Introduction
A silent revolution is unfolding among India’s wealthy. Increasingly, capital is being directed not just towards profits, but toward purpose. From impact investing to ESG to family foundations, Indian UHNIs are reshaping the meaning of wealth itself.
The New Ethos of Capital
- Impact over Influence: A new generation of wealth holders are choosing portfolios that generate measurable social or environmental impact alongside financial returns.
- Values-Aligned Investing: Portfolios are being screened for ESG compliance, carbon neutrality, gender equity, and governance practices.
- Philanthropic Structuring: Legacy is being built not just in succession, but in service—through structured philanthropy, endowments, and mission-driven trusts.
Popular Vehicles for Purpose-Driven Capital
- Impact Funds & Social Enterprises: Platforms like Omidyar Network, Aavishkaar Capital, and Elevar Equity are offering strong returns with deep impact.
- ESG-focused Mutual Funds & ETFs: Top Indian and global fund houses are now offering ESG products with performance at par with traditional funds.
- Family Foundations & DAFs: Increasing use of Donor Advised Funds and family foundations as vehicles to channel philanthropic ambition with control and continuity.
Global Inspiration, Local Execution
- The Giving Pledge by Indian billionaires
- Climate-resilient investing and regenerative agriculture
- Education and skilling programs for underprivileged youth
Challenges in the Indian Context
- Lack of robust ESG data and reporting norms
- Fragmented regulatory landscape for social enterprises
- Philanthropy often seen as CSR, not strategic impact
Conclusion
True wealth is no longer measured solely in IRR or alpha—it is measured in legacy. At Anunnaki, we help UHNI clients align their capital with their conscience, crafting strategies that generate returns for both their portfolios and the planet.
