© All Rights Reserved
Terms
The MMI Team will include interns and volunteers from the money management industry.
Do mutual fund ratings work?
16 February, 2022
by MMI Team
Investors and advisers often use ‘star ratings’ to select the ‘best mutual funds’. They assume that the mutual fund ratings, whether denoted by stars or numbers (1 to 5) or alphabets (A, B etc) or metals (gold, silver etc), would be helpful in their selection of funds that will outperform in the future. We have
- Published in Advisory Process, Featured, Portfolio Construction
Tagged under:
fund research
P2P lending in India
21 January, 2022
by MMI Team
Peer-to-peer lending is a small sub-segment of the fast growing lending segment within fintech. It allows investors to lend to a diversified portfolio of small borrowers through digital platforms, thereby cutting out the traditional middlemen (like banks and non-banking financial companies) and earning a higher return. We look at the p2p lending landscape in India.
Are PMS better than mutual funds?
20 January, 2022
by MMI Team
With increasing flows into portfolio management services (PMS), we hear PMS providers claiming that they outperform mutual funds as a category. We decided to take a high level look at the performance. While the median PMS performance is not too different from that of mutual funds, the dispersion of returns is higher. We suggest investors
Wealthtech in India
12 January, 2022
by MMI Team
Wealthtech, also sometimes referred to as Investtech or robo-advisory, is still nascent in India. We take a look at some players.
- Published in Business Issues, Featured
Voice of the private banker
14 December, 2021
by MMI Team
Money Management India partnered with one of the largest recruiters in financial services in India, Native, to conduct a survey of private wealth managers (PWM) in India to understand some key trends around client and RM preferences. We asked questions in three key areas – What do private bankers seek from the firms they work
- Published in Business Issues
Connected strategy for wealth management
11 November, 2021
by MMI Team
A recent whitepaper by Alexis Calla, Sandeep Mukherjee, Nicolaj Siggelkow and Christian Terwiesch asserts that the Asian wealth management industry is currently largely analog, disconnected and lacks scale, relying on people for most aspects of the customer journey. The paper adapts the framework from a book ‘Connected Strategy‘ by two of the authors who are
- Published in Advisory Process, Business Issues, Featured
Asset management industry profits
11 November, 2021
by MMI Team
The Indian asset management industry assets under management have crossed INR50 trillion (~$370+ bn). Revenues average about 53 basis points. With costs of around 13 basis points, the profits have improved to around 40 basis points. Profits add up to INR 6,859 crores (~$920m) according to an article in the Business Standard, quoting Value Research
- Published in Business Issues, Featured
Big Data and ML in funds research
11 November, 2021
by MMI Team
Fund Manager evaluation demands an assessment across multiple dimensions, including the investment process, risk management, operations, and the business model. We have compiled the latest research on using Big Data and Machine Learning (ML) in funds research. — In a live webinar organised by the CFA Society India in April 2021, Sabeeh Ashhar of Morningstar
- Published in Portfolio Construction
India’s pension system needs work
11 November, 2021
by MMI Team
India’s pension system ranked 40th out of 43 national systems, according to the Mercer CFA Institute Global Pension Index. The index compares 43 retirement income systems with respect of adequacy, sustainability and integrity. Here is the link to the press release and report. Mercer CFA Institute Global Pension Index press release for India
- Published in Wealth Planning
InCred Wealth
29 October, 2021
by MMI Team
InCred Wealth is part of the InCred financial services platform that aims to leverage technology and data-science to ease many pain-points and disrupt many segments. The group founder, Bhupinder Singh, has been an investment banker with Deutsche Bank for more than 15 years. He set up an NBFC, InCred Finance in 2016 with the backing
- Published in WM firm profiles
Tagged under:
private wealth management
The market for private wealth
25 October, 2021
by MMI Team
India has been a promising wealth management market for a while. The growing ‘middle class’ is part of folklore. The rich Indians may not be as ‘crazy’ as the Asians in terms of conspicuous consumption but the numbers have been growing steadily. So the prospects for the wealth management industry, as a whole, and the
- Published in Business Issues, Featured
Private wealth’s value proposition
25 October, 2021
by MMI Team
While the number of high net worth individuals and the size of their wealth give an indication of the ‘potential market size’ (or total addressable market) for the overall savings or money management industry, we now look at how the wealth industry chooses to respond to client needs. In other words, we explore the ‘value
- Published in Business Issues
Edelweiss Wealth (AIF)
23 October, 2021
by MMI Team
Fund name Asset class License Crossover Opportunities Fund III Late- Stage PE & Pre IPO SEBI AIF CAT II About Edelweiss Wealth Management (EWM) is one of India’s largest wealth management firms with Assets under Advisory (AUA) of over ~ USD 19 billion servicing ~6, 70,000 Affluent & HNIs and ~2,400 of India’s wealthiest families.
