Wealth Articles

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...

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,...

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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...

Active and Passive Portfolio Management

Active and Passive Portfolio Management: Key Strategies & Benefits

Every equity investor faces a fundamental question: Should I choose a fund manager who actively tries to beat the market, or should I follow a passive strategy and allow the market to work for me?  Given the constant shifts in...

PMS vs MF

Difference Between PMS and Mutual Fund – PMS vs MF Comparison

Both Portfolio Management Services (PMS) and Mutual Funds (MFs) are in the business of providing professional investment management services - but that’s where the similarities end. PMS is for high-net-worth individuals (HNIs), while the other brings the market to anyone...