Securing Online Financial Data

Being vigilant is the key for data security when it comes to your wealth.Get to know more about how to safeguard your online financial data in this article for MINT National, authored by Chirag Nanavati, MD, Asset Vantage.

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 pag

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

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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 ad

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

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 ow

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 ini

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 t

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 man

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 th

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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 f

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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 Na

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 f

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Why a Family Office trumps Unstructured Wealth Management

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