Did you know that 70% of wealthy families lose their wealth by the second generation, and 90% by the third?
For HNWIs, preserving wealth is often a bigger challenge than creating it.
Why?
Because markets are unpredictable. Emotions run high. And legacy planning often takes a backseat.
That’s where systematic investing comes in; not as a trend, but as a tested approach for long-term wealth preservation.
Unlike ad-hoc investing driven by market sentiment or tips, HNWIs who follow a disciplined, rule-based strategy are better equipped to:
Stay invested during downturns
Minimize drawdowns through asset rebalancing
Allocate across diverse, non-correlated instruments
Protect capital without sacrificing growth potential
Systematic investing helps shift the focus from timing the market… to time in the market.
For families and individuals managing ₹10 crore+ portfolios, this means converting volatility into opportunity without compromising legacy goals.
The goal isn’t just to grow wealth. It’s to ensure it lasts.
At Care PMS, we specialize in goal-based portfolio strategies designed specifically for HNWIs and family offices. Our systematic investment approach combines disciplined research, active risk management, and personalized asset allocation, ensuring your wealth is preserved and positioned to grow.