- Published in Dossiers on PE-VC
member only
23 October, 2021
by MMI Team
ICICI Venture (RE)
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License India Real Estate Investment Fund (IREIT) Real estate IN/AIF2/16-17/0271 India Advantage Fund Real Estate Series 1 Real estate India Advantage Fund Real Estate Series 2 Real estate HIOP Small Office Fund 1 Real estate IN/AIF2/21-22/0880 Note: There is no publicly available data on HIOP Small Office
- Published in Dossiers on RE-Infra
Eximius Ventures
23 October, 2021
by MMI Team
Fund name Asset class – category License Eximius Ventures fund 1 Venture capital Sebi CAT 1 AIF About Eximius is a SEBI Registered (Cat 1 AIF) micro venture fund, founded in 2020 on the principle of building an equitable ecosystem in the startup world. Pearl Agarwal, founder, and managing director, strongly believes that while capital
- Published in Dossiers on PE-VC
Gaja Capital India
23 October, 2021
by MMI Team
About Gaja Capital India Fund 2020 Llp is a Limited Liability Partnership firm incorporated on 02 June 2020. It is registered at Registrar of Companies, Delhi. Its total obligation of contribution is Rs. 50,000,000. Gaja Capital India Fund 2020 Llp’s last financial year end date for which Statement of Accounts and Solvency were filed is
- Published in Dossiers on PE-VC
Gemba Capital
23 October, 2021
by MMI Team, Aryan Pandey
About Gemba Capital invests in post-seed stage startups that are scalable and looking for angel investments. Key staff Adith Podhar – Founder – An Entrepreneur by heart and an investor by profession.The experience as a PE investor and as an Entrepreneur has given him unique skill sets to understand businesses and people. Gemba Capital (www.gembacapital.in)
- Published in Dossiers on PE-VC
member only
23 October, 2021
by MMI Team
member only
23 October, 2021
by MMI Team
member only
23 October, 2021
by MMI Team
member only
23 October, 2021
by MMI Team
IAN Capital
23 October, 2021
by MMI Team
About Indian Angel Network is a network of Angel investors keen to invest in any early-stage businesses which have potential to create disproportionate value. The members of the Network are leaders in the entrepreneurial eco-system as they have had strong operational experience as CEOs or a background of creating new and successful ventures. They share
- Published in Dossiers on PE-VC
ICICI Venture
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License India Real Estate Investment Fund Real estate About ICICI Venture was founded in 1988 as the Technology Development and Information Company of India Limited, through a joint venture between the ICICI Limited and Unit Trust of India. In 1998 it became a wholly owned subsidiary of
- Published in Dossiers on RE-Infra
member only
23 October, 2021
by MMI Team
member only
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License no Benzai 10 Investment Trust Venture Capital AIF Category 2 IN/AIF2/21-22/0887 About Benzai10 Investment Ventures Private Limited has a SEBI Registration for a Category II AIF focused on investing in Agriculture & Allied sector. The fund is being administered by the best-in-class service providers. The company
- Published in Dossiers on PE-VC
Fund name Asset class – category License Core91 VC TRUST Venture Capital IN/AIF2/21-22/0881 About Core91 Vc Llp is a Limited Liability Partnership firm incorporated on 06 August 2020. It is registered at the Registrar of Companies, Mumbai. Its total obligation of contribution is Rs. 100,000. Core91 Vc Llp’s last financial year end date for which
- Published in Dossiers on PE-VC
member only
23 October, 2021
by MMI Team
BLinC Invest
23 October, 2021
by MMI Team
