Portfolio Management Services Tag - Passionate In Marketing https://www.passionateinmarketing.com/tag/portfolio-management-services/ Marketers in Conversation Fri, 27 Feb 2026 04:18:08 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://pimwp.s3-accelerate.amazonaws.com/2025/01/cropped-PIM-Logo-32x32.png Portfolio Management Services Tag - Passionate In Marketing https://www.passionateinmarketing.com/tag/portfolio-management-services/ 32 32 The New Face of India’s Financial Revolution: How Yuvraj Thakker is Redefining Broking with Innovation and Integrity https://www.passionateinmarketing.com/the-new-face-of-indias-financial-revolution-how-yuvraj-thakker-is-redefining-broking-with-innovation-and-integrity/ https://www.passionateinmarketing.com/the-new-face-of-indias-financial-revolution-how-yuvraj-thakker-is-redefining-broking-with-innovation-and-integrity/#respond Wed, 19 Nov 2025 05:46:32 +0000 https://www.passionateinmarketing.com/?p=648060 Mumbai, India With a clear vision to blend innovation with integrity, Yuvraj A. Thakker, Managing Director of BP Equities Pvt. Ltd. and Founder of StoxBox, is emerging as one of the most dynamic voices shaping India’s financial future. Armed with a Master’s in Finance (specialising in Derivatives) from Bentley University, Massachusetts, USA, Yuvraj represents a […]

The post The New Face of India’s Financial Revolution: How Yuvraj Thakker is Redefining Broking with Innovation and Integrity appeared first on Passionate In Marketing.

]]> https://www.passionateinmarketing.com/the-new-face-of-indias-financial-revolution-how-yuvraj-thakker-is-redefining-broking-with-innovation-and-integrity/feed/ 0 From Generation to Generation: PMS as the Cornerstone of India’s ₹100 Lakh Crore Wealth Transfer https://www.passionateinmarketing.com/from-generation-to-generation-pms-as-the-cornerstone-of-indias-%e2%82%b9100-lakh-crore-wealth-transfer/ https://www.passionateinmarketing.com/from-generation-to-generation-pms-as-the-cornerstone-of-indias-%e2%82%b9100-lakh-crore-wealth-transfer/#respond Wed, 16 Apr 2025 11:31:49 +0000 https://www.passionateinmarketing.com/?p=602823 India’s Wealth Transfer Imperative India is on the verge of one of the greatest intergenerational wealth transfers in history. A 2023 Karvy Private Wealth study estimates that by 2030, more than ₹100 lakh crore ($1.2 trillion) in personal wealth would move from elderly to younger generations. However, nearly 65% of Indian families lack a structured […]

The post From Generation to Generation: PMS as the Cornerstone of India’s ₹100 Lakh Crore Wealth Transfer appeared first on Passionate In Marketing.

]]> https://www.passionateinmarketing.com/from-generation-to-generation-pms-as-the-cornerstone-of-indias-%e2%82%b9100-lakh-crore-wealth-transfer/feed/ 0 360 ONE Wealth Launches ‘The Wealth Index’ In Collaboration With CRISIL To Unveil Investment Behaviours Of India’s Wealthy https://www.passionateinmarketing.com/360-one-wealth-launches-the-wealth-index-in-collaboration-with-crisil-to-unveil-investment-behaviours-of-indias-wealthy/ https://www.passionateinmarketing.com/360-one-wealth-launches-the-wealth-index-in-collaboration-with-crisil-to-unveil-investment-behaviours-of-indias-wealthy/#respond Wed, 13 Nov 2024 11:19:28 +0000 https://www.passionateinmarketing.com/?p=580089 New Delhi, 13 November 2024: 360 ONE Wealth, in collaboration with CRISIL, today released the latest edition of The Wealth Index report– a detailed research and analysis on the investment behaviours, preferences, and wealth management trends of India’s ultra-high-net-worth individuals (UHNIs) and high-net-worth individuals (HNIs). The report draws insights from an extensive survey conducted among […]

The post 360 ONE Wealth Launches ‘The Wealth Index’ In Collaboration With CRISIL To Unveil Investment Behaviours Of India’s Wealthy appeared first on Passionate In Marketing.

]]> https://www.passionateinmarketing.com/360-one-wealth-launches-the-wealth-index-in-collaboration-with-crisil-to-unveil-investment-behaviours-of-indias-wealthy/feed/ 0