Chennai, Dec 30 (.) Hyderabad has emerged as a high-growth wealth centre in India, driven by the rapid expansion of Global Capability Centers (GCCs), robust infrastructure development, and a thriving start-up ecosystem, states Emkay Global Financial Services Ltd.
According to Emkay Wealth Management, the wealth management arm of Emkay Global Financial Services the city is witnessing strong demand for ultra-luxury real estate, particularly 5,000 plus sq ft ‘Sky Mansions’ in micro-markets such as Kokapet and the Financial District, reflecting rising affluence and evolving lifestyle aspirations among high-net-worth individuals.
“These structural trends position Hyderabad as a key market for long-term wealth creation, offering opportunities across equities, private markets, real assets, and alternative investments,” Vice President at Emkay Wealth Management Abhishek Vaish said.
Looking ahead to 2026, Emkay Wealth expects stock markets to become more balanced and earnings-driven, with high GDP growth and low inflation.
The Nifty 50 is projected to deliver a steady return of 11-14 pc, while mid and small caps are likely to outperform, due to improved valuations and balance sheets.
Precious metals to not replicate their 2025 gains but continue to maintain a long-term bullish outlook on gold and silver. In the debt market, it believes that a likely pause in rate cuts may limit bond yield gains, prompting investors to focus on medium-duration strategies and select credit-oriented opportunities
Key sectors to watch include BFSI, which is expected to enhance Nifty profitability, along with a recovery in consumer discretionary post GST 2.0, and potential value opportunities in IT stocks.
Vice President of Emkay Wealth Management Abhishek Vaish added “In 2025, India’s investment landscape was marked by a significant bull run in precious metals, with silver and gold posting returns of approximately 155 pc and 75 pc, respectively. The equity markets experienced muted growth, with the large-cap Nifty index increasing by around 10 pc, mid-caps by 3 pc, and small caps declining by roughly 6 pc.”
Emkay Wealth Management notes that for 2026, disciplined asset allocation remains key. Rebalancing may involve shifting gains from precious metals to equities, with a focus on large caps for stability and growth, alongside selectively chosen mid- and small-cap stocks. Debt investments should prioritise low-duration and credit risk funds, with potential exposure to alternative credit funds over the long term.
. VJ SAS .