Did you know that a significant percentage of high-net-worth individuals (HNIs) in India are uncertain about how much they need to retire comfortably? This uncertainty persists even among those with considerable wealth, highlighting the importance of structured financial and investment planning. For Indian HNIs, wealth management is not only about increasing assets but also about protecting, preserving, and passing them on efficiently. By diversifying investments, leveraging tax-efficient strategies, creating robust estate plans, and safeguarding wealth with proper insurance, you can secure both your financial future and your legacy.
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