9th India Wealth Management Conference | Mumbai

FROM DISRUPTION TO TRANSFORMATION

In the recent years marked by uncertainty and global disruption, the Indian investor has evolved. A roaring bull market, economic progress, online access to capital markets and the India tech stack resulted in resilient domestic flows. A thriving investment culture has emerged, led by a surge in “DIY (Do-It-Yourself)” and “Advised” wealth solutions for the younger generation of investors.

As macro-economic cycles, wealth effect and regulatory enhancements unfold, it is imperative for wealth managers to incorporate a risk aware and goals oriented approach in advising the next generation of investors. We are bound to witness a transformation of client expectations for hyper personalisation, with technological ease and outcome based portfolio management. A client centric approach that priorities investment policy statement (IPS), asset allocation and rebalancing, tax considerations, succession planning, and in many cases clients’ philanthropy goals may require sophisticated and holistic wealth management solutions.

These shifts necessitate agility and innovation among wealth managers. The defining features of the future model will be sustainable wealth growth, personalisation at scale, global portfolio approach and technology.