wealth preservation

Wealth transfer: How the next generation can preserve it

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With these numbers, India stands at the precipice of its largest intergenerational wealth transfer. Over the coming decades, trillions of rupees will shift hands as family businesses, assets, and investments transition from the first-generation wealth creators to their heirs. Yet, despite this seismic economic shift, most wealthy Indian families remain woefully unprepared. The absence of … Read more

Why moving from wealth accumulation to wealth preservation matters

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We frequently get the question: “Why focus on wealth preservation?” And it’s a valid one. An investment strategy that emphasizes preservation may appear modest and unambitious when equities are rising and people are feeling bullish. In such cases, it is important to remember how fleeting financial upturns and downturns are. Every market rise is followed … Read more