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Published: May, 2014 | Pages:
117 | Publisher: WealthInsight
Industry: Wealth Management | Report Format: Electronic (PDF)
Synopsis
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 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's UHNWIs have performed through the crisis.
Summary
This report reviews the performance and asset allocations of Ultra HNWIs in India, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.
Scope
UHNWI volume, wealth and allocation trends from 2009 to 2013 UHNWI volume, wealth and allocation forecasts to 2018 UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2009-2013) Number of wealth managers in each city City wise ratings of wealth management saturation and potential Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in India Size of India wealth management industry Largest domestic private banks by AuM Detailed wealth management and family office information Insights into the drivers of HNWI wealth
Reason To Buy
The WealthInsight Intelligence Center Database 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. The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market. With the Database 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 2018. Also provides detailed information on UHNWIs in each major city.
Key Highlights
There were 1,575 UHNWIs in India in 2013, with an average per capita wealth of US$353.4 million, making them a prime target group for wealth sector professionals. Of this total, there were 56 billionaires, 386 centimillionaires and 1,133 affluent millionaires. UHNWIs accounted for 0.6% of the total Indian HNWI population in 2013, slightly lower than the global average of 0.7%. During the review period, the number of Indian UHNWIs increased by 67.6%, from 940 in 2009 to 1,575 in 2013. There was a wide range of performance between the different UHNWI wealth bands. While the number of billionaires increased by 133.3%, the number of centimillionaires and affluent millionaires increased by 67.8% and 64.9% respectively. WealthInsight expects the number of UHNWIs to increase by 34% to reach 2,267 in 2018. This will include 76 billionaires, 560 centimillionaires and 1,632 affluent millionaires.
1 Introduction 1.1 Details of this Report 1.2 Definitions 2 Executive Summary 3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Social Background 3.4 Benchmarking Indian Wealth in Context 3.4.1 Distribution of wealth in India 3.5 HNWI Volume and Wealth Trends 4 Findings from the WealthInsight HNWI Database 4.1 Trends in HNWI Wealth to 2018 4.1.1 HNWI trend analysis 4.1.2 Wealth band trends 4.1.3 Demographic breakdown of HNWIs 4.1.4 HNWIs - job titles 4.1.5 HNWIs - industry breakdown 4.1.6 HNWIs - industry performance 4.1.7 HNWIs - breakdown by city 4.1.8 HNWIs - city performance 4.1.9 HNWIs - city population densities 4.1.10 HNWIs - city forecasts 4.1.11 HNWIs - breakdown by state 4.1.12 HNWIs - state performance 4.1.13 HNWIs - state population densities 4.2 UHNWIs 4.2.1 UHNWI volume trend analysis 4.2.2 UHNWI wealth trend analysis 4.2.3 Demographic breakdown of UHNWIs 4.2.4 UHNWIs - industry breakdown 4.2.5 UHNWIs - city breakdown and performance 4.3 UHNWIs - Billionaires 4.3.1 Billionaire volume trend analysis 4.3.2 Billionaire wealth trend analysis 4.3.3 Billionaire per capita net worth trend analysis 4.3.4 List of billionaires 4.4 UHNWIs - Centimillionaires 4.4.1 Centimillionaire volume trend analysis 4.4.2 Centimillionaire wealth trend analysis 4.4.3 Centimillionaire per capita net worth trend analysis 4.5 UHNWIs - Affluent Millionaires 4.5.1 Affluent millionaire volume trend analysis 4.5.2 Affluent millionaire wealth trend analysis 4.5.3 Affluent millionaire per capita net worth trend analysis 4.6 Core HNWIs 4.6.1 Core HNWI volume trend analysis 4.7 Core HNWIs - Mid-Tier Millionaires 4.7.1 Mid-tier millionnaire volume trend analysis 4.7.2 Mid-tier millionaire wealth trend analysis 4.7.3 Mid-tier millionaire per capita net worth trend analysis 4.8 Core HNWIs - Lower-Tier Millionaires 4.8.1 Lower-tier millionaire volume trend analysis 4.8.2 Lower-tier millionaire wealth trend analysis 4.8.3 Lower-tier millionaire per capita net worth trend analysis 5 Analysis of Indian HNWI Investments 5.1 Analysis by Asset Class 5.1.1 Trends in alternative assets 5.1.2 Trends in 'art, wine and wheels' 5.1.3 Trends of investments in real estate 5.1.4 Trends of investments in cash and deposits 5.1.5 Trends of investments in fixed income 5.1.6 Investment trends in equity 5.1.7 Investments