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Digital step by wealth advisory set to make it more inclusive

Thursday, November 1, 2018, 2:39 PM

Ten-years-ago, conversations around managing wealth for high net worth individuals (HNIs) and ultra HNIs started to move from which product, stock or bond to buy to a simple detail around asset allocation. This discussion got accentuated post demonetisation with greater emphasis on financial assets over traditional real estate and gold. Discussions are now about greater value addition for clients by introducing real-time portfolio analysis.

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