India: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

From Waste To Control: Using SAM To Protect Your 2026 Budget

As we enter the 2026 fiscal planning peak, organizations need to shift their focus from simple license compliance to strategic cost recovery.

India Wealth Mgt

AC

Ankura Consulting Group LLC

SEBI Introduces Voluntary Debit Freeze Facility To Mutual Fund Folio

SEBI by way of circular dated 06.03.20261 (“MF Circular”), has introduced a voluntary lock in / debit freeze facility for Mutual Fund (“MF”) folios.

Sagus Legal

Why Every High Net-Worth Individual Needs A Bespoke Will (Beyond Templates Form)

For most individuals, a simple Will suffices to outline how assets should be distributed. But for high-net-worth individuals (HNIs), wealth is rarely straightforward.

AL

Aarna Law

Compliance Reporting Formats For Specialized Investment Funds (SIFs) Issued By SEBI.

SEBI, through circular dated 08.01.2026, issued compliance reporting formats for Specialized Investment Funds ("SIFs") ("SIF Circular")...

Sagus Legal

Wealth Without A Will Is A Legal Vacuum

MA

Metalegal Advocates

Understanding The Concept Of Gift Deed In India

SR

S.S. Rana & Co. Advocates

Next-Gen Family Offices: Are You Ready To Navigate Global Complexity?

Worldwide Wealth Mgt

IMC Group

Singapore vs. India: Tax Planning And Business Structuring For Growth

IMC Group

Pro-Knits Revisited: How The Apex Court Refines The MSME–SARFAESI Tug-of-War

IL

IndiaLaw LLP

Risk Management Playbook For Alternative Investment Funds

AP

AZB & Partners

Private Client Services

NP

Nexdigm Private Limited

Assets Of Struck-Off Companies: A Legal Grey Area

India Commercial

SO

S&A Law Offices

Alternative Investment Funds (AIFs): Unlocking Strategic Wealth Creation (Video)

CP

Corporate Professionals

Unlocking Growth: How Family Offices Drive Strategic Investments (Video)

India Wealth Mgt

CP

Corporate Professionals

Income Tax Rules, 2026 Notified: HRA, Allowance And Form Changes That Salary Earners And Corporates Must Prepare For

LP

Legitpro Law

Gambling Laws And Regulations India 2026

India Media & IT

AL

Aarna Law

F&M - Dispute Resolution & ADR - Highlights 2025

India Litigation

Fox & Mandal

SEBI (Stock Brokers) Regulations, 2026: A Structural Reset Of India's Broking Regulatory Framework

India Commercial

IL

IndiaLaw LLP

Deepfakes As Evidence: Authenticity, Chain Of Custody And Section 65B In The Age Of IT Rules 2026

India Technology

LP

Legitpro Law

SEBI's DigiLocker Move: Can This Be A Magic Wand In Facilitating Asset Recovery

Stories like these aren't rare—many individuals have discovered and reclaimed ancestral shares or assets after decades. Often, people are unaware of investments...

India Wealth Mgt

CP

Corporate Professionals

Succession Planning For HNIs: Legal Strategies To Protect Family Wealth And Business Legacies

With the growing complexity of wealth management and the volatile global economy, high-net-worth individuals (HNIs) need to implement thorough succession plans.

AA

Agama Law Associates

Analysis Of Retrospective Applicability Of Black Money Act Qua Persons Who Were Residents But Not Ordinarily Residents And Non-Residents In FY 2015-16

The Black Money (Undisclosed Foreign Income and Assets) and Imposition of Tax Act, 2015 (‘Act') received the assent of the President on 26 May 2015...

LS

Lakshmikumaran & Sridharan

Investment Playbook: How India's UHNW Investors Are Shaping Wealth Strategies

In 2024, India's ultra-high-net-worth (UHNW) investors stood out for their resilience, strategic foresight, and adaptability in navigating a rapidly evolving financial landscape.

DC

Dewan P.N. Chopra & Co.

Taxation Of Family Trust - The New Dichotomy

I

CMS INDUSLAW

Rebadging – 'Zero-assets Transfers' The Indian Way (Video)

India Wealth Mgt

IL

Ius Laboris

SEBI (Infrastructure Investment Trusts) (Amendment) Regulations, 2024: Revamping InvITs

India Commercial

LO

Legacy Law Offices

Framework For Issuance Of Subordinate Units: A Middle Ground To Meet Valuation Expectations

India Commercial

SO

S&A Law Offices

Unlocking Infrastructure Potential – SEBI's New Framework For Subordinate Units In InvITs

India Commercial

KC

Khaitan & Co LLP

Mutual Funds: Prevention Of Insider Trading Regulations

SR

S.S. Rana & Co. Advocates

Venture Capital Funds, Rendering Services Of Asset Management, Are Not Liable To Service Tax

LS

Lakshmikumaran & Sridharan

SEBI'S Proposed Revisions For AIF's Investing Into Stressed Assets: An Overview

India Commercial

KC

Khaitan & Co LLP

Assignment Agreement Of Asset Reconstruction Companies: To Be Registered Or Not

India Insolvency

AL

AB Legal

SEBI Seeks To Regulate Fractional Ownership Platforms

India Real Estate

NL

NovoJuris Legal

Venture Capital Funds, Rendering Services Of Asset Management, Are Not Liable To Service Tax

The Karnataka High Court has set aside the CESTAT Order which had held that a Venture Capital Fund (VCF) set up as a Trust is a ‘distinct entity' separate...

