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UHNI ALLOCATION
PMS vs mutual funds: 5 reasons to invest, and 5 red flags to watchPortfolio Management Services (PMS) offer structural advantages over mutual funds, allowing for concentrated portfolios, significant cash h...
Beyond Equities: Why HNIs are increasingly turning to premium real estate for wealth preservationIndian housing sales value surged 16% to ₹9.33 lakh crore in FY26, driven by affluent investors prioritizing premium and luxury properties....
ETMarkets AIF Talk| Performing credit emerges as core portfolio allocation for investors: Amit DharodIndia’s private credit market is emerging as a key part of alternative investments, supported by structural changes in lending and rising d...
Rising yields attract HNIs to bonds: Inside the new debt allocation strategyEven as this volatility spills over into equity markets, high net worth individuals (HNIs) and ultra HNIs (UHNIs) are not pulling back shar...
Ionic Wealth Onboards Rohit Suri as the CEO of UHNI BusinessIonic Wealth has appointed Rohit Suri as the CEO of its UHNI business. With over two decades of experience in private banking, Suri will sp...
TVS Capital invests Rs 500 crore in Neo Group at Rs 10,000 crore valuationThis is TVS Capital’s first bet in the wealth management space. The Mumbai-based wealth and asset management company will use the new funds...
From underwater dinners to Vogue internships: Top experiences ultra HNIs are spending on todayFrom underwater dinners to Vogue internships—how India’s wealthiest are unlocking experiences money usually can’t buy.
Navigating Wealth: Tailored asset allocation strategies for HNIs and UHNIs in 2025Wealth strategies for UHNIs are evolving beyond traditional asset allocation, focusing on adapting to changing market realities. UHNIs, wit...
Decoding HNI portfolios: Allocation strategies for equity, gold, real estate, and debtInterestingly, the wealthy strive to give back and create a positive impact. Around 82% of respondents indicated they are either involved i...
Distribution and asset allocation: Crafting portfolios that align with HNI and UHNI risk attitudesInvestors are looking to balance risk and reward in their portfolios, as greed and fear drive investment decisions. Assessing risk toleranc...
Mutual fund for HNIs: Where and how to invest Rs 1 croreWith the government's 100-day milestone and a 50 bps rate cut, retail investors are encouraged to invest in mutual funds, benefiting from h...
Luxury, Art, and AI: The diverse portfolios of India's ultra-rich investorsYounger HNI and UHNI investors, fueled by recent wealth creation, are showing greater willingness to take risks. This increased risk appeti...
Angel One infuses Rs 250 crore into wealth management armAngel One Wealth will use the funds to enhance tech infra, leverage AI and analytics, and expand Angel One’s presence in key markets. Angel...
Going beyond charity: Philanthropy in India seeks to offer the right solutionsUltra-High-Net-Worth Individuals (UHNIs) are playing a critical role in the evolution of philanthropy in India, focusing chiefly on educati...
How family offices and UHNIs are evolving their investment strategies in IndiaUHNI investors are increasingly interested in high-yield opportunities that provide inflation protection, particularly in the debt space. T...
Rich using PMS & AIF for alpha generation, MF for beta allocation: Mrinal SinghWe are long-term bottom-up investors and don't try to take a broad-based market call in the near term. In the words of Benjamin Graham "… i...
Private market investments account for 18 pc of asset allocation for family offices, UHNIs in 2021According to the Private Market Monitor, the changing face of the startup ecosystem with the spate of initial public offerings and acquisit...
New startups bring in big moolah for family offices, HNIsA report that surveyed 100 family offices and ultra HNIs (UHNIs) – those whose net worth exceeds Rs 500 crore – showed that over 40% had do...
Number of ultra rich to rise threefold to 3.43 lakh in 3 years: StudyAs for the underlying wealth held by this uber rich grouping, which also includes professionals having an annual income of over Rs 3 crore.
'Number of ultra rich to rise threefold to 3.43 lakh in 3 years'The interviews, done in March before the outcome of the general elections, pointed out to much optimism on the economic environment among t...