印度的私人健康管理：針對個人超富裕階層（UHNWI）的家庭辦公室

印度的私人健康管理：針對個人超富裕階層（UHNWI）的家庭辦公室 是由出版商Markets and Markets在2011年03月所出版的。 這份英文市場調查報告書包含74 Pages 價格從美金4650起跳。

簡介

到最近為止，企業以個人富裕階層（投資可能資產5,000萬盧布或100萬美元以上）為目標，但現在則轉為個人超富裕階層（投資可能資產4億5,000萬盧布或者1,000萬美元以上）。印度的個人超富裕階層對產品、服務都有獨特的需求、所提供產品都是更洗練的高風險物件。但是對這個階層的浸透率為20%，還太低了，還有莫大的市場機會，今後10年的世代間將會有資產委譲的情形。

本報告書以印度個人超富裕階層為焦點，包含各種產品與服務、市場的機會、今後的預測等，概述如下。

總綱

第1章 導論

第2章 市場概要

• 個人超富裕階層
• 支援印度的個人超富裕階層擴大的經濟的因子
  • 實質GDP成長率
  • 家計儲蓄率
  • 存款利率
  • 不動產風潮
  • 國内市場投資
• 建言服務的區分
• 印度的家庭辦公室

第3章 市場動向

• 對印度個人超富裕階層所提供的產品以及服務
• 未開發的機會
• 促進因子與預測
• 勝利法則

第4章 世代間的委譲

第5章 印度個人超富裕階層：需求・行動・行動分析

• 需求以及行動分析
• 印度的個人超富裕階層動向分析

第6章 競爭環境

• 導論
• 市場佔有率分析

第7章 企業簡介

• ALTAMOUNT CAPITAL MANAGEMENT PVT. LTD.
• BARCLAYS BANK PLC
• BNP PARIBAS WEALTH MANAGEMENT
• DSP MERRIL LYNCH
• HONGKONG AND SHANGHAI BANKING CORP LTD
• KOTAK MAHINDRA BANK
• RELIGARE MACQUARIE PRIVATE WEALTH
• STANDARD CHARTERED LTD
• 其他

圖表

目錄

Abstract

Report Description:

Till recently, companies were targeting the high net worth individuals (those who have invest able assets more than rupees five crore or $1 million); but the focus is now shifting towards Ultra high net worth individuals or families (those who have invest able assets more than rupees 45 crore or $10 million)

Indian Ultra-HNWIs have unique demands in terms of products and services. Ultra-HNWIs have high risk taking abilities as compared to HNWIs. Thus, the products offered to them are more sophisticated and risky. Due to high invest able base and diversified needs, they also require more customized and tailor-made services to manage their family needs as well as grow their wealth.

The market provides huge opportunity in terms of low penetration (20%) of Ultra high net worth individual and also the huge amount of intergenerational transfers is going to change hands in the coming decade. The amount is estimated to be around 5.78 lakh crore ($128 billion)

Many established firms which are already into this segment are Kotak bank, DSP Merrill lynch, BNP Paribas but it has also given rise to boutique firms which have a market share of around 47% in the family office space. It includes firms such as Altamount capital, client associates.

Market overview

This chapter talks about Ultra- HNWIs and families in India. It also talks about the emergence of family offices in India. It deeply analyzes the segregation advisory services on the basis of wealth in India.

Market dynamics

This section analyzes the various products and services offered to Ultra HNWIs and families in India. It talks about the opportunities the Ultra-HNWIs present to the industry players. Various drivers that are affecting the family offices in India and the forecast of family offices on the basis of various factors are also explained.

Intergenerational transfers

This section discusses in detail the process of intergenerational transfer taking place in the coming decade.

Needs and behavior analysis of Ultra-HNWIs

This chapter provides in-depth analysis on various needs and behavior of Ultra-HNWIs in India. Behavior analysis is done on various parameters such as risk appetite, decision making power, knowledge of financial products.

Competitive landscape

This section discusses the various players in the wealth management industry and their market share. It also talks about various trends in the family offices, players involved, and the qualifying amount for availing the family office services in India.

Company profiles

This section describes companies offering wealth management and family offices services in India, and includes an overview, primary business, wealth management operations in India, strategies followed by them and recent developments related to wealth management operations in India.

