Had the pleasure to moderate WEALTHTHINK, a closed-door roundtable discussion on India’s Wealth Management industry, where over 30 senior leaders from private banks, wealth firms, and multi-family offices joined me to explore the topic –
Key ideas discussed included:
• Build v/s Buy talent
• Attracting Gen Z
• Organisational Culture and retention strategies
• Learning & certifications
• The “911 RM” model – tech-first, human-only when needed
• Future-proofing client relationships
• Institutionalising client trust
The message was clear:
Today’s clients don’t just need more wealth advisors – they need better ones.
To build a trusted, scalable, and future-ready advisory workforce, we must rethink culture, training, and leadership.
The question now is not just how to grow AUM, but how to grow your people.
