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How has India's wealth revolution shaped up over the last few years? Soumya Rajan, Founder & CEO, Waterfield Advisors, joins Elliot Wilson, Editor, Euromoney, and deep dives into the changes shaping India's wealth journey, from the rise of women investors and impact of regulatory changes to the future of private banking in India and the growing importance of impact investing. Sharing her insights on the trends shaping India's wealth management landscape, Soumya highlights a noticeable shift towards risk-taking, underscoring, "A more tolerant approach to risk-taking is also afoot. Even a half-generation ago, the young and educated gravitated toward a career in banking or law, not to a start-up. Now, a new troupe of entrepreneurs is looking to professionalise their wealth management as they scale up." For more actionable insights, read the full interview now. Link to the article: https://lnkd.in/eTxXNyCV --- Disclaimer: https://lnkd.in/dEhsX_UG #WInsights #WealthManagement #India #investment

Proud to unveil 'The Wealth Index': Insights from 388 of India's HNIs and UHNIs Today marks a milestone as Karan Bhagat, Founder, MD, and CEO of 360 ONE, and Yatin Shah, Co-founder and CEO of 360 ONE Wealth, launched this groundbreaking report at a press conference. What makes this report unique? For the first time, we went directly to the source - conducting in-depth interviews with nearly 388 of India's most successful investors. In collaboration with CRISIL Limited, we've uncovered fascinating insights about: 1. How the wealthy really think about returns (66% aim for >12% returns) 2. Their approach to risk and diversification 3. The evolving role of wealth managers 4. Investment strategies that stand the test of time The Wealth Index isn't just another report - it's a window into the investment philosophies and strategies of India's most sophisticated investors. Download the report here: https://bit.ly/3YKAfXJ #WealthIndex #WealthManagement #InvestmentInsights #360ONEWealth #IndianWealth Jiju Vidyadharan Venkatramh Balasubramanian, CFA, CIPM Vishal Ahuja, CFA. 360 ONE Asset

The latest 360 ONE Wealth Index Report, powered by CRISIL, delves into the preferences of ultra-high-net-worth individuals (UHNIs) and high-net-worth individuals (HNIs) in today’s evolving investment landscape. Equities make up 39% of their portfolios, with debt and real estate also playing significant roles. With growing investment options and complexity, UHNIs and HNIs increasingly seek personalized guidance from wealth managers. Interestingly, over 50% own secondary residences, yet two-thirds lack familiarity with modern real estate instruments like REITs and InvITs. This comprehensive analysis from CRISIL highlights key trends shaping the future of wealth management. ? Explore the full report now to gain deeper insights and stay ahead of the curve in the ever-evolving world of wealth management. Download the report here: https://lnkd.in/grtBdSiA Jiju Vidyadharan | Vishal Ahuja, CFA.| Venkatramh Balasubramanian, CFA, CIPM | Karan Bhagat | Yatin Shah #CRISIL #RealEstate #Debt #Insights #WealthManagement

In this week’s edition of Signals, Sonal Saldanha (VP) and Sonali Goel (Senior Analyst) discuss the evolving wealth landscape in India, highlighting the shift from physical assets like gold and real estate to financial assets driven by rising incomes and increased financial literacy. This transition is creating opportunities for financial services startups to cater to the emerging market segment by offering innovative, low-risk, and highly liquid investment solutions that align with the specific needs of aspiring wealth creators. Trust-based multi-asset distribution models can overcome existing hurdles like illiquidity, high minimum thresholds, regulatory complexity, and lack of client education, making alternative investments more accessible to a broader audience. More on our blog: https://lnkd.in/g6J8hHjr #wealth

In 2023, India’s financial services sector remained resilient amidst funding slowdowns. In the Impact Investors Council (IIC) 2023 In Retrospect: India Investment Trends report, Jyotsna Krishnan, Managing Partner at Elevar Equity and Co-Founder at Enmasse World, shares her perspective on the sector's resilience and why lending in financial services is a “super sector”. She states, “It doesn’t do justice for it to be merely one of the verticals - it is a horizontal.” Jyotsna offers insights on investment nuances, explains the momentum behind SME-aligned solutions, and discusses what prospective investors should consider when backing models that have the potential for grassroots impact and commercial viability. Read the full interview here - https://lnkd.in/gA5KAhk3 #impactinvesting #ElevarMethod #equityforequity #humancenteredcapital #EntrepreneurialHouseholds #EPICOpportunity

In an interview with the Impact Investors Council (IIC), Co-founder of Enmasse World and Managing Partner at Elevar Equity, Jyotsna Krishnan shared her perspectives on the financial services sector’s resilience, and the role that the multiple incomes of Entrepreneurial Households play in maintaining this resilience across multiple shocks, such as COVID-19. She says, “As the microfinance model matures in India, we have observed a remarkable evolution among low-income or bottom-of-the-pyramid customers. They have transformed into Entrepreneurial Households with significant growth ambitions for themselves and their children.” Read the interview https://lnkd.in/gA5KAhk3 to learn more about the inclusive financial services ‘super sector’ and how it withstood the ‘funding winter’. Read more about how financial services cuts across different industries, in the ‘Entrepreneurial Households: A Multi-Trillion Dollar EPIC Opportunity’ report by Praxis Global Alliance for Enmasse: https://lnkd.in/ducwP-SM #EntrepreneurialHouseholds #EPICopportunity #EPICbyEnmasse #ElevarEquity

Amidst demand for reforms in the sovereign ratings’ methodology being adopted by the Big-three, homegrown rating firm CareEdge has assigned long-term foreign currency rating of ‘BBB+’ to India, two notches higher than the former’s. ?Analysts say this reflects true assessment of India’s economic potential. The Big-3 credit rating agencies (CRAs)– S&P Global, Moody’s??and Fitch –have assigned long-term foreign currency rating (or sovereign rating) of ‘BBB-’/ ‘Baa3’ to India, which is the lowest investment grade. S&P Global Moody's Corporation Fitch Ratings CareEdge Group #careEdge #ratings #soverignratings #indianeconomy #economy

Our CIO, Mr. Ayush Aggarwal, has been featured in the award-winning magazine #ForumViews. In the interview, he breaks down why the Indian Equity Market is set to outshine global markets with solid facts and convincing arguments. . . In this compelling read, he highlights, ‘India’s equity market size has surged from $1.4 trillion to an astounding $4.5 trillion in just a decade, showcasing its remarkable growth trajectory.’ . . Dive right into this insightful article about India’s dynamic equity market. . . Read it here: https://bit.ly/4bedTCX . . . . . . . #SMCPrivateWealth #EntrepreneurIndia #EntrepreneursOfIndia #StocksIndia #BSE #NSE #InvestmentIndia #BBF #BrokersForumofIndia #Insightfulread #InvestInIndia #GrowthIndia #PortfolioManagementServices #WealthIndia