Nitai Utkarsh

Investment professional, Entrepreneur Assistant, movie crazy, fiction fantasiser, logic freak, humour hound!

[Nitai Utkarsh @nutkarsh]

Insight: It’s important to understand where a particular family member sits in the three circle model to be sensitive to their stand on family governance issues. Clarity on motivations behind conflicting opinions critical to address conflicts. #Shroders #APACFamilyOfficeForum

[Nitai Utkarsh @nutkarsh]

Insight: In addition to transparency in the family about governance issues, it’s important to avoid smokes and mirrors when it comes to the Family Office professionals as well, and let them know how things stand. #Shroders #APACFamilyOfficeForum @AxisMutualFund

[Nitai Utkarsh @nutkarsh]

Insight: 90% of Ultra High NW families have no idea of their digital footprint and with AI’s capabilities going up by the day, reputation risk is something that’s a real issue in today’s day and age, more than ever in the past. #Shroders #APACFamilyOfficeForum @AxisMutualFund

[Nitai Utkarsh @nutkarsh]

Insight: Discount led secondaries investing in PE doesn’t work, GP led secondaries have to focus more on asset quality and further growth potential and focus on potential for incoming investors than giving exits to existing ones. #Shroders #APACFamilyOfficeForum @AxisMutualFund

[Nitai Utkarsh @nutkarsh]

Insight: Getting into a co-investment even before getting into investing into a GP’s fund is often a great way to find out how the GP works, go through investment memos and process before committing to the fund. #Shroders #APACFamilyOfficeForum @AxisMutualFund

[Nitai Utkarsh @nutkarsh]

Insight: Huge spends on AI and new tech all around but lack of monetisation options has been reducing Returns on Invested Capital even as IC keeps increasing…inefficient allocation or investing for future? #Shroders @AxisMutualFund #APACFamilyOfficeForum

[Nitai Utkarsh @nutkarsh]

Hedging geopolitical risk through gold is one such tail risk hedging strategy which many investors use…quite effectively too at times. Simply having a diversified portfolio though may not be such a weak response though, either.

[Nitai Utkarsh @nutkarsh]

Insight: Tail risk hedging can be expensive, trying to be a hero. Bravery needed to monetise it in the middle of the storm. Focusing on softer hedges like basic diversification can allow to live another day and that can be enough! #Shroders @AxisMutualFund #APACFamilyOfficeForum

[IVCA @IndianVCA]

📍 Joe John Kuruvilla, Member of the Investment Committee, Dani Family Office
📍 @nutkarsh, Lead – Investment Strategy and Chairman’s Family Office, @HeroMotoCorp
📍 Tejesh Chitlangi, Joint Managing Partner, @ICULLaw

[IVCA @IndianVCA]

[contd] Once, they are comfortable with it, then they should understand where they want to focus on—private equity, venture capital, private credit, real estate, or infrastructure.

[IVCA @IndianVCA]

@nutkarsh, @HeroMotoCorp: For any family office which is being set up today, the first step has been to invest in funds, and understand the rules of the game. [contd]

[IVCA @IndianVCA]

Live now from #IVCAConclave2025!

[IVCA @IndianVCA]

#IVCAConclave2025

Spotlight on: @nutkarsh, Lead – Investment Strategy and Chairman's Family Office, @HeroMotoCorp

[Nitai Utkarsh @nutkarsh]

Ridiculous @UKBorder policy, no separate queue at passport control @STN_Airport for infants if you don’t have a UK/EU passport, asked to buy fast track if we are in a hurry. And they say there’s something called chivalry in this country?

[Nitai Utkarsh @nutkarsh]

A developed economy like the USA continuing with a fiscal deficit as high as 8% consistently is justified, whereas the lens with which developing countries like India are seen with respect to their deficits is one of mistrust…a clear case of thinking someone else knows better?

[Nitai Utkarsh @nutkarsh]

Even more relevant in the financial services and investments space where more than grabbing market share, it’s more about growing the market together. An entirely different problem that needs an entirely different approach

[Nitai Utkarsh @nutkarsh]

At a @FTIIndia conference, the global head of distribution highlights how marketing communication in India is so different and more complex than the US, with multiple languages, fragmented media, varied cultures…a market as huge as India doesn’t come cheap for sure!

[Nitai Utkarsh @nutkarsh]

I think we need a local understanding combined with global expertise to make it big in this country…it can’t just be a business model replication. What’s done well elsewhere may not do as well in India, at least not in the same shape or form

[IVCA @IndianVCA]

@nutkarsh, @HeroMotoCorp: "India is a country where most of the businesses, in one or the other ways, are owned by business families. Now they have a lot of ways of giving back to society and the environment. [Contd]

[IVCA @IndianVCA]

Live now from the #GreenReturnsSummit

An engaging session delves into “Building a Sustainable Legacy: Family Office Strategies for Climate Impact” at @IndianVCA’s GreenReturns Summit 2024 moderated by @vikaasmsachdeva, Managing Director, @SundaramAlt.