Alle Filter zurücksetzen
Kategorien
  • Finanzen / Versicherungen
  • Banken / Finanzen
  • Private Banking / Finanzdienstleistung / Vermögensberatung
  • Filter zurücksetzen
Regionen/Länder
  • Europa
  • Belgien
  • Bulgarien
  • Dänemark
  • Deutschland
  • Finnland
  • Frankreich
  • Griechenland
  • Irland
  • Italien
  • Kroatien
  • Luxemburg
  • Niederlande
  • Norwegen
  • Österreich
  • Poland
  • Portugal
  • Rumänien
  • Russian Federation
  • Schweden
  • Schweiz
  • Slowakei
  • Slowenien
  • Spanien
  • Tschechien
  • Türkei
  • Ukraine
  • Ungarn
  • Vereinigtes Königreich
  • Asien / Pazifik
  • Bangladesch
  • China
  • Hong Kong
  • Indien
  • Indonesien
  • Japan
  • Malaysia
  • Neuseeland
  • Pakistan
  • Philippinen
  • Singapur
  • Südkorea
  • Taiwan
  • Thailand
  • Vietnam
  • Mittlerer Osten / Afrika
  • Israel
  • Katar
  • Kuwait
  • Oman
  • Saudi Arabien
  • South Africa
  • Tunesien
  • Vereinigte Arabische Emirate
  • Nordamerika / USA
  • Kanada
  • United States
  • Australien
  • Mittel- / Südamerika
  • Argentinien
  • Brasilien
  • Chile
  • Kolumbien
  • Mexiko
  • Paraguay
  • Peru
  • Uruguay
  • Venezuela
  • Filter zurücksetzen
Herausgeber
  • BBE media GmbH & Co. KG
  • BBE RETAIL EXPERTS
  • bbw Marketing Dr. Vossen & Partner
  • Bley und Schwarzmann AG
  • BRICdata
  • Datamonitor
  • Euromonitor
  • Finaccord
  • GlobalData
  • MarketLine
  • Orbys Black Book
  • research tools
  • Timetric Ltd
  • Wealth Insight
  • World Market Intelligence
  • YouGov
  • Filter zurücksetzen
Sprache
  • Deutsch
  • Englisch
  • Filter zurücksetzen
Datum
  • 2013
  • 2012
  • 2011
  • 2010
  • 2009
  • 2008
  • 2007
  • Filter zurücksetzen
laedt

Marktanalyse - Emerging Opportunities in the Indian Wealth Management Industry: Market Size, Strategies, Products and Competitive Landscape

BRICdata

BRICdata

5 / 2012
90 Seiten
Typ: Marktanalyse
Sprache: Englisch
Regionen: Indien
Verfügbarkeit: verfügbar

Bitte wählen Sie ein Lieferformat und klicken Sie unten auf einen Bestellbutton:

1.508,12 €*
( 1.950,00 $)
PDF-Datei per E-Mail, Single User License , versandkostenfrei
3.016,24 €*
( 3.900,00 $)
PDF-Datei per E-Mail, Site License Price , versandkostenfrei
4.524,36 €*
( 5.850,00 $)
PDF-Datei per E-Mail, Enterprise License , versandkostenfrei


Synopsis
The report provides detailed market analysis, information and insights, including:
• In-depth analysis of wealth management strategies adopted by Indian banking and financial institutions
• How companies in India are adopting marketing strategies to succeed in the wealth management industry
• Key trends and drivers supporting the growth of the wealth management industry in India
• Challenges faced by companies in the Indian wealth management industry
• Company-wise analysis of marketing strategies and product offerings in the wealth management industry

Summary
India’s GDP grew at an annual growth rate of 8% in 2011 and has a strong growth outlook. This makes the country an attractive investment location for wealth management firms. India has the main components that comprise a high-growth wealth management market, including: a very large and young affluent customer base, an improving wealth situation among global Indians, a goal to more tightly regulate financial services by the Indian government, and an increasing share of organized companies compared to the unorganized workforce. India currently has the fourth-largest number of high net worth individuals (HNWIs) in the Asia-Pacific region, after Japan, China and Australia. There were over 250,000 HNWIs in India, which cumulatively owned assets that valued over US$1 trillion in 2011. The volume of HNWIs in India increased at a compound annual growth rate (CAGR) of 7.20% during the review period (2007—2011), while the total HNWI wealth increased in value at a CAGR of 2.47%.

