Wealth Management

Billionaire family offices, including those belonging to tech founder Azim Premji and consumer tycoon Harsh Mariwala, are already paying a share of investment profits - known as carried interest

Calculate how much you can invest each month and then decide everything you want to achieve in the next five years

For a balanced portfolio, Shiv Gupta of Sanctum suggests holding around 40 per cent in equities, 25 per cent in debt, and 25 per cent in alternatives, including private equity, private debt, and gold

After a sharp rebound in recent months, smallcap funds are back in favour. Experts weigh the opportunities, risks and suitability for different investors

Check the maturity date, glide path, costs, tax treatment and exit load before investing

A retirement plan should do more than preserve wealth-it should give retirees permission to spend meaningfully while health, mobility and opportunity remain

MF AUM linked to PMS doubles in less than 3 years, surges to Rs 1 trillion

If India's growth story plays out over the next two decades, Vikas Saitja, MD & CEO at Shriram Wealth believes there is enough opportunity for more wealth management firms.

The group plans to build a 35-location wealth management network, target affluent clients and list Godrej Capital by 2031 while expanding its lending business

Aspires to emerge as India's leading wealth architect, says Chairman Setty

As wealth becomes more complex, the trust structure is emerging as a vital tool for founders and families. Here's a simple breakdown of what they are, how they function, and why they matter

India's PMS industry doubles in a decade to 506 players, managing ₹41 trillion, as looming regulatory changes and competition from AIFs drive consolidation

Wealth management can no longer be about products alone, it must deliver insight, personalisation, and foresight

Investors are increasingly using index funds as long-term wealth-creation vehicles rather than for short tactical exposure, Oswal said

As India’s economy expands and affluence deepens, its wealth management industry is entering a new phase of growth.

India’s private equity (PE) story is still gathering steam, say top fund managers, who argue that unutilised capital is less a sign of caution and more a natural transition as the market matures.

India's surging HNI and UHNI base is transforming wealth management, driving demand for tech-led, transparent, and personalised financial advice, say experts at the BS BFSI Summit 2025

The deal is the latest in a series of cross-border deals in India this year as India seeks to attract foreign investment and strengthen the country's midsize banks

The wealth manager was also listed as a director in Ronaldo's Pestana CR7 hotel in Manchester, the Northern UK city where the young Ronaldo rose to global stardom playing for Manchester United

According to Motilal Oswal, retail mutual fund activity has shown some moderation, particularly in Systematic Investment Plan (SIP) flows, as one-year SIP returns have turned negative.