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Most ignored aspect of risk management for HNIsKavitha Jayaram, Wealth Managers United India, Bangalore

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Key Take-Aways
  • 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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