Media & Insights
Media & Insights
Family Office 4.0: managing wealth in the 21st century! Cloud computing has given us innovations such as the Internet-of-Things, Artificial Intelligence (AI) and automation. The Fourth Industrial Revolution, commonly knownREAD MORE
When everything from entertainment to banking has transcended geographical limitations, either online or mobile, why is wealth management stuck on paper files in the accountant’s office and a desktop spreadsheet? Privacy anREAD MORE
The blow of 10% Long Term Capital Gains (LTCG) tax was softened by the grandfathering clause, which exempts LTCG accrued till 31 January 2018 from this tax.READ MORE
An important factor in generational wealth management is selecting ownership and management structures that minimize income tax for the current generation, as well as minimize estate or inheritance tax for future generationREAD MORE
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 pagREAD MORE
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 netREAD MORE
Period IRR (Internal Rate of Return) is the universally accepted financial metric to evaluate portfolio returns in turbulent times. Simply speaking Period IRR is a percentage value that shows the return on capital. This incREAD 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 owREAD MORE
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 perforREAD 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 iniREAD 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 tREAD MORE
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 manREAD MORE
Would any of these signs make you sit up and re-look at your financial assets? Dividend not received for a stock you hold Sold stock and booked profits, not realizing that a particular lot was still in short term A fixed-reREAD 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 thREAD 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 fREAD 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 investmREAD 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 fREAD 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 uREAD MORE
A great wealth strategy is a combination of goal setting, selecting the right wealth advisor and managing your overall asset allocation strategy by regularly tracking deviations and rebalancing. Most High Net Worth familiesREAD MORE
If we go back in time to evaluate the functions of banks and financial institutions, it would be very different from what you see today. Banks were simply intended to be custodians of client money by facilitating deposits aREAD MORE
Diversification is the most commonly applied strategy to balance risk in asset allocation. Spreading investments over various asset classes to attenuate risk is a tactic that almost everyone follows. However, simply applyinREAD MORE
As a weathered investor, you have to deal with data that is in constant flux, while navigating through the macrocosm of market information and the intricacies of your own portfolio. Consolidation of all your investments, inREAD 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 colossREAD 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 investorREAD 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. &nREAD MORE
This is a binding legal agreement between the natural person or legal person (“Licensee” or “you”) agreeing to these terms of service (“Agreement”) and Asset Vantage Inc. (“Company” “us,” or “we”). This Agreement along with any other terms and policies referenced herein, and are incorporated herein by reference form an integral part hereof, as amended from time to time and constitute a legally binding agreement as of the Effective Date (as defined below). This Agreement is between the Company and you, either individually, or on behalf of your employer or any other entity which you represent (“you” or “your”). In case you represent your employer or another entity, you hereby represent that (i) you have full legal authority to bind your employer or such entity (as applicable) to this Agreement; and (ii) after reading and understanding this Agreement, you agree to the terms of this Agreement on behalf of your employer or the respective entity (as applicable), and this Agreement shall bind your employer or such entity (as the case may be). Please note that you are deemed as an Authorized User (defined below) representative of your employer or an entity (as applicable) if you are using your employer or an entity’s email address in registering into the service.
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1. Definitions: For purposes of this Agreement, the following terms have the following meanings:
“Authorized Users” means the individual persons who are officers, employees or advisors to the Licensee (or who are Families or CPAs to Families) expressly authorized to use the Software by the Licensee pursuant to the license granted under this Agreement, provided that a User License may be reassigned from time to time by Licensee to a new Authorized User who is replacing a former Authorized User who is no longer permitted to use the Software.
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“Documentation” means user manuals, technical manuals and any other materials made available by Company, in electronic or other form, that describe the operation, use or technical specifications of the Software.
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Licensee acknowledges and agrees that the Software Platform is provided by the Company under a non-exclusive, non-transferable, non-sub-licensable, revocable license. The Licensee shall not have any interest in the Software Platform including but not limited to any ownership interest in the Software Platform or any other rights thereto other than to use the same in accordance with the terms of this Agreement. The Company reserves and retains its entire right, title and interest in the Software Platform and all Intellectual Property Rights arising out of or relating to the Software Platform. The Licensee shall use all efforts to safeguard the Software Platform from infringement, misappropriation, theft, misuse or unauthorized access. The Licensee shall promptly notify the Company if the Licensee becomes aware of any violation of the Company’s Intellectual Property Rights in the Software Platform and fully cooperate with the Company in any legal action taken by Company to enforce its Intellectual Property Rights. The Licensee acknowledges and agrees that the Licensee, and not the Company, shall be solely responsible for the investigation, defense, settlement and discharge of any intellectual property infringement claim or suit, or any other harm or damages resulting from Licensee’s use of or access to the Software Platform.
The Software Platform may be subject to US export control laws, including the US Export Administration Act and its associated regulations. The Licensee shall not, directly or indirectly, export, re-export or release the Software Platform to, or make the Software Platform accessible from, any jurisdiction or country to which export, re-export or release is prohibited by law, rule or regulation. The Licensee shall comply with all applicable federal laws, regulations and rules, and complete all required undertakings (including obtaining any necessary export license or other governmental approval), prior to exporting, re-exporting, releasing or otherwise making the Software Platform available outside the US.
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