Understanding Wealth Management Industry

Research Analyst Yashodhan Nerurkar speaks about the different aspects of the Wealth Management industry & discusses the players, the business models & where the industry is heading towards with the introduction of fintechs and robo advisors.

Timestamps:
00:00 - Speaker's Intro
00:46 - Introduction
04:12 - Primer and history of Wealth Management Industry
09:30 - Functions of a wealth manager
10:30 - Trends in wealth management industry
28:10 - Indian Wealth Management Industry
30:27 - Types of wealth managers
32:15 - M&A Transactions
33:59 - Business Model
35:44 - Business economics
40:07 - Return metrics across the world
41:16 - Valuations and funding
44:16 - Future of wealth management industry
45:40 - Q&A

[shareplanner]

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[ShahzainAli-tlsk]

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[anonymousblogger]

Perhaps a better time to do this presentation would have been when markets haven't been as buoyant for a few years (so there's enough data to present) as they have been in the last few years.

Additionally, as a bottom up investor (Starting with reading the annual reports and then going up to understand the industry dynamics), the first 40-odd minutes do not provide much value to an average investor - may be they do for a large institutional investor whose appetite could not be filled with one or two investee companies but I am assuming this presentation is more directed towards an average investor or even on a higher side towards a HNI/UHNI and not towards really large institutional clients say large insurance companies, etc.

Thanks for the effort PPFAS team. I am happy that my money managers are spending their time on gaining such industry wisdom and then hopefully applying it to available list of investible universe.

[DeepSukhwani]

I see that you have non PPFAS employees attending these discussions / presentations. Would you mind sharing how do we go about registering/attending these presentations? Are investors in PPFAS allowed to attend in person?

Thanks.