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You don't need complex products for wealth preservationTejas Venkatesh, Cerebral Advisors, Bangalore

Key Take-Aways
  • As HNIs have different requirements and expectations, the portfolios will differ from person to person. So comparing with a fellow HNI may not be practical.

  • When you are comfortable with the product, you have peace of mind when you invest. Even if things go a bit unexpected, you are able to accept your investment choices.

  • Avoid complex products if wealth preservation is your key focus. As complex products are a high risk zone, having a small proportion in your portfolio may be more suitable if desired.

  • Understanding return expectation and your time horizon will help you decide on products. Have one trusted advisor who can give objective advice on products.

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