Family Offices in India: Do You Need One Yet?

Family Offices in India: Do You Need One Yet? Wealth Bulletin May, 2026 A Message from Our Chairman We live in an era of unprecedented wealth creation in India. What was once the preserve of a small number of business dynasties is now a reality for a growing number of entrepreneurs, promoters, and professionals across […]

How to Build a Sleep-Well-at-Night Portfolio in Volatile Times

How to Build a Sleep-Well-at-Night Portfolioin Volatile Times Wealth Bulletin April,2026 A Message From The Chairman Dear Valued Client, The first quarter of 2026 has tested the composure of even the most seasoned investors. The confluence of geopolitical shocks, a weakening rupee, and a sharp correction in domestic equities has generated anxiety across portfolios that […]

India’s ₹40 Lakh Crore Discount:

India’s ₹40 Lakh Crore Discount: Howto Think About Your Portfolio Whenthe World Is on Fire? The Framework for What Comes Next Wealth Bulletin March, 2026 A Message From Our Founder Dear Valued Client, Markets, at their best, reward patience. At their worst, they test it. The past four weeks have been a test of the […]

AI in Your Portfolio

AI in Your Portfolio: Can Robo-Advisors Replace Human Advisors in India? Wealth Bulletin February, 2026 A Note from Our Chairman Dear Valued Clients and Friends We are living through one of the most consequential shifts in the history of finance. Artificial intelligence is no longer a distant prospect debated in boardrooms and technology conferences. It […]

The Difference Between a Good Year and a Good Decade

The Difference Betweena Good Year and a Good Decade Why the metrics that matter most are the ones you’re not tracking Wealth Bulletin January,2026 Chairman’s Message Most of the wealth management industry is organised around a simple question: What performed well this year? It’s why quarterly rankings exist. Why do “top funds of 2025” lists […]