See Asset Vantage in the Media

How should you measure returns? Three key metrics and when to use them

1st June 2018 In India, internal rate of return (IRR), also known as money weighted return, has long been an accepted metric for measuring the performance of an investment. Another measure, often found gracing the cover pages of investment product brochures, is compounded annual growth...

Technology Can Be More Fabulous Than Humans As Your Asset Manager

22nd February 2018 In 2017, Credit Suisse pegged India’s total household wealth at $5 trillion. India’s richest 10 per cent hold nearly three-quarters of that, roughly $3.75 trillion. Only 20 per cent of this high net worth market is managed through Family Offices. Which begs...

More Clients, Same Staff, Better Service. How?

12th December 2017 Every client is unique, but all their investment data has similar characteristics- multiple asset classes, high value transactions, large volumes, diverse data sources from numerous bankers, brokers or advisors and immense complexity.Use of powerful technology, that integrates accounting and asset management on...

How to separate Business Wealth and Family Wealth

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...

Do you have a consolidated view of your capital gains?

3 basic reports every wealth owner should have at their fingertips

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...

Evolving Role of Technology in Managing Family Assets

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...

Asset Vantage is a secure platform for high net worth families to control their financial data

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...

Here’s how you can secure your online financial data with these five conditions

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...

Benchmarking: Not just something for your advisor to know

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...

Mumbai-based fintech co Asset Vantage acquires 30-year-old American firm

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

Monitoring your finances with Excel? Beware of the hidden costs!

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...

Asset Vantage acquires Financial Navigator.

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...

Taxing times: How you can use technology to facilitate data compilation

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

Keep Your Finger on the Pulse of Your Investments

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...

Why a Family Office trumps Unstructured Wealth Management

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...

How did Demonetization Affect your Investments?

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

Set up family office and start archiving

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...

3 measures to help protect your family fortune through generations

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...

Do you think you have the perfect personal finance app? Think again!

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...

Like It or Not, Our Financial Lives are Already on the Cloud

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

A ‘Vantage’ point to manage wealth

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.  ...