Sensex Devta

Now lets try to understand the MANAGEMENT part of wealth management for HNIS


What is wealth management?

wealth management is personalized professional services, provided to HNIs and their families with the goal of sustaining and growing longterm wealth.


In the process of wealth management most of the wealth managers focus on following:
MUTUAL FUND
BOND
EQUITIES
INSURANCE

Products based on categorization of HNIs:

ULTRA HNI: direct investments in
equity
bonds
alternative investments

HNI: diversified mutual funds

mass affulent:
deposit
mutual fund
insurance

Here ULTRA HNI also includes all those options which are avilable to HNI and Mass affulent

Here Hni also includes all those options which are avilable to mass affulent.