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Home Market Research Business

HNIs and family offices moving towards structured, multi-asset portfolios

by TheAdviserMagazine
6 months ago
in Business
Reading Time: 1 min read
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HNIs and family offices moving towards structured, multi-asset portfolios
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Indian investors are increasingly entering a more sophisticated phase of portfolio construction, with diversification across asset classes, themes, and geographies becoming foundational, according to Vasanth Kamath, Founder & CEO of Smallcase.

“This shift is also driving greater adoption of managed solutions across PMS, AIFs and model portfolios as investors look for discipline and clearer portfolio frameworks,” Kamath noted, highlighting the evolving mindset of investors seeking structured approaches.

The investment universe itself is expanding, offering more opportunities in listed stocks through new IPOs, as well as innovative products like SIFs and global investing. “As this depth and choice grows, so does complexity, increasing the importance of research analysts, advisors and portfolio managers in guiding allocation decisions and helping investors build portfolios designed to endure across cycles,” he added.

This growing preference for structured and efficient investing is also reflected in the mutual fund space, with assets under management witnessing steady growth. Within mutual funds, ETFs have notably outpaced broader fund growth, bolstered by exposures beyond traditional equities.

With 2026 on the horizon, Indian investors are clearly prioritizing discipline, diversification, and professional guidance—signaling a shift toward more resilient, cycle-proof portfolios.

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