insights

Investors and advisers often use 'star ratings' to select the 'best mutual funds'. They assume that the mutual fund ratings, ...

Peer-to-peer lending is a small sub-segment of the fast growing lending segment within fintech. It allows investors to lend to ...

With increasing flows into portfolio management services (PMS), we hear PMS providers claiming that they outperform mutual funds as a ...

Wealthtech, also sometimes referred to as Investtech or robo-advisory, is still nascent in India. We take a look at some ...

Money Management India partnered with one of the largest recruiters in financial services in India, Native, to conduct a survey ...

Private wealth….the wealth of private clients. The term ‘private client’ implies there is something private about them. The term has ...

A recent whitepaper by Alexis Calla, Sandeep Mukherjee, Nicolaj Siggelkow and Christian Terwiesch asserts that the Asian wealth management industry ...

The Indian asset management industry assets under management have crossed INR50 trillion (~$370+ bn). Revenues average about 53 basis points ...

Fund Manager evaluation demands an assessment across multiple dimensions, including the investment process, risk management, operations, and the business model ...

India's pension system ranked 40th out of 43 national systems, according to the Mercer CFA Institute Global Pension Index. The ...

Having decided which products & services will be offered and then done some high level marketing activities, private wealth firms ...

Private wealth caters to high net worth individuals, who are also consumers of luxury goods and services. So is private ...