The NRI & HHNI segment of Indians abroad are increasing at a phenomenal rate and every financial institution should make an endeavour in the Indian wealth management market to tap the full potential of such clients.
The Private Office -Wealth Management Presentation for targeting NRI & HHNI Clients
1. NRI & INTERNATIONAL BANKING -WEALTH MANAGEMENT INITIATIVE: My Ideas-PRIVATE OFFICE RAJA MUKHERJEE Cell:+91 98 04 32 01 92:Kolkata:India E-mail:Rajamukherje@gmail.com 04/30/10 NRI BANKING-THE PRIVATE OFFICE
2.
3.
4.
5.
6.
7.
8. Targeting a Minimum Revenue of INR 68 Crores for the period April:2010 –March:2011 from NRI &International Banking –Private Office Cost Centre 04/30/10 NRI BANKING-THE PRIVATE OFFICE Products Total AUM ( CR) FCNR/NRE Deposits (Time Deposits) 1000 NRO 200 Mutual Funds [Domestic -Equity] 800 Offshore Investment products [Equity] 400 [Any funds investing in mother fund abroad either directly or through domestic route]
9.
10.
11.
12. The Approach: Multi Asset Multi Style Multi Manager 04/30/10 NRI BANKING-THE PRIVATE OFFICE
13.
14. Thrust Areas for Wealth Management: Real Estate- EMERGING INDIA and the GLOBAL MARKETS 04/30/10 NRI BANKING-THE PRIVATE OFFICE
17. Focus Asia –7out of the World’s Top 10 Developing Economies are here in Asia 04/30/10 NRI BANKING-THE PRIVATE OFFICE
18. Exposure to International Gold Funds-The Merrill Lynch offerings through domestic route to global markets:Alternative Asset Class 04/30/10 NRI BANKING-THE PRIVATE OFFICE