Srinivas Mendu

I lead Private Wealth at FundsIndia (a WestBridge Capital company), where we are rethinking what wealth management in India needs to become over the next decade. The reality is this: most of the industry still operates in a product first, transaction driven model. That approach is outdated and increasingly irrelevant for HNIs and UHNIs who need far more than investment access. Wealth today demands a different lens. It is about clarity over complexity, advice over distribution, and stewardship over short-term returns. My focus is on building a platform that reflects this shift, one that goes beyond portfolios to address what truly matters:• Preserving wealth across market cycles• Structuring it intelligently• Transitioning it seamlessly across generationsBecause the real risk to wealth is not volatility, it is lack of preparedness. India is entering one of the largest intergenerational wealth transfers in its history. Yet, conversations around succession, governance, and continuity remain under-addressed. Bridging this gap is not an opportunity, it is a responsibility. Over the years, I’ve had the privilege of building and scaling teams, advising sophisticated clients, and working alongside professionals who value long-term thinking over short-term noise. I continue to invest deeply in people because enduring businesses are built by strong, aligned teams. If you believe wealth management needs to evolve from selling products to solving for outcomes, we will have a lot to talk about.