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While mass affluent investors are into goal based planning, many HNI don't want objective based planning as their focus is on managing wealth.
PMS is a product for clients that want some specific themes in their portfolio. Make sure that you understand the difference between PMS and mutual funds.
Many HNIs are swarmed with a deluge of different investment ideas that can make investing confusing. To keep it simple, have a clear idea about what you want from the portfolio. This will help you decide where to invest.
Your expectations should set the portfolio. If preserving capital is a priority, then the products should reflect that.
Many HNIs get carried away by product complexity and projected returns. Complexity does not mean a product is attractive. Unless an investor actually understands complexity, simpler is always better.
