Scaling Financial Advice Across India: The Wealthy Story with Bertelsmann India Investments
Society & Culture
A business is shaped not just by the decisions its founders make, but also by the questions they are asked along the way.
In this episode of The Brunch Lab, Rohit Sood and Pankaj Makkar get into the thinking behind Wealthy - the opportunity in India’s wealth-tech market, the evolution of its platform, and what it takes to help financial advisors serve a wider market.
For Bertelsmann India Investments, the investment is about more than identifying a promising market. It is about recognising a business with room to scale, building conviction in its potential and backing its growth with patient capital.
The conversation offers a closer look at the relationship between Bertelsmann India Investments and Wealthy, and the thinking that continues to shape the business as it enters its next phase.
Watch the full episode out now.

