Alternative investments are so called because they offer something beyond the traditional asset class definitions of equity, fixed income & cash. Generally speaking, alternative investments have little or no correlation to equity markets. Therefore, investments in these can offer a good hedge to an investor’s investments in the equity markets. Some alternative investments such as gold can also offer a hedge to inflation. Some of the alternative assets that investors can purchase though us are:

The price of gold remained remarkably stable for long periods of time. For example, Sir Isaac Newton, as master of the U.K. Mint, set the gold price at L3.17s. 10d. per troy ounce in 1717, and it remained effectively the same for two hundred years until 1914. The only exception was during the Napoleonic wars from 1797 to 1821. The official U.S. Government gold price has changed only four times from 1792 to the present. Starting at $19.75 per troy ounce, raised to $20.67 in 1834, and $35 in 1934. In 1972, the price was raised to $38 and then to $42.22 in 1973. A two-tiered pricing system was created in 1968, and the market price for gold has been free to fluctuate since then as the chart below shows.

Real Estate as an asset class helps you diversify the risk in your portfolio. Historically real estate reflects a low to no correlation to equity and other asset classes. Real Estate investments have the potential to provide stable returns even in a highly volatile environment. Your Real Estate Advisor will offer you the best in breed investment services in the following areas:

Investing in the arcane world of Art needs simplification. There are no established formulae or quantitative strategies to decipher the codes that the world of art contains. To make wise decision for investment in art needs a high degree of sophistication and understanding of the risks involved. However, with the right strategy these investments can yield superior returns and can be an ideal tool for diversification considering their low to no correlation with traditional asset classes such as stocks, bonds and cash.

Through diligent spadework, interviews & credibility assessment, we at Burgeon Wealth Advisors have created a panel of experts who have a sound background of art investments (advisory and dealing). These experts would create an art portfolio by mapping your risk profile to the art works and work closely with our advisory team to evaluate your art holdings in the overall context of your investments across asset classes.

Vagaries of art market can be punishing as well as a tremendously rewarding investment experience. Critical to successful investment in art requires not only extensive know-how about the artistic quality, provenance, and authenticity of the object to be acquired but also about the idiosyncrasies of the art market. Additionally, the art collector needs to have a vision of varying special cultural factors and evolving market preferences.

Art created by Indian artists, may it be paintings, sculptures, lithographs, photographs or sketches have taken a viable place in a discerning investor’s alternative investment portfolio. Additionally, like real estate, investment in art can be securitized. One example would be the advances and guarantees offered by auction houses to their clients.

It is a challenge for an individual investor to invest efficiently in art in India today. Unlike mutual funds available as an easy means to gain exposure in traditional asset classes such as equities, debt and cash, art funds have all but dried up. This is due to more stringent regulations primarily due to the trust structure art funds were utilizing to be in existence. Additionally, unlike mutual funds, where one has access to the NAV of the fund on a daily basis, procuring the NAV data on an art fund is a challenge.

The Burgeon Art Advisory Services offers a Non- Discretionary Art Advisory Service assisting you to invest in art, based on their risk profile. The Advisory allows you to acquire works of art as per your comfort and the artworks acquired would be kept in your possession or at a climate controlled storage location.