1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends
  5. > Wealth in India: HNW Customers

Wealth in India: HNW Customers

  • June 2015
  • -
  • GlobalData
  • -
  • 43 pages

Part of a series of coverage, Wealth in India: HNW Customers analyzes the profile of Indian HNW individuals, from their investments to product demand to sources of wealth. This report is based on Verdict Financial's 2014 Global Wealth Managers Survey. The results of the survey are accompanied by best practice case studies on how to target Indian HNW individuals where applicable.

- Understand the major sources of HNW wealth in India and the industries from which it has been amassed.
- Interpret the investment portfolios of Indian HNW individuals through detailed asset allocation analysis.
- Evaluate product and service demand among Indian HNW individuals, from discretionary asset management to art advisory and philanthropy services.
- Analyze the best methods for capturing new Indian HNW clients and how best to maintain communication during the client relationship.

Reasons To Buy
- How do Indian HNW individuals amass their wealth?
- Which investments make up an average Indian HNW investment portfolio?
- Which wealth management products and services are in demand in India?
- How often do Indian wealth managers contact their clients through email, social media, and face-to-face meetings?
- How do Indian HNW individuals compare to their global peers?

Key Highlights
Serving the Indian HNW investor market means understanding the pressures of family wealth and whether this is derived from family business or inheritance, given the high proportion of HNW investors who derive their wealth through these two means.

The Indian HNW investment portfolio reflects a traditional allocation with a heavy weighting on property and a typically high exposure to gold. Unlike many markets in Asia Pacific, the split between funds and direct holdings favors funds for equities rather than commodities.

The core services of discretionary and advisory asset management are the most sought after by HNW investors, with further growth in demand expected as wealth grows and the market matures. Similar high demand is to be found for planning services and credit, although demand growth will be weaker.

Table Of Contents

Wealth in India: HNW Customers

View This Report »

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 24 Million searchable statistics with tables, figures & datasets
  • More than 10,000 trusted sources
24/7 Customer Support

Talk to Veronica

+1 718 514 2762

Purchase Reports From Reputable Market Research Publishers
2017: Trends to Watch in Global Wealth Management

2017: Trends to Watch in Global Wealth Management

  • $ 5250
  • Industry report
  • December 2016
  • by GlobalData

Summary The wealth management industry has been undergoing transformation since the financial crisis, and 2017 will be another year marked with changes to business models and the way providers interact ...

Discretionary Asset Management: HNW Demand and Drivers

Discretionary Asset Management: HNW Demand and Drivers

  • $ 5250
  • Industry report
  • November 2016
  • by GlobalData

Summary Globally over half of HNW investment portfolios are placed in discretionary mandates. However, the uptake of these services differs by country. While wealth managers in developed economies such ...

Russia Wealth Report 2016

Russia Wealth Report 2016

  • $ 4995
  • Industry report
  • November 2016
  • by GlobalData

Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Russia. Summary This report reviews the ...

Singapore Wealth Report 2016

December 2016 $ 4995

Wealth In The Us: Hnw Investors

February 2017 $ 3450


Reportlinker.com © Copyright 2017. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.