Notes on Markets
& Money

A short, occasional read from our CIO Palak Shah on wealth planning, markets, and the decisions that matter most to HNI families. New issues are published occasionally.

Thought Leadership
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Thought Leadership · Palak Shah

How India-Focused Family Offices Should Structure Tax

A deep dive into the tax structuring considerations for India-focused family offices — covering investment vehicles, regulatory frameworks, and strategies to optimise after-tax wealth across generations.

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Thought Leadership · Palak Shah

The Importance of Exiting Long-Term Investments — When Do You?

Knowing when to exit is as important as knowing when to invest. This piece explores the discipline of recognising exit triggers, managing emotions, and making rational long-term decisions.

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