Fund Fund name Asset class – Category License BLinC – 1 Venture Capital AIF Category 2IN/AIF2/20-21/0864 About Mumbai, Maharashtra based BLinC Invest is an India-based venture capital firm committed to funding EdTech and FinTech start-ups focused on building a better tomorrow by harnessing the power of technology. They believe it is not enough to be
- Published in Dossiers on PE-VC
Antler Innovation India
23 October, 2021
by MMI Team
About Antler Innovation India Private Limited is a Private incorporated on 10 October 2020. It is classified as Non-govt company and is registered at Registrar of Companies, Bangalore. Its authorized share capital is Rs. 2,000,000 and its paid up capital is Rs. 836,250. It is inolved in Business activities n.e.c. Antler Innovation India Private Limited’s
- Published in Dossiers on PE-VC
Embassy Group
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License Embassy
- Published in Dossiers on RE-Infra
Hamsa Asset Management
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License Hamsa Solar Fund 1 Private equity – Renewable energy SEBI AIF CAT 2 About Hamsa Asset Management Private Limited is a private incorporated on 24 July 2020. It is classified as a Non-govt company and is registered at Registrar of Companies, Chennai. The firm’s AGM was
- Published in Dossiers on PE-VC
Enzia Ventures
23 October, 2021
by MMI Team
Fund managed Fund name Asset class – category Enzia Investment Trust Venture capital About Enzia Ventures LLP is a Limited Liability Partnership firm incorporated on 01 August 2019. It is registered at Registrar of Companies, Mumbai with an authorized share capital of Rs. 0. Its total obligation of contribution is Rs. 30,000. The company has
- Published in Dossiers on PE-VC
member only
23 October, 2021
by MMI Team
Indian stock exchanges
19 October, 2021
by MMI Team
There are many stock exchanges in India, but only two main ones on which most of the stock trading occurs – BSE (previously Bombay Stock Exchange) – oldest stock exchange in Asia, dating back to the 1850s, now a listed company National Stock Exchange – NSE was established in 1992 to provide a modern, fully
- Published in Economy & Markets
Hidden risks and opportunities in India
15 August, 2021
by MMI Team
The Marsh McLennan group released a report ‘The Elephants in the Room: Hidden Risks and Opportunities in India‘ in July 2021. It’s a compendium of articles that represent key economic and social issues which organisations in India have to contend with. India recently regained the title of being the fastest growing major economy after a
- Published in Economy & Markets
ICICI Securities Private Wealth
18 June, 2021
by MMI Team
“We are a specialist team. So, in a broad philosophical way if we were to look at, in a bank setup, obviously it’s a far more general approach to doing wealth management versus a Securities Company, who does investments” said Anupam Guha, head of private wealth. As one of two private wealth brands within the
- Published in WM firm profiles
Tagged under:
private wealth management
Logos India
15 June, 2021
by MMI Team
Funds managed Fund name Asset Class License LOGOS India Logistics Venture Fund Real estate IN/AIF2/17-18/0523 About LOGOS’ Indian business is an Alternate Investments Fund registered with SEBI and managed by LAI Investment Manager Pvt Ltd, a Joint Venture between LOGOS Property Group and Assetz Property Group. The partnership established a new standalone platform named “LOGOS
- Published in Dossiers on RE-Infra
ASK Wealth Advisors
15 June, 2021
by MMI Team
Launched in 2007, ASK Wealth Advisors (ASK WA) was part of the first wave of launches of private wealth firms. The parent company, ASK Group had started in the early 80s and formed a joint venture with US-based Raymond James in the 90s to offer investment management services through a portfolio management service (PMS) structure.
