Eqbac
July 3, 2026 by EQBAC
Two decades ago, a typical Indian HNI portfolio was concentrated in domestic equities, promoter holdings, residential property, and fixed income. Ultra-HNIs held as much as 95% of their capital market investments within India, with the market described as heavily equity-focused, with real estate playing a significant parallel role in wealth creation. Allocation decisions were driven […]
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June 17, 2026 by EQBAC
India’s crude oil import dependency reached 88.6% in April-January FY26, up from 88.3% for full FY25. For every 100 barrels of oil the Indian economy consumes, 88 are purchased from overseas markets. This structural reality sits at the center of how advisors should think about Indian equity exposure, currency risk, and sector allocation across UHNI portfolios with […]
May 19, 2026 / May 19, 2026 by EQBAC
Managing wealth across borders comes with persistent structural tension. NRI clients typically earn, save, and evaluate returns in US dollars, and their portfolios span global equities, fixed income, ETFs, and alternatives, all anchored in a single base currency. When Indian markets enter the picture, the question IFAs usually wonder is “how do you invest in one of the world’s most compelling growth markets […]
April 22, 2026 / April 22, 2026 by EQBAC
Periods of market volatility tend to reveal more about an advisory practice than stable environments ever do. Order flow increases, client concerns intensify, and decisions that normally sit within routine processes begin to carry higher perceived risk. In these moments, performance alone is not the defining factor. The underlying structure of the practice, the consistency of its […]
March 16, 2026 / March 16, 2026 by EQBAC
Let’s say an independent advisor managing 40 UHNI relationships across three custodians spends an average of 12 hours per week on non-client-facing operational tasks: coordinating product onboarding with five different providers, reconciling transaction-level fees across platforms, updating positions manually across portfolio management systems, and tracking compliance documentation scattered across multiple vendor portals. That’s 624 hours annually. Nearly 16 full […]
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