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Written by - Karan Bhagat Category - Wealth Management
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.
Wed, 05 Mar 2025 0 209
Written by - Sonal Sharma Category - Wealth Management
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.
Mon, 10 Mar 2025 0 97
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.
Mon, 10 Mar 2025 0 207
15 Reasons for the growth of the Indian Wealth Management Industry.
Mon, 10 Mar 2025 0 212
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.
Mon, 10 Mar 2025 0 200
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.
Mon, 10 Mar 2025 0 201
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.
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- Amit Kumar