- Published in WM firm profiles
Tagged under:
private wealth management
Welspun One
07 June, 2021
by MMI Team
About Welspun One Logistics Parks (WOLP) is an integrated fund, asset, and development management organisation delivering large-format, institutional Grade A warehousing & industrial parks across India. Welspun One is backed by a large conglomerate, the Welspun Group-which has been delivering industrial projects for over three decades. They have the ability to leverage several operational synergies
- Published in Dossiers on RE-Infra
Secura Investment Management
07 June, 2021
by MMI Team
Funds managed Fund Name Asset Class License Secura India Realty AIF real estate SEBI CAT 2 About Secura Investment Management (India) Private Limited is a Private incorporated on 19 May 2008. It is classified as Non-govt company and is registered at Registrar of Companies, Ernakulum. Company is promoted by reputed professionals in association with reputed professionals in
- Published in Dossiers on RE-Infra
QVC Realty
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License QVC India Real Estate Trust Fund I Real Estate SEBI CAT II About QVC Realty Co Ltd is a real estate development company focused on developing signature real estate properties across major Tier I cities in India. https://www.qvcrealty.com/about Key staff Prakash Gurbaxani- Prakash Gurbaxani is a Chief Executive
- Published in Dossiers on RE-Infra
Purple Elephant Realty Advisor
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License Purple Elephant Realty Fund Real Estate SEBI AIF CAT II About Purple Elephant Realty Advisor LLP was established in 2017 and it is promoted by Parikh Real Estate Management which is a real estate advisory & transaction firm. Purple Elephant Realty is a real estate firm based in
- Published in Dossiers on RE-Infra
Prozone Intu Properties
07 June, 2021
by MMI Team
Funds managed Fund name Asset class License Prozone Intu Realty Fund Real Estate SEBI AIF Cat 2 About Prozone Intu has been set up to create, develop and manage world-class regional shopping centres and associated mixed-use developments pan-India. Their partner Intu Properties Plc, UK owns and manage 12 of the top 20 UK Shopping Centre’s
- Published in Dossiers on RE-Infra
Piramal Infrastructure
07 June, 2021
by MMI Team
Funds managed FUND NAME REGISTRATION NUMBER PIRAMAL INFRASTRUCTURE FUND IN/AIF1/13-14/0076 About Piramal Infrastructure Private Limited is a Private incorporated on 27 August 2010. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 365,000,000 and its paid up capital is Rs. 356,800,000. It is involved
- Published in Dossiers on RE-Infra
Northern Arc Investments
07 June, 2021
by MMI Team
Funds managed IFMR FImpact Investment Fund IFMR FImpact Long Term Multi Asset Class Fund IFMR FImpact Medium Term Microfinance Fund IFMR Fimpact Long Term Credit Fund IFMR FImpact Medium Term Opportunities Fund IFMR FImpact Income Builder Fund Northern Arc Money Market Alpha Fund (IN/AIF3/18-19/0601) Northern Arc India Impact Fund (IN/AIF2/18-19/0661) Northern Arc Income Builder Fund
- Published in Dossiers on RE-Infra
Morgan Stanley Investment Management
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License North Haven India Infrastructure Fund PE- Infrastructure focused SEBI AIF CAT II About Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Morgan Stanley Investment Management Private Limited is a private
- Published in Dossiers on RE-Infra
Kotak Investment Advisors (Real estate)
07 June, 2021
by MMI Team
Funds managed Fund name Asset class License Kotak India affordable housing fund – I Real estate SEBI AIF CAT 2 Kotak India real estate fund VIII Real estate SEBI AIF CAT 2 Kotak India real estate fund – IX Real estate SEBI AIF CAT 2 India office assets funds I Real estate SEBI AIF CAT
- Published in Dossiers on RE-Infra
Kautilya Finance Investment Advisors
07 June, 2021
by MMI Team
Fund managed Kautilya Real Estate Fund (IN/AIF2/18-19/0574) Category: RE Debt (AIF CAT 2) About Kautilya Finance is one of the six specialised real estate investment platforms of Aevitas Property Partners which was founded in 2012. Kautilya Finance BV (“Kautilya Finance”) is an Amsterdam based Securities Exchange Board of India (SEBI) registered Foreign Portfolio Investor. It
- Published in Dossiers on RE-Infra
Investcorp
07 June, 2021
by MMI Team
Fund Registeresd ID: IN/AIF2/15-16/0183 About Investcorp is a global manager of alternative investments with six lines of businesses, including: private equity, real estate, absolute return investments, infrastructure, credit management, and strategic capital. In 1982, they began as a pioneer in private equity, acting as a bridge between the Gulf and the rest of the world
- Published in Dossiers on RE-Infra
Indiabulls AMC
07 June, 2021
by MMI Team
