Search For "wealth management"
How to choose a flexi cap fund suitable for you in 2025?
Updated : 5 months, 1 week ago IST
Pune (Maharashtra) [India], September 30: For investors looking to participate in the potential growth of companies across the large, mid and small cap markets, a flexi cap fund may be a potentially suitable option. Unlike category-specific funds, a flexi cap fund offers fund managers flexib
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Who's Investing in Unlisted Shares--and Why the Retail Crowd is Catching U
Updated : 5 months, 1 week ago IST
New Delhi [India], September 30: Investing in unlisted companies--essentially buying shares before they are listed on the stock exchange--is gaining significant traction in India. The appeal is clear: investors can potentially earn in two ways, first, by riding valuation gains before listing
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With Aim to Build a Diverse Financial Wellness Platform, Paisabazaar Launc
Updated : 5 months, 1 week ago IST
Gurgaon (Haryana) [India], September 29: Paisabazaar, India's leading marketplace for consumer credit and a free credit score platform, today announced its foray into wealth management with the launch of fixed income instruments on its platform. The strategic initiative is a part of Paisabaz
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Crisil to acquire McKinsey PriceMetrix Co.
Updated : 5 months, 1 week ago IST
Mumbai (Maharashtra) [India], September 25: Crisil, an S&P Global Company, announced the acquisition of McKinsey PriceMetrix Co. ("PriceMetrix"), a leading provider of performance benchmarking and data-driven insights for the wealth management industry. Acquisition expands Crisil's be
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Indian stock market retains positive long-term outlook over stable macro e
Updated : 5 months, 1 week ago IST
Indian equity markets retain a positive long-term outlook, backed by a normal monsoon, sustained policy reforms, government capex, and the financialization of savings -- which continue to underpin India's growth trajectory, according to PL Wealth, the wealth management arm of PL Capital (Pr
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Paytm Money partners with JioBlackRock to launch India's first Systematic
Updated : 5 months, 1 week ago IST
Paytm Money, a wholly-owned subsidiary of One97 Communications Limited (OCL) and a wealth-tech platform that simplifies wealth management and equity investments through a technology-first approach, has announced the launch of India's first Systematic Active Equity (SAE) fund to retail invest
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Klay Wealth Appoints Nikita Jain as Deputy CEO and Managing Director to Dr
Updated : 5 months, 1 week ago IST
Mumbai (Maharashtra) [India], September 17: Klay Group, a boutique financial services firm providing Wealth Management, Multi-Family Office, Asset Management and Corporate Advisory services to ultra-high-net-worth families and corporate and financial institutions, is pleased to announce the
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Valura.ai Marks Record-Breaking GCC Launch, Crosses 10,000 Sign-Ups Within
Updated : 5 months, 1 week ago IST
Dubai [UAE], September 15: Valura.ai, a discipline-first wealth-technology platform, announced a blockbuster market debut in the GCC, surpassing 10,000 sign-ups within hours of launch and activating a waitlist to manage the influx. The rapid adoption underscores the region's accelerating shi
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CFA Society India Hosts the 10th Annual India Wealth Management Conference
Updated : 5 months, 1 week ago IST
Mumbai (Maharashtra) [India], September 2: CFA Society India hosted the 10th edition of its marquee conference, India Wealth Management Conference in Mumbai on 29 August 2025. Over 500 delegates including CFA charterholders, investment professionals, and wealth managers participated in the c
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Prudent Crosses Rs. 1,000 Crore Monthly SIP Milestone - Strong Youth Parti
Updated : 7 months, 1 week ago IST
Ahmedabad (Gujarat) [India], August 7: Prudent Corporate Advisory Services Limited (Prudent), a leading independent retail wealth management services group, today announced a major milestone in its journey of enabling disciplined investing. The company's monthly Systematic Investment Plan (S
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Around 60% of India's uber-rich's wealth parked in Real Estate and Gold: B
Updated : 7 months, 1 week ago IST
Around 60 per cent of India's Uber rich wealth is still parked in real estate and gold, according to a report by Bernstein. Uber rich individuals includes Ultra High Net Worth Individuals (UHNI), High Net Worth Individuals (HNI), and the Affluent class.
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India's rich to get richer, boom in capital markets contributing to this t
Updated : 7 months, 1 week ago IST
India's wealthiest households are set to get even richer, with their growing financial assets creating massive opportunities for wealth management firms.
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