Written by -
Sonal Sharma
Category -
Estate Planning
Wealth Preservation and Succession Planning in a Family
To preserve wealth over multiple generations families must set their priorities right and focus on human capital rather than the financial capital.
Keep readingTue, 11 Mar 2025 0 73
Written by -
Sonal Sharma
Category -
Wealth Management
Wealth Preservation by Single Family Office
Wealth preservation is one of the most sought after and value-added segments of family office services, as retention of net worth, is paramount in most family priorities. A holistic approach is adopted by family advisors to achieve the common goals of wealth preservation, asset protection, manageable structure, minimization of risk, magnification and eventual transition of wealth.
Keep readingTue, 11 Mar 2025 0 36
Written by -
Binoli Jain
Category -
Financial Advisory
MAKING THE CASE FOR FINANCIAL ADVISORY IN A CULTURE THAT RESISTS SPENDING MONEY ON IT
In an era where financial apps, robo-advisory, and AI-driven financial planning are becoming more of a norm, it might seem rather unnecessary to consult a human financial advisor. However, it is the oft-ignored ‘human factor’ which plays a critical role here. Only a human advisor can chart your financial future keeping in mind your financial needs, and financial personality, and also weighing in the emotional and human value of your goals to strategise your investments accordingly.
Keep readingTue, 11 Mar 2025 0 31
Written by -
Sonal Sharma
Category -
Finance
Dunbar’s Number and Relationship Capacity of A Wealth Manager
What is supposed to be the ideal capacity of a wealth manager in terms of client relationships? Can technology really help enhance the relationship capacity of an advisor? Is the human brain hardwired to handle only so many human connections? We try to address all of these questions with the help of science-backed ‘Dunbar’s Number’ and ‘Circles of Friendship' which bring a unique perspective to the entire quest. This knowledge might help a wealth manager focus his energy where needed most and achieve the best results possible.
Keep readingTue, 11 Mar 2025 0 40
Written by -
Sonal Sharma
Category -
Investing
Active VS Passive Investing: An Epic Battle of Investment Choices
If you have ever made any market investments, you might have wondered what should be the investment strategy you should adopt. There are no strict rules to follow here and no crystal-clear answers that dictate that a certain investment strategy is better than the others. It all depends on your individual approach, risk tolerance and your investment objectives. Some investors are aggressive in their outlook and prefer to trade and invest aggressively with the intent to outperform the market.
Keep readingWed, 12 Mar 2025 0 36
Written by -
Sonal Sharma
Category -
Investing
`Mutual Funds vs Portfolio Management Services vs AIF
In the vast landscape of investment options, the choices can sometimes seem overwhelming. As individuals strive to secure their financial future, they often find themselves at a crossroads, unsure of which path to follow. This is where understanding the differences between Mutual funds, Portfolio Management Services, and Alternative Investment Funds (AIFs) becomes crucial. In this article, we will explore these investment avenues in detail, dissecting their unique characteristics and benefits.
Keep readingWed, 12 Mar 2025 0 76
Written by -
Sonal Sharma
Category -
Finance
8 Behavioral Biases Every Financial Advisor Must Master
Behavioral biases are systematic patterns of deviation from norm or rationality in judgment, which can significantly impact investment decisions. As financial advisors or mutual fund distributors (MFDs), understanding these biases is crucial for guiding clients towards sound investment strategies.
Keep readingWed, 12 Mar 2025 0 53
Written by -
Sonal Sharma
Category -
Behavioral Finance
20 Cognitive Biases Every Financial Advisor Must Know
Cognitive biases are systematic patterns of deviation from norm or rationality in judgment. These biases can significantly impact decision-making processes in investments.
Keep readingSat, 15 Mar 2025 0 45
Written by -
Sonal Sharma
Category -
Investing
Why Indian Investors Are Flocking to Factor-Based Passive Funds?
The world of investing is constantly evolving, and Indian investors are increasingly looking for smarter, more efficient ways to grow their wealth. Factor-based passive funds are emerging as a revolutionary investment option, combining the best of passive investing with sophisticated strategies traditionally reserved for active management. In this article, we will explore what factor-based passive funds are, how they work, and why they might be the right choice for your portfolio.
Keep readingSat, 15 Mar 2025 0 43
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