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Founder Perspective

Strategic insights and thought leadership from Ashish Khetan on
wealth management and the industry trends.

Founder Perspective

Is your wealth advisor truly aligned?

Why aligning advisor and client interests is fundamental to building lasting wealth and trust.

By Ashish Khetan

Founder Perspective

The Wealth Management Pyramid

End-to-end or horses-for-courses? A framework for selecting the right wealth manager across advice, MIS, and execution.

By Ashish Khetan

Founder Perspective

Founder PerspectiveMarch 28, 2026

Founders: each one's painting their own painting

A note on Neil Mehta, aligned long-term capital, and why investing should cut through strategy narratives back to businesses and founders.

By Ashish Khetan

Founder Perspective

Founder PerspectiveFebruary 5, 2026

Beyond Narratives

Am I contemplating exiting my business? A reflection on staying the course through market turbulence.

By Ashish Khetan

Founder Perspective

Founder PerspectiveDecember 11, 2025

The Long & Short of Hedge Funds

A practical guide to hedge-fund jargon, long-short strategies, net and gross exposure, and the role of SIFs and AIFs.

By Ashish Khetan

Founder Perspective

Founder PerspectiveDecember 7, 2025

Aequitas, DFA and the Case for Clarity

A five-part note on contrarian managers, global diversification, distributors, and why strategic decisions need fee-only advice.

By Ashish Khetan

Founder Perspective

Founder PerspectiveOctober 22, 2025

A Viral Video and Our Take on It

A note on US-market fears, the fiat system, recency bias, diversification, and how investors should build resilience instead of reacting to noise.

By Ashish Khetan

Founder Perspective

Founder PerspectiveSeptember 16, 2024

Interest Rates Are Going Down

A note of caution on long-duration debt themes, capital gains in bond funds, and what investors should really watch across cycles.

By Ashish Khetan

Founder Perspective

Founder PerspectiveAugust 14, 2024

Equity Markets - Where We Are, Where We Could Be

A grounded view on valuations, equity risk, market behavior, and the one question investors should be asking right now.

By Ashish Khetan

Founder Perspective

Founder PerspectiveFebruary 13, 2024

Factor Investing

An overview of factor investing, rolling-return analysis, and why it deserves a defined allocation within equity portfolios.

By Ashish Khetan

Founder Perspective

Founder PerspectiveDecember 28, 2023

What-if Planning - A Much Ignored Topic!

Why risk management for life events, access, nominees, and succession should be a central part of serious wealth planning.

By Ashish Khetan