Media Coverage
Latest media coverage and mentions about Wealthy across leading publications.
07 Aug 2026 - angelone.in
How SEBI's New Closing Auction Session Affects Index Funds, ETFs and Arbitrage Funds
SEBI's auction-based closing price system for F&O stocks may improve valuation accuracy for index funds, ETFs and arbitrage funds.
06 Aug 2026 - Cafemutual
Why bank FDs, not mutual funds, could fuel the next phase of SIF growth.
At the Cafemutual SIF Summit 2026, panellists argued that the next wave of SIF assets may come not from reshuffling mutual fund portfolios but by helping conservative investors move beyond fixed deposits.
05 Aug 2026 - mint
A new asset class seeks a slice of ₹6 trillion arbitrage, balanced advantage funds market | Stock Market News
Fund houses are pitching hybrid long-short strategies as 'arbitrage-plus' and 'balanced advantage-plus' products, while distributors say some investors are already switching.
04 Aug 2026 - mint
Stock market closing timings changed: What it means for index funds, ETFs and arbitrage fund investors
The stock market’s new closing auction mechanism changes how closing prices are determined for F&O stocks. The shift from VWAP-based closing prices to auction-based pricing could impact index funds, ETFs and arbitrage funds by improving transparency and reducing tracking errors.
03 Aug 2026 - www.ndtv.com
Should You Take A Loan Or Break SIP For Emergencies? Here's The Math
Experts say the right choice depends on the cost of borrowing, your repayment ability, and the long-term impact on your investments.
31 Jul 2026 - business-standard.com
B-30 mutual fund assets outpace metros again, but growth gap narrows
Individual investor AUM in smaller towns rose 5.2% in H1 2026 against 4.5% in top-30 cities
30 Jul 2026 - business-standard.com
The Digital Gold Reality Check Investors Need.
SEBI Warning on Digital Gold: 'Safety must come before convenience,' say experts, urging investors to rethink unregulated digital gold after SEBI's latest caution
30 Jul 2026 - News18
Sebi Warns Against Digital Gold: Should Investors Worry? Here's What Experts Say
Sebi warns investors about unregulated Digital Gold E-Gold products on online platforms, urging them to choose regulated options like Gold ETFs.
29 Jul 2026 - mint
SIP reduces only entry-timing risk: Here's why valuation, liquidity and portfolio concentration still need attention
SIPs help reduce entry-timing risk through rupee-cost averaging but cannot shield investors from valuation, liquidity, concentration or fund-selection risks. Investors should not mistake SIPs for a complete risk-management strategy.
28 Jul 2026 - YouTube
MF-PMS vs Mutual Funds vs PMS | Which One Is Right For You?
Could SEBI's new MF-Only PMS change the way affluent Indians invest? The regulator's latest proposal aims to bridge the gap between mutual funds and traditio...
27 Jul 2026 - Cafemutual
SEBI's proposed MF-PMS could open new advisory opportunity for MFDs, boost SIF adoption
Cafemutual spoke to industry experts on what the proposal could mean for MFDs, portfolio managers and investors
24 Jul 2026 - Moneycontrol
Think your SIP is on track? You could still end up with only half the money you need
Your SIP's current value and XIRR may look impressive, but they don't necessarily reveal whether you're on track to achieve your financial goals.
22 Jul 2026 - mint
SOA vs demat account: Which option is better for mutual fund investors after SEBI's latest move?
SEBI’s move to allow standing instructions for SWP and STP facilities on demat-held mutual fund units is a significant step towards improving investor convenience. While SOA may offer lower costs, demat provides consolidated portfolio management and a single nomination facility for investors.
17 Jul 2026 - Moneycontrol
One exam for mutual funds and SIFs: SEBI-NISM move eases key distribution hurdle
The NISM Series V-D exam, available from July 22, combines mutual fund and SIF certification and removes currency derivatives from the syllabus, a move industry executives expect to widen the distributor base.
17 Jul 2026 - Moneycontrol
More mutual funds don't always mean better diversification. Here's how to spot portfolio overlap
Owning more mutual funds doesn't automatically mean you're better diversified.
17 Jul 2026 - CNBCTV18
New mutual fund and SIF distributors will have to take common NISM exam from July 22
NISM introduces a single certification for MF and SIF distributors, simplifying entry into the fast-growing SIF market. Exam starts July 22.
16 Jul 2026 - BusinessLine
NISM proposes common test for SIF, MF distributors
NISM introduces a unified certification exam for mutual fund and SIF distributors, simplifying compliance and expanding market access.
