From AI To Alternatives: ASK Private Wealth’s 6 Themes For Wealth Creation In India

Earnings momentum returns
India Inc reported strong double-digit earnings growth in Q2FY26, supported by better margins, stable demand and favourable commodity prices.

H2FY26 outlook improves
Rate-cut transmission, festive consumption, rural demand normalisation and steady public capex could further strengthen earnings in the second half.

India’s macro resilience stands out
India’s GDP growth touched a six-quarter high of 8.2% in Q2FY26, even as global trade and geopolitical risks persist.

Domestic liquidity stays strong
Despite FII selling and rupee pressure, SIP inflows remained resilient, staying above Rs 29,000 crore per month.

AI adoption
The report highlights AI as a key wealth-creation theme, driven by real earnings growth rather than speculative excess. As outlined in the 2026 Outlook by ASK Private Wealth’s latest report. 

Trade tariff resolution
ASK Private Wealth expects a possible India–US tariff resolution, which could benefit export-focused sectors like textiles, chemicals and gems & jewellery.

Central bank policies
The report notes that Indian and global central banks still have room to cut rates, offering support to equity markets.

Sectoral rotation
Traditional sector leaders may lose momentum, while sectoral rotation opens fresh investment opportunities, the report says.

FII interest
ASK Private Wealth flags sustained foreign investor interest in India, especially in financial services, banks, NBFCs and fintech.

Mainstreaming of alternatives
REITs, InvITs and other alternative assets are gaining prominence as investors diversify beyond equities and debt.