Monday, May 11, 2009

HNIs Investment Portfolio during Recession -

Here is the portfolio allocation of HNIs during the Recession. HNIs learn to cope with slowdown. They are buying smart. Realty, Fixed Income Securities, Hot Cars & Golf vacations still find favour with India’s uber rich.

HNI Investment Portfolio -

- Cash – 18%

- Equity – 25%

- Fixed Income Securities – 26%

- Real Estate – 23%

- Alternative Investments – 8%

Yes, during the time of Recession, HNIs are preferring more liquid (Cash) Position. Previously during the Bull market, HNIs were preferring as high as 40-50% of Equity Exposure of their portfolio. But now as there is a Recession & the stock markets are volatile, they have reduced their portfolio allocation to 25%.

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