Top Instruments in Equities of Indian Ultra-HNIs

Individual stocks and shares are the preferred instrument with over 89% of Ultra-HNIs including it in their top three within the equity asset class.

Ultra-HNIs allocated about 32% of their investments into equities. In equities, Individual stocks and shares are the preferred instrument with over 89% of Ultra-HNIs ranking it in their top three, followed by mutual funds and portfolio management schemes.

Besides domestic markets, Ultra-HNIs are also increasing their investments in global equity markets, with the US being the preferred market. This is unsurprising as the US is the only major global market to have outperformed India over the last decade. Nearly a third of all Ultra-HNI Global Investors surveyed are invested in US equity.