Wealth Management
Latest news, explainers and analysis on Wealth Management. Tracking 88 stories on Arth Vani.
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Latest on Wealth Management
BreakingCouples in Their 40s: Why a Dual Portfolio Strategy Makes Financial Sense
Couples in their 40s can benefit significantly by adopting a 'two-portfolio household' approach, rather than pooling all finances. This strategy helps align individual financial goals, optimize risk profiles, and maintain clarity over diverse investment objectives like retirement and child's education.
Share India Securities Appoints Kalpesh Dave as President of Wealth Management
Share India Securities has hired industry veteran Kalpesh Dave to lead its wealth management division as President. The move signals the firm's aggressive push to expand its services for High Net-worth Individuals (HNIs) and retail investors in India.
BreakingF.I.R.E. Strategy: A Guide to Planning Your Early Retirement Corpus
The F.I.R.E. (Financial Independence, Retire Early) strategy empowers individuals to achieve financial freedom sooner than traditional retirement age. It focuses on aggressive saving and strategic investing to build a corpus large enough to cover all living expenses without active employment.
Breaking₹30 Lakh Salary, ₹50 Lakh Car: Why EMI Alone Doesn't Define Affordability
Even with a high income like ₹30 lakh annually, purchasing a ₹50 lakh car might strain a household budget if only the Equated Monthly Instalment (EMI) is considered. Financial experts advise looking beyond just EMI affordability to understand the true cost and its impact on overall financial goals.
Ageas Federal Launches 'Aurum Advantage' for Global Investment Exposure
Ageas Federal Life Insurance has introduced 'Aurum Advantage', a new wealth-creation product offering investment opportunities in global equities, gold, and multi-currency options. This product aims to provide policyholders with diversified investment avenues beyond traditional Indian markets.
BreakingIndians Explore Global Residency: Portugal, Greece, UAE Among Key Routes by 2026
High-net-worth Indians are increasingly exploring global residency and citizenship-by-investment programs, with countries like Portugal, Greece, UAE, and Latvia emerging as popular destinations. This trend is driven by factors such as business expansion, enhanced lifestyle, better education opportunities, and global mobility.
ASK Investment Managers to Acquire SageOne; Samit Vartak Named CIO (Equities)
ASK Investment Managers, a leading Indian wealth manager, has announced its acquisition of SageOne Investment Managers. Following the acquisition, SageOne's Samit Vartak will take on the crucial role of Chief Investment Officer (Equities) for the newly combined platform, overseeing equity investment strategies.
360 ONE WAM Gets Initial IFSCA Nod for Fund Management at GIFT City
Wealth management firm 360 ONE WAM Limited has received in-principle approval from the International Financial Services Centres Authority (IFSCA) to operate fund management services at GIFT City. This approval allows the company to establish and manage funds within India's first operational smart city and international financial services hub.
BreakingET Wealth Expo 2026 to Target Family Decision-Makers, Affluent Professionals, New HNIs
The ET Wealth Expo 2026, a two-day event, is set to gather various wealth builders across India to explore strategies for wealth creation and management. It will cater specifically to family decision-makers, affluent professionals, and new high net worth individuals. Participants can expect expert-led sessions designed to enhance their financial strategies for growth and security.
PRIM Wealth Expands Services to Reach Broader Segment of Indian Investors
PRIM, a prominent wealth management firm, is lowering the entry barriers to its advisory services to cater to a wider pool of retail and affluent investors. The move aims to democratize professional financial planning and portfolio management beyond the traditional High Net Worth Individual (HNI) segment.
Exploring 5.16% Savings Rates Abroad: What Indian Investors Can Learn
A recent report from moneyweek.com highlights savings rates reaching up to 5.16% in foreign markets. While this specific rate may not be available in India, it prompts Indian retail savers to review their own investment strategies for optimal returns. Understanding various options and factors like safety and liquidity is crucial for maximising savings in the Indian financial landscape.
Bank of India Value Fund: Understanding This Investment Option for Long-Term Growth
The Bank of India Value Fund Regular Plan is a mutual fund designed for investors seeking long-term capital appreciation by investing in undervalued companies. This article outlines the core philosophy of value investing and what retail investors should consider when evaluating such funds. Specific performance data and portfolio details are not available in the provided source material.
