How Wealth Advisory Is Changing for India’s Ultra Rich | Wealth Architects

Episode 5169  ·  May 18, 10:17 AM
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India’s wealthy families are changing - and so is the business of wealth management.

In this episode of Wealth Architects, Surabhi Upadhyay speaks with Ashish Gumashta, Founder and Managing Director of Veriques Partners, about the next phase of wealth advisory in India.

The discussion examines how wealth managers are increasingly expected to advise not just on investments, but also on succession, family structures, operating businesses and long-term legacy.

The conversation covers:

• The evolution of India’s wealth management industry

• Why family wealth is becoming more global and more complex

• The changing role of advisers in the AI era

• How next-generation investors think differently about risk

• Why the future may belong to focused and nimble wealth firms