Scope
• This report provides an extensive analysis of the Indian wealth management industry, including market sizing by asset classification
• The report highlights various asset classes available for HNIs and also classifies the investment made by the HNIs in each of the mentioned asset classes
• It also provides an analysis of marketing strategies used by banking and financial services companies in India
• The report provides a detailed understanding of the product offerings of banking and asset management companies
• It also provides insights into the strategies that companies can adopt to succeed in the industry to strengthen market position

Reasons To Buy
• Gain in-depth insight into the wealth management industry and the strategies used in India.
• Understand the various market dynamics of the wealth management industry in India.
• Take informed decisions and formulate effective strategies based on the report’s detailed market insights on Indian wealth management.
• Understand the growth strategies adopted by key companies.

Key Highlights
• HNWIs in India are expected to increase their number of equity asset allocations over the forecast period, while reducing their number of fixed-income and cash assets.
• As the wealth management market in India matures, Indian HNWIs are expected to significantly increase their investments in sophisticated wealth alternatives, such as hedge funds, private equity and venture capital.
• The regulatory environment in the Indian wealth management market is evolving, which presents opportunities for established wealth managers to expand their product and service offerings in the country. The government is planning to implement regulations covering fiduciary duties and investor protection.
• Commercial banks, private wealth management companies and asset management companies in India are adopting various marketing strategies to become successful in the Indian wealth management market.
• India’s wealth management market is highly fragmented, which is not surprising as it is in an early stage of development. The organized service providers, such as commercial banks and wealth management companies, have so far focused mainly on the urban population, leaving an underexplored customer base of approximately one-fifth.
Table of Contents

