Written by -
Karan Bhagat
Category -
Wealth Management
SCOPE OF WEALTH MANAGEMENT INDUSTRY IN INDIA
The Indian Wealth Management industry is rapidly growing, driven by a rising HNI base and expanding millionaire population. With strong growth prospects, India is emerging as a key player in the global wealth landscape.
Keep readingWed, 05 Mar 2025 0 77
Written by -
Sonal Sharma
Category -
Wealth Management
Goal Setting in Wealth Management & Financial Planning
Goal Setting for clients is the first step in any Wealth Planning Exercise. This post discusses how a wealth manager can help clients find the appropriate goals to achieve.
Keep readingMon, 10 Mar 2025 0 29
Written by -
Sonal Sharma
Category -
Wealth Management
INDIAN HNI FAMILIES
Total number: If we consider a household with a minimum net worth of Rs 250 million, there are more than 81,000 ultra HNHs in India as of 2011-12. Although, this number represents a miniscule 0.03 per cent of the total households in India, it is poised to more than triple to over 286,000 households by 2016-17. The report suggests that the total net worth of Indian ultra high-net worth households (ultra HNHs) will reach Rs 318 trillion in 2016-17, a nearly five-fold increase from around Rs 65 trillion in 2011-12. This growth in net worth will be driven predominantly by growth in the number of ultra HNHs and the returns on wealth.
Keep readingMon, 10 Mar 2025 0 54
Written by -
Sonal Sharma
Category -
Wealth Management
Indian Wealth Management Industry: 15 Reasons for Growth
15 Reasons for the growth of the Indian Wealth Management Industry.
Keep readingMon, 10 Mar 2025 0 57
Written by -
Sonal Sharma
Category -
Wealth Management
Role and Activities of a Wealth Manager
The tasks performed by a Wealth Manager during the Wealth Management Process can be grouped into Data Collection, analysis of financial problems and creating solutions for the clients.
Keep readingMon, 10 Mar 2025 0 59
Written by -
Sonal Sharma
Category -
Wealth Management
Wealth Management Industry: Challenges and Opportunities
Up until 2007, the global personal wealth was rising to record levels. This rising wealth provided the wealth management industry an unprecedented opportunity to serve the ever-growing client base and thus the industry was witnessing very good growth rates.
Keep readingMon, 10 Mar 2025 0 63
Written by -
Sonal Sharma
Category -
Wealth Management
Wealth Preservation by Single Family Office
Wealth preservation is one of the most sought after and value-added segments of family office services, as retention of net worth, is paramount in most family priorities. A holistic approach is adopted by family advisors to achieve the common goals of wealth preservation, asset protection, manageable structure, minimization of risk, magnification and eventual transition of wealth.
Keep readingTue, 11 Mar 2025 0 36
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