Speakers from Anand Rathi Wealth presented the four pillars of purpose, protection, preparedness and preservation during the ICAI Doha Chapter event, Gulf Times reported. Raj Vijeta Sharma and Chintak Shah highlighted how aligning financial decisions with personal life goals supports the purpose pillar while protection focuses on appropriate risk management measures. The presentation further addressed preparing for key life milestones and strategies for preserving wealth across generations alongside discussions of tax-efficient investment vehicles that remain compliant with prevailing regulations.
Arun Somanath, chairperson of the ICAI Doha Chapter, thanked the speakers and attending members for their participation while noting the theme’s particular relevance in an increasingly digital financial landscape. Dewaki Nandan Tibrewal, vice chairperson of the chapter, delivered the concluding vote of thanks following the interactive question-and-answer session. The gathering formed part of the chapter’s regular continuing professional education activities for its members.
Qatar’s wealth management sector continues to evolve under the Third Financial Sector Strategic Plan that aims to position the country as a regional hub for innovation, investor protection and sustainable finance, according to an fDi Intelligence sector review. The Qatar Central Bank launched its ESG and Sustainability Strategy for the Financial Sector in 2024 to promote green bonds, Islamic finance instruments and broader responsible investment practices. These regulatory steps coincide with heightened demand for holistic wealth advice among the country’s growing high-net-worth population.
Assets under management in the GCC reached $2.7 trillion in 2025, reflecting a 10 percent increase from the previous year, BCG data cited by Forbes Middle East shows. PwC analysis projects the global asset and wealth management industry will generate an additional $230 billion in revenues by 2030, propelled by technological adoption, demographic shifts and private market expansion. Global high-net-worth individual wealth expanded 8.7 percent in 2025 to $98.3 trillion while the HNWI population rose 7.9 percent to 25.3 million, Capgemini figures indicate.
The seminar presentations underscored practical integration of the four pillars into comprehensive financial plans that address both immediate requirements and intergenerational objectives. Such approaches have gained traction as regional wealth managers adapt to client expectations for sustainable, diversified portfolios that incorporate environmental, social and governance considerations. Members engaged directly with the speakers to examine implementation challenges within Qatar’s regulatory framework.
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