What changes when your investments grow from a few lakhs to ₹1 crore and eventually much more? How should your portfolio, expectations and approach to risk evolve as your wealth grows?

On this episode of Paisa Vaisa, Anupam Gupta sits down with Srikanth Subramanian, Co-founder and CEO of Ionic Wealth, to break down how serious wealth is actually managed. They discuss what investors should look for in a wealth manager, the difference between investing and building a portfolio, realistic return expectations, multi-asset investing, global diversification and why chasing the latest investment trend can hurt long-term wealth creation.

Srikanth also explains common mistakes he sees across investor portfolios, when DIY investing may no longer be enough, why liquidity matters, how AI could change wealth management and why a ₹5 crore portfolio should be treated with the same seriousness as ₹500 crore.

If you're trying to move beyond simply picking mutual funds and stocks and start thinking about your money as a complete portfolio, this conversation offers a practical framework for doing it.

From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations.

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