HNI Tea Talks

Your clients don’t need more products. They need someone they trust.

A free weekly video series for HNI relationship managers - in Hinglish, over a cup of chai.

By Abhijit Bhave - the only HNI RM coach who has run three private wealth businesses as CEO.

▶ Watch the latest episode Subscribe on YouTube

Latest episode · Season 2

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Stock Market Crash: How RMs Should Handle HNI Clients

When markets fall, the hardest part of the job is the client’s phone call. Season 2 is about client psychology - panic, anger and the urge to exit at the worst time - and how an RM should respond.

Watch on YouTube →

All seasons

Start anywhere. Every episode stands on its own.

Season 2 - Managing HNI Clients During Market CrisesNow releasing. Client panic, anger and complaints - with the CARE and REACH frameworks.
Season 1.5 - From Good to Great RM10 episodes. Investments, insurance, sales targets, client meetings, first impressions, AI tools and leading RM teams.
The 7 KYs every HNI RM must master7 short videos. Know your client, your products, your industry and more.
Season 1 - The Foundation Series6 episodes. What HNI clients really want, and how to earn their trust.

Browse all episodes →

Training for your team

Bring HNI Tea Talks into the room.

The programmes that grew from the series are offered through Bharat Wealth Academy.

Signature workshopsTen half-day workshops across five pillars, for RMs and the leaders who run them.
Keynotes45-60 minutes for conferences, offsites and sales kick-offs.
One-on-one coachingFor senior RMs, team heads and wealth leaders.
Learning roadmapsA 3-6 month journey of curated programmes built around one growth agenda.

See the programmes Enquire about training

About

Abhijit Bhave

Over 30 years in wealth management, including three private wealth businesses as CEO.

Former CEO of Karvy Private Wealth, Fisdom Private Wealth and Equirus Wealth
Earlier senior roles at Deutsche Bank and HSBC
IIM Lucknow (PGDM) and VJTI Mumbai (B.E.)

Your clients don’t need more products. They need someone they trust.

Stock Market Crash: How RMs Should Handle HNI Clients

Start anywhere. Every episode stands on its own.

New episode every Monday.

Bring HNI Tea Talks into the room.

Abhijit Bhave