Funds managed Fund Name Asset Class Licence Indiabulls Real Estate Fund Real Estate AIF CAT II Indiabulls India Opportunities Fund Real Estate AIF CAT II Indiabulls High Yield Fund Real Estate AIF CAT II Dual Advantage Commercial Asset Fund (DACA) Real Estate AIF CAT II About Indiabulls Group is one of India’s largest groups in
- Published in Dossiers on RE-Infra
Motilal Oswal Real Estate
07 June, 2021
by MMI Team
Funds managed Funds Structure investments Status No. of Investments* Investments Exit* IREF Structured Equity Investments Close 7 7 IREF II Mezzanine Close 14 (including reinvestment) 11 IREF III Structured equity / mezzanine investments Close 24 6 IREF IV Structured equity / mezzanine investments Close 10 – IREF V Structured debt investments Active – – *as
- Published in Dossiers on RE-Infra
IDFC Alternatives
07 June, 2021
by MMI Team
https://www.idfc.com/alternatives/infra-equity/our-mandate.ht Funds managed Fund name Asset Class License India Infrastructure Fund India Infrastructure Fund 2Real Estate Yield Fund InfrastructureInfrastructureReal estate- debt SEBI AIF Cat 2SEBI AIF Cat 2SEBI AIF Cat 2 About IDFC Alternatives is one of India’s leading multi-asset class investment managers. IDFC Alternatives is IDFC’s alternative asset management vertical and manages over USD 3.4
- Published in Dossiers on RE-Infra
ICICI Prudential Real Estate
07 June, 2021
by MMI Team
Funds managed Name Asset class License ICICI Prudential Debt FundIN/AIF2/14-15/0105 Debt AIF Category 2 ICICI Prudential Real Estate AIFIN/AIF2/14-15/0112 Real estate AIF Category 2 About ICICI Prudential Asset Management Company is a joint venture between ICICI Bank of India and Prudential Plc of the UK. It is one of the most pre-eminent real estate investors
- Published in Dossiers on RE-Infra
HDFC Capital Advisors
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License HDFC Capital Affordable Real Estate Fund -1 Real Estate SEBI AIF Cat 2 HDFC Capital Affordable Real Estate Fund -2 Real Estate SEBI AIF Cat 2 HDFC Capital Affordable Real Estate
- Published in Dossiers on RE-Infra
Funds managed EverCred Real Estate Credit Plus (Everstone Group) About The Everstone Group is one of Asia’s premier investment groups focused on cross border North America – Asia investments as well as domestic investments in India and Southeast Asia. Founded in 2006 by Atul Kapur and Sameer Sain, Everstone has since emerged as a market
- Published in Dossiers on RE-Infra
Edelweiss Alternative Asset Advisors
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License EDELWEISS INDIA REAL ESTATE FUND Real Estate SEBI AIF Cat 2 EDELWEISS REAL ESTATE OPPORTUNITIES FUND Real Estate SEBI AIF Cat 2 REAL ESTATE CREDIT OPPORTUNITIES FUND Real Estate SEBI AIF Cat 2 About Edelweiss Alternative Asset Advisors are one of the largest alternative asset managers in India,
- Published in Dossiers on RE-Infra
Brookfield
07 June, 2021
by MMI Team
Fund managed Fund name Asset Class License Brookfield India Real Estate Fund Real estate SEBI AIF Cat 2 About Brookfield India Real Estate Trust is India’s only institutionally managed commercial real estate company sponsored by an affiliate of Brookfield Asset Management. One of the world’s largest alternative asset managers with approximately US $600 billion in
- Published in Dossiers on RE-Infra
Brick Eagle
07 June, 2021
by MMI Team
Funds managed Fund Name Asset class Brick Eagle India Affordable Housing Trust Real estate License – AIF Cat 2IN/AIF2/16-17/0290 About Brick Eagle was founded in 2011 with a vision to provide market-based solution for the housing poverty in India. The group strives to bridge the funding gap and empowers Local Developers across the country. Besides
- Published in Dossiers on RE-Infra
BlackSoil Capital
07 June, 2021
by MMI Team
Funds managed Fund Name Asset Class License Walton Street BlackSoil Real Estate Debt Fund-1 Real Estate AIF CAT 2 BlackSoil Realty Fund Real Estate AIF CAT 2 About BlackSoil is a Mumbai-based specialised debt financing non-banking finance firm. It was founded in 2010. The company was initiated with a mission to pioneer unique advisory and
- Published in Dossiers on RE-Infra
Black Olive Ventures
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License BLACK OLIVE REAL ESTATE OPPORTUNITIES TRUST Real Estate SEBI AIF Cat 1 About Black Olive Ventures Pvt. Ltd. (BOV) is a research driven Real Estate Valuation and Advisory services Company providing services to Creators, Investors & Users of Real Estate including Developers, Funds, HNI(s) / Family Offices, Banks,
- Published in Dossiers on RE-Infra
Athamus Venture Management
07 June, 2021
by MMI Team
Fund managed Fund name Asset Class License Excedo Realty Fund – I Real estate SEBI AIF Cat 2 About Athamus is a vertically integrated fund manager. It oversees India focused real estate funds investing at the land buy stage in end user driven micro markets of Tier 1 cities for superior returns. Investments are made into 100%
