Wealth Management

Achieve your wealth goals, follow this roadmap for the next five years

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

Renewed interest in large-caps; keep a tab on IPO pipeline: Shiv Gupta

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

Smallcap funds are rising: Should investors raise the exposure now?

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

Life cycle funds: A new category, but do they fit your portfolio needs?

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

The retirement risk most plans miss: Losing the ability to enjoy your money

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

Mutual funds find a new source of inflows through PMS offerings

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

'Retail investors not in panic mode despite geopolitical uncertainty'

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.

Godrej Industries enters wealth management, targets ₹1 trillion AUM by 2031

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

SBI to combine branches, digital platforms for omni-channel banking

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

Understanding Trusts: What they are, how they work, and why they matter

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

Number of registered portfolio managers surpasses 500, doubling in a decade

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

Future of wealth management in India lies in human trust powered by AI

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

Why a 70:30 gold-silver mix works best for investors, explains Pratik Oswal

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

Where are India's millionaires investing? Experts discuss at BFSI event | BFSI Summit 2025

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

Unused funds sign of sector maturing, lot of room for growth: PE chiefs | BFSI Summit 2025

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.

Rising millionaires driving India's wealth management boom: Experts

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

RBL Bank eyes wealth management after Emirates NBD acquires 60% stake

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

Miguel Marques: The discreet Lisbon money manager tending Ronaldo's $1.4 bn

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

CAMS, Nuvama, ABSL AMC: Why is Motilal Oswal betting on these stocks?

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.

'Resist chasing rallies, stay disciplined, and let compounding work'

India's consumption story remains the most reliable theme for the next decade, says Inderbir Singh Jolly, chief executive officer at PL Wealth Management in an exclusive interview