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.
There is a lot of traction for absolute returns strategy in India. What is driving this trend?
During market volatility, how can investors judge if they should stay or leave?
Why is worrying about the markets the wrong approach for investors?
In any journey you take - in air or at sea, you are made aware of potential risks and given a drill on how to tackle them. Why not then in your financial journey?
For retail investors, suggest only funds with wide mandates like hybrids and multicap equity funds
As a young earner, you aspire for your car - it's no longer a luxury, it is a necessity. See this video before deciding whether it should be a new one or pre-owned
How should affluent investors choose between mutual funds, PMS and AIFs for investments?
How is attending school and investing in mutual funds similar? Why do investors need financial advisors?
Gifting property to your children as your legacy is not a great way to ensure they always remember you. There is a smarter solution
How can investors take data rational decisions that leads to better performance of their investment assets?
You choose different modes of transport depending on the distance you wish to cover. Selecting mutual funds is very similar
How can advisors nudge investors towards responsible investing when they are consumed by emotions of either greed or fear? There is an intelligent way....
Fund managers need to be appreciated as wealth creators
A successful management consultant and angel investor, Rajesh recounts how an introduction to financial planning blew his mind
Women often overlook protecting their financial interests when raising their families as they don't believe things will go wrong in their marriage
Why should young investors start thinking about retirement? How does starting early help investors meet their retirement needs with greater ease?
Why should investors consider what legacy to leave for their children?
Hear this story of an ancient kingdom and its quaint customs to understand why the next 5 years are going to be the most important phase in your life
All investors want to climb to heights in their investments. What can investors learn from the story of the mountaineering club?
A merchant navy professional want a shore job to spend more time with his family. Can he afford to do so?
There is a very simple and easy to understand roadmap for you to become a crorepati. Here's how
If you do a comprehensive retirement plan, chances are it looks so daunting that you decide to drop the idea completely. There is however another way
An automobile technocrat by profession, Jaishankar offers sage advice to young investors from his personal experience as an investor