Your Financial Docto... • 13h
India’s wealth management industry is growing at a remarkable pace, driven by rising incomes, greater financial awareness, and a strong shift away from traditional assets like gold and real estate toward mutual funds, equities, bonds, PMS, AIFs, and insurance-based solutions. The financialisation of savings and rising equity participation have pushed industry assets under management (AUM) into tens of lakh crores of rupees. India is also seeing rapid growth in affluent and HNI investors, along with strong SIP inflows and digital adoption. The industry is clearly moving from product distribution to goal-based financial planning focused on long-term wealth creation, retirement planning, tax efficiency, and risk management. The market is dominated by large institutions and private wealth platforms. Major players include 360 ONE Wealth (formerly IIFL Wealth), managing several lakh crores of rupees, Motilal Oswal Private Wealth with over ₹1.5 lakh crore+ in AUM, Kotak Wealth and Kotak AMC managing multiple lakh crores, Edelweiss with a strong presence in alternatives and structured products, and bank-led platforms such as HDFC, ICICI, Axis, and SBI managing very large pools of investor assets. While these players lead in scale, the future of wealth management lies in personalised, transparent, and goal-driven advisory. This is where Larren Square (https://larrensquare.com ) plays a strong role. Larren Square is a new-age wealth management and financial planning firm focused on goal-based investing, long-term wealth creation, retirement and child future planning, and tax-efficient investing through mutual funds and insurance solutions. Instead of pushing products, Larren Square works as a long-term financial partner, helping clients build disciplined, structured, and stress-free financial journeys. As Indian investors increasingly seek clarity, simplicity, and trust in their financial decisions, boutique advisory firms like Larren Square are becoming an important part of the country’s wealth management ecosystem.
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