In the latest episode of the Simple Hai! podcast, veteran finance journalist Vivek Law, along with Vikas Satija, Managing Director and CEO of Shriram Wealth, discussed the evolving wealth management industry. Satija, a seasoned professional who has been part of the mutual fund sector since its early days in India, shared sharp insights on investor behavior, the role of technology, and Shriram Wealth’s ambitious roadmap.

Rethinking Wealth Management in Modern India

Reflecting on the early years of his career in 1998-99, Satija recalled how discussions about money were often considered inappropriate. Parents even discouraged their children from being part of financial conversations in banks. Wealth management was seen as a privilege of the elite, with little relevance to the middle class.

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