The event was led by Managing Directors of Relevance Broking Services, Mr. Munjal Mehta and Mr. Tilak Mehta. They emphasized that relying solely on domestic markets is no longer sufficient in today’s global financial environment, as rising volatility in global equity and debt markets, along with shifting interest rate cycles, continues to impact return profiles. In such a scenario, global diversification has become essential for long-term wealth preservation and risk-adjusted returns.
In today’s evolving financial landscape, the global wealth management industry continues to expand rapidly. According to industry estimates, Global Assets Under Management (AUM) is projected to grow from approximately USD 139 trillion in 2024 to nearly USD 200 trillion by 2030, reflecting a CAGR of around 6.2%. Additionally, global investable wealth is expected to exceed USD 481 trillion by 2030, with HNI and mass affluent segments acting as key growth drivers.
India is also witnessing significant expansion in its wealth management sector. The Indian wealth management market, valued at over USD 170 billion in 2025, is expected to grow at a CAGR of 10–11% to surpass USD 400 billion by 2034. Notably, the HNI segment contributes more than 60% of the total wealth management market, highlighting the country’s accelerating wealth creation trend.
Managing Directors of Relevance Broking Services, Mr. Munjal Mehta added that investors must now move beyond equity-only strategies and adopt a multi-asset allocation approach, including equity, debt, and alternative investments. He noted that globally, institutional investors allocate around 20–40% of their portfolios to international assets, a trend increasingly visible among Indian HNIs as well. He further highlighted that participation in markets such as the US, Europe, and emerging economies can help investors achieve more stable, diversified, and long-term returns.
The seminar featured renowned financial experts Mr. Eric Anderson, Founder & CIO – GiS London (FCA Regulated), and Mr. Shailendra Kumar, Co-Founder & CIO – Narnolia (SEBI Regulated), as keynote speakers. They provided in-depth insights into global market trends, equity and private market opportunities, and global asset allocation strategies.
Mr. Shailendra Kumar highlighted that private markets and Alternative Investment Funds (AIFs) are witnessing the fastest global growth, with private market revenues projected to exceed USD 400+ billion by 2030. He also emphasized that Category III AIFs provide investors exposure to both listed and unlisted assets, significantly enhancing portfolio diversification.
“Indian investors are increasingly looking beyond domestic markets for long-term wealth creation and portfolio stability. In today’s volatile global environment, diversification across geographies and asset classes has become essential for better risk-adjusted returns. Markets like the US, Europe, and emerging economies continue to offer strong investment opportunities. We are witnessing growing interest among HNI and Semi-HNI investors towards global investing and alternative assets. Through initiatives like ‘Passport to Global Markets,’ our goal is to help investors build diversified, future-ready portfolios while promoting informed and disciplined investment decisions,” said Mr. Tilak Mehta.
During the seminar, the participating investors and professionals highly appreciated the insightful presentations and knowledge-driven discussions. The organizers reiterated their commitment to empowering investors through global financial education and enhancing awareness around international investment opportunities in India.
The event concluded on a successful and positive note, with the organizers expressing gratitude to all speakers, guests, partners, and attendees, and reaffirming their commitment to continue hosting such knowledge-driven financial seminars in the future.
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