Investment Advisory
Investment Advisory
Is concentrating all your eggs in one basket the right approach for investment advisory?
Absolutely. This strategy involves thorough research, data analysis, and understanding your risk profile, financial goals, and objectives. Similar to sharing all health-related issues with your family physician, your Investment Advisor (IA) must comprehend every aspect of your financial and non-financial position to provide accurate advice. A holistic view of your assets is crucial for genuine advisory.
The IA assesses your risk profile, guides asset allocation based on investment objectives, and navigates the complex investment landscape. They can advise on investment amounts, emergency funds, and strategies to achieve goals. Operating under the fiduciary standard, an IA prioritizes clients’ interests and remains impartial to fund manufacturers, focusing solely on the investment strategy tailored to the investor’s needs.
For optimal results, investors should consolidate all wealth statements and asset portfolios at a single advisor level, emphasizing the importance of choosing a Trusted Advisor. A qualified IA possesses over 15 years of experience, CFA/CFP certification, and expertise in estate planning for generational wealth management. Estate planning involves the intricate balance of law and foresight to fulfil both short and long-term investor desires.
Entrust Family Office, with a decade of experience, prides itself with a top-notch investment advisory team following SEBI guidelines. Acting as custodians and confidants, our advisors hold a fiduciary responsibility for each regulated investment aligned with your unique investment personality.
Ultra-high-net-worth families (UHNW) face unique challenges and opportunities regarding their investment needs. With assets often exceeding $30 million, these families require bespoke investment strategies that preserve their wealth and align with their long-term goals and values. Here, we explore some key tailored investment solutions designed to meet the sophisticated needs of UHNW families. Diversified Asset […]
Investment Advisory As we close the chapter on 2024, it’s clear that the year brought a unique mix of opportunities and challenges across investment landscapes. Equity markets demonstrated contrasting dynamics across segments and themes, with microcaps and select thematic sectors leading the way. Fixed income benefitted from cooling inflation and rate-cut anticipation, while precious metals […]
In the realm of wealth management and family offices, financial advisors often serve as the initial touchpoint for high-net-worth families aiming to preserve and grow their wealth.
signup for updates