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UHNI CLIENTS
PMS vs mutual funds: 5 reasons to invest, and 5 red flags to watchPortfolio Management Services (PMS) offer structural advantages over mutual funds, allowing for concentrated portfolios, significant cash h...- Nuvama Wealth receives final SEBI approval to launch mutual fund businessNuvama Wealth Management has received final Sebi approval to enter the mutual fund business through Nuvama Asset Management. The company pl...
- Ionic Wealth Onboards Rohit Suri as the CEO of UHNI BusinessIonic Wealth has appointed Rohit Suri as the CEO of its UHNI business. With over two decades of experience in private banking, Suri will sp...
- Wealthtech startup Centricity onboards 30 private bankers to boost UHNI pushThese ex-UBS, Barclays, Kotak, and ICICI Securities bankers will manage over 135 ultra-high-net-worth individual (UHNI) and single-family o...
- From underwater dinners to Vogue internships: Top experiences ultra HNIs are spending on todayFrom underwater dinners to Vogue internships—how India’s wealthiest are unlocking experiences money usually can’t buy.
- Cut exposure to crowded midcap trades, buy more largecaps: 360 ONE's Raghav IyengarRaghav Iyengar of 360 ONE Asset suggests tactical adjustments for investors. He recommends reducing midcap exposure and increasing investme...
- Ionic Wealth crosses Rs 5,000 crore AUM, unveils AI-powered agent for wealth managersIonic Wealth’s AUM surged 33.6% QoQ to Rs 5,070 crore in June 2025, driven by UHNI and HNI client growth. Backed by Angel One, the firm lau...
- Indian family offices now go beyond investing for HNIs and are involved in legacy planning, capital preservation for the future: Umang Papneja, CEO, Julius Baer IndiaWith India ranking third in UHNI additions, family offices have grown from 45 to 300 in six years, evolving beyond traditional investing to...
- Wealth managers recommend super-rich to bet big on stocks againChinese, European and Japanese equities are their favourite picks among international markets. A look at what five leading wealth advisors ...
- Luxury, Art, and AI: The diverse portfolios of India's ultra-rich investorsYounger HNI and UHNI investors, fueled by recent wealth creation, are showing greater willingness to take risks. This increased risk appeti...
- Wealthtech startup Centricity raises $20 million in round led by Lightspeed India PartnersReturning investors Burman Family Office and Shantanu Agarwal, among others, participated. The startup, now valued at $125 million, had ear...
- Angel One infuses Rs 250 crore into wealth management armAngel One Wealth will use the funds to enhance tech infra, leverage AI and analytics, and expand Angel One’s presence in key markets. Angel...
- ETMarkets Smart Talk: AIFs typically make up about 15-20% of UHNI portfolio: Gautami Gavankar"As the average age of HNI and UHNI investors has been dropping, riskier products like equities, private equity funds, unlisted equities, a...
- HNIs should look at gold as an investment option: Anuj Kapoor, JM FinancialThe MD & CEO of JM Financial explains why HNIs should look at gold as an investment option and how the diversified alternatives and private...
- Waterfield Advisors launches philanthropic foundation to drive innovative impact strategiesCommenting on the launch, Soumya Rajan, Founder & CEO, of Waterfield Advisors, said, “Waterfield Foundation represents a passion project th...
- Waterfield Advisors launch Discretionary Investment Services for India's HNIsWaterfield Financial and Investment Advisors has introduced Discretionary Investment Services for HNIs and UHNIs. This service is a fee-bas...
- ETMarkets Smart Talk: 40% of the family offices in India have approximately doubled their investments in private markets: Sumegh BhatiaThe foreign Portfolio Investors (FPIs), who were net sellers of Indian equities in the first three months of the calendar year 2023, have c...
- Why cookie cutter solutions don’t work for all investorsTailored wealth management solutions are imperative for high net worth individuals (HNIs) in India due to the nuanced range of investment g...
- Ultra HNIs are directly investing in startupsInstead of funnelling money through private equity funds, many are parking money in unlisted firms.
- More's merrier to manage ultra HNIs' richesFamilies with legacy wealth, and billionaire entrepreneurs are hiring services of multiple wealth management outfits to manage their wealth...
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