How to navigate the shifting landscape of wealth management

India is witnessing an increase in the number of wealthy individuals and their corresponding wealth, making the country a beacon of hope for the global economy. Success for wealth management firms depends on navigating the shift in the contours of the wealthy, adapting to the digital interplay, offering more than just performance, and catering to the increased demand for sustainable investing and ESG impact. The industry is seeing the largest transfer of wealth from older to newer generations and an increase in self-made millionaires and billionaires, leading to a change in the playbook on client engagement.