How The Top-Of-The-Pyramid In India Invest | Lighthouse Canton IDEAs Podcast - Ep 11

How the top-of-the-pyramid in India invest? I Key Insights from Lighthouse Canton's IDEAs Podcast Episode 11

In this episode of Lighthouse Canton's IDEAs Podcast series, Sumegh Bhatia, Managing Director and CEO -India, Lighthouse Canton, shares insights from managing USD 2 billion in assets about how the country's wealthy are reimagining their investment strategies.‍

The conversation reveals a fundamental shift in mindset, from viewing wealth as static assets to embracing dynamic, growth-oriented portfolios. Today's Indian investors span multiple generations and backgrounds, each bringing different perspectives on risk and return. What unites them is a move away from traditional asset-heavy approaches toward sophisticated financial strategies that emphasize liquidity, diversification, and technology-enabled decision-making. Alternative investments are no longer alternative. They are becoming core to portfolios as investors seek yield and stability in an evolving market.‍

Perhaps most striking is how technology and professional wealth management are democratizing sophisticated investment strategies once reserved for global elites. The emergence of multi-family offices and digital platforms means wealthy Indians can now access institutional-grade expertise and portfolio management.‍

Watch this episode to decode how India's wealth revolution is reshaping not just portfolios but the entire approach to building and preserving generational wealth.