Introduction The disruption caused by COVID-19 on Asia’s wealth management industry has further augmented existing challenges with its economic impact. Financial advisers are facing several dilemmas in predicting the future landscape of risk assessment, physical and digital interaction with HNW & UHNW Life Insurance clients, and their expectations. There are,
India is one of the major developing hives for HNIs (high net-worth individuals); every year, there is a rise in HNIs capitalizing and residing in this vivid country. And it is expected that the number of HNIs present will surge by136% by 2025, reaching up to 5.54 lakhs. For you
Investment Philosophies followed by UHNIs Protected capital growth and alpha generation – these are the most common goals shared by UHNIs in modern times. What are the Investment Philosophies followed by UHNIs? While there are thousands of books piled up on how to start your entrepreneurial journey and becoming a
Today’s youth holds the potential of being successful at investment advisory services. Nonetheless, the mentality of people to gain secure jobs and a stable salary has stopped their expanse of thinking, and the youngsters never get to know the possibilities of being a successful financial advisor. They are unaware of