Bajaj Capital Forays into Global Markets via New GIFT City Entity
Bajaj Capital, a prominent Indian financial services firm, has announced its expansion into international financial markets with the launch of 'Bajaj Capital Global Markets' from GIFT City. This strategic move positions the company to offer enhanced global investment avenues, leveraging India's dedicated international financial services hub.
BreakingSEBI Approves New Asset Class: Invest in High-Risk Strategies with ₹25 Lakh
SEBI has introduced a new 'Investment Strategy' asset class bridging the gap between Mutual Funds and Portfolio Management Services (PMS). Retail investors can now access sophisticated investment strategies with a minimum ticket size of ₹25 lakh.
Global Alternatives Industry Body IPA Appoints 2027 Board, Signals Future Trends
The Institute for Portfolio Alternatives (IPA), a key global body for the alternative investments sector, announced its 2027 Board of Directors on September 23, 2026. This new leadership, including 14 newly elected members, highlights the ongoing expansion and evolution within the non-traditional investment industry worldwide.
Deutsche Bank Private Bank Deploys AI to Speed Client Onboarding by 30%
Deutsche Bank's Private Bank division in Singapore and Hong Kong has implemented new AI technology to verify clients' sources of wealth. This move aims to significantly streamline the Know Your Customer (KYC) process, with the bank anticipating a 30% improvement in client onboarding efficiency.
BreakingDiversification to Outpace Stock Picking by 2030, Says Global Report
A global financial report suggests portfolio diversification will become more critical than individual stock picking by 2030. This outlook encourages investors to spread investments across multiple sectors for more stable returns and better risk management.
Charlie Munger Skipped Personal Insurance Due to 'Other Fellow's Frauds'
Legendary investor Charlie Munger, Vice Chairman of Berkshire Hathaway, reportedly chose not to personally hold insurance policies. His unconventional stance was attributed to his belief that individuals end up "paying for the other fellow's frauds." This perspective offers a unique insight into financial planning from a renowned financial figure.
CloudTech Launches RooRooEx: Institutional-Grade Crypto Trading Platform for APAC
CloudTech Group has launched RooRooEx, a new digital asset trading platform for high-net-worth and individual investors. It aims to provide institutional-grade trading tools, liquidity, and pricing to investors across the Asia-Pacific region, including India.
BreakingHSBC to Fuel India Wealth & Retail Banking Growth with FCNR Deposits
HSBC is set to significantly expand its wealth management and retail banking operations in India. This growth initiative will be powered by a substantial increase in Foreign Currency Non-Resident (FCNR) deposits, signalling HSBC's intensified focus on India's affluent customer segment and its growing financial market.
SIFs Mark One Year With Strong HNI Demand
Specialised Investment Funds (SIFs) have completed their first year in operation, attracting significant interest from High Net-Worth Individuals (HNIs). This strong demand highlights a growing appetite among affluent investors for these particular investment products.
HSBC to Power India Wealth & Retail Banking Expansion with FCNR Deposits
HSBC is reportedly planning to strengthen its wealth and retail banking operations in India, a move expected to be funded by an influx of Foreign Currency Non-Resident (FCNR) deposits. This strategic focus signals the bank's intent to deepen its engagement with the Indian consumer market.
BreakingWoman Inherits ₹98 Lakh Bonds, Faces Tax on 30 Years of Unreported Interest
A 63-year-old woman inherited US savings bonds worth $118,000 (approximately ₹98 lakhs) from her late father, only to discover a substantial tax liability on 30 years of interest he never reported. This situation underscores the critical importance for inheritors to understand the tax implications of inherited assets and ensure financial transparency.
India's Wealth Management Market Poised for $436 Billion; Emkay's AUM Decline Noted
India's wealth management market is projected to reach a significant US$436 billion, indicating strong growth potential. This outlook comes as a report also highlights a 14% decline in Assets Under Management (AUM) for Emkay.
Mutual fund data is sourced from AMFI and shown for information only — funds are subject to market risks. Read all scheme-related documents carefully. Some listings may be sponsored. Not investment advice.