Tag: Wealth Management India

InvestYadnya Appoints Former Kotak Mahindra Bank’s DIFC Branch Dubai CEO Amul Sharma to Strengthen Financial Leadership and Growth Strategy

Sheetal Singh maya

New Delhi [India], July 4: InvestYadnya, a rapidly growing investment advisory and wealth management platform, has announced the appointment of Amul Sharma, former CEO of Kotak Mahindra Bank’s DIFC Dubai branch, to its leadership advisory ecosystem as the company looks to strengthen its financial leadership and accelerate long-term growth initiatives. With over two decades of experience […]

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Yield Ventures Signs MoU with SEBI-Registered AIF Cogniphy as Lead Investor for ₹10 Crore Fundraise at ₹100 Crore Valuation

Sheetal Singh maya

Mumbai (Maharashtra) [India], June 29: Yield Ventures Pvt. Ltd., a technology-driven financial services company, has signed a Memorandum of Understanding (MoU) with Cogniphy, a SEBI-registered Alternative Investment Fund (AIF), under which Cogniphy has been appointed as the Lead Investor for the company’s proposed ₹10 crore fundraising round at a ₹100 crore pre-money valuation. The proposed […]

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Spark Capital PWM Wins Three Global Private Banking Innovation Awards 2026; Arpita Vinay Named Asia’s Outstanding Wealth Management CEO

Sheetal Singh maya

Mumbai (Maharashtra) [India], June 8: Spark Capital Private Wealth Management (Spark Capital PWM), one of India’s fastest-growing wealth management firms, has been recognised with three prestigious awards at the Global Private Banking Innovation Awards 2026, held at the Capella Singapore. The awards recognise institutions and leaders that are redefining private banking and wealth management through innovation, client-centricity, […]

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The Global Family Office Model: Soumik Bandyopadhyay Lessons for Emerging Economies

Sheetal Singh maya

New Delhi [India], January 8: As private wealth grows across emerging economies, families are facing questions that extend well beyond investment performance. How should wealth be organised once it outlives the founder? How can families prevent personal dynamics from spilling into business decisions? And how can wealth remain relevant for generations that have grown up […]

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