Table of Contents

1 INTRODUCTION

• 1.1 REPORT PURPOSE
• 1.2 REPORT CATALYST
• 1.3 REPORT STRUCTURE
• 1.4 RESEARCH OBJECTIVES
• 1.5 STAKEHOLDERS
• 1.6 RESEARCH METHODOLOGY

2 MARKET OVERVIEW

• 2.1 ULTRA HIGH NET WORTH INDIVIDUAL (ULTRA-HNWI) OR FAMILIES
• 2.2 ECONOMIC FACTORS AIDING GROWTH OF ULTRA HNWI IN INDIA
  • 2.2.1 REAL GDP GROWTH RATE
  • 2.2.2 HOUSEHOLD SAVINGS RATE
  • 2.2.3 DEPOSIT INTEREST RATES
  • 2.2.4 REAL ESTATE BOOM
  • 2.2.5 DOMESTIC MARKET CAPITALIZATION
• 2.3 SEGREGATION OF ADVISORY SERVICES
• 2.4 FAMILY OFFICES IN INDIA
  • 2.4.1 SINGLE FAMILY OFFICES (SFOS)
  • 2.4.2 MULTIPLE FAMILY OFFICES (MFOS)

3 MARKET DYNAMICS

• 3.1 PRODUCTS & SERVICES OFFERED TO ULTRA-HNWI IN INDIA
  • 3.1.1 EQUITY IS THE MOST PREFERRED INVESTMENT IN INVESTMENT RELATED SERVICES
  • 3.1.2 FINANCIAL & TAX PLANNING MOST PREFERRED IN FINANCIAL ADVISORY SERVICES
  • 3.1.3 PHILANTROPHY IS THE MOST PREFERRED SERVICE IN OTHER PROFESSIONAL SERVICES
• 3.2 UNTAPPED OPPORTUNITY
• 3.3 ANALYSIS OF DRIVERS & FORECASTS
  • 3.3.1 DRIVERS
    • 3.3.1.1 Increasing number of ultra high net worth individual
    • 3.3.1.2 Increasing number of family owned business
    • 3.3.1.3 Business income contributes the maximum
  • 3.3.2 FORECAST OF FAMILY OFFICES
• 3.4 WINNING IMPERATIVES
  • 3.4.1 INDEPENDENT FAMILY OFFICE
  • 3.4.2 TARGET THE RIGHT DECISION MAKERS

4 INTER-GENERATIONAL TRANSFERS

5 ULTRA-HNWIS IN INDIA: NEEDS, BEHAVIOR & TRENDS ANALYSIS

• 5.1 NEEDS & BEHAVIOR ANALYSIS
  • 5.1.1 ULTRA HNWIS GIVE HIGH IMPORTANCE TO ADVICE
  • 5.1.2 ULTRA HNWIS PREFER ACTIVE INVESTMENTS
  • 5.1.3 HIGH KNOWLEDGE OF FINANCIAL PRODUCTS
  • 5.1.4 CUSTOMIZED & TAILORED OFFERINGS
  • 5.1.5 PATRIARCH OR SENIORMOST MEMBER RETAINS POWER FOR DECISION MAKING
  • 5.1.6 CONFIDENTIALITY & INDEPENDENT ADVICE ARE THE MAIN REASONS TO GO FOR FAMILY OFFICE
  • 5.1.7 INDIAN WEALTHY FAMILIES ARE MORE PRICE SENSITIVE & HAVE LESS PRODUCT KNOWLEDGE COMPARED TO WESTERN COUNTERPARTS
  • 5.1.8 HIGH RISK APPETITE
• 5.2 TREND ANALYSIS OF ULTRA-HNWIS IN INDIA
  • 5.2.1 FAMILY GOVERNANCE IS THE IMPORTANT CRITERION FOR SETTING UP OF FAMILY OFFICE IN INDIA
  • 5.2.2 IMPORTANCE OF TRUST IN ESTABLISHMENT OF FAMILY OFFICE IN INDIA.
  • 5.2.3 MUMBAI HOUSES MOST WEALTHY FAMILIES IN INDIA