- Published in Dossiers on RE-Infra
ASK Property Investment Advisors
07 June, 2021
by MMI Team
Funds managed Fund name Asset class License ASK Real Estate Special Opportunities Portfolio – 1 Real Estate SEBI AIF Cat 2 ASK Real Estate Special Opportunities Fund – I Real Estate SEBI AIF Cat 2 ASK Real Estate Special Opportunities Fund – II Real Estate SEBI AIF Cat 2 ASK India Real Estate Special Opportunities
- Published in Dossiers on RE-Infra
Amplus Capital Advisors
07 June, 2021
by MMI Team
Funds managed FUND NAME ASSET CLASS LICENSE AMPLUS REALTY TRUST Real estate SEBI AIF CAT 2 AMPLUS REALTY TRUST – II Real estate SEBI AIF CAT 2 AMPLUS REALTY TRUST – III Real estate SEBI AIF CAT 2 About Amplus Capital Advisors Private Limited company which is incorporated on 08 December 2011. It is classified
- Published in Dossiers on RE-Infra
Aditya Birla Sun Life AMC (Real Estate)
07 June, 2021
by MMI Team
Funds managed Fund Name Category License Aditya Birla Real Estate Fund I Real estate – equity SEBI AIF Cat 2 Aditya Birla Real Estate Debt Fund Real estate – debt SEBI AIF Cat 2 About Aditya Birla Capital Limited (ABCL) is the holding company for the financial services businesses of the Aditya Birla Group.ABCL’s subsidiaries have
- Published in Dossiers on RE-Infra
Alpha Capital
02 June, 2021
by MMI Team
About Alpha Capital is a wealth management and MFO boutique firm set up in xx. The website mentions offices in five locations – Mumbai, Gurgaon, Kolkata, Coimbatore and Siliguri. It does not mention which SEBI license the firm holds. The firm was included in the Asian Private Banker 2020, 2019 and 2018 lists of top
- Published in WM firm profiles
Axis Bank Burgundy Private
12 May, 2021
by MMI Team
While late to the party, Krishnamurthy is upbeat about its progress and future prospects, citing ‘One Axis’ as its USP. Due to its various divisions – securities/investment banking, asset management etc – being under one umbrella and control, he feels Axis Bank is able to offer a much more cohesive service to its affluent and
- Published in WM firm profiles
Tagged under:
private wealth management
Cervin Family Office
12 May, 2021
by MMI Team
About Cervin Family Office was founded by Munish Ramdev who is presently the founder & CEO of the company. The firm holds the RIA license from SEBI. The team used to work together at Waterfield Advisers and hence, has experience advising over 70 family offices and UHNV individuals with over USD 3.5 billion in financial
- Published in WM firm profiles
Tagged under:
private wealth management
Entrust Family Office
12 May, 2021
by MMI Team
About Established in 2013, the firm helps in providing advice on both investment and non investment activities. Entrust has offices in Bangalore, Delhi, Mumbai, Chennai. Key staff Rajmohan Krishnan- Principal founder & managing director – he has a good knowledge about financial services industry and a great advisory experience. Shashank Khade- Co-founder & director –
- Published in WM firm profiles
Tagged under:
private wealth management
member only
05 May, 2021
by MMI Team
Validus Wealth
17 March, 2021
by MMI Team
About Validus Wealth Advisors (India) Private Limited founded by Atul Singh, incorporated on 13 February 2018 as WGC Wealth. LGT, private banking and asset management group owned by the Princely Family of Liechtenstein, acquired a controlling stake in Validus Wealth. Presence across 9 cities in India. Total employees: 175 (2020), Relationship managers/ advisers: 75 (2019, Asian
- Published in WM firm profiles
Tagged under:
private wealth management
Julius Baer Wealth
17 March, 2021
by MMI Team
About Julius Baer Wealth Advisors (India) Private Limited was incorporated on 27 June 2014. JBWA is a 100% subsidiary of Julius Baer Group Ltd. and Julius Baer is a 130-year-old private bank spread across 60 locations worldwide and a public company listed on Swiss Stock Exchange The business was earlier known as Merrill Lynch Wealth
- Published in WM firm profiles
Tagged under:
private wealth management
Edelweiss Private Wealth
10 March, 2021
by MMI Team
Established in 2010, Edelweiss Private Wealth was a step behind some of its counterparts which started in 2007. But it has made up for lost ground by growing faster than almost all its competitors. At an AUA figure of USD 15 billion, it’s among the top three in the industry. In 2020, private equity
- Published in WM firm profiles
Tagged under:
private wealth management
Centrum Wealth Management
09 March, 2021
by MMI Team
Founded in 1997, Centrum had grown to be a respected financial services group, with diversified fee businesses and a rapidly growing lending platform for institutions and individuals. About five years ago, Jaspal Bindra joined the group as executive chairman and investor, bringing with him decades of experience having built the Standard Chartered Bank in Asia.
