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Capital preservation is one of the key reason many HNIs come to advisor. A major concern is passing on wealth to the next generation.
Risk management isn't just about asset allocation but also includes succession planning. How will your wealth be transferred to your children? Are your children capable?
While investing in PMS, AIFs, stick to a small percentage determined by your advisor so that your portfolio remains balanced.
When deluged with numerous ideas, HNIs should talk to a trusted advisor to find if the new product fits in with their portfolio and get an impartial assessment.
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