India Wealth Management – High Net Worth (HNW) Investors 2022

Pages: 32 Published: April 20, 2022 Report Code: GDFS0595CI

The Indian HNW population remains marked by high gender inequality, with men constituting a significant share. However, the female segment is notably younger than their male counterparts. There are a number of governmental and privately funded initiatives designed to support female entrepreneurs.

The India wealth management market report sizes the opportunity within India’s wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country’s HNW investors.

What are the market dynamics in the India wealth management market?

Earned income is the prime source of HNW wealth creation in India, reflecting the presence of a large number of high-earning executives in the country. As an economic powerhouse in Asia, India is home to several conglomerates and technology giants, with many global multinational corporations establishing their headquarters and operations in the country. As the Indian economy recovers from the adverse impacts of the COVID-19 pandemic, executive compensation has been on the rise.

Entrepreneurial income is gradually becoming a growing source of wealth generation. Family business is another growing source of wealth for Indian HNW clients given the above-average age of the entrepreneur segment. Given Indian HNW investors’ above-average propensity to change wealth managers when inheriting, intergenerational wealth management represents a significant opportunity and challenge, making relationship management key.

What are the key investment preferences for HNW investors in the India wealth management market?

The key investment preferences for HNW investors in the India wealth management market are advisory asset management, automated investment services, discretionary asset management, and execution-only asset management. Current demand is distributed relatively equally across different types of mandates, with advisory mandates witnessing a slight edge. This once again highlights the importance of a multi-service proposition.

India wealth management market, by investment preferences

India wealth management market, by investment preferences

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What are the key reasons for expatriation for HNW investors in the India wealth management market?

The key reasons of expatriation for HNW investors in the India wealth management market are job transfer, retirement, business start-up, tax efficiencies, better opportunities for children, better lifestyle conditions, and political/economic instability. Better lifestyle conditions is one of the major drivers of expatriation.

India wealth management market, by reasons of expatriation

India wealth management market, by reasons of expatriation

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What are the major asset classes of wealth allocation for HNW investors in the India wealth management market?

Equities, cash and near cash, bonds, property, alternatives, and commodities are the major asset classes of wealth allocation for HNW investors in the India wealth management market. Equities constitute the largest share, followed by property.

India wealth management market, by asset classes of wealth allocation

India wealth management market, by asset classes of wealth allocation

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What are the major asset classes of offshore investment for HNW investors in the India wealth management market?

The major asset classes of offshore investment for HNW investors in the India wealth management market include equity, cash and near-cash products, bonds, property, alternatives, and commodities. HNW investors in India hold an above-average proportion of their wealth abroad. Property is the preferred asset class among Indian HNW investors booking wealth offshore.

India wealth management market, by offshore investment

India wealth management market, by offshore investment

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Market report scope

Key investment preferences Advisory Asset Management, Automated Investment Services, Discretionary Asset Management, and Execution-Only Asset Management.
Key reasons for expatriation Job Transfer, Retirement, Business Start-Up, Tax Efficiencies, Better Opportunities For Children, Better Lifestyle Conditions, and Political/Economic Instability
Major asset classes of wealth allocation Equities, Cash and Near Cash, Bonds, Property, Alternatives, and Commodities
Major asset classes of offshore investment Equity, Cash and Near Cash, Bonds, Property, Alternatives, and Commodities

 Scope

  • Expats represent an attractive target market thanks to their more complex service requirements.
  • The market for robo-advisory services is growing rapidly in the HNW space in India.
  • Equities, property, and cash and near-cash investments dominate the Indian HNW asset portfolio.

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.
  • Develop your service proposition to match the demand expressed by Indian HNW investors and react proactively to forecast changes in demand.

Key Players

Reserve Bank of India (RBI)

Confederation of Indian Industry (CII)

ANAROCK

SEBI

INDmoney

Table of Contents

Table of Contents

Demographics

Expats

Investment Style Preferences

Asset Allocation Preferences

Offshore Investment Preferences

Products and Services

Appendix

Frequently Asked Questions

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