“It is difficult to stay rich to stay rich,” says Rahul Jain from Nuvama Wealth

In recent years, many HIS has accumulated prosperity by investing in assets in the assets – especially with new financial investments that offer shares, bonds, raw materials and alternative commitment. However, an average HNI now takes into account opportunities to protect the accumulated and interdisciplinary transmission. A Capgemini wealth report in 2024 showed that 67% of the high NET cubes individuals (HNWIS) prioritated the preservation of prosperity as a critical goal and shifted the property to the preservation of growth.

Before the new trend is about preferring the protection of the assets, it makes sense to understand why this shift took place. Digitization was an important enabler for the middle class and the neo-rich segment of the economy. It has offered access to a large range of financial instruments. Listed stocks, non -listed shares, bonds and raw materials have proven to be preferred investments by financial vehicles such as investment funds, portfolio management services, alternative investment funds, the shift in fixed deposits and real estate on the list of investments. The increasing financing of the assets and the growing participation of investors have ensured that prices for Newalter's assets lively and rewarded investors. Many his quickly accumulated prosperity.

Again and again the volatility, which results from domestic and global developments, has influenced the quantum of the Indian HIS asset pool. In order to complement your worries, the next generation brings a number of recent challenges. In some cases, the new generation may not be so passionate about the growth of its assets by taking over its business. The new generation also has different entitlements of life, which lead to disputes with the previous generation and within the members of the new generation. The increasing assets have triggered an increased number of disputes and demands for providing the right share through family settlements.

As a result, HIS reduce risks and take appropriate measures to maintain their prosperity. Many HIS give their assets by identifying, designing and setting up the right structure and setting up a corporate structure, family trust, a will or estate planning. In this way, Hnis preserves her prosperity in a systematic way.

But only keeping the assets is not enough. Prosperity must achieve an appropriate return in order to keep up with inflation and to meet the needs of everyone involved. This requires professional knowledge and requires the role for asset managers. Because of their established references and performance records, asset managers understand these subtleties. One of the most effective strategies followed by managers is the implementation of asset assignment. This strategy largely helps the downward gear of a portfolio. In addition, it ensures that the portfolio benefits from the increase in value of the price of an assets that is part of the portfolio.