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Market Research Report

HNWI Asset Allocation in India 2015

Published by GlobalData Product code 229601
Published Content info 54 Pages
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HNWI Asset Allocation in India 2015
Published: January 14, 2016 Content info: 54 Pages
Description

Summary

  • 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 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of India HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in India 2015 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.
  • With the wealth report 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 2019.

Key Highlights

  • Real estate was the largest asset class for Indian HNWIs in 2014, accounting for 30.8% of total HNWI assets. This was followed by business interests with 23.9%, equities with 22.2%, fixed-income with 8.1%, alternatives with 8%, and cash and deposits with 7%.
  • Business interests, alternatives and real estate recorded growth during the review period, at respective rates of 36.1%, 21.7% and 17.5%.
  • Alternative assets held by Indian HNWIs increased from 7.7% to 8% between 2010 and 2014. HNWI allocations to commodities remained same at 4.5% of total assets during this period.
  • WealthInsight expects allocations in commodities to decline over the forecast period to reach 3.4% of total HNWI assets by 2019.
  • Indian HNWI liquid assets valued US$490.2 billion as of 2014, representing 37.3% of total wealth holdings.
Table of Contents
Product Code: WI0418MR

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. India Key Facts

4. Distribution of Wealth in India

  • 4.1. HNWI Volume and Wealth Trends

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 investment in real estate
    • 5.1.4. Trends of investment in cash and deposits
    • 5.1.5. Trends of investment 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 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. Key Drivers

  • 6.1. INR-US$ exchange rate
  • 6.2. Real GDP growth
  • 6.3. Per capita GDP
  • 6.4. Domestic market capitalization
  • 6.5. Commodity index
  • 6.6. Foreign direct investment (FDI) - inflows and outflows
  • 6.7. Inflation rate
  • 6.8. Interest rate
  • 6.9. Balance of payments
  • 6.1. Government debt
  • 6.11. Stock market performance
  • 6.12. Wealth Breakdowns

7. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Indian HNWIs - Assets Allocations (%), 2010-2019
  • Table 3: Indian HNWIs - Holdings Growth (%), 2010-2019
  • Table 4: Indian HNWIs - Alternative Asset Composition (%), 2010-2019
  • Table 5: Indian HNWIs - Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 6: Indian Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 7: Global Prime Real Estate Prices per m2 (US$), 2014
  • Table 8: Indian HNWIs - Foreign Investment Allocations (%), 2010-2019
  • Table 9: Indian HNWIs - Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 10: Indian HNWIs - Liquidity Breakdown (%), 2010-2019
  • Table 11: Indian UHNWIs - Allocations and Share of HNWI Assets (%), 2014
  • Table 12: Indian Exchange Rate - INR-US$ Exchange Rate, 2010-2019
  • Table 13: Indian Real GDP Growth (%), 2010-2019
  • Table 14: Indian GDP per Capita (US$), 2010-2019
  • Table 15: Indian Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 16: Indian Commodity Indices, 2010-2019
  • Table 17: Indian Foreign Direct Investment (US$ Billion), 2010-2019
  • Table 18: Indian Inflation Rate (%), 2010-2019
  • Table 19: Indian Money Market Rate (%), 2010-2019
  • Table 20: Indian Balance of Payments (US$ Billion), 2010-2014
  • Table 21: Indian Government Debt as a Percentage of GDP (%), 2010-2019
  • Table 22: Indian Stock Market Performance (Index), 2010-2014
  • Table 23: Indian HNWI Wealth vs. GDP Ratio (%), 2010-2019
  • Table 24: India - Appendix One
  • Table 25: India - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of India
  • Figure 3: Indian Asset Price Performance (%), 2010-2014
  • Figure 4: Indian HNWI Performance (US$ Billion and HNWI Volume), 2010-2019
  • Figure 5: Indian vs Global HNWIs (%), 2010-2019
  • Figure 6: Indian HNWs - Asset Class Composition (%), 2010-2019
  • Figure 7: Indian HNWIs - Trends in Alternative Assets (US$ Billion), 2010-2019
  • Figure 8: Indian Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 9: Indian HNWIs - Foreign Investment Allocation and Growth (%), 2014
  • Figure 10: Indian HNWIs - Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 11: Indian HNWIs - Liquidity Breakdown (%), 2010-2019
  • Figure 12: Indian UHNWIs - Asset Class Composition (%), 2010-2019
  • Figure 13: Indian Exchange Rate - INR-US$, 2010-2019
  • Figure 14: Indian Real GDP Growth (%), 2010-2019
  • Figure 15: Indian GDP per Capita (US$), 2010-2019
  • Figure 16: Indian Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 17: Indian Commodity Indices, 2010-2019
  • Figure 18: Indian Foreign Direct Investment (US$ Billion), 2010-2019
  • Figure 19: Indian Inflation Rate (%), 2010-2019
  • Figure 20: Indian Money Market Rate (%), 2010-2019
  • Figure 21: Indian Balance of Payments (US$ Billion), 2010-2014
  • Figure 22: Indian Government Debt as a Percentage of GDP (%), 2010-2019
  • Figure 23: Indian Stock Market Performance (Index), 2010-2014
  • Figure 24: Indian HNWI Wealth vs GDP Ratio (%), 2010-2019
  • Figure 25: Indian HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 26: Indian HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 27: Indian HNWIs - Wealth per Capita (US$ Million), 2010-2019
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