Neutral impactEconomy
70% women control portfolios, but none received structured financial training, study finds gap in wealth succession
Economic Times 1 hr ago·13 Oct 2026, 12:02 pm
A recent study by Equirus Wealth has revealed a significant gap in financial literacy among Indian women who manage household investments. While the research indicates that 70% of women hold the final decision-making power over their portfolios, a concerning 100% of respondents reported having no structured financial training. This lack of preparation is particularly acute, as four in ten women assumed these financial responsibilities following a major life event, such as a marriage or the loss of a spouse.
This finding highlights a critical vulnerability in wealth succession planning for many Indian families. When investment decisions are made without a solid foundation of knowledge, the risk of mismanagement or poor asset allocation increases. For investors, this underscores the importance of seeking professional guidance to ensure that financial goals are met effectively, regardless of who holds the title for managing the assets.
Moving forward, it is essential for families to prioritize financial education for all members involved in wealth management. Investors should focus on building a robust financial plan that includes regular reviews and professional advice. Keeping an eye on how financial literacy trends evolve in the market can also provide insights into broader economic behaviors and investment patterns.
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- Category: Economy.
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