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AI is changing India's private-wealth ecosystem, from individual HNI and UHNI portfolios to large family offices, but perhaps not in the way the industry conversation suggests.
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For much of the Indian equity market, the debate is no longer simply about whether valuations are high or low. The more important question is whether future earnings can justify the prices investors are willing to pay today.
Continue readingRead article in Mint: Are the building blocks of market recovery falling into place? Expert weighs in
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You haven’t even finished your first chai, and your phone is already buzzing. The index is down 3%. A WhatsApp group is in full panic mode. A relative forwards a YouTube video with a thumbnail screaming “Bloodbath in the markets.” Your portfolio, which you barely glanced at during last quarter, is suddenly the only thing you can see. You tell yourself you’re a long-term investor. You’ve been doing SIPs for five years. You’ve read the books. You know the drill.
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For the last two years, Mid and Small Caps dominated investor conversations. They outperformed benchmark indices, attracted record inflows, and became the preferred choice for many investors seeking higher growth opportunities. The narrative was compelling: India's economic growth story would be driven by emerging businesses and future leaders.
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By Rakesh Agarwal and Melvyn Santarita | Mar 31, 2026During the recently concluded India’s T20 World Cup triumph, one interesting thing, not related to cricket, which made the news were Hardik Pandya’s watches from Richard Mille to Favre Leuba.
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By Rakesh Agarwal and Melvyn Santarita | Jan 29, 2026As finance professionals, we often find ourselves at odds with economists. Brilliant thinkers who have spent their lives studying how economies function, how capital flows, and how interest rates shape behaviour yet whose conclusions can sit uncomfortably with how markets actually move.
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By Rakesh Agarwal and Melvyn Santarita | Dec 1, 2025But why are we talking about this? Because what you don’t know or don’t prepare for has a way of reminding you that ignorance is rarely bliss. We learnt that the hard way one late October while attending Enrique’s concert in Mumbai. Just before he came on stage, the skies opened up and the show was delayed by 90 minutes.
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By Rakesh Agarwal and Melvyn Santarita | Oct 31, 2025Ever since man learned to build, he has been striving to reach higher. The instinct to construct – to leave something behind that outlasts us – has defined every era. From the Tower of Babel and the Pyramids of Giza, humanity’s first brush with vertical ambition, to the palaces of Udaipur, where marble met imagination, and the stone castles of Europe that turned defence into legacy – every structure has reflected the aspirations of its age.
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