Gives a overall look what is wealth management and how to invest our wealth so that it can maximise

1. Wealth Management Guidelines
An assignment “handcrafted” on
By:
With guidance
of
Mr. Manohar Dansingani

2. What is Wealth Management?
It is basically an investment advice or assistance
to manage a persons financial life.
These services are offered to clients in packages
to provide benefits with to main goals growth
and safety of their existing investment.

4. Wealth management service
providers:
• BANKS
• BROKERAGE FIRMS
• BOUTIQUE
ADVISORY
FIRMS

5. Overview of wealth
management in India
 BEFORE LIBERALISATION
 21ST CENTURY

6. Current data
Forth-highest in Asia
pacific region.
236,000 HNWI’S;
total of US $4365 billion
Expected to grow by 85%
HNWI’S wealth 97%;
US $ 2,134 billion.

9. “Your investments should follow your goals and not market noise,”
says financial planner Malhar Mujumdar
SIP

10. EPF will continue to offer higher return than other instruments.
“The rate offered on the EPF is an anomaly that is not likely to
go away.
The government cannot lower it beyond a point,” says Suresh
Sadagopan,
Founder, Ladder 7 Financial Services.

11. Competitive players in
Indian wealth management.
 Reliance Money
 Aditya Birla group
 Barclays
 deutsche bank
 HSBC
 Kotak Mahindra

13. Key Wealth Management
Services in India:
 Risk Analysis
 Asset Allocation
 Investment Products
 Investment Process
 Research & Execution

14. Challenges to wealth
management in INDIA.
 The regulatory environment.
 Awareness
 Reach
 Global standards.

15. Opportunities in INDIA.
 Very large mass affluent segment
 Increasing market share of organized
players
 NRI segment
 Reach

16. Strategies to succeed in INDIA
• Invest in brand building to build trust
• Invest in advisor technology to improve
productivity and advisor retention
• Offer a 360-degree view
• Embrace mobility
• Increase reach through smart use of partnering
and technology
• Focus on transparency and compliance

18. • Establishing trust Investor education
programs
• Qualified advisors
• Advisor platforms can integrate multiple
touchpoints and improve advisor
experience.
• Profit-sharing model
Conclusion