- Published in WM firm profiles
Tagged under:
private wealth management
Career in Asset Management (Mutual Funds)
06 October, 2020
by MMI Team
What is Asset Management? Asset management is investing a pool of investments into different assets like securities, stocks, bonds, real estate managed by a manager who is compensated by fees or certain percentage of assets of investors or commissions as they do market analysis and create a portfolio of investment for their clients. Link to
- Published in 5_Careers, Asset Management
member only
23 June, 2020
by MMI Team
member only
23 June, 2020
by MMI Team
member only
23 June, 2020
by MMI Team
Tagged under:
hedge funds
Tata Capital
14 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Tata Capital Growth Fund PE (growth stage) SEBI AIF Cat 2 Tata Capital Healthcare Fund PE (growth stage) SEBI AIF Cat 2 Tata Capital Innovations Fund VC (early stage) SEBI AIF Cat 2 Tata Capital Special Situations Fund- Trust PE (SMEs preferably) SEBI AIF Cat 2 Tata Opportunities
- Published in Dossiers on PE-VC
Tagged under:
Paddy Sinha
Career in finance industry
06 June, 2020
by MMI Team
So you want to work in finance? Finance is a pretty wide industry with a range of possible careers. You will need to narrow done much further. You could choose from the following – Investments – the asset and wealth management sectors are called the ‘buy side’, within asset management, the stock and bond markets
Investor education in India
15 November, 2019
by MMI Team
The National Centre for Financial Education (NCFE) conducted its last survey on financial literacy in 2019. Compared to global standards for financially literacy, Indian figures appeared better on financial behaviour (53%) and attitude (89%), but slightly lower for financial knowledge (49%). The survey found that, on an average, only 27% of Indian population was financially
- Published in Uncategorized
How to get investors to take a long-term view
10 July, 2015
by MMI Team
Small changes in how retirement funds display information can have big effects on the way households invest their money, according to research by Chicago Booth PhD candidate Maya O. Shaton. How materials display a portfolio’s returns can affect how much an investor trades and how much risk that investor takes.
- Published in Behavioural Finance
Factors to consider in compliance monitoring program
15 April, 2015
by MMI Team
Using a tick-the-box approach for monitoring of conflicts of interests will probably lead to regulatory issues and reputational disasters. Wealth firms will need to have code of conduct and conflict of interests programmes adjusted so as to be appropriate for their business model. Conflicts of interests are everywhere. Firms in financial services, especially in wealth
- Published in Business Issues
Family offices generating interest
01 August, 2014
by MMI Team
The number of high net worth individuals in the Asia Pacific region has touched 4.3 million, equaling that to that in North America, according to the CapGemini World Wealth Report 2014. Yet the number of family offices in the region, numbering just over 100, ‘does not reflect the boom in regional wealth’ according to CampdenFB.
