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HNWI Asset Allocation in India to 2015

Published By :

WealthInsight

Published Date : Jan 2012

Category :

Banking

No. of Pages : 53 Pages


Synopsis

This report is the result of WealthInsights extensive research covering the HNWI population and Wealth Management industry in India. This report provides detailed figures on the current and expected HNWI asset allocations of Indias HNWI to 2015. 

Summary

This report provides the latest asset allocations of Indias HNWI. The report also includes projections of the volume, wealth and asset allocation of Indias HNWI to 2015 and a comprehensive and robust background of the local economy, including, uniquely, detailed analysis of economic and political risks to HNWI wealth creation

Scope

The report features: 

  • Independent market sizing of Indias HNWI
  • Volume, wealth and allocation trends from 2007 to 2011 Volume, wealth and allocation forecasts to 2015
  • Current insights into the drivers of HNWI wealth

Reasons To Buy

  • The WealthInsight HNWI Database is an unparalleled resource and the leading database of its kind. Compiled and curated by a team of expert research specialists, the HNWI Database comprises up to one hundred data-points on over 100,000 HNWI around the world. With the HNWI Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI universe in each of the countries and regions we cover. 
  • Comprehensive forecasts to 2015. 

Key Highlights

  • India currently has the fourth-highest number of HNWIs in the Asia-Pacific region after Japan, China and Australia. In 2011, there are 251,000 HNWIs in India who, together, hold a total of US$1,083 billion.
  • Going forward, the number of Indian HNWIs is expected to grow by 85% to reach close to 465,000 individuals in 2015. HNWI wealth is expected to grow by 97% to US$2,134 billion in 2015.
  • We expect HNWIs in India to increase their allocations to equities going forward, whilst reducing their exposure to fixed-income and cash instruments. Indian HNWI investors will significantly increase their investments in alternatives such as hedge funds, private equity and venture capital. Similarly, assets allocated to collectable assets will increase dramatically.
Table of Content:

1 Introduction
What is this Report About? 

2 Executive Summary

3 Wealth Sector Fundamentals
3.1 Economic Background to the Wealth Sector 
3.2 Political Background to the Wealth Sector 
3.3 Benchmarking Indian Wealth in Context 

4 Analysis of Indian HNWI Investments
4.1 Analysis by Asset Classes 
4.1.1 Changing trends in liquid assets - Equity, fixed income and cash deposits 
4.1.2 Trends of investments in alternative investments 
4.1.3 Trends in “art, wine and wheels” 
4.1.4 Trends of investments in real estate 
4.1.5 Trends of investments in cash and deposits 
4.1.6 Trends of investments in fixed income 
4.1.7 Trends of investments in equity 
4.1.8 Trends of business interests 
4.2 Analysis of Foreign Investments 
4.2.1 Trends of investments in rest of Asia-Pacific 
4.2.2 Trends of investments in North America and Europe 
4.2.3 Trends of investments in Africa, Middle East and Latin America 

5 Appendix
5.1 Banking Regulations, Taxes and Laws 
5.1.1 Regulations on equity capital 
5.1.2 Limitation on amount of loans 
5.1.3 High currency reserve ratio (CRR) and statutory liquidity ratio (SLR) 
5.1.4 Limitation on borrowings from overseas headquarters 
5.1.5 Interest rate trends for lending and borrowing 
5.1.6 Taxes on investments 
5.1.7 Investment limits 
5.2 Key Economic Trends and Drivers 
5.2.1 National wealth indicators 
5.2.2 Financial market indicators 
5.2.3 Banking indicators 
5.2.4 Trade indicators 
5.2.5 Other indicators 

6 About WealthInsight

List of Table


Table 1: HNWI Wealth Band and Group Definitions
Table 2: HNWI Wealth Sector Market Attractiveness, 20072015
Table 3: HNWIs Liquid Asset Composition (%), 20072015
Table 4: HNWIs Liquid Asset Composition (%), 20072015
Table 5: HNWIs Trends of Investments in Alternative Assets (US$ Billion), 20072015
Table 6: HNWIs Trends in Art, Wine and Wheels, 20062010
Table 7: HNWIs Asset Class Composition, 20072015
Table 8: HNWIs Global Distribution of Foreign Investments, (%) 20072015
Table 9: HNWIs Trends of Foreign Investments, 20072015
Table 10: INR to US$ Moving Annual Average Exchange Rate, 20062015
Table 11: Real GDP Growth Rate, 20062015
Table 12: GDP Per Capita, 20062015
Table 13: Gross Savings as a Percentage of Real GDP, 20062015
Table 14: Domestic Market Capitalization, 20062010
Table 15: Housing Price Index, 20062010
Table 16: Commodity Indices, 20062015
Table 17: Foreign Direct Investments, 20062015
Table 18: Investment Inflows by FIIs in Equity Products, 200609
Table 19: Inflation Rate, 20062015
Table 20: Repo Rate, 20062015
Table 21: Balance of Payments, 20062010
Table 22: Stock Market Performance, 20062010
Table 23: External and Fiscal Debt as a Percentage of GDP, 20062015
Table 24: HNWI Wealth vs GDP, 20062010
Table 25: Capital Formation as a Percentage of GDP, 20062015
Table 26: Disposable Income as a Percentage of GDP, 20062015

List of Chart


Figure 1: HNWI Wealth Band Definitions
Figure 2: HNWI Wealth Band Definitions
Figure 3: HNWI Wealth Sector Market Attractiveness, 20072015
Figure 4: HNWIs India vs RoW and Asia-Pacific
Figure 5: HNWIs Asset Class Composition, 20072015
Figure 6: HNWIs Liquid Asset Composition (US$ Billion), 20072015
Figure 7: HNWIs Changing Trends in Total Liquid Assets (% of Total Assets), 20072015
Figure 8: HNWIs Trends of Investments in Alternative Assets (US$ Billion), 20072015
Figure 9: HNWIs Trends in Art, Wine and Wheels, 20062010
Figure 10: HNWIs 2015 Foreign Asset Allocation vs Growth
Figure 11: HNWIs Global Distribution of Foreign Investments, 20072015
Figure 12: HNWIs Trends of Foreign Investments, 20072015 2
Figure 13: INR to US$ Moving Annual Average Exchange Rate, 20062015
Figure 14: Real GDP Growth (%), 20062015
Figure 15: GDP Per Capita, 20062015
Figure 16: Gross Savings as a Percentage of Real GDP, 20062015
Figure 17: Domestic Market Capitalization, 20062010
Figure 18: Housing Price Index, 20062010
Figure 19: Commodity Indices, 20062015
Figure 20: Foreign Direct Investments, 20062015
Figure 21: Investments of FIIs in Equity Products, 200609
Figure 22: Inflation Rate, 20062015
Figure 23: Repo Rate, 20062015
Figure 24: Balance of Payments, 20062010
Figure 25: Stock Market Performance, 20062010
Figure 26: External and Fiscal Debt as a Percentage of GDP, 20062015
Figure 27: HNWI Wealth vs GDP, 20062010
Figure 28: Capital Formation as a Percentage of GDP, 20062015
Figure 29: Disposable Income as a Percentage of GDP, 20062015

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