Asset Vantage Systems Private Limited : Email: info@assetvantage
In the dynamic landscape of today’s financial industry, collaboration and partnerships play a crucial role in shaping success. The world of technology and finance is no exception, with innovative companies seeking alliances to enhance their offerings, expand their reach, and provide clients with unparalleled solutions. Asset management and family office sectors are no strangers to […]
In the realm of investment management, striking a balance between maximizing gains and minimizing taxes is a constant endeavour. One effective strategy that investors employ to achieve this balance is the tax lot method. This method involves meticulous tracking and management of individual tax lots, enabling investors to optimize their investment gains while reducing […]
Asset swap accounting is a vital concept in the world of finance and investment. It refers to a financial transaction where an investor swaps the cash flows of one asset, such as a bond or loan, for the cash flows of another asset, typically a floating rate instrument. This technique allows investors to manage their […]
As an investor, choosing the right benchmarks for your investments is crucial. Benchmarks serve as a comparison tool to measure the performance of your investments against a specific index. For fixed income (FI) and exchange-traded funds (ETFs), the benchmark selection process can be a bit more complex due to the variety of asset classes and […]
Managing family assets software can be a daunting task for family principals, especially when their investments are spread across multiple asset classes, entities, and advisors with a great amount of data amassed through years of transactions. To get to the bottom line, one has to manually collate and analyze reams of data on spreadsheets created […]
In a perfect world, high-net-worth families would focus on building reliable financial stability across generations. In reality, however, reports across the globe suggest that 70% of wealthy families lose their wealth by the second generation and a stunning 90% by the third. The root cause for this problem lies in the lack of succession planning […]
As a weathered investor, you have to simultaneously deal with data that is in constant flux while navigating through the macrocosm of market information and the intricacies of your portfolio. Consolidation of data on all your investments, income, and expenses is imperative, especially when it comes to optimizing returns and tracking data points to derive meaningful insights. Excel […]
Financial apps are designed to help you monitor and track your assets while you stay updated with current events that affect your investment decisions. Just like a business, the bigger it gets, the better you have to be at managing it. Stress, anxiety, and pressure are by-products of growing wealth. Principals need the right combination […]