1 Executive Summary

2 Indian Wealth Management Market Environment

2.1 Macroeconomic Fundamentals

2.1.1 GDP at constant prices

2.1.2 Inflation rate

2.1.3 Annual disposable income

2.1.4 Market capitalization

2.1.5 Bank repo rate

2.2 Regulatory Framework

2.2.1 Investor protection

2.2.2 Evolving tax laws

3 Market Size and Growth Potential of Indian Wealth Management

3.1 Wealth Management Market in India

3.2 Wealth Management Market by Asset Class

3.2.1 Direct equity

3.2.2 Bank deposits

3.2.3 Mutual funds

3.2.4 Life insurance

3.2.5 Alternative assets

3.3 Market Size of Indian Wealth Management by HNWIs

3.3.1 High net worth individuals (HNWIs)

3.3.2 Ultra-high net worth individuals (UHNWIs)

3.3.3 The core high net worth individuals (core HNWIs)

3.4 HNWI Investments by Asset Class

3.4.1 Investment trends in liquid assets — equity, fixed income and cash deposits

3.4.2 Investment trends in cash and deposits

3.4.3 Investments in real estate

3.4.4 Investment trends in equity

3.4.5 Trends in art, wine and automobiles

4 Wealth Management Services in India

4.1 Portfolio Management and Portfolio Rebalancing

4.1.1 Kotak Mahindra portfolio management services

4.1.2 ICICI Bank portfolio management services

4.1.3 HSBC India portfolio management services

4.1.4 Deutsche Bank portfolio management services

4.1.5 Karvy Wealth portfolio management and rebalancing services

4.2 Trusts and Estate Planning and Management

4.2.1 Kotak Wealth estate planning services

4.2.2 Client Associates’s estate planning service

4.2.3 The Royal Bank of Scotland estate planning services

4.2.4 HSBC estate planning service

4.3 Private Banking and Financing

4.3.1 HDFC private and preferred banking services

4.3.2 ICICI private and privilege banking services

4.3.3 Kotak Mahindra privy league private banking service

4.4 Tax Planning and Management

4.5 Investment Management and Advisory

4.5.1 ICICI Bank investment advice

4.5.2 Client Associates (CA) investment management services

4.5.3 Kotak wealth and investment management services

5 Trends and Growth Drivers

5.1 Emergence of Private-Investment Banking in India

5.2 Increasing HNWIs Volume and Wealth Value

5.3 Changing Consumer Attitudes are Encouraging Retail Banking Growth

5.4 Increasing Service Options from Wealth Management Companies

5.5 Targeting Mass Customer Base Rather than HNWIs

5.6 Real GDP Growth Rate

5.7 Annual Average Exchange Rate (INR-US$)

5.8 Government Initiatives to Attract the Wealth of Overseas Indians

5.9 Increasing Remittances from Non-Resident Indians (NRIs)

6 Marketing and Growth Strategies of Indian Wealth Management Service Providers

6.1 Marketing Strategies

6.2 Product Diversification

6.3 Optimization of Risk Management Services

6.4 Enhancing the Quality of Investment Advisors and Managers

6.5 Partnering with Assets Management Companies

6.6 Utilizing Social Media to Interact With Clients

7 Strategies to Succeed in the Indian Wealth Management Market

7.1 Maintaining Low Overhead Costs

7.2 Building an Effective Distribution Strategy

7.3 Capitalizing on Technology

7.4 Understanding the Changing Consumer Requirements

7.5 Long-Term Commitment Required

7.6 Brand Building

7.7 Transparency and Regulatory Adherence

7.8 360 Degree View of Investment

8 Challenges

8.1 Regulatory Issues

8.1.1 Taxation

8.2 Tightening Government Control

8.3 Lack of Talent and Geography of Operation

8.4 Reputation Issues

8.5 Underdeveloped Product Offerings

8.6 Self-Management of Wealth

9 Competitive Landscape

9.1 Industry Structure

9.2 Wealth Managers and Private Banks

9.2.1 Public-sector banks

9.2.2 Wealth managers

9.2.3 Private-sector banks

9.2.4 Foreign banks and MNCs

10 Company Profile

10.1 Housing Development Finance Corporation Bank (HDFC)

10.1.1 Company overview

10.1.2 Business segmentation

10.2 ICICI Bank Ltd

10.2.1 Company overview

10.2.2 Business segmentation

10.3 Kotak Mahindra Bank

10.3.1 Company overview

10.3.2 Business segmentation

10.4 AXIS Bank Limited

10.4.1 Company overview

10.4.2 Business segmentation

10.5 Other Private Banks

10.5.1 DBS Bank Ltd (India)

10.5.2 Deutsche Bank (India)

10.5.3 Standard Chartered Bank (India)

10.5.4 HSBC (India)

10.5.5 SG Private Banking (India)

10.6 Non-Banking Investment Management Companies in India

10.6.1 Edelweiss Financial Services Limited

10.6.2 Client Associates

10.6.3 Karvy Private Wealth

11 Appendix

11.1 About BRICdata

11.1.1 Definitions

11.1.2 Areas of expertise

11.2 Methodology

11.3 Disclaimer



List of Tables

Table 1: Indian GDP at Constant Prices (US$ Billion), 2007—2016 (Base Year 1999—2000)

Table 2: Indian Inflation Rate (%), 2007—2016

Table 3: Indian Annual Disposable Income (US$ Billion), 2007—2016

Table 4: Indian Repo Rate (%), April 2009 — April 2012

Table 5: Indian Wealth Management Market Size by Asset Class (US$ Billion), 2007—2011

Table 6: Indian Wealth Management Market Share by Asset Class (%), 2007—2011

Table 7: Indian Initial Public Offerings (US$ Billion), 2007—2011

Table 8: Indian Large IPOs in 2011

Table 9: Indian Total Bank Deposits (US$ Billion), 2007—2011

Table 10: Indian HNWIs Volume by Wealth Bands, 2007—2011

Table 11: Indian HNWIs Volume by Wealth Bands, 2012—2016

Table 12: Indian HNWIs Value by Wealth Band (US$ Billion), 2007—2011

Table 13: Indian HNWIs Value by Wealth Band (US$ Billion), 2012—2016

Table 14: Indian UHNWIs Volume by Type of HNWI, 2007—2011

Table 15: Indian UHNWIs Volume by Type of HNWI, 2012—2016

Table 16: Indian UHNWIs Value by Type of HNWI (US$ Billion), 2007—2011

Table 17: Indian UHNWIs Value by Type of HNWI (US$ Billion), 2012—2016

Table 18: Indian Core HNWIs Volume by Type of HNWI, 2007—2011

Table 19: Indian Core HNWIs Volume by Type of HNWI, 2012—2016

Table 20: Indian Core HNWIs Value by Type of HNWI (US$ Billion), 2007—2011

Table 21: Indian Core HNWIs Value by Type of HNWI (US$ Billion), 2012—2016

Table 22: Indian HNWI Liquid Asset Composition (%), 2007—2016

Table 23: Indian Real GDP Growth Rate (%), 2008—2016

Table 24: Indian Annual Exchange Rate (INR-US$), 2007—2011

Table 25: Indian Wealth Management Companies

Table 26: Karvy Private Wealth: Main Services

Table 27: Indian Annual Exchange Rate (INR—US$), 2007—2011

Table 28: Definitions





List of Figures

Figure 1: Indian GDP at Constant Prices (US$ Billion), 2007—2016 (Base Year 1999—2000)

