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The HNI population increased by 10.5% in 2021, as per Capgemini's World Wealth Report. In fact, the number of HNIs in India has crossed the 3 lakh mark for the first time. These figures have been encouraging and hint at the huge business potential for MFDs and RIAs.
In this context, Cafemutual will host Manu Awasthy on Wednesday, June 22, 2022 at 4:30 pm. Manu is the Founder and CEO of a B2B2C wealth tech platform - Centricity Wealth Tech and has over two decades of leadership experience across top tier banks and private wealth management firms.
He believes that the rich and ultra-rich in India are the most underserved digitally for their money management requirements, and is on a mission to change this. Through Centricity Wealth Tech, Manu provides a sound digital setup and multiple product offerings for HNI clients.
During the webinar, he will share tips on creating a unique proposition for HNIs.
Here is what you can expect -
- Expectations of wealthy individuals from their advisors
- Needs and aspirations of different categories of wealthy - CXOs, entrepreneurs, family business owners and celebrities
- HNI product preference - MFs vs real estate vs alternates vs real assets vs structured products
- Non-financial needs of the wealthy - philanthropy, lifestyle management, tax advising, education
- Process and benefits of empanelling with Centricity Wealth Tech
The webinar will also have a ‘QnA’ session where you can directly ask Manu your queries.
