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  • Technology Can Be More Fabulous Than Humans As Your Asset Manager
    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...

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  • Tracking your portfolio in turbulent times – Period IRR
    Tracking your portfolio in turbulent times – Period IRR

    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 includes all cash flows and the compounded effect of gains and...

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  • More Clients, Same Staff, Better Service. How?
    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...

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  • How to separate Business Wealth and Family Wealth
    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...

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  • Do you have a consolidated view of your capital gains?
    Do you have a consolidated view of your capital gains?

     

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  • Don’t Get Swept Away By Sensex Euphoria
    Don’t Get Swept Away By Sensex Euphoria

    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...

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  • 3 basic reports every wealth owner should have at their fingertips
    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...

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  • Technology Migration As An Internal Audit Of Your Wealth
    Technology Migration As An Internal Audit Of Your Wealth

    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...

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  • Evolving Role of Technology in Managing Family Assets
    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...

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  • Infographic: Was Advance Tax Time Taxing? It Needn’t Be.
    Infographic: Was Advance Tax Time Taxing? It Needn’t Be.

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

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

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  • Signs You Are Losing Control Of Your Family Assets
    Signs You Are Losing Control Of Your Family Assets

    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-return investment generating zero annualized...

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  • Benchmarking: Not just something for your advisor to know
    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...

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

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

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  • Asset Vantage acquires Financial Navigator.
    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...

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  • Infographic: The 7 Deadly Sins of Family Asset Management
    Infographic: The 7 Deadly Sins of Family Asset Management

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

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  • Keep Your Finger on the Pulse of Your Investments
    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...

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  • Why a Family Office trumps Unstructured Wealth Management
    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...

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  • How did Demonetization Affect your Investments?
    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

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  • 3 easy steps to set your succession plan in order
    3 easy steps to set your succession plan in order

    Economic, political and social environments are in a constant state of flux. This is the new normal and in such times, optimizing investment performance, mitigating risk and managing cash flows of family assets is a challenging task. In addition, long-term preparation includes planning for the...

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  • Get smart about managing your Tax Liability
    Get smart about managing your Tax Liability

    The Sensex lost close to 8% in the last quarter of 2016. While passive investors moaned about their falling portfolio value, hands-on and active investors booked losses as part of their tax management strategy. But it’s not as easy as it sounds.  Investors with diversified...

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  • Invest with any wealth advisor. Track on Asset Vantage.
    Invest with any wealth advisor. Track on Asset Vantage.

    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 families hedge their investment strategies by investing with multiple wealth advisors. While it...

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  • How much do you trust your financial services institution?
    How much do you trust your financial services institution?

    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 and lending. Their income was the spread...

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  • Are you over-exposed to underperforming funds?
    Are you over-exposed to underperforming funds?

    Indian shares hit their lowest level in nearly three months on Friday, November 4th. The broader NSE index fell 0.6 per cent to 8,433.75 and the benchmark BSE index fell by 0.57 per cent at 27,274.15. Do you know where you stand? It’s possible that...

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  • Demystifying Investment Reports
    Demystifying Investment Reports

    “Facts are stubborn things, but statistics are pliable.” –Mark Twain 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. Asset...

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  • Rebalancing Asset Allocation to Maximize Portfolio Performance
    Rebalancing Asset Allocation to Maximize Portfolio Performance

    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 applying the strategy based on your risk profile alone doesn’t do the job. Deviations...

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  • Are you really in control of your family assets?
    Are you really in control of your family assets?

    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. To get to the bottom-line, one has to manually collate and analyse reams of...

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  • You could be saving more on tax.
    You could be saving more on tax.

    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?...

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  • Do you track your wealth using Excel?  Here’s something you’ll love.
    Do you track your wealth using Excel? Here’s something you’ll love.

    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, income and expenses is imperative especially when it comes to optimizing returns...

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  • Set up family office and start archiving
    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...

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  • 3 measures to help protect your family fortune through generations
    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...

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

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

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  • A ‘Vantage’ point to manage wealth
    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.  ...

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