Wealth Management

A seismic shift is reshaping how India’s wealthy manage their fortunes. What was once an exclusive service reserved for industrialist dynasties and Bollywood royalty has transformed into an essential financial tool for the nation’s rapidly expanding affluent class. Deloitte India projects that the private wealth management sector will capture a staggering $1.6 trillion assets under […]

India’s ultra-wealthy are staging a quiet rebellion against conventional investing. Increasingly dissatisfied with the one-size-fits-all approach of traditional mutual funds and fixed deposits, high net worth individuals are migrating en masse towards Portfolio Management Services and Alternative Investment Funds that promise tailored strategies, sophisticated diversification, and returns calibrated to individual risk appetites. This isn’t merely

A decade ago, “wealth management” in India conjured images of private bankers in Mumbai’s Nariman Point, serving industrialists and inheritors of old money in wood-paneled offices. Today, a 32-year-old software engineer in Pune manages her diversified portfolio through an AI-powered app, receiving personalised investment recommendations that rival what elite clients once paid premium fees to

In a modest office in Lucknow, a first-generation financial adviser juggles spreadsheets, compliance paperwork, and client queries—managing wealth portfolios with tools that wouldn’t look out of place in the 1990s. Meanwhile, institutional wealth managers in Mumbai deploy sophisticated AI algorithms that analyse market trends, optimise portfolios, and flag compliance issues automatically. This chasm between institutional