Global Wealth Management AUM estimated to be around $135 trillion; growing at a steady 5-7 % p.a. (Preqin).
Assets under ESG Investing to touch $50+ Trillion by 2025. Impact Investing is projected to reach $1 trillion by 2030.
95% of Millennials are interested in sustainable investing (Morgan Stanley’s Institute for Sustainable Investing); 80% of Gen Z actively consider sustainability in investment decisions (Bank of America).
Global philanthropy is estimated to be worth over $1.5 trillion annually.
AI in Wealth Management market is growing at 21.5% CAGR.
At Bodhin, we empower wealth with purpose through cutting-edge, sustainable, and data-driven solutions.
We are shaping the future of wealth management by integrating technology, sustainability, and human-centered financial insights for impactful growth.
Our Domain Specialists, including the Chief Investment Officer, the Chief Operations Officer and the Chief Technology Officer bring together diverse expertise across critical areas.
Our Domain Specialists, including the Chief Investment Officer, the Chief Operations Officer and the Chief Technology Officer bring together diverse expertise across critical areas.
Driven by the shared goal of creating impactful, data-driven solutions for Shaping the future of Wealth Management.
Sumantra Sen is an investment specialist with over 28 years of experience in portfolio management, research, and consulting. Over the last two decades, his focus has been on promoting responsible investment and encouraging sustainable business practices. Through this journey, he has cultivated a deep understanding of stakeholder behav
Sumantra Sen is an investment specialist with over 28 years of experience in portfolio management, research, and consulting. Over the last two decades, his focus has been on promoting responsible investment and encouraging sustainable business practices. Through this journey, he has cultivated a deep understanding of stakeholder behavior and the complex dynamics that connect economic growth, environmental sustainability, and social impact. He engages with development institutions, government agencies, investors and businesses in advancing best practices in ESG integration and Impact Investing. A firm believer in the transformative potential of disruptive technologies, Sumantra serves as a catalyst for fostering forward-thinking environments that nurture creativity.
Sumantra is an MBA, a member of CISI (UK) and a Chartered Wealth Manager. He has co-authored 'Evolutions in Sustainable Investing' (Wiley Finance), 'Thirsty Nation' (Penguin Random House), and several articles on the Sustainable Development and Finance.