Our Services & Solutions
HNI Consulting
Our HNI & Ultra HNI Consulting & distribution services are for curated for the niche segment. Each portfolio is customized with a vision. Based on the personalized requirements , we curate a sustainable portfolio mix with Equity, mutual funds, hedge funds, structured products, Private debt, angel investing, real estate investment. While this offers a diverse Investment landscape to our HNI and ultra-HNI clients, we ensure maintaining a delicate balance to avoid risk of concentration, optimize market risks, liquidity & taxation.
HNI Investing - The Emerging Trends
Let’s dive into some best practices high-net-worth individuals can leverage identifying the Purpose and Values.
What are your goals and values?
Values-based investing walks the line between thinking and feeling. In the end, you’ll land somewhere between the most logical investment decision and what feels right to you. This is also known as impact investing, or investing in companies that share your values.
For example, if you care about ESG (environmental, sustainable, governance) metrics, you’d invest in a company that promotes all three while maintaining a profitable business strategy.
Our asset allocation strategies are epitome of the latest investment trends with an appropriate risk profile mapping for portfolios ranging from high-net-worth to ultra-high-net-worth investors. Tactical asset allocation is employed to adapt to market changes and economic signals, allowing dynamic portfolio adjustments. Equities dominate, but there's a noticeable trend towards alternatives and real estate for their unique advantages. Investment preferences vary with age and net worth, with riskier assets favored by younger and wealthier individuals.
Dynamic rebalancing allows HNI investors to maintain their desired asset allocation by adjusting their portfolio in response to changes in market conditions and personal financial goals. This approach can help mitigate risk and enhance returns over time by ensuring that the portfolio aligns with their goals and risk tolerance. Based on the investments diversification & a strategic asset allocation, regular monitoring & rebalancing are crucial elements of managing HNI / Ultra HNI Portfolio.