Abstract

The caselet describes the market potential for wealth management services in India. It examines the reasons behind the growth of wealth management services in India. The caselet also provides an overview of services offerings made by Indian financial institutions in wealth management services segment.

Learning Objectives

The case is structured to achieve the following Learning Objectives:

• Wealth management services market in India
• Segmentation of financial services market in India
• and Design of service offerings in wealth management services segment.

Keywords

Liberalization, Banking Sector, Indian Wealth Management & Private Banking Survey, World Wealth Report 2003, IBM, Merrill Lynch, Cap Gemini, NCAER, Retail Segment, Semi-Affluent Segment, Affluent Segment, HNI's, Wealth Management Services Market, HSBC, HDFC, ICICI, UTI, Ask Raymond, DSP Merill Lynch, Fee Structures, Customer Service Level, Corporate Banks, Capital Market Players