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Technology surge key to India’s Wealth Management Industry

In a video interview, Milan Ganatra of Miles Software Solutions maps out how India’s wealth management industry is going to soar through embracing digital technology that satisfies both the client and the adviser.

Taking the wealth management industry forward in India

Creating business models to enable firms across the country to maintain the impressive growth seen in AUM and client numbers in recent years, will depend on more training for advisers, client-centric incentive structures and a way to get investors to place more value in the advice they receive.

Developing India’s advisory proposition

Wealth managers and advisers need better understanding of their clients’ goals, access to their total portfolio and more data on investment products, if the industry is to become more professional and transparent, and deliver a relevant, advisory-led, outcome-based approach for investors.

Is Indian wealth management ripe for disruption?

There is great potential for digital advice and online investing in the country given the number of investors yet to be tapped. To make the most of this, constant improvement is needed in areas such as the client experience, user-friendliness, security and privacy.

Meeting the needs of business families in India

Estate and succession planning, especially for business promoters, is becoming increasingly important in India in the search for smooth and effective ways to protect and transfer assets to the next generation. Professional advice is also now more widely accepted.

How simplicity can breed funds success in India

The last decade has seen Mirae Asset Global Investments (India) Pvt Ltd grow steadily by pursuing a tried-and-tested strategy of consistently delivering on its promises, says Swarup Mohanty.

Karvy taps into India’s wealth sweet-spot

As one of the country’s top firms in its segment, Karvy Private Wealth has set its sights on expansion at home and abroad, riding on the current wave of growth, outlines Abhijit Bhave.

Why risks are as important as returns for equity investors

In a video interview, Rajesh Kothari of AlfAccurate Advisors says investors should shift their focus towards the risk-adjusted returns they can get from buying equities.

Towards a digital future for investment advice in India

In a video interview, Kunal Bajaj of Clearfunds explains the growing potential for digital advice and investing in India.

A pioneering push towards financial assets in India

Recent government initiatives are encouraging individuals away from traditional investments and towards financial assets, says Rajesh Krishnamoorthy of iFAST Financial. This creates an even greater need for the right support and tools.

PRESENTATION SUMMARY - Why Indian investors await a market correction

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Aashish Somaiyaa of Motilal Oswal Asset Management Company wonders if market views define holdings or holdings define views.

PRESENTATION SUMMARY - The technology wake-up call for the buy-side

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Erdem Ozgul of Numerix looks at some of the impacts of technology on reshaping priorities for buy-side institutions.

PRESENTATION SUMMARY - New vehicles for Singapore funds

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Sunil Iyer of The Iyer Practice explains that the S-VACC vehicle seeks to address the difficulties faced by investors in raising funds.

WEALTH TALK SUMMARY - The demise of alpha in large-cap mutual funds in India

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Saurabh Mukherjea of Ambit Capital sees the death of alpha, a decline of the top fund managers, and much more in the next decade.

WEALTH TALK SUMMARY - Driving independent wealth management in Asia

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Rohit Bhuta of Crossinvest expects Asia’s external asset management industry to grow as bankers become more attracted to an independent way of advising clients.

WEALTH TALK SUMMARY - Creating more capacity and capability in India

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Sandip Ghose of the National Institute of Securities Markets (NISM) says the industry needs to enhance competency standards and create the right mind-set for future generations.

PRESENTATION SUMMARY - India bracing for tech-led wealth management change

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Abhra Roy of Infosys Finacle said he believes the wealth management industry requires much more than talent going forward; it needs robo-advisers and chatbots.

WEALTH TALK SUMMARY - Scars of past shape asset management of today for India

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Radhika Gupta of Edelweiss Asset Management sees alternative assets accounting for up to 35% to 40% of the industry by 2020.

Meeting the succession needs of business owners in India

In a video interview, Shweta Shah of Edelweiss Global Wealth Management maps out what it takes to achieve a successful succession plan for family businesses in India, and how to overcome the various challenges in the process.

WEALTH TALK SUMMARY - Five forces defining India’s wealth management evolution

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Shiv Gupta of Sanctum Wealth Management says the country’s wealth management industry’s evolution is likely to be influenced by these five forces.

WEALTH TALK SUMMARY - Building trust by putting ethics at the core of wealth management

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Atinkumar Saha of Deutsche Bank Wealth Management cautions that compromising ethics would threaten the growth of the domestic industry.

PRESENTATION SUMMARY - Why risks are as important as returns for equity investors

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Rajesh Kothari of AlfAccurate Advisors says investors should shift their focus towards the risk-adjusted returns they can get from buying equities.

WEALTH TALK SUMMARY - Why Asia is ripe for multi-family offices

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Mandeep Nalwa of Taurus Wealth Advisors sees huge opportunities for multi-family offices (MFOs) to grow in Asia.

The Sanctum Wealth Management road to success in India

In a video interview, Shiv Gupta explains the progress the firm has made in its first year of business, and reveals the priorities for the year ahead – such as consolidating the product platform and doing more digitally.

