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The "triangoal" mantra for managing HNI portfoliosShrikant Bhagavat, Hexagon Wealth, Bangalore

Key Take-Aways
  • Only with a 360 view of an investor's wealth, the advisor can make buckets and form different strategies and deliver alpha. Be willing to share 360 info.

  • PE (price to earnings ratio) cannot be seen in isolation and has to be seen in combination with factors like interest rate and where it is in the growth cycle.

  • Remember that risk is not there just in equity but also in debt. Tactical asset allocation can help in derisking and protecting the downside.

  • Take a call on products just as you would do with investing in other businesses. The call should be based on facts and rational analysis.

  • Understand the risk and risk return tradeoff and consider whether the product is going to add to the portfolio on a net basis before investing.

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