Private Wealth Management for High Net-Worth Individuals

At Billionz, we design private wealth management solutions for High Net-Worth Individuals (HNI) and Ultra HNIs who require precision, discretion, and high-performance investment strategies. Our process begins with understanding your unique financial aspirations and risk tolerance to build a portfolio that works for you — not just today, but for generations.

Multi-Asset & Multi-Geography Approach

Our portfolios are built using a Multi-Asset, Multi-Geography allocation model, ensuring diversification across asset classes and markets. This includes Mutual Funds, PMS, and AIFs covering:

  • Equity
  • Debt
  • Hybrid
  • Gold
  • International Equities
  • Alternative Investments

Quant-Based Investment Strategy

We use a proprietary quant-based fund allocation framework that integrates global and domestic macroeconomic trends for dynamic portfolio rebalancing. This allows clients to:

  • Capitalize on market opportunities
  • Minimize downside risks
  • Optimize returns in changing conditions

Our Fund Evaluation Criteria

We assess funds using parameters such as:

  • Sharpe Ratio, Sortino Ratio, Standard Deviation, Tracking Error
  • Expense Ratio comparison within categories
  • Assets Under Management trends
  • Fund Manager Track Record
  • Portfolio Concentration & Diversification
  • Exit Load implications

Transparent Performance Reporting

We provide monthly MIS reports benchmarking your portfolio against peers, highlighting opportunities for improvement, and offering actionable recommendations. Our end-to-end service — from KYC to tax filing — is handled online for efficiency and privacy.

Let’s Connect

FAQs

Who qualifies as a high net-worth individual?

A high net-worth individual (HNI) typically has investable assets of ₹5 crore or more, excluding their primary residence. Ultra HNIs hold significantly higher assets.

What financial services do high net-worth individuals need?

HNIs often require private wealth management, investment advisory, estate planning, tax optimization, and global portfolio diversification.

How is private wealth management different for HNIs?

Private wealth management for HNIs involves highly personalized investment strategies, access to exclusive opportunities, and a focus on long-term wealth preservation.

Why do high net-worth individuals need diversification?

Diversification reduces risk by spreading investments across asset classes, geographies, and sectors, ensuring stability even during market fluctuations.

Can HNIs invest globally?

Yes. Through private wealth management services, HNIs can access global equities, bonds, alternative assets, and real estate opportunities.

How is risk managed for HNI portfolios?

Risk is managed using asset allocation strategies, regular rebalancing, and careful selection of investments based on the HNI’s financial goals and tolerance.

What are the benefits of working with a dedicated wealth manager?

A dedicated wealth manager offers tailored advice, proactive market insights, and a holistic approach to managing and growing wealth over generations.

    At Billionz, we understand that managing wealth is not just about numbers; it's about building a legacy. Our mission is to empower individuals and families to achieve their financial goals through personalized wealth management solutions. With a dedicated team of experts and a client-centric approach, we are here to guide you through every step of your financial journey.

    ADDRESS

    H-125, 1st Floor, Kanakia Zillion, LBS Marg, CST Road Junction, Bandra Kurla Complex Annexe, Mumbai - 40007

    PHONE

    +91 8897390076

    EMAIL

    info@ifaglobal.net