发布日期：2008年9月1日

摘要

Countries covered: India

Introduction

Wealth management is classified as a type of financial planning tool that provides the corporates and their families with private banking, asset management, legal resources,real estate planning, investment management and portfolio management with the goal of sustaining and growing long-term wealth. Wealth management service providers have segmented the Indian market into four categories: the mass market (investible surplus USD5,000 to 25,000); the mass affluent (USD25,000 to 1 million); the high-net-worth (USD1 million to 30 million) and the ultra-high net worth (greater than USD30 million).

Key Findings & highlights

• During the second half of 2007, there was a contrasting difference between the matured and emerging economies where emerging market captured the major portion of wealth management.
• In 2007, the global economy grew by 5.1%, down slightly from the 5.3% global growth in 2006.
• The United States had one of the world’s lowest savings rates in 2007
• The population of HNWIs reached 10.1 trillion in 2007
• The Indian market has outperformed global markets significantly and formed new highs coincided with a continuous increase in derivatives position which peaked at over Rs1 trillion.

Reasons to Buy

• Spot Investment opportunities
• Reveals the factors that hamper growth of Wealth Management Industry in India
• Get a thorough understanding about the industry and prevent further losses
• Know the corrective measures for sustainable growth in the industry

目录及图表

EXECUTIVE SUMMARY

HIGHLIGHTS

1. WEALTH MANAGEMENT - GLOBAL OVERVIEW

1.1. Introduction

1.2 Wealth Management Services

1.2.1 Portfolio Management and Portfolio Rebalancing

1.2.2 Investment Management

1.2.3 Trust and Estate Management

1.2.4 Private Banking and Financing

1.2.5 Tax Advice

1.3 Wealth Management Products

1.3.1 Stocks and Stocks Trading

1.3.2 Equity Linked Investments

1.3.3 Structured Savings Products

1.3.4 Structured Investment Products and Derivatives

1.3.4.1 Types of equity derivative structured products

1.3.5 Foreign Exchange

1.3.6 Mutual Funds

1.3.6.1 Equity Funds

1.3.7 Alternative Investments like private equity, arts, and precious metals

1.3.7.1 Hedge Funds

1.3.7.2 Private Equity

1.4 Market

1.4.1 Economic Overview

1.4.1.1 Recent Economic Trends

1.4.2 Market Size & Growth

1.4.3 Regional Distribution of financial assets

1.4.4 Asset Allocation

1.4.4.1Cash/Deposits & Fixed Income

1.4.4.2 IPOs

1.4.4.3 Real Estate

1.4.4.4 Alternative Investments

1.4.5 Global Major Players

1.5 Outlook

2. INDIAN OVERVIEW

2.1 Introduction

2.2 Market Segment

2.2.1 Economic Overview

2.2.2 Wealth Management Matrix

2.3 Market Size and Growth

2.3.1 IPO

2.3.2 Mutual Funds

2.3.3 Real Estate

2.3.4 NRI Wealth

2.3.5 Art Funds

2.4 Trends

2.5 Regulations

2.5.1 Regulations of Mutual Funds

2.5.2 SEBI (Foreign Institutional Investors) Amendment Regulations, 2008

2.5.3 Regulatory Watch

2.6 Outlook

3. MAJOR PLAYERS

3. 1. Axis Bank

3.2. Citi Bank

3. 3. Housing Development Finance Corporation Bank (HDFC)

3.4. Industrial Credit and Investment Corporation of India Bank (ICICI)

3.5. Kotak Mahindra Bank

3.6. State Bank of India

3.7. Union Bank of Switzerland

3.8 Other Non Banking Financial Corporations (NBFCs) in India

3.8.1 Religare

3.8.2 Future Capital Holdings (FCH)

3.8.3 Reliance Money

4. GROWTH DRIVERS

4.1. Economic Growth Story- India

4.2 Creation Neo Rich Class

4.3 Indians among World Richest List

4.4 Emerging markets

4.5Changing Era of Public Saving

4.6 Shifting from high-net worth to mass market

4.7 Emerging Wealth Management Service Companies

5. ISSUES AND CHALLENGES

5.1 Regulatory Issues

5.2 Market Volatility

5.3 Lack of Professional Services

5.4 Perception of Indian Customers

6. OUTLOOK

ANNEXURE I - LIST OF ABBREVIATIONS

ANNEXURE II - BIBLIOGRAPHY

LIST OF FIGURES

Figure 1.1 Private Banking and Financing

Figure 1.2: Real GDP growth In Selected Economies

Figure 1.3: Global HNWI Wealth

Figure 1.4: Geographic Population of HNWIs, 2007

Figure 1.5: Geographic Population of Ultra HNWIs, 2007

Figure 1.6: Regional Distribution of Financial Assets

Figure 1.7: Global Financial Asset Allocation

Figure 1.8: Global HNWIs’ Passion Investments, 2007

Figure 2.1: Real GDP Growth in select countries

Figure 2.2: Wealth Management Matrix

Figure 2.3: HNWIs Growth in select countries, 2007

Figure 6.1: Global HNWI Financial Wealth outlook 2007-2011

Figure 6.2: Indian Wealth Market Outlook 2007-2011

LIST OF TABLES

Table 2.1: Market Capitalization of Stock Exchanges, 2007

Table 2.2: HNWIs segment in India