16 Jul 2026 - Moneycontrol
Daily Voice: Indian IT stocks’ bad patch may be a buying opportunity, if you can wait 3-5 years
Gold appears to be in a consolidation phase after a strong rally, as investors balance safe-haven demand arising from geopolitical tensions, including the US-Iran conflict, against expectations on global interest rates and the US dollar, said Prashant Gupta of Wealthy.
14 Jul 2026 - mint
Got a salary hike? Here's what to check before raising your SIP amount
A salary hike is a good opportunity to increase SIP amount, but investors should first review their financial goals, emergency fund and asset allocation. A disciplined annual SIP step-up of 10–15% can significantly boost long-term wealth creation.
13 Jul 2026 - mint
Retirement, child education or wealth creation: Does every SIP in your portfolio have a purpose?
Every SIP should be linked to a specific financial goal, such as retirement, a child's education, buying a house, or wealth creation. The expert suggested that the number of funds you own or their recent returns matter less than whether each SIP is aligned with a clear financial objective.
12 Jul 2026 - mint
More mutual funds don’t always mean better diversification: How to avoid the portfolio overlap trap
According to the expert, investors should add a new mutual fund only if it reduces portfolio concentration, adds meaningful diversification, and fits your financial goals. A compact portfolio of 5 to 6 funds can often provide better diversification.
11 Jul 2026 - Fortune India
Retail investors chasing returns? Why mid- and small-cap mutual funds continue to attract strong inflows
Retail investors continue favoring mid and small-cap funds for growth potential, but rising valuations call for a balanced approach.
09 Jul 2026 - mint
Already have 3-5 SIPs running? Expert shares a checklist before you add another fund
Investors who already have 3 to 5 SIPs running should review their existing portfolio before adding another fund. The expert recommends focusing on 5 key areas: goal alignment, portfolio overlap, risk balance, contribution sizing, and regular portfolio reviews.
09 Jul 2026 - Moneycontrol
Groww adds regular mutual funds via Prime; direct plans remain core offering
Groww has been transitioning into a wealth-tech platform and is offering Prime as an additional option for customers seeking mutual fund investment guidance, as investors navigate a volatile equity market
08 Jul 2026 - mint
Starting a SIP? Here is why building the right portfolio matters more
SIPs are effective for discipline, but they don't ensure a balanced portfolio. Proper portfolio construction requires mapping goals, managing asset allocation and avoiding excessive risk. Critical review and diversification are essential to protect against poor outcomes and market volatility.
07 Jul 2026 - business-standard.com
Aggressive hybrid funds offer equity exposure with lower volatility
Check both equity and debt portfolios before investing
05 Jul 2026 - Fortune India
Hybrid Long-Short strategies gain traction in SIF market as investors seek better risk-return balance, says expert
Hybrid Long-Short SIFs are gaining traction as investors seek flexible strategies that aim to balance returns with better risk management.
30 Jun 2026 - business-standard.com
International gains revive appetite for global mutual fund schemes
Such schemes garner ₹7,600 cr inflows in a year
29 Jun 2026 - Moneycontrol
Picking the right mutual fund can matter more than picking the right category
Choosing the right mutual fund can be just as important as picking the right category. Here's why fund selection deserves a closer look.
27 Jun 2026 - mint
How to find your real risk appetite? Experts explain how to identify it and build the right portfolio
Experts suggests that an investor's risk appetite depends on financial capacity and emotional comfort with risk. Assess your income, savings, liabilities, age, and ability to handle market volatility. Together, these factors help determine the level of risk you can sustain over the long term.
25 Jun 2026 - Fortune India
Explained: Why Sebi's intraday borrowing rules for mutual funds don’t mean higher risk for investors
SEBI’s new intraday borrowing rules help mutual funds manage temporary cash-flow and settlement needs more efficiently. The change improves operational flexibility without increasing investors’ underlying portfolio risk.
24 Jun 2026 - mint
Does NAV matter when choosing a mutual fund? Here's what experts say
NAV is one of the most visible figures in mutual fund investing, but often the most misunderstood. Experts explain why it should not drive investment decisions.
23 Jun 2026 - AIM
This Startup is Turning India's Financial Advisors Into AI-Powered Wealth Coaches
Wealthy.in is using AI to empower financial advisors by automating portfolio reviews, client servicing, and operations, enabling them to scale personalized wealth management across India.
17 Jun 2026 - Mumbai Mirror
Unique PMS strategies wealthy investors are paying for
The micro-cap edge
14 Jun 2026 - Fortune India
Gold ETF restrictions explained: Why fund houses are limiting large inflows and what it means for investors
Fund houses are limiting large Gold ETF inflows to manage liquidity and gold sourcing. Retail investors remain largely unaffected.
