Over the past few posts, we’ve looked at various startup situations from an entrepreneur’s perspective. In this and the next few posts, we’ll look at how the people on the other side of the table, namely venture capitalists, operate. Getting a perspective of how the other party thinks and operates is crucial if you want … Read more
What are alternative investments? An alternative investment is a class of investment that does not come under any government regulator like RBI, SEBI, IRDA and PFRDA. It refers to a privately pooled investment fund – a trust or a company. Here are some alternative investment approaches that may influence your investment decisions – #1 Focus … Read more
Real Estate Investment Trust (REIT) is an investment vehicle that offers real estate holdings. It resembles mutual fund investing with a diversified investment array; In addition, it has some tax benefits. In asset management, REITs can provide diversification for a portfolio. Because of the unique nature of REITs, a fund that invests in real estate … Read more
Gold has been considered the “ultimate store of value” for centuries. In a world where the governments of developed countries, as well as their central bankers, have become increasingly adept at guiding their economies through sometimes the most turbulent economic and financial storms, the “last defense” against financial disaster The role of gold in form … Read more
Life insurance is an underutilized, but potentially versatile and highly efficient investment vehicle. It is useful not only for wealthy families. Only an individual or family with a net worth of $1 million or less is financially able to finance an offshore, irrevocable life insurance trust (ILIT) that provides a variable high-yield life insurance benefit, … Read more
The reason people accept the risks of investing in the first place is because of the possibility of getting a higher “realized” rate of return than they would get in a risk-free environment… ie, an FDIC insured bank account that earns compound interest. Over the past ten years, such risk-free savings have been unable to … Read more
Engage is an established financial services company in the financial services industry with over twenty six years of experience. In 2005, Engage Mutual Assurance was launched as a trading subsidiary of Homeowners Friendly Society Limited. They are the leading provider of tax-free savings plans, children’s trust funds and over fifty years of life insurance in … Read more
Landing a job with a hedge fund is the goal of many recent college graduates and young financial professionals. Like investment banking jobs with Goldman Sachs or consulting positions with Bain or McKinsey, jobs with top hedge funds like Citadel in Chicago or Farallon in San Francisco are highly coveted. Some of the brightest financial … Read more
OK, so you woke up one day, checked your Swiss bank account, called your family office planner, had breakfast with your personal client service wealth manager, got your tax accountant on the phone, and the three of you Meanwhile, you’ve decided to invest your proceeds from your latest company merger or acquisition not in some … Read more
The benefits of investing in mutual funds are varied and differ depending on the type of mutual fund you invest in. If you are looking for an investment vehicle to generate multiple savings in the long run, then mutual fund investment is a great option. Depending on your risk profile and the type of results … Read more