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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
Vision Statement ,[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
Goal and Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
The  Private Office  Initiative ,[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
Targeting the OCB Segment –Focusing on FCNR ,[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
To launch the Islamic Banking concept in Indian market and attract Islamic Investments from GCC,MEENA,Arabian Countries and connecting the Global Islamic Financial Market including Islamic Capital Markets with through the PRIVATE OFFICE Initiative. ,[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
Aim of  The Private Office ,[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
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]   
Thrust Areas for NRI Products and Services: Revenue Target of INR 78 Crores –period ranging between April-2010 to March-2011 for Indian operations. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
Objectives of the   Private Office ,[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
Wealth Management Initiatives  with NRI Clients ,[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
The Approach: Multi Asset Multi Style Multi Manager   04/30/10 NRI BANKING-THE PRIVATE OFFICE
What is the   “Future”   on offerring? ,[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
Thrust Areas for Wealth Management: Real Estate- EMERGING INDIA and the GLOBAL MARKETS 04/30/10 NRI BANKING-THE PRIVATE OFFICE
Exposure to UK and EUROPEAN Real Estate Markets for Investments-Global Market access through domestic MF offerings:  Example:-ING Global Real-Estate Fund :Alternative Asset Class ,[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
04/30/10 NRI BANKING-THE PRIVATE OFFICE
Focus Asia –7out of the World’s Top 10 Developing Economies are here in Asia 04/30/10 NRI BANKING-THE PRIVATE OFFICE
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
04/30/10 NRI BANKING-THE PRIVATE OFFICE
What this means for our NRI clients? ,[object Object],[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
What we may include in our off-shore  offerings for the growing NRI community in Gulf Co-operation Council countries. ,[object Object],[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE                                                                                                                     
Trust and Offshore Company Management Safeguarding Wealth –Leverage over  competition using foreign partners. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
Approach towards “Estate”creation and management: 04/30/10 NRI BANKING-THE PRIVATE OFFICE
04/30/10 NRI BANKING-THE PRIVATE OFFICE
04/30/10 NRI BANKING-THE PRIVATE OFFICE
What should be the product offering focus on NRI Wealth Management 04/30/10 NRI BANKING-THE PRIVATE OFFICE
COMPARISON OF RETURNS 04/30/10 NRI BANKING-THE PRIVATE OFFICE
GOI Yields 04/30/10 NRI BANKING-THE PRIVATE OFFICE
RETURN ON INDIAN EQUITY 04/30/10 NRI BANKING-THE PRIVATE OFFICE
STRATEGIES FOR NRI CLIENTS ACQUISITIONS & Cost of Each Option ,[object Object],[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
Cost Effective action plan-New Acquisition-NRI Banking: ,[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE
Why this is the right time for any Private Bank to enter this space? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],04/30/10 NRI BANKING-THE PRIVATE OFFICE

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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
  • 15.
  • 16. 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
  • 19. 04/30/10 NRI BANKING-THE PRIVATE OFFICE
  • 20.
  • 21.
  • 22.
  • 23. Approach towards “Estate”creation and management: 04/30/10 NRI BANKING-THE PRIVATE OFFICE
  • 24. 04/30/10 NRI BANKING-THE PRIVATE OFFICE
  • 25. 04/30/10 NRI BANKING-THE PRIVATE OFFICE
  • 26. What should be the product offering focus on NRI Wealth Management 04/30/10 NRI BANKING-THE PRIVATE OFFICE
  • 27. COMPARISON OF RETURNS 04/30/10 NRI BANKING-THE PRIVATE OFFICE
  • 28. GOI Yields 04/30/10 NRI BANKING-THE PRIVATE OFFICE
  • 29. RETURN ON INDIAN EQUITY 04/30/10 NRI BANKING-THE PRIVATE OFFICE
  • 30.
  • 31.
  • 32.