on a single platform that not only helps with decision making, but is also private and secure.

Read more
Asset Vantage Coverage

24th April, 2017

Relative benchmarks work well to evaluate financial products and determine whether your financial advisor is meeting short and medium-term target expectations. However, it is important to keep one eye on the future with an absolute benchmark and to monitor how your wealth survives long-term economic turbulence.

Read more
avfinnavlogo2

19th April, 2017

Asset Vantage Inc. announced today that it has acquired Santa Clara-based Financial Navigator Inc., a leading US provider of integrated general ledger and portfolio tracking software focused on the wealth management market.

Read more
economictimes

19th April, 2017

Asset Vantage, a Mumbai-based fintech company that offers a SaaS-based investment portfolio management software, has acquired Santa Clara-based software company Financial Navigator, a 30-year-old American firm that also runs a portfolio tracking software focused on the wealth management market.

Read more
business-insider

19th April, 2017

When asked about our cost of monitoring finances on Excel, most of us would say, “No, it’s free”. We don’t realize that when we use Excel, we waste time trying to consolidate data and can hardly run quality investment analytics.

Read more
FE-logo

15th March, 2017

Advance tax assessment is often as much a burden as the tax itself. The main reason for this is scattered data about diverse investments, incomes, and expenses, data which have to be gathered and compiled from multiple sources.

Read more
BWDisrupt

27th February, 2017

Consolidation is the only way to measure and monitor asset allocation, as well as to measure cumulative exposure and comparative performance across asset classes. It is imperative for a wealth owner to own financial data and stay in complete control.

Read more
FE-logo

27th February, 2017

24% of the world’s UHNW families are in the Asia-Pacific region. But India has less than 100 single family offices, indicating that the bulk of family wealth is still being managed by family patriarchs using multiple advisors and fragmented services.

Read more
entrepreneur-india

16th February, 2017

Events like demonetization have varying impact on different asset classes. However, business families ideally want a holistic view of their entire net worth spread across multiple entities. Herein lies the biggest challenge; consolidation of financial data.

Read more
businessline-logo

11th August, 2016

High networth individuals and wealthy business families, take a seat of the pants approach to managing their wealth. Secondly they usually do not keep records or archive important material that will preserve history and serve to inspire their succeeding generations of managers and workers.

Read more
MoneyToday

19th July, 2016

Reports across the globe suggest that 70% of wealthy families lose their wealth by the second generation and a stunning 90% by the third. Here are three measures to protect this colossal proportion of heritage from getting squandered away.

Read more
Tech2

20th June, 2016

While most of us use financial apps to manage financial complexities, most personal financial apps today offer only a subset of features that are required to support comprehensive needs of the savvy investor.

Read more
expresscomputer-logo

29th April, 2016

With the entry of non-traditional online FinTech players and growth of m-banking changing the traditional ways of operations, the Indian users have witnessed an increase in cyber-attacks in recent years.

Read more
businessline-logo

27th March, 2016

As technology makes a big-bang entry into personal finance, Asset Vantage, a Mumbai-based firm, has converted this into a business idea. It has come up with a tech-enabled platform that helps high net worth investors track and monitor their family finances.

Read more