5113: Tata Sons delays Chandra call, US-Iran war strains arsenal & HDFC Bank reshuffle | Editor’s Picks

India’s wealth landscape has changed dramatically. What began with a handful of investment products - mutual funds, PMS and structured strategies - has now expanded into a complex ecosystem of alternatives, global assets and sophisticated portfolio strategies. In this episode of Wealth Architects, Surabhi Upadhyay speaks with Sahil Kapoor, Head of Wealth Products at 360 ONE Wealth, about how modern wealth platforms design investment products for HNIs and family offices. The conversation explores: • Why diversification is becoming essential in modern portfolios • The rise of alternatives, REITs and private market investing • How specialised investment funds (SIFs) are evolving • How different investors approach risk and market cycles • What AI could mean for the future of wealth management #WealthManagement #PrivateWealth #HNIInvesting #AlternativeInvestments

In today’s Tech3 from Moneycontrol, MeitY signals flexibility on draft IT Rules after industry pushback, with Rule 14 and advisory norms under review. Flipkart steps up its quick commerce play, planning 800 more dark stores as competition intensifies. All eyes are on TCS Q4 results for cues on AI strategy and demand outlook. And SEBI may extend IPO validity and ease shareholding norms as companies navigate weak market sentiment.

Tata Sons has deferred a decision on N. Chandrasekaran’s reappointment, with Tata Trusts likely to reassess his performance and strategy amid internal differences. Meanwhile, the United States faces mounting military strain as the Iran conflict depletes key weapons stockpiles. In banking, HDFC Bank will not immediately replace outgoing executive Bhavesh Zaveri, signalling a pause in leadership transition. On the industry front, Kaynes Semicon is targeting emerging chip segments under India’s next semiconductor push. At the same time, Indian firms are shifting toward domestic funding avenues as overseas borrowing tightens due to geopolitical disruptions. Tune in for all  this and more in the day’s edition of Moneycontrol Editor’s Picks.

In today’s Tech3 from Moneycontrol, Wipro signs a billion-dollar, multi-year deal with Olam, alongside acquiring its digital arm. Zetwerk revamps leadership and board structure as it prepares for its IPO amid global uncertainty. And the RBI tightens oversight on payment aggregators, mandating CKYCR-based merchant onboarding to curb misuse and improve compliance across the fintech ecosystem.

After a volatile start driven by war jitters, markets staged a sharp late rebound, aided by value buying and a record rupee surge following RBI’s clampdown on speculative currency trades that may have unwound up to $40 billion. Yet, macro pressures persist, with West Asia tensions set to inflate India’s import bill. Stress is also emerging in the power sector, as coal shortages hit coastal plants ahead of peak summer demand. Meanwhile, tax scrutiny on global trading firm Jane Street and fresh opportunities from tech layoffs signal shifting dynamics across finance and IT.

In today’s Tech3 from Moneycontrol, Myntra CEO Nandita Sinha is set to exit ahead of Flipkart’s IPO, with Sharon Pais likely to take charge. India’s CCTV market sees a major reset as Chinese players are pushed out, giving domestic firms a larger share. AI-led hybrid filmmaking is emerging as a new production model in Bengaluru. And Oracle’s layoffs are creating a pool of senior tech talent, potentially benefiting Indian IT services firms expanding in AI and cloud.

Indian equities kicked off the financial year with a sharp rally, driven by optimism but tempered by geopolitical uncertainty as US signals on the Iran conflict keep investors on edge. Rising crude prices are straining India’s oil marketing companies, with under-recoveries on LPG expected to mount significantly. Fuel prices have surged across cities as private retailers hike rates to offset losses amid elevated global oil prices. In the tech sector, Oracle’s large-scale layoffs in India highlight the disruptive shift towards AI-led investments. Meanwhile, dealmaking remains resilient, with major stake sales and fundraising efforts continuing despite global volatility.

In today’s Tech3 from Moneycontrol, Oracle’s large-scale layoffs signal the cost of its AI push, with deep cuts across its India workforce. Sarvam’s $200–250 million raise sees investor shifts as Bessemer joins talks and Accel exits. The government’s crypto discussion paper is put on hold amid RBI concerns, even as the digital rupee gains focus. And finally, how creators are using AI tools like ChatGPT to automate finances, from invoices to GST filings.

In this episode, presented by Moneycontrol in collaboration with GivingPi, host Gaurav Choudhary speaks to Rashi Mehta, founder of the Iron Lady Foundation, an organization she built to serve women and girls in India through access to healthcare, education, and everyday necessities. The Foundation's name is a tribute to her mother, Dr. Leela Mehta, the first gynecologist in Rajasthan, who travelled into villages to give free medical check-ups to women. Growing up with that example, Rashi absorbed something that would stay with her long after she left India to build a career in finance and organisational leadership, and co-found Rahi Systems, a Silicon Valley tech company she helped grow into an international enterprise. After years of personal philanthropy, in 2024, Rashi made a deliberate choice to formalize her giving. In this episode, she talks about what it actually takes to turn inherited values into institutional philanthropy.

Former HDFC Bank chairman Atanu Chakraborty defended his resignation from the bank, citing ethical concerns and long-term shareholder value. Meanwhile, Dixon Technologies is scaling up with a major display facility in Greater Noida. Global instability due to the West Asia conflict is clouding IPO prospects, even as Svatantra Microfin gears up for a public listing. A widening tech hiring scam exposes vulnerabilities among job seekers, while policymakers consider relief measures for MSMEs. Broader economic signals remain mixed, with rising Russian oil imports, weak housing sales, and uneven renewable energy progress across regions. We unpack all this in today’s Moneycontrol Editor’s Picks.