New Delhi, Sept. 26 -- By his mid-20s, Ritik Malhotra needed a crash course in financial planning. He had built and sold two tech companies-Streem, which was acquired in 2014, and Elph, which he exited in 2019-and he had a windfall on his hands. "I went from being a broke college dropout to having a life-changing amount of money," Malhotra recalls. "My parents didn't come from wealth and so I got the advice to go find a financial advisor."

On our latest episode of The Way Forward: Next Generation podcast, Malhotra talks about what he learned from his first wealth management meetings, how those talks turned into discussions with at least 100 advisors, and why he ultimately decided to start his own firm. The value he could potentially deri...