Search For "wealth management"
Spark Capital PWM Establishes Strategic Presence in Dubai International Fi
Updated : 9 months, 2 weeks ago IST
Mumbai (Maharashtra) [India], June 2: Spark Capital Private Wealth Management (Spark Capital PWM), today announced the launch of its operations in Dubai International Financial Centre (DIFC), the leading global financial centre in the Middle East, Africa and South Asia (MEASA) region through
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ILIOS 72 Raises INR 1 Cr Seed Funding to Expand Access to Alternative Inve
Updated : 9 months, 2 weeks ago IST
New Delhi [India], May 30: ILIOS 72 Alternative Capital, a young and fast-growing wealth management firm, has raised INR 1 crore in seed funding from a group of family offices. This marks the company's first external raise. The funds will be dedicated to help ILIOS 72 in business expansion a
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Hong Leong Bank Enhances HLB Private Bank and Regional Wealth Management w
Updated : 9 months, 3 weeks ago IST
Kuala Lumpur [Malaysia], May 26: Hong Leong Bank ("HLB" or "the Bank") announces its strategic alliance with Lombard Odier, a leading global wealth and asset manager with over 225 years of experience, to enhance its HLB Private Bank and Regional Wealth Management proposition. This strategic
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Active Portfolio Monitoring: Dezerv's Investment Philosophy Redefining Wea
Updated : 9 months, 3 weeks ago IST
New Delhi [India], May 20: In today's rapidly evolving financial landscape, Dezerv's investment philosophy of active portfolio monitoring is redefining wealth management in India. Having surpassed Rs10,000 crore in Assets Under Management (AUM) as of December 2024, Dezerv now ambitiously tar
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InvesTek Crosses ₹1100 Crore AUM, Marking a New Era in Intelligent Wealth
Updated : 9 months, 4 weeks ago IST
New Delhi [India], May 20: InvesTek, India's fastest-growing Financial Services FinTech, has achieved a significant industry milestone - crossing Rs1100 Crore in Assets Under Management (AUM) in just 15 months since its inception in January 2024.
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Large-cap funds delivered better returns than Nifty; Small-cap funds strug
Updated : 10 months, 2 weeks ago IST
In a mixed month for equity mutual funds, 38.64 per cent of actively managed schemes managed to outperform their respective benchmarks in March 2025, according to a study by PL Wealth Management, the wealth arm of PL Capital.
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Euromoney Recognizes Lighthouse Canton as a Leader in Wealth Management an
Updated : 11 months, 2 weeks ago IST
New Delhi [India], April 3: Lighthouse Canton, a global investment institution, has been awarded Best Wealth Manager - Singapore and Best Wealth Manager - United Arab Emirates at the Euromoney Private Banking Awards 2025. This double recognition stands as a testament to the company's differe
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Valuefy marks 15 Years with the Launch of Next-Gen WealthTech Platform, Re
Updated : 11 months, 3 weeks ago IST
Mumbai (Maharashtra) [India], March 21: Valuefy, a global leader in WealthTech innovation, commemorated its 15-year journey with the launch of its all-new, fully integrated WealthTech platform, designed to transform the way wealth managers engage with clients, harness data, and scale operati
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Prudent Asset Reinvents Itself as iPrudent - a New Identity & Broader
Updated : 11 months, 4 weeks ago IST
Mumbai (Maharashtra) [India], March 20: Prudent Asset India Pvt Ltd has unveiled its new logo and rebranded itself as iPrudent, reinforcing its philosophy, "I am Prudent". Where Integrity and Innovation are integral to their Investing Philosophy. This transition represents a commitment to in
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Maximising Returns: Advanced Strategies for High-Net-Worth Investors
Updated : 1 year ago IST
New Delhi [India], February 27: In the ever-changing and cyclical world of finance, high-net-worth individuals (HNWIs) are always looking for increasingly premium and sophisticated ways to boost their returns on investment. To cater to this increasing need, the majority of wealth management
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InvesTek Expands to Chandigarh and Lucknow, Strengthening Its Nationwide P
Updated : 1 year ago IST
Lucknow (Uttar Pradesh) / Chandigarh / Mumbai (Maharashtra) [India], February 25: InvesTek, a leading FinTech firm that specializes in AI-driven Wealth Management, Investment Banking, Insurance, Private Equity, and Lending, has officially expanded its operations with the launch of two new br
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CS Global Partners to Host Exclusive Invite-Only Luncheon at Taj Mahal Pal
Updated : 1 year ago IST
New Delhi [India], February 18: Mumbai is set to host an exclusive, high-profile gathering on 5th March as CS Global Partners, the world's leading citizenship and residency advisory firm based in London, organises a private, invite-only luncheon at the iconic Taj Mahal Palace.
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