Asset Allocation of Affluent Households Skewed Towards Real Estate, Finds Marcellus India Wealth Survey; Equities Rank Second

Asset allocation of affluent households skewed towards real estate, finds Marcellus India Wealth Survey; equities rank second

According to the survey findings, 40 percent of high net worth Indian households said they are dissatisfied with their investment returns even after a historic five-year bull market

Nearly Half Of HNIs Aged 30-45 Years Save Less Than 20% Income: Marcellus Survey

The India Wealth Survey 2025, conducted by Marcellus Investments, has revealed concerning trends among High Net Worth Individuals aged 30 to 45 years. Founder and Chief Investment Officer of Marcellus Investments, Saurabh Mukherjea, highlighted that not all HNIs have good savings."What we are finding is that nearly half the HNIs aged between 30 and 45 are saving less than 20% of their income," Mukherjea stated. The overall savings rate within th…

NextGen HNWIs: Redefining the Future of Wealth Management

A historic generational shift is on the horizon, accompanied by an unprecedented transfer of wealth amounting to over 80 trillion dollars. But the heirs of tomorrow—the High-Net-Worth Individuals (HNWIs) of Generations X, Y, and Z—think differently: They are looking for more than just returns. They expect meaning, service, and smart technologies. Swiss HNWIs differ even further.

The Role Of Financial Advisors In HNWI's Investment Decisions

As the number and financial influence of High-Net-Worth Individuals (HNWIs) in Central and Eastern Europe […] The post The Role Of Financial Advisors In HNWI’s Investment Decisions appeared first on TheRecursive.com.