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Opportunities for Wealth Management in India

Ledbury Research
February 1, 2009
SKU: LBR2154186

Abstract Table of Contents Related Reports

Countries covered: India

India represents one of the greatest opportunities to wealth managers over the coming decades. Even in today’s financial environment, the wealthy population in India is large and growing, yet the market is served by an underdeveloped Wealth Management industry.

Ledbury Research is the leading research agency that specialises in helping brands to understand the wealthy around the world. Ledbury’s clients include 8 of the world’s top 10 wealth managers; outside finance, their clients include all 5 of the largest luxury goods groups. The organisation is headquartered in London, with research hubs across mainland Europe, North America, Middle East and Asia Pacific.

Overview

This report provides a comprehensive picture of the wealthy in India, and an in-depth analysis of the Wealth Management market that is developing to look after them.

It investigates the components of growth in the economy on the wealthy in India, and charts the rise in their numbers. It also provides a detailed analysis of the emerging Wealth Management market, the effects of relaxing regulation, and a thorough market analysis, including competitor profiling.

Ledbury Research has combined three key threads to develop valuable insights into key opportunities in Wealth Management in India.

In-depth interviews were conducted with heads of private banks operating in India.
Face-to-face depth interviews were also conducted with the high net worth individuals themselves, to understand their needs from a wealth manager.
These two sources were combined with a comprehensive market and trend analysis

The result is over 100 pages of insight including detailed competitor profiles and over 80 charts, tables and illustrations.

Wealth managers/banks covered in the report include:

ABN Amro/ RBS Coutts*
Bank Of America*
Barclays Wealth
BNP Paribas*
Citigroup*
DBS*
DSP Merrill Lynch*
HDFC*
HSBC*
ICICI*
ING
Kotak Mahindra*
Morgan Stanley
Société Générale*
Standard Chartered
UBS
UTI (Axis Bank)

Executive Summary
Section 1: The Indian Economy; An Overview of the Indian Economy; Indian Equity Markets; Business and Commerce; Residential and Investment Property; Corporate and Personal Tax
Section 2: The Indian Wealthy and their Lifestyle; Numbers and Growth of the Wealthy; Numbers and Growth of the Mass Affluent; Geographic Dispersion of the Wealthy; Indian Attitudes to Savings; Opportunities for Portfolio Diversification; Sources of Wealth; Spending Habits of the Indian Wealthy
Section 3: The Indian Wealth Management Landscape; The Dawning Market; Size of the Wealth Management Market; Regulatory Landscape; Onshore and Offshore Assets; Structure of the Indian Banking Market; Profitability and Efficiency of Indian Banks; Growth of Credit Markets; LRS and Capital Account Convertibility
Section 4: Key Players in Indian Wealth Management; Multi-Family Offices; History, Sizes and Offering of Wealth Management Market; Wealth Management Competitor Profiles
Section 5: Views of the Wealthy and the Wealth Managers that Service Them; Critical Attributes of a Wealth Manager; The Renewed Importance of Security and Strength; Challenges in Maintaining Trust in the Current Economic Climate; Relationship Managers and Advisors; Other Drivers in Choosing a Wealth Manager
Section 6: Key Opportunities in Indian Wealth Management; Targeting the Mass Affluent; Local and Foreign Banks; Transfer of New Money Between Generations; Importance of Brand and Reputation; Expanding the India Wealth Management Product Suite; The Role of Relationship Managers and Advisors
Summary Findings: Appendices; Appendix A; Appendix B; Appendix C; Appendix D; Appendix E

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