The stage is all set for the forthcoming episode of ‘Lessons from the Masters’ with Himanshu Kohli co-founder of Clients Associates and KS Rao, Head – Investor Education & Distribution Development, Aditya Birla Sun Life MF. The episode is specially curated to help you acquire and retain wealthy clients.
Himanshu is a veteran with experience of over two decades in private banking and wealth management. His company manages assets under advisory of 3.7 billion dollars of over 800 HNIs. Himanshu pioneered the concept of family office in India and deals with some of the most distinguished Indian families.
The upcoming episode aims at decoding the expectations of the wealthy clients from their advisors. You can expect the Master, Himanshu to share many effective and proven tips on:
- Acquiring HNI clients
- The skillset 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
The episode will go live on Thursday, February 25 at 4:30 pm.
Wait no more and click here to save your spot for this exciting episode.
