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HNIs

HNIs

High-Net-Worth Individuals require a different level of financial strategy—one that blends growth with preservation, opportunity with risk control, and personal aspirations with long-term family legacy goals.
Our HNI-focused solutions deliver a structured, data-backed, and tax-efficient approach to managing large and diverse portfolios, with an emphasis on multi-asset allocation, wealth transfer, and next-gen readiness.

What We Offer

1. Custom Portfolio Management

A tailored investment strategy built around your risk profile, liquidity needs, and long-term objectives.
Key Areas:

  • Multi-asset allocation (equity, debt, AIFs, PMS, REITs, sovereign options)

  • Domestic + global investment opportunities

  • Risk-adjusted performance management

  • Quarterly review and rebalancing

2. Estate & Legacy Planning

Protect your wealth and ensure a smooth, tax-efficient transition to the next generation.
Includes:

  • Will creation support

  • Mitigating inheritance disputes

  • Succession structures for family-owned businesses

  • Trust and asset-protection frameworks

  • Multi-generational wealth transfer planning

3. Tax Optimization for High-Value Investors

Maximize post-tax returns with strategic tax planning tailored for complex income sources.
Coverage:

  • Capital gains management

  • Optimal use of exemptions, indexation, and set-offs

  • International tax considerations for global portfolios

  • Structuring investments for efficient withdrawals

4. Risk Management & Insurance Strategy

Comprehensive protection around high-value assets and family wealth.
Focus Areas:

  • Key-person insurance

  • High-value life and health cover

  • Liability and asset protection

  • Contingency and liquidity planning

5. Business & Asset Diversification

HNI portfolios often extend beyond traditional investments. We help structure:

  • Real estate holdings

  • Business investments

  • Alternate assets (AIFs, startups, private equity)

  • Gold, commodities, and non-traditional instruments

Why HNIs Choose Us

  • Independent, unbiased advisory backed by research

  • Proactive monitoring to capture opportunities early

  • Privacy-first approach with strict confidentiality

  • Holistic view of personal, family, and business wealth

  • Legacy-driven planning for generational impact