PRESENTATION SUMMARY - Data mining the ‘holy grail’ to a superior client experience

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Sandeep Lalwani of Miles Software says data is the new intelligence, and we need new ways to mine it.

PRESENTATION SUMMARY - In defence of mutual funds

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Kailash Kulkarni of L&T Mutual Fund says alpha isn't going away anytime soon for Indian investors.

WEALTH TALK SUMMARY - Why the sun is shining on India’s wealth industry

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Karan Bhagat of IIFL Investment Managers believes that the ‘sky is the limit’ for the industry, if it can come together to innovate.

WEALTH TALK SUMMARY - Building a winning team in Indian wealth management

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Anshu Kapoor of Edelweiss Global Wealth Management says magic happens when a diversified team comes together.

WEALTH TALK SUMMARY - Future-proofing private banking

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Evrard Bordier of Bordier & Cie sees problems ahead for private banks that aren't able to explain why they are relevant.

Keeping India on track for a bright wealth management future

The country’s wealth management sector has seen impressive growth in AUM over the past couple of years. But investor education, adviser compensation, competency and various other aspects of the industry need scrutiny and improvement to capitalise on the industry’s potential.

How to help wealthy Indian families ‘let go’

Tariq Aboobaker of Amicorp explains a proven approach to helping these clients to use effective structures for planning their succession and protecting some of their assets.

Encouraging a longer term investment mind-set in India

Sankaran Naren of ICICI Prudential Asset Management says investors in the country are increasingly looking at making longer-term decisions, and advisers need to focus on managing client expectations.

Why Indian advisers have failed to generate alpha

The focus for market practitioners should not be about whether or not the Sensex can reach 35,000. Regardless of how the markets perform, wealth managers need to start giving the right advice to their clients, says Siddhartha Rastogi of Ambit Capital.

Why less is more in driving funds take-up in India

IDFC Asset Management is taking a more engaging, infotainment-led approach to spreading the word about mutual funds and their role for investors. Vishal Kapoor believes this might finally deepen penetration across the country.

Creating capacity and capability in India’s wealth sector

Despite the country’s growing pool of wealth, financial education and literacy are still in their infancy. This leaves a big gap between people who need proper advice and individuals able to give it, says Sandip Ghose of the National Institute of Securities Markets (NISM).

Scrutiny on quality to trump short-term risks in India

Buoyant markets continue to generate good returns for the country’s investors. But caution is needed in determining where to invest as a way to protect riskier portfolios, says Yogesh Kalwani of BNP Paribas India Wealth Management.

Banking on India’s trust to create a wealth edge

It is the near-blind faith that Indians all over the country have in State Bank of India (SBI) that gives Nimish Shah reason for optimism in delivering on plans to grow the state-run institution’s recently-launched wealth management business.

How India’s largest wealth manager stays sharp

Innovation and a can-do, entrepreneurial spirit are evident at IIFL Investment Managers, in its continued pursuit of growth, says Karan Bhagat – who is also the latest winner of our award ‘Indian Wealth Management - Award for Excellence’.

Kotak’s pillars of wealth management success

Kotak Mahindra Bank’s private wealth AUM will increase rapidly given its demonstrated ability to deliver the right mix of people, products and platform, says Jaideep Hansraj.

Exploring untapped sections of the Indian market

India’s vast Aadhar card-holder base provides a great opportunity for fund houses to expand operations leveraging on the JAM trinity. The industry is focused on creating awareness among consumers about various mutual fund investment schemes, says Franklin Templeton Asset Management’s Sanjay Sapre.

HSBC’s disciplined approach to managing money in India

HSBC Global Asset Management’s global investment process creates consistent performance of its funds for Indian investors. Ravi Menon explains how the firm is using this competitive edge to look for new distribution channels.

Accessing India’s growth in wealth

In a video interview, Mandeep Nalwa of Taurus Wealth Advisors says he thinks wealth will continue to grow in India, in turn offering opportunities for firms like his to partner with local players to service the offshore needs of their clients.

Making business TV tangible for asset managers in India

Banks and asset managers are willing to send people to hold forth almost 24x7 on business television programmes in India, according to marketing and communications experts in wealth management.

How India can stem wealth manager attrition rates

The country needs standardised training, less stress on AUM, believe wealth management business leaders.

India grappling with ebb-and-flow of falling fees, more clients

With plummeting fees within Indian wealth management becoming a concern locally, the situation is attracting a worrying eye from practitioners. An exclusive Hubbis survey of almost 100 top Indian wealth management professionals delved into the abyss.

Costly lessons for succession planning savviness in India

Marketing and communications experts in Indian wealth management feel that awareness of having succession plans in place has grown among Indian HNI families after the feud between the Ambani brothers.

Using niche HNI segments to grow advisory industry

Wealth managers in India can focus on both doing the right thing with existing customers and getting the right clients to grow the market, believe wealth management business leaders in India.

Ethical advisers key to growth in Indian wealth sector

Wealth managers need a heavy dose of ethics as client dependence grows, believe wealth management business leaders in India.