Figure 2: Indian Inflation Rate (%), 2007—2016

Figure 3: Indian Annual Disposable Income (US$ Billion), 2007—2016

Figure 4: Indian Market Capitalization (US$ Billion), 2007—2011

Figure 5: Indian Repo Rate (%), April 2009 — April 2012

Figure 6: Indian Wealth Management Market Size by Asset Class (US$ Billion), 2007—2011

Figure 7: Indian Initial Public Offerings (US$ Billion), 2007—2011

Figure 8: Bombay Stock Exchange Performance (500 Index), 2000—2012

Figure 9: Indian Market Capitalization (US$ Billion), 2007—2011

Figure 10: Indian Total Bank Deposits (US$ Billion), 2007—2011

Figure 11: Indian Asset Under Management of Mutual Funds (US$ Billion), 2007—2011

Figure 12: Indian Life Insurance Market Size (US$ Billion), 2007—2016

Figure 13: Indian Life Insurance Total Assets (US$ Billion), 2007—2016

Figure 14: India Gold Demand Volume (Tonnes), 2007—2011

Figure 15: India Gold Demand Value (US$ Billion), 2007—2011

Figure 16: Indian Art Funds Market Size (US$ Million), 2007—2011

Figure 17: Indian Wealth Management Market Customers — HNWI Composition

Figure 18: Indian HNWIs Volume, 2007—2011

Figure 19: Indian HNWIs Volume, 2012—2016

Figure 20: Indian HNWIs Value (US$ Billion), 2007—2011

Figure 21: Indian HNWIs Value (US$ Billion), 2012—2016

Figure 22: Indian HNWIs Regional Distribution (% Share), 2011

Figure 23: Indian UHNWIs Volume by Type of HNWI, 2007—2011

Figure 24: Indian UHNWIs Volume by Type of HNWI, 2012—2016

Figure 25: Indian UHNWIs Value by Type of HNWI (US$ Billion), 2007—2011

Figure 26: Indian UHNWIs Value by Type of HNWI (US$ Billion), 2012—2016

Figure 27: Indian UHNWIs Regional Distribution (% Share), 2011

Figure 28: Indian Core HNWIs Volume by Type of HNWI, 2007—2011

Figure 29: Indian Core HNWIs Volume by Type of HNWI, 2012—2016

Figure 30: Indian Core HNWIs Value by Type of HNWI (US$ Billion), 2007—2011

Figure 31: Indian Core HNWIs Value by Type of HNWI (US$ Billion), 2012—2016

Figure 32: Indian Core HNWIs Regional Distribution (% Share), 2011

Figure 33: Asset Class Composition (% Share), 2007—2016

Figure 34: Indian HNWI Liquid Asset Composition (US$ Billion), 2007—2016

Figure 35: HNWIs — Investment in Cash and Deposits (US$ Billion), 2007—2016

Figure 36: Indian HNWI Investment in Real Estate (US$ Billion), 2007—2016

Figure 37: Indian HNWI Investment in Equities (US$ Billion), 2007—2016

Figure 38: Indian Wealth Management Services

Figure 39: Indian Wealth Management Trends and Growth Drivers

Figure 40: Non-Resident Indian Remittances (US$ Billion), 2007—2011

Figure 41: ICICI Bank — Official Twitter Page

Figure 42: ICICI Bank — Official Facebook Page

Figure 43: HDFC Bank — Official Twitter Page

Figure 44: Strategies to Succeed in the Indian Wealth Management Market

Figure 45: A Unified View of Customer Investment

Figure 46: Indian Wealth Management Challenges

*Alle Preise sind netto ausgewiesen. In Abhängigkeit von Ihrer Rechnungsanschrift ist hierauf noch USt. zu entrichten (Deutschland z.Z. 19%). Unser Angebot richtet sich ausschließlich an Unternehmen, Gewerbetreibende und Freiberufler.

Für Sie protokollierte Studien / Marktanalysen:
  zuletzt angesehene Studien: