Neo Group, an Indian money manager, is intensifying competition for talent by offering senior bankers up … Wealth manager lures India bankers with 60% revenue sharingRead more
Advisors
Frameworks of Ultra Wealthy Families to Stay Wealthy
Governance feels overbearing when everything’s good. Families are busy building businesses, making investments, and chasing growth. … Frameworks of Ultra Wealthy Families to Stay WealthyRead more
Mutual Funds: India’s Most Underrated Wealth Machine
India’s mutual fund industry has surpassed ~₹67 lakh crore in Assets Under Management (AUM), and we’re … Mutual Funds: India’s Most Underrated Wealth MachineRead more
Kotak Private’s Top of the Pyramid Report for 2024
Mumbai, 26 March 2025 – Kotak Private Banking*, a division of Kotak Mahindra Bank Ltd. (”Bank”), … Kotak Private’s Top of the Pyramid Report for 2024Read more
Equirus, Credence merge family offices to form $2.1 billion unit
The financial services firm Equirus Group will merge its family office business with the Credence Family … Equirus, Credence merge family offices to form $2.1 billion unitRead more
Sundaram Alternates Family Office Report
The Sundaram Alternate Assets Family Office Report, an incisive take on the transformative journey of family … Sundaram Alternates Family Office ReportRead more