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10 Questions

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Financial Planning vs Wealth Management

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Questions and Answers

What is one investment option available for HNIs looking to invest in foreign equities?

Investing in cryptocurrencies directly

Investing in American Depository Receipts (correct)

Investing in government bonds

Investing in mutual funds

Which type of investment is Real Estate Investment Trust (REIT) an example of for HNIs?

Alternative Investment Fund

Structured Product

Bullion Investment

Real Asset Investment (correct)

Why might HNIs look into investing in structured products?

To invest solely in cryptocurrencies

To avoid any risk in their investments

To invest only in government bonds

To diversify their investments into complex financial instruments (correct)

What is the main characteristic of Alternative Investment Funds (AIFs) that distinguishes them from conventional investment instruments?

They require substantial investments and are privately pooled funds Signup and view all the answers

Why might HNIs choose to invest in art and collectibles as part of their investment strategy?

To diversify their investments into alternative assets with high potential returns Signup and view all the answers

What is the main focus of financial planning?

Goal-based investing to meet financial needs Signup and view all the answers

How are High Net Worth Individuals (HNIs) defined in India?

Investors with a net worth exceeding ₹5 crores Signup and view all the answers

What distinguishes wealth management from financial planning?

Wealth management aims to increase the corpus of existing HNI investors Signup and view all the answers

What defines Ultra High Net Worth Individuals according to the text?

Investors with liquid assets ranging from ₹5 - ₹25 crores Signup and view all the answers

What distinguishes Emerging HNIs from Very High Net Worth Individuals?

Liquid assets ranging between ₹25 lakhs - ₹2 crores Signup and view all the answers