Wealth Management

'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

Centricity WealthTech plans to double AUM to ₹20,000 crore by FY26

Wealth management company Centricity WealthTech plans to double its AUM to Rs 20,000 crore by March 2026 and has hired 30 senior private bankers to cater to the needs of High Networth Individuals (HNIs) and Ultra HNIs, to achieve the target. The asset under management (AUM) reached Rs 10,000 crore last month and the company is hoping to increase this to Rs 18,000-20,000 crore by the end of the current fiscal, Centricity WealthTech CEO Manu Awasthy told PTI. So, he said, effectively, the AUM should double in eight months and various initiatives would be taken to achieve this target. As part of the expansion strategy, the company has onboarded 30 senior private bankers to deepen presence across India's top 70 cities. This marks a significant step in Centricity WealthTech's vision to democratize accessibility of best-in-class financial advice beyond the traditional metros, backed by its proprietary technology and growing physical footprint, he said. The newly onboarded senior private

"AI professionals' salaries going crazy"

In this Manager’s Mantra episode, Bruce Keith shares his experience on evolution of investment management with AI - New age investors, new trends, biggest innovations and jobs in the fintech space.

Building a $125M Business Backed by Dhoni & Ritesh

Aditya Shankar, Co-founder of Centricity WealthTech, shares how he built a $125 million WealthTech firm, lessons from corporate life, and what it’s like to have MS Dhoni and Ritesh Agarwal as investor

Nuvama, 360One Wealth, Anand Rathi Wealth: Bernstein bets on asset managers

Until now, most wealth was self-managed, or managed by unorganised players. This, Bernstein feels, will change as rising return expectations, product complexity will trigger demand for professionals

'Gen Next's preferences lean toward globally diversified portfolio'

While many first-gen entrepreneurs are now more intentional and strategic about succession, the movement from informal conversations to formal planning is still a gradual and ongoing process

Margins may shrink for asset management cos: Anand Rathi's Feroze Azeez

Maintaining an asset allocation of 80 per cent equity and 20 per cent debt is recommended for long-term wealth creation, Azeez said