12 Jun 2026 - business-standard.com
Wide variance: Passive value funds outpace active peers in last 3 years
Value-oriented indices delivered annualised returns of nearly 30 per cent over three years, while active value funds generated about half that return
10 Jun 2026 - mint
ELSS funds see ₹650 crore outflow; are tax-saving mutual funds losing relevance?
According to data released by the Association of Mutual Funds in India, ELSS funds recorded net outflows of ₹650 crore in May, marking the fifth consecutive month of redemptions this year. The category has witnessed net outflows in 13 of the past 14 months.
09 Jun 2026 - Moneycontrol
What should investors check inside a multi-asset fund before investing?
Multi-asset funds may look similar, but differences in allocations and strategy can significantly affect investor outcomes.
08 Jun 2026 - ETEntrepreneur.com
The Anti-DIY Fintech Thesis
Explore how Prashant Gupta's Wealthy challenges the DIY investing model by emphasizing the importance of human interaction in financial decisions, revealing the need for judgment and trust amidst abundant information.
07 Jun 2026 - Fortune India
Rising SIP closures reflect industry maturity, not investor distress: Experts
Rising SIP closures are being seen as a sign of a maturing mutual fund industry rather than panic among investors. Experts suggest that many investors are reassessing, completing goals or reshuffling portfolios- so closures do not necessarily indicate financial distress.
02 Jun 2026 - Cafemutual
How MFDs can absorb the GST hit without slowing growth
A practical guide on absorbing the GST impact, reducing compliance friction and building a more resilient distribution practice.
28 May 2026 - Moneycontrol
3 valuation ratios investors should know beyond P/E
The P/E ratio may not always tell the full story. Here’s when investors use PEG, P/B and P/S ratios for better context.
27 May 2026 - mint
Startups chase GIFT City licences to win NRI investors, but will the rush last?
Platforms are pivoting to a single regulated stack to simplify cross-border flows as market headwinds drive a defensive shift in overseas Indians' wealth. But some caution this increased appetite may be cyclical rather than permanent.
25 May 2026 - Moneycontrol
SEBI proposes units instead of cash for trail commissions. Distributors say it should be optional
Industry participants say allocations up to 10 percent may be workable, but anything higher, particularly for smaller distributors, could strain cash flows.
23 May 2026 - BusinessLine
Small MF distributors latch on to online platforms to beat GST complications
Small MF distributors are turning to online platforms to navigate GST challenges and enhance their financial product offerings.
21 May 2026 - CNBCTV18
Hybrid SIFs gain traction: Mohit Gang and Aditya Agarwal explain why
Six months after the launch of Specialised Investment Funds (SIFs), Mohit Gang, CEO & Co-founder of Moneyfront, and Aditya Agarwal, Co-Founder of Wealthy.in, discussed how these products are shaping up for investors. They highlighted strong interest in hybrid long-short strategies, differences in fund approaches, and how SIFs aim to offer better downside protection and more flexible strategies than traditional mutual funds.
20 May 2026 - YouTube
Are Specialised Investment Funds Meeting Their Objective? | Let’s Talk Money
It's been 6-7 months since Specialised Investment Funds launched in India, so how are they actually performing? Surabhi Upadhyay sit down with Mohit Gang of ...
16 May 2026 - Fortune India
Is it the right time to buy or invest in gold? PM Modi’s appeal sparks debate amid rising import costs
Gold remains useful for diversification, but with prices elevated, experts suggest avoiding aggressive buying. Investors may prefer gradual, staggered exposure while keeping gold within a balanced portfolio.
14 May 2026 - YouTube
Market Rebound But Your Portfolio Is At Risk?
Markets are up. Your portfolio feels better. But this is exactly when investors make their biggest mistakes.If you’ve added funds, restarted SIPs, or chased ...
14 May 2026 - YouTube
Top Mutual Funds In India; How To Rebalance Your Portfolio: All Your Mutual Fund Queries Answered
From what are the top mutual funds in India, to how to rebalance and diversify your portfolio and invest in a volatile market...Harshvardhan Roongta, CEO and...
12 May 2026 - Outlook Money
Why Debt Mutual Funds Saw Record Rs 2.47 Lakh Crore Inflows In April 2026
Debt mutual funds saw a strong recovery in April 2026, with record inflows of Rs 2.47 lakh crore led by liquid and short-term funds. Read on to know what drove this surge.
09 May 2026 - Fortune India
SIFs are not for everyone: Why affluent investors need to get their core portfolio right first
SIFs can add flexibility and diversification, but affluent investors should first build a strong, goal-based core portfolio before considering these more complex strategies.