6 COMPETITIVE LANDSCAPE

• 6.1 INTRDOUCTION
• 6.2 MARKET SHARE ANALYSIS

7 COMPANY PROFILES

• 7.1 HONGKONG AND SHANGHAI BANKING CORP LTD
  • 7.1.1 OVERVIEW
  • 7.1.2 FINANCIALS
  • 7.1.3 PRIMARY BUSINESS
  • 7.1.4 STRATEGY
  • 7.1.5 DEVELOPMENTS
• 7.2 KOTAK MAHINDRA BANK
  • 7.2.1 OVERVIEW
  • 7.2.2 FINANCIALS
  • 7.2.3 PRIMARY BUSINESS
  • 7.2.4 STRATEGY
  • 7.2.5 DEVELOPMENTS
• 7.3 STANDARD CHARTERED LTD
  • 7.3.1 OVERVIEW
  • 7.3.2 FINANCIALS
  • 7.3.3 PRIMARY BUSINESS
  • 7.3.4 WEALTH MANAGEMENT BUSINESS
  • 7.3.5 STRATEGY
  • 7.3.6 DEVELOPMENTS
• 7.4 RELIGARE MACQUARIE PRIVATE WEALTH
  • 7.4.1 OVERVIEW
  • 7.4.2 FINANCIALS
  • 7.4.3 PRIMARY BUSINESS
  • 7.4.4 STRATEGY
  • 7.4.5 DEVELOPMENTS
• 7.5 BARCLAYS BANK PLC
  • 7.5.1 OVERVIEW
  • 7.5.2 FINANCIALS
  • 7.5.3 PRIMARY BUSINESS
  • 7.5.4 WEALTH MANAGEMENT BUSINESS
  • 7.5.5 STRATEGY
  • 7.5.6 DEVELOPMENTS
• 7.6 BNP PARIBAS WEALTH MANAGEMENT
  • 7.6.1 OVERVIEW
  • 7.6.2 FINANCIALS
  • 7.6.3 PRIMARY BUSINESS
  • 7.6.4 WEALTH MANAGEMENT BUSINESS
  • 7.6.5 STRATEGY
  • 7.6.6 DEVELOPMENTS
• 7.7 DSP MERRILL LYNCH
  • 7.7.1 OVERVIEW
  • 7.7.2 PRIMARY BUSINESS
  • 7.7.3 WEALTH MANAGEMENT BUSINESS
  • 7.7.4 STRATEGY
• 7.8 ALTAMOUNT CAPITAL MANAGEMENT PVT.LTD.
  • 7.8.1 OVERVIEW
  • 7.8.2 PRIMARY BUSINESS
  • 7.8.3 WEALTH MANAGEMENT BUSINESS
  • 7.8.4 STRATEGY
  • 7.8.5 DEVELOPMENTS
• 7.9 OTHERS
  • 7.9.1 CLIENT ASSOCIATES
  • 7.9.2 JM FINANCIAL

LIST OF FIGURES

• 1 INDIA' s GDP GROWTH RATE (2005 - 2015)
• 2 HOUSEHOLD SAVINGS RATE: INDIA (2005 - 2015)
• 3 DEPOSIT INTEREST RATES (2005 - 2009)
• 4 RESIDENTIAL PROPERTY INDEX
• 5 DOMESTIC MARKET CAPITALIZATION
• 6 SEGREGATION OF ADVISORY SERVICES ON THE BASIS OF WEALTH
• 7 WEALTH ADVISORY SERVICES & ITS FEATURES
• 8 TYPES OF FAMILY OFFICES IN INDIA
• 9 FAMILY OFFICE SERVICES
• 10 INVESTMENT ALLOCATION OF ULTRA HNWIS (2010)
• 11 FINANCIAL ADVISORY SERVICES OF FAMILY OFFICES
• 12 OTHER PROFESSIONAL SERVICES OF FAMILY OFFICES
• 13 PERCENTAGE SHARE OF UNTAPPED MARKET IN INDIA (2010)
• 14 ULTRA-HNWIS IN INDIA (2006 - 2010)
• 15 BSE LISTED FAMILY OWNED BUSINESSES (2006 - 2010)
• 16 SOURCE OF WEALTH ACCUMULATION
• 17 GROWTH OF FAMILY OFFICES IN INDIA (2006 - 2015E)
• 18 RELATIVE IMPORTANCE OF TRANSFER OF WEALTH
• 19 TRANSITION OF WEALTH ACROSS GENERATIONS
• 20 IMPORTANCE OF ADVICE ACROSS WEALTH SPECTRUM
• 21 INVESTMENT STYLE OF ULTRA-HNWIS
• 22 KNOWLEDGE OF FINANCIAL PRODUCTS
• 23 LEVELS OF CUSTOMIZED OFFERINGS
• 24 CONCERNS OF INDIAN ULTRA HNWIS
• 25 PREFERENCES OF INDIAN & WESTERN ULTRA-HNWIS
• 26 ULTRA-HNWIS: COMPARISON OF RISK APPETITE
• 27 CRITERIA FOR OPENING A FAMILY OFFICE IN INDIA
• 28 RESTRAINTS IN SETTING UP A FAMILY OFFICE
• 29 PERCENTAGE OF WEALTH IN INDIAN CITIES (2010)
• 30 STRUCTURE OF WEALTH MANAGEMENT INDUSTRY
• 31 MARKET SHARE OF WEALTH MANAGEMENT COMPANIES
• 32 MARKET SHARE OF FAMILY OFFICES & BOUTIQUE FIRMS

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