

Unlocking HNI Investment Secrets with Ashish Shanker of Motilal Oswal
Nov 18, 2024
Ashish Shanker, MD & CEO of Motilal Oswal Wealth, shares his expertise in high-net-worth investment strategies. He discusses how HNIs differ from retail investors, emphasizing exclusive opportunities like private equity and Portfolio Management Services. The importance of asset allocation is highlighted as a key to long-term success. Insights on navigating the current bull market and capital preservation tactics offer practical advice. Shanker also underscores the value of continuous learning, motivating listeners to enhance their financial literacy.
Chapters
Books
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 4min
Investment Strategies for High-Net-Worth Individuals
04:14 • 15min
The Power of Asset Allocation
18:51 • 6min
Investment Strategies for High-Net-Worth Individuals
25:07 • 2min
Navigating the Bull Market
26:54 • 9min
Investment Strategies and the Pursuit of Excellence
35:49 • 2min
A Heartfelt Wrap-Up and Call to Financial Awareness
38:11 • 2min