04 May 2026 - Moneycontrol
After market correction: Should investors review SIPs, asset allocation or funds?
After a market fall, asset allocation and rebalancing matter more than fund selection or SIP changes
01 May 2026 - Moneycontrol
Don’t start retirement planning with a Rs 40 crore target
A viral Rs 40 crore target misses the point, retirement planning should focus on income, not just corpus.
28 Apr 2026 - business-standard.com
Investing globally through GIFT City: Experts explain advantages, risks
While GIFT City simplifies international diversification, investors must still navigate the $250,000 annual LRS limit and its associated tax collection hurdles.
14 Apr 2026 - YouTube
Are Multi-Asset Funds Better Than Equity Now?
March mutual fund data has thrown up a big signal—over ₹40,000 crore flowing into equities, with a clear shift towards diversified and hybrid strategies. But...
09 Apr 2026 - Moneycontrol
Multi-asset funds outperform but do they still fit your portfolio?
Multi-asset funds are gaining traction amid equity volatility and high gold prices, but trade-offs remain.
01 Apr 2026 - Moneycontrol
Why global ETFs trading at premiums and what it means for investors
Global ETFs continue trading at premiums ranging from roughly 8 percent to as high as 20 percent levels that shows pricing inefficiency.
30 Mar 2026 - mint
Trust, not technology, is helping startups make inroads into the Indian hinterland
Startups in India focus on trust and technology in targeting small town India. Companies like Wealthy and Supernova have adapted business models to local nuances, highlighting the importance of relationships in non-urban markets. Read on for how they and other successful startups cracked Bharat.
27 Mar 2026 - BusinessLine
April 1 Rule Changes: Mutual Fund distributors prepare for earnings hit
Mutual fund distributors face significant earnings decline as new Total Expense Ratio rules and GST deductions take effect April 1.
20 Mar 2026 - YouTube
Market Down? Here’s EXACTLY How to Fix Your Portfolio Now
Markets don’t go up forever, and this phase is a reminder to get your portfolio in order. In this episode of Your Money Matters, Aditya Agarwal, Co-Founder, ...
19 Mar 2026 - Moneycontrol
New GST structure for TER could impact SEBI-regulated small MF distributors as new rules take effect April 1
Distributors often work with multiple asset management companies, and the revised framework requires tracking GST-related cash flows across each relationship, maintaining documentation, and ensuring timely compliance. For smaller firms with limited back-office capacity, this could prove challenging.
18 Mar 2026 - YouTube
Let's Talk Money | Global Investing Via Gift City | Indian Investors' Rout To The Global Markets
How can Indian investors access global equity markets through GIFT City? In this conversation with Surabhi Upadhyay, Aditya Agarwal of Wealthy.in and Nirmal ...
18 Mar 2026 - mint
Why you must plan for a 30-year retirement
Longer lifespans and shorter careers mean affluent Indians must plan for a 30-year retirement, not 15—requiring disciplined investing, diversified income and strong health coverage.
18 Mar 2026 - CNBCTV18
Global investing gains traction: Experts suggest 10–20% overseas allocation for Indian investors
Indian investors are increasingly looking beyond domestic equities as global markets outperform and offer diversification benefits. Aditya Agarwal of Wealthy.in and Nirmal Bari of PPFAS GIFT said asset allocation, currency hedging, and a long-term approach are key when investing overseas. With mutual fund limits in place, GIFT City is emerging as an alternative route, while selective exposure to global tech can help improve portfolio balance.
07 Mar 2026 - BusinessLine
Insurance agents take up MF distribution on growing demand from investors
The number of new SIP registered has hit all-time of 74.11 lakh last month with inflows touching ₹30,002 crore
03 Mar 2026 - Moneycontrol
How to invest in global energy ETFs and domestic energy mutual funds amid Iran-Israel war crisis
Energy ETFs may benefit during crude spikes triggered by geopolitical events, but they represent tactical macro exposures. For most retail investors, reacting to individual events by adding single-sector ETFs can become timing-driven.
02 Mar 2026 - CNBCTV18
Stock market crash: What it means for your investments and how to react
Indian markets slipped as US-Iran tensions rise. Experts Shubham Gupta and Ashish Anand advise staying calm, maintaining SIPs, and focusing on fundamentals.
27 Feb 2026 - Moneycontrol
End of 'look-alike' NFO era? MF industry weighs in on SEBI’s fund regulation shake-up
Instead of goal-labelled schemes, lifecycle funds will be structured around time horizons—such as five, ten, or fifteen years with asset allocation automatically shifting from equity to lower-risk assets as maturity approaches.
