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Paisa Vaisa with Anupam Gupta
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.
38:46
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Quick takeaways
- HNWIs and UHNIs invest differently than retail investors, utilizing specialized instruments like PMS and AIFs for greater diversification and risk management.
- The importance of sound asset allocation is emphasized, balancing investments across equities, fixed income, and traditional assets like gold to optimize financial stability.
Deep dives
Surge in Financialization Post-COVID
The financial landscape in India has undergone a significant transformation, especially since the COVID-19 pandemic. There has been a dramatic increase in the number of DMAT accounts, growing from 35 million before the pandemic to around 170 million today. This surge is driven by a greater interest in financial assets as traditional investment avenues like real estate experienced a lull. Additionally, easier access to trading accounts through digital methods and initiatives like the Jandan Aadhar Yojna have made it simpler for individuals to engage in stock markets, further contributing to this financial participation boom.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode