New Delhi, Aug. 30 -- The structure of wealth in India is changing. Behind the growth in asset values lies a quieter revolution in how families manage, govern, and preserve that wealth. Today's portfolios span listed equity, private markets, real estate, international holdings, and philanthropic trusts, often spread across dozens of custodians, accounts, and legal entities. For many family offices, the challenge is no longer investment selection. It is data consolidation and ownership.

For years, spreadsheets and standalone tools were enough. They gave advisors flexibility and offered principals a sense of visibility. But as the scale, structure, and speed of wealth have evolved, these tools have turned into bottlenecks. Delays in reconc...