Wealth Management

As at June 30, 2025, Tata Capital has raised around Rs 7,000 crore across its domestic funds and offshore funds, with 53 deals in over 15 years, as per the NBFCs IPO documents.

Cross-border transactions, wealth management will remain focus areas: PD Singh, Standard Chartered's India & South Asia CEO

Stating that the India franchise is adequately capitalised for the next five years, Singh expects the bank’s corporate book to grow 10-12% in FY26, though some large M&A deals could accelerate growth.

How to unpack Groww's IPO

Groww's Rs 7,000 crore IPO at $9 billion valuation presents a classic case study of high client growth versus revenue efficiency

Shriram Wealth bets on 'democratising' wealth, to soon enter Rs 10 lakhs-Rs 2 crore segment

Shriram Wealth builds early traction with 400 families and 150 professionals across 11 cities within three months of launch, says MD and CEO Vikas Satija

Will look at IPO in 12-18 months; scaling wealth and NBFC current priority: Ajay Garg of Equirus

"As we become a more robust platform, the next logical step is the capital markets. In the next 12 to 18 months, we will seriously look at an IPO. Of course, we want to stabilise the NBFC business and consolidate other areas first. But yes, an IPO is on the cards," said Garg

Committed to providing $1billion in financing to female entrepreneurs by 2028, says Standard Chartered's Xie Wen

Green loans is another area of interest for the global head of SME Banking at the London-based bank. India is one of the top 3 markets, with climate investment potential of $543 billion, says Xie Wen

Wealth manager 360 One WAM grows net profit by 16 percent to Rs 285 crore, AUM at Rs 6.64 lakh crore

Margins at 62% were higher QoQ but lower on YoY basis in a quarter marked by recovery in equity markets after an initial period of volatility due to Trump tariffs at the start of April 2025.

360 ONE WAM promoters, employees cash in on post-UBS deal rally, sell shares worth Rs 483 crore

The 360 One WAM stock has surged nearly 26 percent since April 22, when the acquisition was announced

India’s wealthy are seeking purpose beyond returns: Barclays Private Bank's Hussain Selani

In an interview of Moneycontrol, Hussain Selani offers insights into India’s evolving ultra-rich segment, investment trends, intergenerational planning and more. Read on

RBL Bank evaluating opportunities in wealth management, says CEO

In an exclusive conversation, R Subramaniakumar, MD & CEO of RBL Bank said the bank’s interest in wealth management stems from its shift towards a customer-centric rather than a product-centric approach.

5 financial habits that prevent you from saving

Common financial mistakes like overspending, not tracking expenses, and delaying investments can significantly hinder your ability to save money.

Kotak Private Bank is open to foreign collaborations provided visions align, says Kotak Private Bank CEO Oisharya Das

Speaking to Moneycontrol, Das said, Kotak Private will continue to target clients with $1 million and above, and will continue to focus on this high-value segment, as there is massive potential to capitalise on

Shriram Capital to use its existing depositor base for wealth management JV with Sanlam

A significant portion of its customers already possess investible surplus, making them potential clients for wealth products, says Shriram Capital's Subhasri

Wealth management platform Waterfield Advisors raises $18 million from Jungle Ventures

The company will use the fresh capital to expand its presence across key financial hubs, and deepen the client engagement across various segments within India’s affluent demographic, it said.

KFin Technologies shares up 30% in a month, Jefferies says Buy on Asia expansion prospects

Financial servives platform KFin Tech's ambitious expansion plans in south-east Asia have caught investor's attention, and the company says it has 'strong potential' for global expansion in countries where it is already present.

Former PayU chief’s ed-fintech firm Zinc raises $25.5 mn in seed round from Nexus

Launched by former PayU executive Prashanth Ranganathan, Singapore-headquartered Zinc aims to help Indian families financially prepare for their children’s overseas education, offering services in wealth management and tailored education planning.

Wealth management platform Centricity raises $20 mn in seed round led by Lightspeed

Besides existing investors Burman Family Office and Shantanu Agarwal, the round also saw participation from Paramark VC, a Korean venture capital fund and a group of Family Offices, including MS Dhoni, NB Ventures, Vishal Dhupar (MD Nvidia) MMG group, Action Tesa family office along with angel investors Aakash Chaudhry (Ex Aakash Institute) and Ritesh Agarwal (OYO).

UBS weighs wealth tie-up to compete in cutthroat Indian market

The Swiss bank has held early-stage internal discussions about possibilities including buying a stake in a local firm to form a joint venture, the people said, asking not to be named discussing private information

Boom in wealth management as India's bull run creates more billionaires

A Knight Frank wealth report projects the number of individuals with over Rs 250 crore worth of assets is poised to rise by 50% by 2028.

Upstox enters insurance distribution business to simplify wealth management

The platform is offering term life insurance options for now and it will later expand into health, motor and travel policies

Wealth and asset management startup Neo bags $35 million funding from Peak XV

Neo is also seeking an Non-Banking Financial Company (NBFC) license to enter into lending to its existing clients.

Wealthtech startup Fisdom to foray into asset management space

The startup is looking to launch a PMS license initially for its High Net Worth Individual (HNI) customers, which will be accessible through its Fisdom Private Wealth platform.

Here are two good investments for those over 60 and seeking regular income

The Senior Citizen Savings Scheme and PM Vaya Vandana Yojana are two investment schemes that guarantee regular income to senior citizens. However, the two come with upper limits. That is why you cannot ignore equities at the same time.

As banks collaborate with fintechs, these stocks could gain from rise in retail equity investing in India

The Indian Wealth Management industry has seen a surge in the number of high net worth individuals and foresees strong economic growth. What led the industry to witness a massive change in customer demographics? In this video, we talk about the big emerging trends in the wealth management space and the stocks that are likely to gain on the back of these trends.

Mrin Agarwal managed IT czars', cricketers' money, now she arms young India with financial knowledge

Advising retail and high networth individuals on mutual funds in the late 90s when mutual fund was a bad word prepared Mrin Agarwal for tougher questions on new-age money matters such as cryptocurrencies and buy-now-pay-later by youngsters today.