Category Archives: Investment Advisory

What Should High-Net-Worth Families Be Thinking About Right Now?

In a world brimming with uncertainties—geopolitical tensions, fluctuating markets, evolving regulations—the one thing ultra-high-net-worth individuals (UHNIs) should focus on is simple, yet profound: preservation of wealth.  When we examine historical returns across asset classes in a market like India, fixed income has typically yielded between 7% and 9% across cycles, while equities have delivered around […]