☕HNI Tea Talks— with Abhijit Bhave —

Programmes · Pillar 1 - Foundations

HNI Client Foundations

What HNI and UHNI clients actually want - segmentation, expectations, the trust equation and the 7 KYs.

Book a 30-min discovery call All programmes

Who it is for

RMs new to HNI coverage, and teams moving from retail or mass-affluent into wealth.

What your team will be able to do

Segment HNI and UHNI clients and read what each segment truly expects
Apply the trust equation in every client interaction
Use the 7 KYs to know the client far beyond the KYC form
Leave with a client-understanding checklist to use from the next meeting

Format

Half-day workshop, in-person
Recommended batch: 25-40 participants
Tailored to your products, client segments and compliance guardrails
Every session is designed and delivered personally by Abhijit Bhave
Video reinforcement: Season 1 - The Foundation Series →

Enquire about this programme