Report cover image

India Wealth Management: HNW Investors 2023

Publisher GlobalData
Published May 21, 2024
Length 31 Pages
SKU # GBDT18867338

Description

India Wealth Management: HNW Investors 2023


Summary

This report analyzes the investment preferences and portfolio allocations of Indian HNW investors. It profiles them in terms of their demographics, analyzes their propensity to invest offshore, and explores product and service demand.

The Indian HNW market is dominated by older and professional males. HNW investors have mainly sourced their wealth from earned income; entrepreneurial income and inheritance form smaller yet growing sources. In a highly competitive market such as this, advisory mandates have the highest demand, yet offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. Growing appetite for managed mandates and alternative investments provide arguably the most significant growth opportunities for wealth managers in the foreseeable future.

Scope
  • Expats constitute 22% of the local HNW population. They represent an attractive target market thanks to their more complex service requirements.
  • Robo-advice accounts for just 17.5% of the Indian HNW portfolio. Demand for robo-advisory services is expected to grow at a robust rate over the next 12 months.
  • Equities and cash and near-cash investments dominate the Indian HNW asset portfolio.
  • The average Indian HNW investor offshores 58.8% of their wealth abroad.
Reasons to Buy
  • Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
  • Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
  • Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.

Table of Contents

31 Pages
Demographics
Expats
Investment Style Preferences
Asset Allocation Preferences
Offshore Investment Preferences
Products and Services
Appendix

Pricing

Currency Rates
How Do Licenses Work?

How Do Licenses Work?

The primary function of a report license is to define how many people within a company are authorized to use the purchased report. This is separate to how a report might be delivered. Unless specifically identified otherwise, the purchase option is Single User. Below is a helpful description of that license, along with a sampling of others most commonly offered.

  • This license allows only one user to have access to and to use/read the report. It is not one user at a time or one user group; it is an individual who will be reading and utilizing the report.

  • This license allows for the entire purchasing company to read and use the report. This is the license level that would allow for a report to be placed on an internal company shared drive for access by all employees of that direct company. This license does not extend to parent or sister company use.

  • This license is designed to allow an entire department within a company full access to a report. The departmental license is a great option for companies that have more than one location and the department is spread out all over the country/world

  • This license is for companies that have one location where they want the report to be accessible by all employees within that physical location.

  • This is the most flexible of the licensing options. Some publishers will allow you to get a license for a preset number of people (typically 5). These licenses are ideal for small work groups.

License options are at the discretion of each publisher. As such, not all licenses indicated above are available for every product. If you are uncertain of the best license for your needs or would like a license that is not proactively available, please contact us and we will be happy to assist.

Request A Sample
Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
Chat Now
Contact Us