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Ultra HNWIs in India to 2015

Synopsis

This report is the result of WealthInsight's extensive research covering the UHNWI population and Wealth Management industry in India. It provides market size and forecasts of the UHNWI population. By leveraging the WealthInsight HNWI Database, it provides key demographic breakdowns such as city specific data.

Summary

India has one of the highest UHNWI growth rates in the world. This report provides historical trends and projections of the volume and wealth of India's UHNWIs by city and sector. The report also reviews these findings in an analysis of India's Wealth Management and Private Banking sector, and the opportunities therein.

Scope

The report features:

  • Independent market sizing of India's UHNWI
  • Most up to date and thorough analysis of the demographic breakdown of India's UHNWI, including city and sector specific data
  • Volume and wealth trends from 2007 to 2011 * Volume and wealth forecasts to 2015
  • Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in India
  • City specific ratings
  • Current insights into the drivers of HNWI wealth
  • Family office information

Reasons To Buy

  • The WealthInsight HNWI Database is an unparalleled resource and the leading database of its kind. Compiled and curated by a team of expert research specialists, the HNWI Database comprises up to one hundred data-points on over 100,000 HNWI around the world. With the HNWI Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI universe in each of the countries and regions we cover.
  • Comprehensive forecasts to 2015.
  • Information on sources of wealth for UHNWIs in each major city, by industry and other measures.

Table of Contents

1 Introduction

  • 1.1 What is this Report About?

2 Wealth Sector Fundamentals

  • 2.1 Economic Background to the Wealth Sector
  • 2.2 Political Background to the Wealth Sector
  • 2.3 Benchmarking Indian Wealth in Context

3 Findings from the WealthInsight UHNWI Database

  • 3.1 UHNWIs: market sizing
  • 3.2 UHNWIs: market size by volume
  • 3.3 UHNWIs: market size by value
  • 3.4 UHNWIs: market size by per-capita net worth
  • 3.5 UHNWIs: demographic breakdown
    • 3.5.1 UHNWIs: demographic breakdown by age
    • 3.5.2 UHNWIs: demographic breakdown by region
    • 3.5.3 Sources of UHNWI wealth
    • 3.5.4 Industry
    • 3.5.5 Industry performance
    • 3.5.6 Industry forecasts
    • 3.5.7 City performance
    • 3.5.8 UHNWIs' source of wealth: inherited vs earned vs self-made
  • 3.6 HNW Family Wealth
    • 3.6.1 Source of HNW family wealth
    • 3.6.2 HNW family regional distribution
    • 3.6.3 Wealthy families and company links
    • 3.6.4 Philanthropy and wealthy families
  • 3.7 Expat Indian Wealth - The NRIs

4 Competitive Landscape of the Wealth Sector

  • 4.1 Competitive Structure
  • 4.2 Wealth Managers and Private Banks
    • 4.2.1 Wealth managers
    • 4.2.2 Private banks
    • 4.2.3 Foreign banks and MNCs
    • 4.2.4 Joint ventures
    • 4.2.5 Domestic providers
  • 4.3 Leading Companies in the Wealth Management Industry
  • 4.4 Family Offices
    • 4.4.1 Multi-family offices
    • 4.4.2 Single-family offices
  • 4.5 Trusts
  • 4.6 Challenges and Opportunities for the Wealth Sector in India
    • 4.6.1 Regulatory
    • 4.6.2 Tax
    • 4.6.3 Human resources
    • 4.6.4 Move to self-management
    • 4.6.5 Underdeveloped product offerings
    • 4.6.6 Demands of intergenerational wealth transfer and younger clientele
    • 4.6.7 Philanthropy

5 Appendix

  • 5.1 Banking Regulations, Taxes and Laws
    • 5.1.1 Regulations on equity capital
    • 5.1.2 Limitation on amount of loans
    • 5.1.3 High currency reserve ratio (CRR) and statutory liquidity ratio (SLR)
    • 5.1.4 Limitation on borrowings from overseas headquarters
    • 5.1.5 Interest rate trends for lending and borrowing
    • 5.1.6 Taxes on investments
    • 5.1.7 Investment limits
  • 5.2 Key Economic Trends and Drivers
    • 5.2.1 National wealth indicators
    • 5.2.2 Financial market indicators
    • 5.2.3 Banking indicators
    • 5.2.4 Trade indicators
    • 5.2.5 Other indicators

