1970–2000
Munim / Trusted Lawyer or CFO
Wealth managed informally, through personal trust in a single individual close to the family.
2000–2010
Indian & MNC Banks, Institutions, Brokers
Wealth moved into formal institutions — but advice remained product-led.
2010–2020
New-Age Platforms
Technology-driven platforms widened access and choice across products.
2020 Onwards
Super-Specialised Firms
Dedicated, senior-led firms offering institutional-grade, conflict-free advice.
Palette sits at the frontier of this shift — institutional discipline, delivered as a dedicated, senior-led mandate.