Family offices typically advised their clients to increase gold allocation towards the end of 2019.The covid-19-driven market fall has likely resulted in unrealized losses in some of the client portfolios.
3 min read29 Jun 2020The UHNIs tend to have two main portfolio objectives—capital protection and alpha generation
3 min read26 Nov 2019UHNIs allocated 16% of their income to leisure and ad-hoc expenditure, at least 65% of respondents said they had increased their allocation to this category, says a Kotak Wealth Management report
2 min read14 Feb 2018Till not so long ago, only owners and inheritors of businesses could have hoped to amass fortunes; but now even managers and professionals have a real shot at significant wealth creation
3 min read28 Sep 2015For UHNIs, the universe of insurance expands to beyond the staple policies, to cover art, jewellery, yachts and private jets
4 min read28 Sep 2015Group head at HDFC Bank on the evolving landscape of wealth management for UHNIs and what it takes to make a good advisor
4 min read28 Sep 2015Poor showing by realty leads to the asset class losing top slot to equity, says Kotak Wealth Management report
4 min read11 Aug 2015Is wealth management moving toward servicing ultra-HNIs?
2 min read7 Dec 2011The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared