Cafemutual is geared up for the next session of ‘Lessons from the Masters’ with Himanshu Kohli, co-founder of Clients Associates.
In the upcoming episode, Himanshu will share tips on dealing with the wealthy. He will be in conversation with K.S. Rao, Head – Investor Education & Distribution Development, Aditya Birla Sun Life MF.
With over two decades of experience in private banking and wealth management, Himanshu’s company manages over 800 HNI clients with assets under advisory of 3.7 billion dollar. Himanshu has pioneered the concept of family office in India. In fact, his company deals with some of the most distinguished families of India.
The forthcoming episode promises insights and ideas:
- Tips to acquire HNI clients
- Skill set required to deal with HNIs
- Wealth creation vs wealth preservation - which is the primary goal of HNIs?
- HNI preference for products
- Non-financial needs of the wealthy - philanthropy, lifestyle management, etc.
- Needs and aspirations of different types of HNI clients - CXOs, entrepreneurs, celebrities, etc.
- Common behavioral biases of HNIs
So what are you waiting for? Clicking here will save you a seat for this promising episode scheduled this Thursday February 25 at 4.30 pm.
