Wealth Strategy Call for HNIs & Business Owners

Most HNIs in Surat — diamond merchants, textile businessmen, successful traders — park their money in FDs, real estate, or random mutual funds. No strategy, no structure, no tax efficiency. This session changes that.

What we cover:

→ Map your financial goals — retirement, succession, passive income, legacy

→ Build an asset allocation blueprint across equity, MF, PMS/AIF, debt, and insurance

→ Assess whether PMS or AIF is suitable for your investable surplus

→ Identify insurance gaps (term, health, key-man for business owners)

→ Structure investments around your business cashflow cycles

→ Written action plan delivered after the call + 1 follow-up message

I work with HNI clients via Motilal Oswal's PMS/AIF advisory platform and bring NISM-certified expertise across MF distribution, equity derivatives, and insurance. This is a private, confidential session — no generic advice, no product pushing.

Best for: Business owners, diamond & textile merchants (Varachha), NRIs with India-based wealth, anyone with ₹25L+ investable surplus looking for a structured wealth plan.