List of HNI Articles

Learn how HNIs can create a high-performance stock market portfolio with expert strategies. Optimize returns and minimize risks effectively.

Checkout effective strategies for HNIs to monitor and review their PMS portfolios. Stay informed, optimize performance, and make smarter investment decisions with expert insights.

Learn how financial advisors help HNWIs with customized wealth plans, smart investments, and personalized strategies to manage and grow their money effectively.

Are health and life insurance necessary for HNIs? Understand their importance in securing wealth and ensuring a secure future.

Learn the best strategies for retirement planning if you're self-employed. Explore tax-saving plans, investment options, and how to plan for long-term financial security.

Retirement planning is different for wealthy individuals in India. You likely have big dreams – extensive travel, new hobbies, quality family time and even legacy planning. First, estimate your expected costs, considering healthcare, housing, vacations, and inflation. Next, calculate your current net worth across assets like real estate, businesses and investments. Finally, develop smart strategies for investing and tax planning to fund your envisioned lavish […]

Learn how HNIs can create a high-performance stock market portfolio with expert strategies. Optimize returns and minimize risks effectively.

Withdrawing an IPO application is a common investor dilemma. While retail investors have the flexibility to cancel their bids, HNIs cannot withdraw their applications once submitted. This often leaves HNIs in a tricky spot if they later wish to amend their IPO bid. Read on to understand IPO cancellation guidelines for HNIs, modification rules, and the rationale behind these SEBI regulations. Can HNI Investors Withdraw […]

Checkout effective strategies for HNIs to monitor and review their PMS portfolios. Stay informed, optimize performance, and make smarter investment decisions with expert insights.

Learn how financial advisors help HNWIs with customized wealth plans, smart investments, and personalized strategies to manage and grow their money effectively.

Do you find it challenging to choose the best investment options among the overflowing choices available today? If you’re a High net worth individual (HNI), you may need some help selecting the right products that align with your financial goals. In this article, we provide you with a step-by-step guide to methodically evaluate investment avenues based on your risk appetite, liquidity needs, and return expectations. […]

Are health and life insurance necessary for HNIs? Understand their importance in securing wealth and ensuring a secure future.

An Initial Public Offering (IPO) is a process through which a private company raises capital by issuing new shares to the public. It allows the company to expand its business operations and offers the public a chance to invest in the company’s growth story. IPOs have different investor categories, like retail individual investors, High Networth Individuals (HNIs), and Qualified Institutional Buyers (QIBs), with separate rules […]

Individual applicants may choose to file under the retail or HNI categories when submitting their applications for an IPO. The non-institutional investor (NII) or HNI IPO category is another name for it.

Learn the best strategies for retirement planning if you're self-employed. Explore tax-saving plans, investment options, and how to plan for long-term financial security.