Think Tank

To invest in gold, take the SIP route

Ultra high net worth individuals prefer to invest in gold, in the form of ETFs and bars.

Professional Philanthropy

Jaideep Hansraj As an investor, you can engage the services of an investment firm offering transaction services,which encompass wide product range access,research and execution services

HNIs in India and Asset Allocation

Smita Kapoor As the Sensex flashes on every screen from offices to malls, and the Indian investor cannot escape buzzwords of the market, the HNIs and Ultra HNIs of India are gradually taking to the investment option of equity and real estate. Ms. Smita Kapoor, Regional Head East India – Kotak Wealth Management, tells us about the significance of Asset Allocation given the volatility that the typical investor braves.

How can the High Net worth Investor Diversify?

Jaideep Hansraj

Investment planning for high net worth investors has evolved a lot over the last few years. While earlier we saw investment being advised by the family accountant, the planning was largely opportunistic and reactive. It rarely took into account the macro economic environment and was largely concentrated in a few asset class options. This practice has undergone a sea change with the emergence of two factors – availability of asset class options and the emergence of a structured wealth management system.

Importance of Asset Allocation

Oisharya Das

As investors increasingly explore newer avenues for investment, the importance of Asset Allocation is touching a new high. What exactly does Asset Allocation entail, and how does it add value to one’s portfolio? Ms. Oisharya Das, Head West India and NRI – Wealth Management Services, gives us a bird’s eye view on this important financial planning tool.