How The Top-Of-The-Pyramid In India Invest | Lighthouse Canton IDEAs Podcast - Ep 11

How the top-of-the-pyramid in India invest? I Key Insights from Lighthouse Canton's IDEAs Podcast Episode 11

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In this episode of Lighthouse Canton's IDEAs Podcast series, Sumegh Bhatia, Managing Director and CEO -India, Lighthouse Canton, shares insights from managing USD 2 billion in assets about how the country's wealthy are reimagining their investment strategies.

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The conversation reveals a fundamental shift in mindset, from viewing wealth as static assets to embracing dynamic, growth-oriented portfolios. Today's Indian investors span multiple generations and backgrounds, each bringing different perspectives on risk and return. What unites them is a move away from traditional asset-heavy approaches toward sophisticated financial strategies that emphasize liquidity, diversification, and technology-enabled decision-making. Alternative investments are no longer alternative. They are becoming core to portfolios as investors seek yield and stability in an evolving market.

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Perhaps most striking is how technology and professional wealth management are democratizing sophisticated investment strategies once reserved for global elites. The emergence of multi-family offices and digital platforms means wealthy Indians can now access institutional-grade expertise and portfolio management.

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Watch this episode to decode how India's wealth revolution is reshaping not just portfolios but the entire approach to building and preserving generational wealth.

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