Wealth Management
Waterfield Advisors founder Soumya Rajan on how true wealth management transcends investment strategy
In the latest episode of Let’s Mint Money, Waterfield Advisors founder and CEO Soumya Rajan discusses family governance, the importance of the right asset allocation conviction and navigating global market shifts.
3 min read14 Aug 2026Breaking away: why senior wealth managers are leaving legacy giants to start their own ventures
In most cases, the trigger for the departures of senior wealth management executives is the lack or reducing number of incentives to stay on as they start managing huge assets.
6 min read14 Aug 2026Lightspeed-backed Centricity raises ₹280 crore led by SMBC Asia Rising Fund
The three-year-old wealthtech platform, which manages over ₹15,000 crore in AUM, plans to use the capital to scale its B2B2C distribution platform and expand its global NRI wealth business.
1 min read13 Aug 2026Wealth Management Has a $3 Trillion Problem: Investors Are Keeping Too Much Cash
Advisers are pitching bonds and other investments, but many prefer to keep cash in money-market funds.
4 min read12 Aug 2026India’s new rich are emerging beyond the metros—and wealthy portfolios are going global
As wealth creation spreads to smaller cities, HNIs and UHNIs are also broadening their portfolios with global assets, private equity and other alternatives
5 min read10 Aug 2026Peak XV-backed Neo Group to enter investment banking, hires Ambit's Vikas Khattar to lead push
The Peak XV- and TVS Capital-backed wealth manager has applied for a merchant banking licence as it expands beyond wealth management amid India's capital markets boom.
3 min read3 Aug 2026The best way to navigate market volatility? Invest for milestones, not markets
Market volatility often fuels fear and greed, prompting costly investment mistakes. Goal-based investing shifts the focus from market moves to life milestones, helping investors stay disciplined.
3 min read28 Jul 2026Wealth-tech firm Veriqus Group raises ₹387 crore in funding round led by Norwest Venture
Veriqus intends to build a strong presence across Tier II and other high-growth cities as wealth is now being built well beyond the metros.
1 min read20 Jul 2026The NRI guilt trap: why high salaries abroad don't always create wealth
Many NRIs earn in dollars but struggle to build wealth as family obligations, emotional guilt and social expectations drain savings and delay financial independence.
3 min read20 Jul 2026The great wealth transfer is taking longer than expected
A new BNY Wealth survey finds affluent families are delaying wealth transfers as longer lifespans, complex assets, and difficult family conversations reshape estate planning.
3 min read16 Jul 2026Wait for it…
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