To evaluate products, HNIs should consider following 6 parameters. 1. Does the new product fit in with the overall portfolio and with your asset allocation?
2. Concentration risk relative to the portfolio size needs to be considered. Can the portfolio take on this risk if the product under performs? Will it disrupt the finances?
3. Replicability of the idea by cheaper means. Many take products simply because they are exclusive even though there are similar cheaper products.
4. Attractiveness of the idea. Does it bring something new to the portfolio? 5. Manager capability should be considered when it comes to investing in PMS and AIFs.
6. Liquidity should be a parameter as some products are locked in. After considering these 6 parameters, choose a product that brings something to portfolio.
For advisors to deliver alpha in HNI portfolios, articulating and adhering to a well defined process is critical
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How should affluent investors choose between mutual funds, PMS and AIFs for investments?
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Fund managers need to be appreciated as wealth creators
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