- Published in Business Issues, Wealth Planning
Tagged under:
family office
Valuing real estate
24 July, 2014
by MMI Team
Subhankar Mitra of Jones Lang LaSalle explains the basic methodologies used for real estate valuations in India. Valuations are very important in any private equity/real estate investing not only while buying and selling but also for ongoing reporting. Hence, it’s important to understand how valuations work in India. 1. What qualifications does one need to
- Published in Asset Classes
Optimising wealth management business levers
01 June, 2014
by MMI Team
Talent, product and customer segmentation are the key levers a private wealth firm can pull to decide on its business strategy, according to Sridhar Srinivasan, partner & India head at consulting firm Oliver Wyman. Targeting white space Oliver Wyman’s 2012 ‘Targeting the White Space’ report estimated emerging Asia had US$11 trillion of unmanaged wealth, making
- Published in Business Issues
Tagged under:
client segment
Empowering rural India
21 May, 2014
by MMI Team
Inspired by the movie Swades, Ronnie and Zarina Screwvala founded the Swades Foundation that operates with the single-minded focus of empowering rural India. Screwvala believes, “India cannot rise to its true potential without a fundamental transformation in the lives of people in rural India”. “For over a year, we met other philanthropists, visited many villages
- Published in Wealth Planning
Using assessments for better recruiting
09 April, 2014
by MMI Team
Most wealth management firms rely on interviews for their recruitment process, which can be time-consuming and may not provide all the information about the candidate necessary to make a sound recruitment decision. In an interview, it may not be possible to assess if the candidates have all the skill sets required for the job or
- Published in Business Issues
Guide to Wealth Management in India
30 January, 2014
by MMI Team
The Hubbis Guide to Wealth Management in India is a compilation of articles and interviews with industry leaders during 2011, 2012 and 2013. Please email [email protected] to get the guide.
- Published in Business Issues
Philanthropy getting organised
21 December, 2013
by MMI Team
While Indians have had a long history in philanthropy, the space has not been organized. However this is changing, probably not co-incidentally, with the transfer of wealth to the younger generation which is more technologically savvy and wants more transparency. Philanthropy has a deep and broad foundation in Indian society, though it’s only recently being
- Published in Wealth Planning
New paradigm – blending returns and impact
21 December, 2013
by MMI Team
Families typically invest their portfolio in ‘traditional’ investments such as equities, real estate, cash etc with the aim of maximizing returns, while allocating a small part of their wealth to philanthropy. However, they could look at following global institutional investors’ example and combining returns and impact through Responsible Investments and Impact Investments. Wealth planning discussions
- Published in Wealth Planning
Family wealth governance
21 December, 2013
by MMI Team
While a lot of the discussion on wealth planning is focused around the legal structures and documents, a crucial area that could make or break the intent of these structures is the governance. Families are starting to discuss governance, not only related to succession planning in the family business, but also in the management of
- Published in Wealth Planning
Investing in a multi-jurisdiction maze
21 December, 2013
by MMI Team
Wealthy families rarely have all their wealth in their home country – they tend to accumulate and invest in multiple places around the world. This means navigating a maze of regulatory and tax environments. Indians are living and investing overseas Wealthy Indians spend a lot of time outside of India, whether it is for business,
- Published in Wealth Planning
Managing trusts
21 December, 2013
by MMI Team
Once a family decides to set up a trust, it has to select service providers to help set up the trust and also to help manage the trust. The ongoing management is done by the trustee, protector and administration provider. Families can appoint family members or friends as individual trustees, or a corporate trustee –
- Published in Wealth Planning
Using trusts properly
21 December, 2013
by MMI Team
Trusts are a flexible tool to achieve most wealth planning needs. However, there are various types of trust structures available, hence it is vital that trusts are properly understood and used in the right ways. Overcoming misconceptions, and eliminating mis-selling of trusts, combined with better education on the value and application of use these structures,
- Published in Wealth Planning
Practical estate planning
06 December, 2013
by MMI Team
While wealth planning encompasses a wide range of topics, the most significant one is trans-generational wealth transfer though estate and succession planning. The simplest way to execute estate planning is leaving a will, but even this not universally done. Given the multiplicity of succession laws applicable in India, and the inefficiency of the legal system,
- Published in Wealth Planning
Wealth planning basics
15 July, 2013
by MMI Team
Shailesh Haribhakti, chairman of DH Consultants, discusses how wealth planning is developing as a key element of wealth management in India. 1. What are the main issues in wealth planning in India? (5:09) 2. What advice would you give to a relationship manager on how to advise on these complex issues? (2:32) 3. Why aren’t
- Published in Wealth Planning
Family business governance
11 May, 2013
by MMI Team
Sunil Shah of Evergreen Family Business Advisors explains why Indian family businesses seek advice on governance, and outlines what they are looking for. 1. What is the nature of the interest that family businesses in India are showing in terms of governance? (5:01) 2. What are some of the characteristics of Indian families which makes
- Published in Wealth Planning
Tagged under:
family governance
Understanding risk profiling
03 April, 2013
by MMI Team
Paul Resnik of Finametrica explains the concept of risk profiling and the stability of the risk tolerance measure over time.
- Published in Advisory Process
Tagged under:
risk profile