27 Feb 2026 - business-standard.com
Sebi revamps mutual fund categories: Experts explain changes for investors
Overhaul of mutual fund categories introduces tighter thematic rules to improve transparency and align Indian investment products with global goal-based standards
27 Feb 2026 - BusinessLine
SEBI approves Gold, Silver investments for equity MF schemes
SEBI permits equity mutual funds to invest in gold and silver, introducing 'Life Cycle' funds for diversified asset allocation.
26 Feb 2026 - CNBCTV18
New mutual fund brokerage rules from April 1: How GST changes will affect distributors?
KFin Technologies announces GST-exclusive brokerage payouts for mutual fund distributors from April 1, streamlining compliance and clarifying GST obligations.
11 Feb 2026 - Outlook Money
Rs. 10,000 Monthly SIP: How Much Wealth Can You Build In 10, 20 Or 30 Years?
A comparison of investments at different rates of return shows that a disciplined SIP of Rs. 10,000 per month earning an assumed average return of 12% can grow into over Rs 23 lakh in 10 years, about Rs 50 lakh in 15 years, and nearly Rs 1 crore in 20 years.
09 Feb 2026 - mint
India's investor numbers are soaring, but advisers can’t keep up
Millions of new investors are entering the market, but a shortage of qualified advisers threatens long-term wealth creation.
05 Feb 2026 - Outlook Money
SIP Vs SIP + Buying Market Dips: A Reality Check
It’s common to assume that buying during market dips can enhance returns. We ran numbers to see what happens if you invest in a plain SIP and compared it with scenarios when you topped up during market dips. The results will shock you!
05 Feb 2026 - ThePrint
Budget 2026: Why a Higher STT Could Disrupt India's ₹36 Billion Arbitrage Market
Arbitrage fund managers are bracing for lower returns after govt raised taxes on equity derivatives. Arbitrage funds gained traction in India last yr as foreign investors exited equities.
05 Feb 2026 - ETCFO.com
Tax increase shakes India’s $36 billion arbitrage trade
The Indian government has raised taxes on equity derivatives, impacting arbitrage fund managers and their $36 billion industry. The move aims to curb speculative trading, but may lead to lower returns for investors as transaction costs increase. Discover how this tax hike affects arbitrage investments in India's volatile market.
05 Feb 2026 - Moneycontrol
STT increase in Budget 2026 shakes India’s $36 billion arbitrage trade
The government announced the decision in parliament on Sunday, saying the tax hike was aimed at curbing high-risk speculative trading in the options market
05 Feb 2026 - business-standard.com
India's $36 billion arbitrage trade braces for lower returns after tax hike
The government announced the decision in parliament on February 1, saying the tax hike was aimed at curbing high-risk speculative trading in the options market
01 Feb 2026 - YouTube
Unpacking Wealthy.in: The Platform Play for India’s Financial Advisors
🎙️Founders Unfiltered Ep-146:Brought to you by the Founders Unfiltered podcast by A Junior VC - Unscripted conversations with Indian founders about their st...
31 Jan 2026 - mint
Budget 2026 sectoral expectations: Mutual Funds ask for fresh debt tax-saving funds, indexation benefit
Budget 2026 sectoral expectations: Indian Mutual Funds have sought respite and demanded several other clarifications and relaxations for the convenience of retail investors and tax parity with other assets.
25 Jan 2026 - mint
Should you trust AI chatbots for investment decisions?
While AI chatbots are a great tool to learn concepts, narrow down choices or even discover options, the risk lies in treating recommendations as advice. Action-oriented money decision-making driven by AI can be risky.
13 Jan 2026 - YouTube
Wait for the Dip or Invest at the Peak?
Should you wait for a market dip or invest at a peak? This blog explains why staying invested often matters more than timing the market—and how missing the best days can hurt long-term returns.
10 Jan 2026 - Fortune India
Beyond mutual funds: How specialised investment funds work and who they are meant for
Learn how Specialised Investment Funds (SIFs) offer greater flexibility beyond traditional mutual funds, making them suitable for those seeking greater portfolio customisation and diversification.
07 Jan 2026 - CNBCTV18
How Indian investors can add global exposure to their portfolios
Experts say global equities help Indian investors diversify, lower volatility, and access sectors like US tech via mutual funds.
01 Jan 2026 - Outlook Money
Don’t Step Into The Equity SIP Illusion
SIPs are a powerful tool for wealth creation, but only if you do not give in to illusions such as the belief that SIPs always deliver double-digit returns.
01 Jan 2026 - business-standard.com
Sector, thematic funds' outlook: Avoid over-allocation, chasing returns
These concentrated bets suit experienced investors who can assess sector prospects and invest at attractive valuations.
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