LS

Lakshmikumaran & Sridharan

SEBI'S Proposed Revisions For AIF's Investing Into Stressed Assets: An Overview

The business of granting loans in India is subject to nuanced regulation by the RBI.

India Commercial

KC

Khaitan & Co LLP

Assignment Agreement Of Asset Reconstruction Companies: To Be Registered Or Not

One of the most popular types of transactions in financial markets is debt assignment. It encompasses transferring a debt from a creditor (assignor) to a third party (assignee).

India Insolvency

AL

AB Legal

SEBI Seeks To Regulate Fractional Ownership Platforms

Vide the consultation paper, SEBI seeks comments/views/suggestions from the public on the proposal for regulating fractional ownership platforms.

India Real Estate

NL

NovoJuris Legal

BE-12 Benchmark Survey – Foreign Direct Investment In The United States

India Government

NL

NovoJuris Legal

Between The Lines - April 2023

The High Court of Bombay ("High Court"), by a judgment pronounced on March 1, 2023, in the matter of Siemens Factoring Private Limited v. Future Enterprises Private Limited...

India Litigation

VA

Vaish Associates Advocates

House Gifted To Father Solely To Gain Section 54f Exemption Is A ‘Colourable Device', Rules Tribunal

The Hyderabad Bench of the Income Tax Appellate Tribunal recently ruled that "colourable" devices adopted to take undue benefit of law should be looked through to determine the real nature of the transaction...

KC

Khaitan & Co LLP

Indian Government Widens The Net Of Anti Money Laundering Law To Crypto/Virtual Digital Assets

All reporting entities are required to maintain record of all transactions for a period of 5 (five) years.

India Technology

LO

LexCounsel Law Offices

Trust Theory, Security And Margin Money: The Effect Of Moratorium Under The Insolvency And Bankruptcy Code On Such Transactions

This write up delves upon some of the deeper underlying aspects of ‘margin money'. It also discusses the effect of moratorium under the Insolvency and Bankruptcy Code on such transactions.

India Insolvency

Es

Economic Laws Practice

IBBI Amends CIRP Regulations - A Booster Dose For Resolution Process?

India Insolvency

Z

ZBA

Intangible Asset Valuation - Valuing Customer Relationships

India Wealth Mgt

NP

Nexdigm Private Limited

Transgenerational Wealth – Estate & Succession Planning

Es

Economic Laws Practice

The Concept Of "As-Is Where-Is" And "As-Is What-Is" A Secured Creditor's Point Of Responsibility?

DD

Dhir & Dhir Associates

A Study On Compliance Of Tax Structures In Income Inequality And The Reforms Required

Ka

Khurana and Khurana

Liquidation Under Insolvency And Bankruptcy Code, 2016- Compulsory?

India Insolvency

KS

King, Stubb & Kasiva

Space Based Remote Sensing Policy, 2020

India Wealth Mgt

LO

LexCounsel Law Offices

Black Money Law – Prospective And Not Retrospective Or Retroactive, An Arduous Plea

VA

Vaish Associates Advocates

FPI Regulations: SEBI Welcomed Mauritius Under Category I

KC

Khaitan & Co LLP

The Securities And Exchange Board Of India Vide Circular No. SEBI/HO/MRD1/DSAP/CIR/P/2020/29 Dated 26th February 2020 Allows Investors To Access Infrastructure Of Stock Exchange To Purchase And Redeem Mutual Funds.

LF

Lex Favios

The Evolving Resolution Of Stressed Assets

India Insolvency

HA

HSA Advocates

SEBI's New Regulations 2019 For Foreign Portfolio Investors In India

S

STA Law Firm

Investment Chronicle - July - September 2019

India Commercial

NP

Nexdigm Private Limited

SEBI's AIF Regulations 2012 - A Few Tweaks Required

India Commercial

AP

Argus Partners

CCI Approves Manulife Asset Management's Acquisition Of 49% Shares In Mahindra Asset Management Company Private Limited And Mahindra Trustee Company Private Limited

India Wealth Mgt

AP

AZB & Partners

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Latest Videos

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Next-Gen Family Offices: Are You Ready To Navigate Global Complexity?

IMC Group

Alternative Investment Funds (AIFs): Unlocking Strategic Wealth Creation (Video)

CP

Corporate Professionals

Rebadging – 'Zero-assets Transfers' The Indian Way (Video)

IL

Ius Laboris

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