Asset Vantage

Asset Vantage Systems Private Limited : Email: info@assetvantage

Publish Date August 29, 2025

Family Office Services: A Beginner’s Guide for UHNW

New to Family Office Services? This beginner’s guide is tailored for ultra-high-net-worth individuals seeking effective wealth management strategies. Part 1: Introduction to Family Office Services Private banks manage portfolios. Lawyers handle structures. Accountants file taxes. Family office services bring these pieces together, enabling wealthy families to manage their wealth as a cohesive system, rather than […]

Publish Date August 3, 2023
An image titled Understanding Asset Management: Discretionary vs. Non-Discretionary, with bold yellow text on a black background, providing key insights into the differences between asset management strategies

Understanding Asset Management: Discretionary vs. Non-Discretionary

Asset management plays a crucial role in the financial world, allowing individuals and institutions to grow and protect their wealth effectively. However, within the realm of asset management, there are two distinct approaches: discretionary and non-discretionary. Both methods have their unique characteristics and are tailored to cater to different investor needs and preferences. We will […]

Publish Date July 31, 2023
Image showing the title Asset Allocation: The Growing Importance of Alternatives in bold white and yellow text against a black background, emphasizing the rising role of alternative investments in asset allocation.

Asset Allocation: The Growing Importance of Alternatives

Asset allocation is a critical strategy used by investors to diversify their portfolios and achieve optimal returns while managing risks. Traditionally, investors have relied on a mix of stocks and bonds as their primary asset classes. However, in today’s dynamic and ever-changing market, the importance of alternative investments has been steadily increasing. We will explore […]

Publish Date July 20, 2023
Slide displaying the phrase 'Role of Accounting in Assessing Performance in PE Transactions' in bold yellow and white text on a black background. Focus on accounting's impact in private equity.

The Role of Accounting in Assessing Performance in PE Transactions

Private equity (PE) transactions are complex deals that can significantly impact a company’s accounting and performance. These transactions can take many forms, such as leveraged buyouts (LBOs), growth capital investments, or distressed debt purchases. While these deals can bring many benefits to companies, they also require careful consideration of their accounting and performance implications.   […]

Publish Date July 13, 2023
Essential considerations for choosing a private investment module are displayed in this image, featuring the phrase 'Key Factors to Consider' in striking yellow and white text

Key Factors to Consider when Choosing a Private Investment Module

Investing in private markets has become increasingly popular among investors looking to diversify their portfolios and potentially earn higher returns. However, with a variety of private investment module available, it can be challenging to determine which is right for you.   We will discuss the differences between private equity (PE), unlisted funds (UF), merger and […]

Publish Date June 26, 2023
Text graphic emphasizing 'Navigating Market Volatility' with practical advice on maintaining portfolio stability in unpredictable market conditions, focusing on protecting investment growth.

Safeguarding Your Investments: A Guide to Navigating Market Volatility

Market volatility is a natural part of investing. While it can be unsettling to see your portfolio values fluctuate, it’s important to remember that market downturns are a normal part of the investment cycle. Here are some tips for navigating market volatility and keeping your portfolio steady: 1.Have a long-term investment strategy  It’s important to […]