Wealth management executive Ashwin Patni of Julius Baer India explains how Indian high-net-worth individuals (HNIs) are adjusting their portfolios. In an interview, he focuses on how investors consider alternatives, structured products, and global assets as part of broader portfolio rebuilding rather than simply adding new instruments.
Patni emphasizes the role of portfolio construction in decision-making. He suggests that wealthy investors are looking beyond traditional allocations and are weighing how different product categories can fit together to meet risk and return objectives. The discussion also frames these shifts as responsive to changing market conditions and investor priorities.
While the source centers on Julius Baer’s perspective, it does not present competing claims from other outlets. Instead, it highlights a common theme: the move toward alternatives and structured solutions is treated as a component of overall allocation strategy, with attention to how selections interact within the portfolio.
