Blog of a
Wealth Manager

Read about real life case studies, gather cutting edge knowledge, and read about our views on the emerging Indian and global wealth management scenario, curated for your convenience by Client Associates’ Thought Leaders.

The Featured

From the archives

CA’s Scholarly Desk

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24 Jun 2025

Unlocking HNI Wealth in India's Private Markets

The Indian wealth landscape, in its relentless march forward, presents a compelling paradox: while public markets offer liquidity and transparency, a significant portion of the nation's true growth story—its entrepreneurial dynamism, disruptive innovation, and infrastructure build-out—unfolds within its less liquid, private domains. For India's High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNWIs), 2025 marks a pivotal moment.

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Vinay Kumar

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14 May 2025

Preserving Legacy, Sustaining Growth: The Role of Trusts in Family Business Succession

Family businesses form the backbone of India’s economy but face significant challenges in sustaining success across generations. With changing family dynamics and rising complexities, Trusts have emerged as powerful tools for succession planning. This article explores how Trust structures help align ownership, ensure leadership continuity, and protect family wealth, citing real examples of successful implementation by India’s leading business houses.

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CA’s Scholarly Desk

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30 Apr 2025

Wealth Management 2030: How India's Affluent Are Building Tomorrow's Legacies

India stands at the cusp of a wealth revolution. As the fastest growing large economy in the world, the country is on track to become the third largest by 2028, powered by a young demographic, a bourgeoning middle class, and a globally connected workforce.

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