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.