Take a family-centered approach when working with Indian-Americans
Financial advisers may be overlooking an affluent, often high-net-worth demographic: people of Indian origin
Financial advisers may be overlooking an affluent, often high-net-worth demographic: people of Indian origin.
“I absolutely feel that Indian-Americans are underserved. There's no one writing about the Indian diaspora now,” said Sanjeev Sardana, chief executive of BluePointe Capi
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