March 13, 2026

Blog

Wealth Management

Patient Capital, Digital Depth: FundsIndia Private Wealth’s Advisory Model for India’s Expanding HNI Segment

India’s wealth management landscape is entering a period of structural expansion. As the country produces a growing cohort of high-net-worth entrepreneurs, professionals, and globally mobile families, the demand for sophisticated advisory capabilities is rising in parallel. For Srinivas Mendu, CEO of FundsIndia Private Wealth, the firm’s positioning rests on combining long-established digital infrastructure with senior

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Tax

Windfall tax retains the support of the Scottish public, new poll finds

THE windfall tax “retains the support of the public”, after a new poll found twice as many people support it than oppose the concept. The survey, conducted by researchers at Survation, says 41% of Scots support the tax, and 19% oppose it. Some 19% of the 2005 surveyed individuals said they strongly support it, and

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Tax

Ex-EY executive launches private equity-backed tax firm to challenge Big Four

Stay informed with free updates Simply sign up to the Professional services myFT Digest — delivered directly to your inbox. A former top EY executive is launching a UK tax business backed by private capital group EQT Partners in a bid to challenge the Big Four accountancy firms’ dominance of the sector. Jeff Soar, who

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Fund

How the best fund managers of 2025 were chosen: Our ranking method explained

The aim of this exercise is to track fund manager performance, not scheme performance. This is possible only by following the manager across schemes and AMCs. Since a manager may run large-, mid or small-cap funds, we have created virtual NAVs to capture performance across mandates. All metrics are therefore based on these virtual Net

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Wealth Management

A Digital-First Wealth Platform for India’s New Generation of Investors: Sandeep Jethwani of Dezerv

India’s wealth management industry is undergoing a structural transformation as rising entrepreneurship, expanding capital markets, and digital infrastructure reshape how affluent individuals build and manage their portfolios. A new generation of investors – including startup founders, CXOs, and professionals monetising ESOPs and business exits – is increasingly seeking institutional-quality advice delivered through technology-enabled platforms rather

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Tax

3 Reasons Your Tax Refund Could Be Smaller in 2026 (and What To Do About It)

NoDerog / Getty Images/iStockphoto Tax refund season usually comes with a little spark of joy — maybe it’s a weekend getaway, finally upgrading your phone, or even paying down debt. But if you’re already counting on a big check in 2026, it might be worth hitting pause. A handful of changes — from tax law

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Tax

Pensions and gifts to charity can help avoid 60% tax trap

More than 1.9 million people could lose out More than 1.9m are set to lose all or part of their tax-free personal allowance in the current tax year(Image: draganab via Getty Images) 1.9 million taxpayers face losing all or part of personal tax allowance this year More than 1.9m are set to lose all or

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Energy

Martin Lewis says energy bills ‘ticking time bomb’ and May ‘crunch time’

The finance guru has spoken to Energy Secretary Ed Miliband this weekend Neil Shaw Assistant Editor (Money and Lifestyle) 12:19, 08 Mar 2026Updated 12:30, 08 Mar 2026 Martin Lewis has spoken with Ed Milliband this weekend Personal finance guru Martin Lewis has warned that gas and electricity bills are a ‘potential ticking time bomb’ after

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Tax

HMRC rule that means tax-free Personal Allowance will rise to £20,070

The Personal Allowance has been frozen at £12,570 since 2021, but you can earn an additional £7,500 tax-free with HMRC’s rent-a-room scheme by letting out a room in your home Alex Evans Deputy Audience Editor 08:45, 08 Mar 2026 A HMRC scheme will see tax-free Personal Allowance rise(Image: Getty) The tax -free Personal Allowance has

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Wealth Management

Top AI Apps for Budgeting and Investing 2026

1. What are AI finance apps, and how do they help manage money? AI finance apps analyse spending behaviour, track expenses, suggest savings plans, and help users manage investments efficiently. 2. Can AI finance tools automatically save money for users? Yes, many AI tools analyse income and spending habits to move small amounts into savings

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