Most Investors Build Portfolios. Very Few Review Them. There is a particular kind of financial discipline that rarely gets discussed not the discipline of investing, but the discipline of reviewing what you have invested. For most Indian investors, a portfolio grows through accumulation: an SIP started here, a lump sum deployed there, a fixed deposit rolled over during a bank visit, a few direct equity purchases during a market event. Each decision, made at a point in time,

When Your Wealth Is Everywhere, It’s Effectively Nowhere There’s a quiet problem that many financially successful Indian families share and it rarely announces itself loudly. Over the years, investments accumulate almost organically: a mutual fund started through one app, a fixed deposit opened during a bank visit, a few shares bought through a broker years ago, an NPS account linked to a previous employer, a ULIP taken at a relative’s suggestion, perhaps a property or two,

The Conversation Most Indian Families Keep Postponing There is a particular kind of wealth that Indian families build quietly, over decades, across property, investments, businesses, and savings. And yet, for all the care that goes into building it, very few families give equal care to what happens to it next. Estate planning is one of those subjects that sits permanently on the to-do list and rarely makes it to the top. It feels distant, administrative, and for many uncomf

Managing Indian Wealth From Abroad Is More Complex Than It Appears For millions of non-resident Indians living across the Gulf, North America, the United Kingdom, Singapore, Australia, and beyond, the connection to India is never purely emotional. It is also deeply financial. Parents live here. Property was inherited here. Provident fund balances sit in accounts opened years ago. A mutual fund folio was started before the move abroad. A fixed deposit was renewed at a local br