High Net Worth Individuals (HNIs) comprise of a smaller yet major segment of investors. These people are highly educated, talented and consider themselves well acquainted to technology. Rather than inheriting, HNIs have created most of their wealth by themselves. However, the ‘technology-advisor’ relationship has worried quite a few HNI investors. The face-to-face charm of advisory service coupled with modern day technology makes it easier and brings greater value to them in managing their financial affairs.
HNI investors have a hunger for furthering their investment and regulatory knowledge and this is where a good advisor comes in place. Data compilation and presentation is an art using scientifically designed process.