Wealth Management

4 posts
Wealth Management

The Changing Trend of Individual Wealth in India

Trend of individual wealth in IndiaInvestors are invested in their journey to wealth creation. The transition of wealth from the hands of the older generation to…

Wealth Management

Creating Future-Ready Wealth Managers

Wealth managers today find themselves in a rapidly evolving financial ecosystem. Technology, regulators, and competition are the key catalysts for these changes, such as: Enabling portability…

Fintso Insights: Measuring Risk - Know Thy Client

While there are many aspects of life where an individual must assess risk, making an assessment of financial risk that your client (investor) is willing to…

Financial Planning

Saving Prudently for your Retirement? Let’s Dig into It!

56% of people in 10 of the world's fastest-growing economies have retirement goals around twice the size of their likely pension pots at age 60. -…