Portfolio Allocation Of Indian Ultra-HNIs

💰 Equity is (Still) King.

While 'Profits from Business' remains the top wealth driver, 13% of Ultra-HNIs in India now cite ‘Investments’ as their primary source of wealth, according to the Kotak Private TOP 2024 Survey.

Interestingly, 1 in 5 professionals build their wealth primarily through investments—a sign of India's growing investor class. 📊

And when it comes to risk appetite, the tide is clearly turning.

🔹 62% of Ultra-HNIs rate their investment approach as aggressive (4 or above on a 5-point scale)

🔹 31% adopt a moderate stance

This shift reflects a broader confidence in long-term market growth and the increasing role of equities, private assets, and alternative investments in wealth building.

In India’s evolving wealth landscape, the smart money isn’t just playing it safe—it’s playing it bold. 📈🔥