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Zeherra Mecklai on Muck Rack

Zeherra Mecklai

As seen in: EIN News, Hubbis
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Articles

Institutional Advice and a Broader Wealth Market: Ashwin Patni on Julius Baer India

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By Ashwin Patni, Himanshu Kohli, Zeherra Mecklai
| Hubbis
​​​​​​​India’s private wealth market is growing and becoming more widely distributed. Initial public offerings and private equity transactions are creating new liquidity, including outside the largest cities. At the same time, families are having to manage investments and ownership across generations and jurisdictions. Julius Baer has operated an onshore India franchise, under different ownership, for almost three decades.
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The Legal View: Global Indian Families, Cross-Border Succession and the Question of Who Should Advise Them

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By Anand Shah, Himanshu Kohli, Zeherra Mecklai
| Hubbis
In this Hubbis interview, Srutaban Mukhopadhyay, Chief Executive Officer of Valuefy, examines how artificial intelligence is reshaping India’s fast-growing wealth management industry. He discusses where AI is delivering practical value, the barriers holding the sector back, Valuefy’s own experience with the technology, and its potential to help advisers serve more clients without compromising quality or trust.
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Technology, Talent and Trust: How AI Is Reshaping India’s Wealth Management Industry

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By Srutaban Mukhopadhyay, Himanshu Kohli, Zeherra Mecklai
| Hubbis
Hubbis is committed to safeguarding the privacy of our users while providing a personalised and valuable service. This Privacy Policy statement explains the data processing practices of Hubbis. If you have any requests concerning your personal information or any queries with regard to these practices please contact our Privacy Officer by e-mail at Our site contain links to third party sites which are not subject to this privacy policy.
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