Anupama Katre

Anupama Katre is a Chartered Accountant currently pursuing her CFA. As a Research Associate at Scripbox, she specializes in analyzing portfolios, mutual funds, macroeconomic data, and current market trends. Driven by a passion for finance, Anupama is dedicated to creating insightful content that simplifies complex investment concepts, empowering a broader audience to make informed financial decisions.

Difference Between Asset Management and Wealth Management

Wealth Management vs Asset Management: Key Differences Explained

In India, when we say asset management, we’re talking about a very specific setup - Asset Management Companies (AMCs), licensed and regulated by the Securities and Exchange Board of India (SEBI). AMCs are institutions that collect money from the public...

Wealth Management

What is Wealth Management? Meaning, Advisory

The Indian economy is undergoing a transformation, and so are the financial needs of its people. With rising incomes, changing investment behaviours, and the lack of expertise and time on the part of individual investors, the demand for professional wealth...

How to Choose a Wealth Manager for Your Financial Goals?

How to Choose a Wealth Manager for Your Financial Goals?

Would you trust your health to just any doctor? Probably not. Similarly, your financial health deserves the same level of careful consideration. The art of wealth management is not just in making money but in keeping and growing what you...

Wealth Manager vs Financial Advisor

Wealth Manager vs Financial Advisor: Key Differences Explained

Managing money is not just about selecting stocks or saving for retirement and forgetting about it. You also need to have a plan in place that suits your financial needs.   Some individuals require help with selecting the appropriate investments, while...

How to Select a Private Wealth Manager for Personal Wealth Growth?

How to Select a Private Wealth Manager for Personal Wealth Growth?

Imagine you start a clothing business. In just a few years, orders pour in, and your brand becomes famous. But soon you realise you can’t manage everything alone. You hire a manager to help you, and things start running more...

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Guide on Choosing the Best Wealth Management Companies in India

Guide on Choosing the Best Wealth Management Companies in India

Life is full of financial milestones. You get that job promotion you have been working for. Your business starts turning better profits. You receive an inheritance or unexpected bonus. As your wealth grows, so do your financial opportunities. But here’s...

Retirement Financial Planning & Retirement Advisor Services

Retirement Financial Planning & Retirement Advisor Services

Did you know general and medical inflation in India are around 5% and 14%, respectively? This means that expenses like food, housing, transportation and healthcare will continue to rise. So, covering these costs in old age, without any regular income,...

How to Invest in PMS

How to Invest in PMS: Steps, Benefits & Minimum Investment

India ranked 4th in terms of the number of HNIs, according to a recent report by Knight Frank. With the rising number of wealthy individuals, the investment landscape has also evolved. Many high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) are...