Business Everytime

In an exclusive interview with BW Businessworld, Abhijit Bhave, CEO, Karvy Private Wealth talks about UHNI investors and more Over the years, have you observed any discernible behavioural differences in the way UHNI’s approach their investments/portfolios?  UHNIs are more diligent in allocating funds and are more informed. Transparency in fees and charges is expected and Investors are more cost-conscious. The investment decision-making process for UHNI investors has become more sophisticated, and asset allocation is of prime importance.  How would you describe the attitude of the majority of UHNI’s towards risk-taking?  Trends indicate a shift of portfolio exposure towards alternative investments. Direct venture capital investments and absolute return strategies among the most popular investments in UHNIs and Family Offices. Calculated risk-taking and tactical allocations can be seen in portfolios.  How inclined/disinclined are UHNI’s towards plain vanill...

The wealthy, Bhave says, has evolved a lot in the past two-three years, especially in terms of making learned decisions and considering the costs involved in the investments ABHIJIT BHAVE, chief executive officer of Karvy Private Wealth talks to Puneet Wadhwa on the key trend s in the wealth management business in India and the road ahead for the industry.  Know more at  https://www.business-standard.com/article/markets/hnis-are-looking-at-international-diversification-abhijit-bhave-of-karvy-119021100286_1.html