Wealth Management

From lifestyle expenses to missed compounding, the financial habits you build in your first five years can shape your long-term wealth

How discipline, patience and risk management build real market wealth

With clear signs of an FY27 earnings revival, a stable INR and an anticipated dovish Fed, make case for an attractive FII entry point, said Anuj Kapoor of JM Financial.

Indian Bank aims to enter the insurance and asset management spaces through joint ventures within 1.5 to 2 years, while launching wealth management services in H2

The state-run lender plans to launch wealth management services in early 2027 and is adding 50,000-60,000 credit cards every month as it seeks new growth avenues

Financial freedom is only half the journey. The harder question is what you want your money to make possible once you no longer need to work

The firm will use the capital to strengthen technology, grow its senior banker network, expand into Tier-II and Tier-III cities, and build NRI and NBFC offerings

To enhance its non-interest income, Punjab National Bank is planning to roll out wealth management services by December, the bank's managing director and CEO Ashok Chandra said. "The first stage of our wealth management strategy is to ensure that the bank has Customer Relationship Managers (CRMs) in place. Six months ago, we deployed around 1,700 CRMs across 1,700 branches. Their primary KRA (key responsibility area) is to manage and take care of approximately 250 to 300 top customers in each branch," he told PTI in an interview. The public sector lender is now planning to deploy another 1,300 CRMs and by end of this month. It would deploy them in another identified 1,300 branches. "That was the first step we undertook. We have also started engaging with consultants for our wealth management initiative. Very shortly, we expect to initiate the RFP process to appoint a partner for wealth management services. "I believe that within the next three to four months, our wealth management

Subramanya SV and Anand Dalmia will exit Groww after completing a planned one-year transition following Fisdom's acquisition and integration into the fintech firm's wealth business

The foreign lender expects to roll out wealth management services over the next few months, expanding its retail offerings from the international financial services centre

India's largest independent wealth manager holds almost 10% of the ultra-high-net-worth market, and is looking to increase that to 12% or 13%, Co-Founder Yatin Shah said

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