One of my founder friends asked me a question about my goals for 2022, my response to him was that I need to work with my founder friends to ensure they create and internalize the purpose (Moonshots). It is my strong belief companies driven by purpose and core human values will for sure attract positive […]
I have been asked this question quite a few times by some people on the role of an advisor of a family office (just to clarify, I am talking about an individual here and not institutional advisors). This issue has come up a few times in the last few months and it seems to me […]
The words family office and investment office have been used interchangeably but this blog relates primarily to wealth and investment management. I believe, investment management is the more immediate need of the families, given the significant wealth creation during last decade. The framework can be either formal or completely informal depending upon the size of the family, […]
Before I share my thoughts on the rationale for running a family office as a business, it is important to understand my experience and depth of engagement with some of the large business families. While my experience has been limited to North Indian families, but I do believe at a philosophical level there may not […]
I have been an investor in my previous avatar and invested across fixed income, listed equities and forex markets. I had also invested in some unlisted stocks as well like Oyo, Nykaa and NSE while heading family office at Hero Enterprise. I was able to generate a significant alpha as I followed a disciplined approach […]
