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January-2017 issue
Cover Story
Intellistocks: Your Wealth Building Partner
Author: Deepshikha Singh
Customers often end up putting their money based on the herd-mentality or market sentiments and eventually end up losing their hard earned cash. Some often fail to keep a regular check on their investments due to market volatility and...
more>>
Consultant of the Month
Impetus Wealth Management: A Holistic Approach towards...
Deepshikha Singh
Managing the available resources and meeting one's business objectives using the same is a talent which every business owner...
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20 Most Promising Wealth Management Consultants - 2017
20 Most Promising Wealth Management Consultants – 2017
si Team
The Indian economy has witnessed a robust growth over the last few decades which has helped the country’s wealth management...
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Angel Broking: Fostering Digitization of Financial Services
si Team
With rising competition, tight margins, and the changing customer expectations, the ability to develop employees and connect...
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Armstrong Capital Advisory: Building Customer Relationships...
si Team
H.L. Mencken once wrote, "It is mutual trust, even more than mutual interest that holds human association together." For...
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BFC Capital: Delivering Astute and Unbiased Financial Advisory...
si Team
India's growing economy has led to a rapid growth in the assets of the investors. With more number of assets to take care of,...
more>>
RITI Investment and Consultancy: The Ultimate Guide to...
si team
The wealth management industry in India is mostly managed by bankers and individual financial advisors who approach customers...
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Sundaram Asset Management Company: Providing end-to-end Wealth...
si Team
Sundaram has advanced rapidly over the years recording 26 percent growth since its inception. The progress and calibre of this...
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Ultimate Wealth Managers: Nurturing Wealth through Reliable...
si Team
Anybody who has ever walked into any of the large financial institutions in India would have surely been pushed towards buying...
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VitalSource Knowledge Associates: Assisting Customers towards...
si Team
In the present era, an individual's financial needs keep escalating and an investor is often uncertain about how to invest his...
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WealthTech: On a Mission to Provide Investment Advisory at...
si Team
India has been witnessing astonishing start-up boom all over the country from the past few decades. According to Nasscom, India...
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WealthEdge Financial Advisory: Focused on Profitability...
si Team
The financial market in India has been consistently undergoing rapid expansions, both in terms of the existing financial...
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CXO Insights
The Emerging Market of Wealth Management in India
Feroze Azeez, Director, AnandRathi Financial Services
One of the biggest challenges faced by relationship managers is changing their organization, while for clients, they have to...
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Cashless Industry Can Revamp Indian Economy. Here's How!
Rohan Bhargava, Co-founder, CashKaro.com
Demonetization has created the need for an alternative to cash. This gives an opportunity for India to become a cashless economy.
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India's Wealth Management Services in Modern Times
Amit Bhatia, Head - Sales, Distribution & Product Management, Mahindra & Mahindra Financial Services
India has registered an exceptionally high growth in terms of the population of HNWI & their wealth after the financial crisis.
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FinTech - The Emerging Industry in India
Abhijit Kargirwar, Head- HNI and Wealth Management, Runwal Group
Against the backdrop of the major disruption from social media, a related disruption is occurring through financial technology,...
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The Future of Wealth Management
Kanwar Vivek - Senior President-Head Wealth Management, YES Bank
In the late 1990s and early 2000s, when the internet was just beginning to take over, most people relied on physical statements...
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Last Word
The Changing Landscape of Wealth Management
Ashish Tyagi, Senior Equity Strategist, DiVitas Capital
With increasing number of savvy investors willing to take opportunistic bets and taking the initiative to manage their...
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