Wealth management and protection are challenging concerns for High Net Worth Individuals (HNIs). With assets spread across stocks and bonds, convertibles, structured products, properties, businesses, trusts, and private equities, they struggle to create a balanced asset allocation in their overall portfolio, even with help from the experts. Their bankers offer solutions with a micro understanding of the HNI and not based on the bigger picture of their life — leading to solutions that aren’t geared to help them achieve their goals, be it individual or business. To compound the problem, HNIs depend on multiple advisors – Wealth Managers, Tax Consultants, Legal Advisors and others who operate independently of each other and only deal with specific sections of the portfolio. This is a time-consuming process and not the optimum way for HNIs to manage their wealth while focusing on goals which go beyond wealth management.