trends in business interests 5.2 Analysis of Foreign Investments 5.2.1 Investments in Europe 5.2.2 Investments in North America (including the US, Mexico and the Caribbean) 5.2.3 Investments in Asia-Pacific 5.2.4 Investments in Central and South America 5.2.5 Investments in the Middle East 5.2.6 Investments in Africa 5.3 Alternative Breakdown: Liquid vs Investable Assets 5.4 Analysis of Indian UHNWI Investments 6 Competitive Landscape of the Wealth Sector 6.1 Competitive Landscape 6.1.1 Domestic banks 6.1.2 Foreign private banks 6.1.3 Partnerships 6.1.4 Wealth managers 6.1.5 Family offices 6.1.6 Financial advisors 6.2 Developments in the Indian Private Banking Industry 6.3 Wealth Management and the Private Banking Industry 6.4 The Indian Wealth Management Industry - Clientele Model and Maturity 6.5 Behavioral Mapping of Wealth Management and Private Banking in India 7 Appendix 7.1 Tax Regulations 7.2 Key Drivers 7.2.1 INR to US$ exchange rate 7.2.2 Real GDP growth 7.2.3 Per capita GDP 7.2.4 Domestic market capitalization 7.2.5 Commodity index 7.2.6 Foreign direct investments - inflow and outflow 7.2.7 Inflation rate 7.2.8 Interest rate 7.2.9 Balance of payments 7.2.10 Government debt 7.2.11 Stock market performance 7.3 Wealth Breakdowns 8 About WealthInsight
Table 1: HNWI Wealth Band and Group Definitions Table 2: Cities in India by Population (Volume), 2013 Table 3: Indian HNWIs - Volume Distribution (%), 2013 Table 4: Indian HNWIs - Wealth Distribution (%), 2013 Table 5: Indian HNWIs - Industry Performance, 2009-2013 Table 6: Indian HNWIs - Cities, 2013 Table 7: Indian HNWI Growth in Top Cities (Thousand), 2009-2013 Table 8: Indian HNWI Population Density in Major Cities (Thousand), 2013 Table 9: Indian HNWIs in Top Cities (Thousand), 2009-2018 Table 10: Indian HNWIs - Growth Rates for Top Cities (%), 2009-2018 Table 11: Indian Volume of HNWI by States (Thousand), 2013 Table 12: Indian HNWI State Performance (%), 2009-2013 Table 13: Indian HNWIs Population Density by State (Thousand), 2013 Table 14: Indian UHNWI Gender Performance (%), 2009-2013 Table 15: Indian UHNWI Source of Wealth (%), 2013 Table 16: Indian Volume of UHNWIs in Top Cities, 2009-2018 Table 17: Indian UHNWI Growth Rates in Top Cities (%), 2009-2018 Table 18: Indian Billionaires Market Overview (Volume and US$ Billion), 2009-2018 Table 19: Indian Top-10 Billionaires (US$ Billion), 2013 Table 20: Indian Billionaire Wealth Growth (US$ Billion), 2009?2013 Table 21: Indian Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 22: Indian Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 23: Indian Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 24: Indian Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018 Table 25: Indian Allocations of HNWI Assets (%), 2009-2018 Table 26: Indian HNWI Holdings Growth (%), 2009-2018 Table 27: Indian HNWI Alternative Asset Composition (%), 2009-2018 Table 28: Indian HNWI Trends of Investments in Alternative Assets (%), 2009-2018 Table 29: Indian Trends in 'Art, Wine and Wheels', 2009-2013 Table 30: Global Prime Real Estate Prices per m2 (US$), 2012 Table 31: Indian HNWI Foreign Investment Allocations (%), 2009-2018 Table 32: Indian HNWI Liquidity Breakdown (US$ Billion), 2009-2018 Table 33: Indian HNWI Liquidity Breakdown (%), 2009-2018 Table 34: Indian UHNWI Allocations and Share of HNWI Assets (%), 2013 Table 35: Leading Domestic Banks in India by Local AuM (US$ Million), 2013 Table 36: Leading Foreign Private Banks in India by Local AuM (US$ Million), 2013 Table 37: Leading Wealth Managers in India by AuM (US$ Million), 2013 Table 38: Leading Indian Family Offices by AuM (US$ Million), 2013 Table 39: Indian Wealth Management Industry - Recent Deal Activity, 2013 Table 40: Indian Income Tax Bands (INR), 2013-2014 Table 41: INR per US$ Exchange Rate, 2009-2018 Table 42: Indian Real GDP Growth (%), 2009-2018 Table 43: Indian GDP per Capita (US$), 2009-2018 Table 44: Indian Domestic Market Capitalization (US$ Billion), 2009-2013 Table 45: Indian Commodity Indices, 2009-2018 Table 46: Indian Foreign Direct Investment (US$ Billion), 2009-2018 Table 47: Indian Inflation Rate (%), 2009-2018 Table 48: Indian Money Market Rate (%), 2009-2018 Table 49: Indian Balance of Payments (US$ Billion), 2009-2013 Table 50: Indian Government Debt as a Percentage of GDP, 2009-2018 Table 51: Indian Stock Market Performance, 2009-2013 Table 52: Indian HNWI Wealth vs GDP Ratio, 2009-2018 Table 53: India - Appendix One Table 54: India - Appendix Two
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