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articles, blog posts about investments, wealth management, communication

Private wealth product platform

Private wealth product platform

Having decided on the value proposition, let’s look at the specific products & services (features in a tech context) that ...
/ Advisory Process
High net worth investors - client segmentation & needs

High net worth investors – client segmentation & needs

Having established that there is a reasonably large, and growing, number of potential clients with wealth, we need to ask ...
/ Advisory Process
Private wealth industry - size & players

Private wealth industry – size & players

As outlined in the value proposition article, it is hard to estimate the size of the private wealth management industry ...
/ Business Issues
The market for private wealth

The market for private wealth

India has been a promising wealth management market for a while. The growing ‘middle class’ is part of folklore. The ...
Private wealth's value proposition

Private wealth’s value proposition

While the number of high net worth individuals and the size of their wealth give an indication of the ‘potential ...
Indian financial reporting standards

Indian financial reporting standards

In India, the state of financial reporting has changed dramatically in the previous five years. As trade expands beyond national ...
/ Equities
Indian stock exchanges

Indian stock exchanges

There are many stock exchanges in India, but only two main ones on which most of the stock trading occurs ...
/ Economy & Markets
Hidden risks and opportunities in India

Hidden risks and opportunities in India

The Marsh McLennan group released a report 'The Elephants in the Room: Hidden Risks and Opportunities in India' in July ...
/ Economy & Markets
Economic agenda to turn India

Economic agenda to turn India

McKinsey released a report 'India's turning point: An economic agenda to spur jobs and growth' in August 2020. This is ...
/ Economy & Markets
Signals in equity trading

Signals in equity trading

Trading volume and dispersion of signals  Vidhani (2020) explains about the relation between trading volume and dispersion of signals. He ...
/ Economy & Markets
Securities market surveillance

Securities market surveillance

Rules vs. discretion in market surveillance:evidence from India Aggarwal, Bhatia, Zaveri in their research paper talks about the new surveillance ...
/ Economy & Markets
Crypto in India

Crypto in India

What Is Cryptocurrency? A cryptocurrency is a digital or virtual currency that is secured by cryptography, which makes it nearly ...
/ Asset Classes

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