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Category archive

Wealth Planning

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MMI Team
MMI Team
Friday, 01 August 2014 / Published in Business Issues, Wealth Planning

Family offices generating interest

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.
family office
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MMI Team
MMI Team
Wednesday, 21 May 2014 / Published in Wealth Planning

Empowering rural India

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
philanthropyrural IndiaSwades
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MMI Team
MMI Team
Thursday, 06 February 2014 / Published in Wealth Planning

Customising trusts in India

Abhijit Joshi of AZB & Partners discusses the different trust structures in India, investing abroad, trustee firms and how the Indian Trust Act is different. 1. What are the most common forms of trusts that Indian promoters ask for, or that get set up generally? (1:52) 2. If a client wants to invest overseas, what
family trust
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MMI Editor
MMI Editor
Sunday, 15 December 2013 / Published in Wealth Planning

Demand for wealth planning

There is an undisputed need – and opportunity – for wealth planning structuring in India for the ever-growing number of wealthy entrepreneurs, families, and other individuals. The challenge for wealth managers continues to be how to make the most of this new “once in a lifetime opportunity”. There are numerous drivers for the increasing importance
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MMI Team
MMI Team
Monday, 15 July 2013 / Published in Wealth Planning

Wealth planning basics

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
estate planningwills
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MMI Team
MMI Team
Saturday, 11 May 2013 / Published in Wealth Planning

Family business governance

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
family governance

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