Munish RandevEarly Warning Signs ! Your family office advisor is acting more like a Distributor !The biggest step a family takes from becoming a family business to a business family is the setting of a separate Family Office which…Sep 13, 2020Sep 13, 2020
Munish RandevHow much do you know about your Advisor’s Investment Committee (IC)?When have you lately checked on the structure and rules for the Investment Committee (IC) that your chosen advisor has in place? Are the…Mar 16, 2020Mar 16, 2020
Munish RandevChanging Dynamics of International TradeGlobal trade relations are in a constant movement although the speed of the change sometimes is not that dramatic. The US was happy to…Feb 10, 2020Feb 10, 2020
Munish RandevOkay, so you have signed up with a fee based “Advisor”. Well, have you?So what are the things that a client needs to keep in mind, verify with the advisor on a regular basis and make sure to get all necessary…Jan 2, 2020Jan 2, 2020
Munish RandevOnline Investing : Not Just One ModelOnline investing in Mutual Funds is catching on especially with the millennial. Even the 30–40s age group investors are also choosing to…Dec 17, 2019Dec 17, 2019
Munish RandevIndian Wealth Management Industry (Part 1)— A Product Centered JourneyBirth of Money ManagementOct 8, 2019Oct 8, 2019
Munish RandevAdvising Family OfficesManaging Family Wealth via a structured Family Office is an exercise which includes almost big institution-like processes but overlaid…Sep 30, 2019Sep 30, 2019
Munish RandevThe Family Office CIO — Planning For Disruptions“Chief Investment Officers will have to continuously change their thesis as they move across the highly competitive and disruptive spaces…Sep 25, 2019Sep 25, 2019
