Wealth Management
Latest news, explainers and analysis on Wealth Management. Tracking 19 stories on Arth Vani.
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Latest on Wealth Management
Financial Advisor Jennifer Prosise Highlights Why Regular Plan Reviews Are Crucial
A recent article featuring Financial Advisor Jennifer Prosise of The Voyager Group, Ltd. emphasizes the critical importance of regularly reviewing one's financial plan. Published on HelloNation, the piece details how consistent evaluation helps individuals keep their financial strategies robust and aligned with evolving goals.
BreakingInheriting ₹41.75 Crore? Your Guide to Smart Financial Planning in India
Receiving a substantial inheritance like ₹41.75 crore can be life-changing, but navigating the financial implications requires careful planning. This guide helps Indian retail investors understand the crucial first steps, tax considerations, and investment strategies to manage such a large sum wisely for long-term wealth growth.
AI Startup Feathery Secures ₹250 Crore for Wealth Management Tools
Feathery, a startup focused on AI-driven wealth management, has raised $30 million (approximately ₹250 crore) in a funding round. The capital will be used to develop advanced tools aimed at enhancing financial advisory services.
Wealthy Indians Eye Direct Alternative Investments, Bypassing Traditional Funds
High-net-worth individuals in India are increasingly seeking direct access to alternative investments like private equity and real estate, moving away from traditional fund structures. This shift is driven by a desire for greater control, potentially higher returns, and lower fees, as they look to diversify beyond conventional stocks and bonds.
India vs US: Why Wealth Managers Urge NRIs to Bet on Local Markets for the Next Decade
Financial experts are advising Non-Resident Indians (NRIs) to look past short-term US market rallies and stay committed to the Indian growth story. Despite global volatility, India's structural reforms and strong corporate earnings make it a superior long-term wealth creation destination.
Want Better Returns? Why a Simple Checklist is Your Best Investing Tool
Most retail investors lose money by following emotions or market noise rather than a disciplined process. By using a structured checklist, investors can remove bias and focus on high-quality businesses for long-term wealth creation.
Investor Madhusudan Kela Buys ₹121 Cr DLF Flat: Why Ultra-Luxury Is the New Wealth Play
High-profile investor Madhusudan Kela has purchased an ultra-luxury apartment in Gurugram’s 'The Dahlias' for ₹120.71 crore. The deal signals a growing trend where India's wealthiest individuals view premium residential property as a strategic asset for preserving wealth.
GIFT City: Now You Can Invest in Global Markets via a Safe Indian Gateway
Indian retail investors can now legally diversify their portfolios into international markets through the regulated GIFT IFSC framework. This new bridge offers tax efficiencies and a safer way for households to grow their wealth by accessing global exchanges from home.
Beyond High Returns: Why Wealthy Indians Are Pivoting to Gold and AI Infrastructure
India's wealthiest investors are shifting their strategy from chasing maximum returns to building resilient, diversified portfolios. Experts at the ET Alpha Wealth Summit highlight a growing preference for gold, steady-yield assets like REITs, and the emerging potential of AI-driven infrastructure.
Don't Rely Solely on Indian Markets: Why You Need Global Stocks in Your Portfolio
Financial experts are urging Indian investors to break their 'home-country bias' and diversify into international markets. By investing in global equities, retail investors can protect their wealth against domestic volatility, inflation, and currency fluctuations.
InvITs Gain Ground: Infrastructure Trusts Distribute ₹22,800 Crore to Investors
Infrastructure Investment Trusts (InvITs) are becoming a popular choice for those seeking steady income, distributing ₹22,800 crore to unitholders last fiscal year. With assets under management hitting ₹7.1 lakh crore, the sector is emerging as a strong alternative to traditional fixed deposits.
Quality Stocks at Bargain Prices: Saurabh Mukherjea Spots Rare Market Entry Window
Investment expert Saurabh Mukherjea highlights a rare valuation gap where high-quality stocks are currently cheaper relative to 'junk' assets. He identifies Indian financial services and export manufacturing as top sectors for retail investors to watch.
Digital Ease and Fast Cash: Why Indians are Swapping Gold and Property for Mutual Funds
India's investment landscape is shifting as retail investors move away from physical assets toward mutual funds. This change is driven by the ease of digital transactions and the realization that mutual funds offer much faster access to cash compared to real estate.
Global Investing: Why the US Market Isn't the Only Choice for Your Portfolio
Financial expert Devina Mehra advises Indian investors to look beyond the US stock market for global diversification. Diversifying internationally helps protect wealth against the falling Rupee and domestic market volatility.
Beyond Stocks: Why Wealthy Indians are Moving to Private Credit and Real Estate
High-net-worth investors in India are increasingly diversifying their portfolios by shifting away from traditional equity markets. New interest is surging in alternative assets like private credit and real estate funds as the wealth management sector matures.
Don’t Panic Buy Global Stocks: Why Local Roots Matter First for Your Wealth
Experts at the ET Alpha Wealth Summit advise Indian investors to view international diversification as a long-term strategy rather than a quick fix for local market dips. While global exposure is growing in popularity, a solid domestic portfolio remains the primary engine for wealth creation.
Motilal Oswal Shares Surge 5% as UBS Issues ‘Buy’ Rating on Growth Outlook
Shares of Motilal Oswal Financial Services climbed on Friday following a positive outlook from global brokerage UBS. The firm highlighted India’s increasing shift toward financial assets and the company's rising recurring revenue as key growth drivers.
BreakingDon't Sell Out of Boredom: Rajeev Thakkar’s 6-Point Guide to Exiting Stocks
Rajeev Thakkar, CIO of PPFAS Mutual Fund, warns retail investors against impulsive selling driven by market news or boredom. He outlines specific, rational triggers for exiting an investment to ensure long-term wealth creation.
Ditch Get-Rich-Quick Tips: Radhika Gupta Reveals the Real Path to a ₹100-Crore Portfolio
Edelweiss Mutual Fund MD Radhika Gupta warns retail investors against chasing speculative social media tips for instant wealth. She emphasizes that long-term financial success comes from moderate return expectations, disciplined asset allocation, and increasing one's primary income.
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