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HNWI Asset Allocation in India 2015

HNWI Asset Allocation in India 2015

Synopsis

This report provides the latest asset allocations of India HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of India HNWIs to 2019 and a comprehensive and robust background of the local economy.

Summary

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in India.
  • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope
  • Independent market sizing of India HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The HNWI Asset Allocation in India 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2019.
Key Highlights
  • Real estate was the largest asset class for Indian HNWIs in 2014, accounting for 30.8% of total HNWI assets. This was followed by business interests with 23.9%, equities with 22.2%, fixed-income with 8.1%, alternatives with 8%, and cash and deposits with 7%.
  • Business interests, alternatives and real estate recorded growth during the review period, at respective rates of 36.1%, 21.7% and 17.5%.
  • Alternative assets held by Indian HNWIs increased from 7.7% to 8% between 2010 and 2014. HNWI allocations to commodities remained same at 4.5% of total assets during this period.
  • WealthInsight expects allocations in commodities to decline over the forecast period to reach 3.4% of total HNWI assets by 2019.
  • Indian HNWI liquid assets valued US$490.2 billion as of 2014, representing 37.3% of total wealth holdings.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • India Key Facts
  • Distribution of Wealth in India
    • HNWI Volume and Wealth Trends
  • Analysis of Indian HNWI Investments
    • Analysis by Asset Class
      • Table Indian HNWIs - Assets Allocations (%), 2010-2019
      • Table Indian HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Indian HNWIs - Alternative Asset Composition (%), 2010-2019
        • Table Indian HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Indian Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table Indian HNWIs - Foreign Investment Allocations (%), 2010-2019
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs Investable Assets
      • Table Indian HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
      • Table Indian HNWIs - Liquidity Breakdown (%), 2010-2019
    • Analysis of Indian UHNWI Investments
      • Table Indian UHNWIs - Allocations and Share of HNWI Assets (%), 2014
  • Key Drivers
    • INR-US$ exchange rate
      • Table Indian Exchange Rate - INR-US$ Exchange Rate, 2010-2019
    • Real GDP growth
      • Table Indian Real GDP Growth (%), 2010-2019
    • Per capita GDP
      • Table Indian GDP per Capita (US$), 2010-2019
    • Domestic market capitalization
      • Table Indian Domestic Market Capitalization (US$ Billion), 2010-2014
    • Commodity index
      • Table Indian Commodity Indices, 2010-2019
    • Foreign direct investment (FDI) - inflows and outflows
      • Table Indian Foreign Direct Investment (US$ Billion), 2010-2019
    • Inflation rate
      • Table Indian Inflation Rate (%), 2010-2019
    • Interest rate
      • Table Indian Money Market Rate (%), 2010-2019
    • Balance of payments
      • Table Indian Balance of Payments (US$ Billion), 2010-2014
    • Government debt
      • Table Indian Government Debt as a Percentage of GDP (%), 2010-2019
    • Stock market performance
      • Table Indian Stock Market Performance (Index), 2010-2014
    • Wealth Breakdowns
      • Table Indian HNWI Wealth vs. GDP Ratio (%), 2010-2019
      • Table India - Appendix One
      • Table India - Appendix Two
  • About WealthInsight

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