EP986: Old Money, New Moves: How India’s Family Offices Are Playing It Smart

This interview with Sreepriya N.S. discusses the changing landscape of wealth management in India. She explains that Entrust Family Office focuses on balancing capital preservation with long-term wealth creation through India-centric investments, including unlisted opportunities and debt alternatives. The interview highlights the importance of tax efficiency, liquidity management, and disciplined investment strategies. It also explores how artificial intelligence is being used to improve data analysis, while emphasizing that human judgment remains essential in decision-making. Additionally, Sreepriya stresses the growing importance of governance and sustainability to meet the expectations of younger, globally-minded investors and ensure long-term financial stewardship and stability.