6 About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: UHNWIs - Volume by Wealth Band, 2007-2015
  • Table 3: UHNWIs - Wealth by Wealth Band (US$ Billion), 2007-2015
  • Table 4: UHNWIs - Per-Capita Net Worth (US$ Million), 2007-2015
  • Table 5: UHNWIs - Cities by Sector, 2007-2011
  • Table 6: UHNWIs - Emerging Cities by Sector, 2007-2011
  • Table 7: UHNWIs - WealthInsight Rating of Private Banking Potential
  • Table 8: HNW Family Wealth - India's Wealthiest Families, 2011
  • Table 9: Wealth Management Industry - Main Companies Operating in India
  • Table 10: Wealth Management Industry - Major SFOs and MFOs Operating in India
  • Table 11: INR to US$ Moving Annual Average Exchange Rate, 2006-2015
  • Table 12: Real GDP Growth Rate, 2006-2015
  • Table 13: GDP Per Capita, 2006-2015
  • Table 14: Gross Savings as a Percentage of Real GDP, 2006-2015
  • Table 15: Domestic Market Capitalization, 2006-2010
  • Table 16: Housing Price Index, 2006-2010
  • Table 17: Commodity Indices, 2006-2015
  • Table 18: Foreign Direct Investments, 2006-2015
  • Table 19: Investment Inflows by FIIs in Equity Products, 2006-09
  • Table 20: Inflation Rate, 2006-2015
  • Table 21: Repo Rate, 2006-2015
  • Table 22: Balance of Payments, 2006-2010
  • Table 23: Stock Market Performance, 2006-2010
  • Table 24: External and Fiscal Debt as a Percentage of GDP, 2006-2015
  • Table 25: HNWI Wealth vs GDP, 2006-2010
  • Table 26: Capital Formation as a Percentage of GDP, 2006-2015
  • Table 27: Disposable Income as a Percentage of GDP, 2006-2015

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: UHNWIs - Analysis of Wealth Band Evolution, 2007-2015
  • Figure 3: UHNWIs - Volume by Wealth Band, 2007-2015
  • Figure 4: UHNWIs - Wealth by Wealth Band (US$ Billion), 2007-2015
  • Figure 5: UHNWIs - Per-Capita Net Worth (US$ Million), 2007-2015
  • Figure 6: UHNWIs - Age Distribution, 2011
  • Figure 7: UHNWIs - Regional Distribution by City, 2011
  • Figure 8: UHNWIs - Distribution by Primary Source of Wealth, 2011
  • Figure 9: UHNWIs - Sector Performance, 2007-2011
  • Figure 10: UHNWIs - Sector Forecasts, 2011-2015
  • Figure 11: UHNWIs - City Performance, 2011
  • Figure 12: UHNWIs - City Performance, 2011
  • Figure 13: UHNWIs - Distribution by Source of Wealth, 2011
  • Figure 14: HNW Family Wealth - Distribution by Source of Wealth, 2011
  • Figure 15: HNW Family Wealth - Regional Distribution, 2011
  • Figure 16: NRIs - UHNW NRIs: Regional Distribution, 2011
  • Figure 17: Wealth Management Industry - Structure
  • Figure 18: INR to US$ Moving Annual Average Exchange Rate, 2006-2015
  • Figure 19: Real GDP Growth (%), 2006-2015
  • Figure 20: GDP Per Capita, 2006-2015
  • Figure 21: Gross Savings as a Percentage of Real GDP, 2006-2015
  • Figure 22: Domestic Market Capitalization, 2006-2010
  • Figure 23: Housing Price Index, 2006-2010
  • Figure 24: Commodity Indices, 2006-2015
  • Figure 25: Foreign Direct Investments, 2006-2015
  • Figure 26: Investments of FIIs in Equity Products, 2006-09
  • Figure 27: Inflation Rate, 2006-2015
  • Figure 28: Repo Rate, 2006-2015
  • Figure 29: Balance of Payments, 2006-2010
  • Figure 30: Stock Market Performance, 2006-2010
  • Figure 31: External and Fiscal Debt as a Percentage of GDP, 2006-2015
  • Figure 32: HNWI Wealth vs GDP, 2006-2010
  • Figure 33: Capital Formation as a Percentage of GDP, 2006-2015
  • Figure 34: Disposable Income as a Percentage of GDP, 2006-2015
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