Académique Documents
Professionnel Documents
Culture Documents
All trademarks or logos used throughout this presentation are for representational purpose only.
These properties belong to their respective owners
The content of this presentation may, at any time, be modified by Miles Software Solutions (P) Ltd.
No warranty is made regarding the accuracy of the information contained in this presentation
Agenda
1 Current Scenario
48%
Asia
104%
34%
6/19/17
The Rich in India!!
693 1095
Billionaires UHNWI REST OF INDIA
India UHNWI ranking
to improve from 20th
to 19th in by 2014
UH 157 373
337
India UHNWI NW DELHI
ranking to I
improve from 20th 16 20 46
to 19th in by 2014 6 % AHMEDABAD
Bi 39 92
ll io
na HYDERABAD
i re 619 1490
s
165
157
MUMBAI
16
2% 136
49 111
CHENNAI
75 164
68
65
BENGALURU
25
10
6/19/17
Where are the Rich Investing?
Alternative
Investments
Fixed 16.83%
Income
17.82% 26.73%
Equities
Real
Estate
6/19/17
The Credit Story
HNWIs under 40
27% of assets
Wealthiest HNWIs
22% of assets
Investments
Female HNWIs 40% of HNWIs
19% of assets
Real Estate
22% of HNWIs
Business Purposes
14% of HNWIs
6/19/17
What Advice do the Rich want??
Measuring
effectiveness of the
social impact plan
Identifying
key goals
pr en g
ap er tin
Tr use un
diff men
oa t
es
an s iti
ca port
ch
op
sla int es
ple
tin o
Im
g
6/19/17
The Rich and Social Causes?
12
Get it from 22
Friends
28
6/19/17
New Digital Wealth Managers?
Telcom
Companies
Technology Retailers
Companies
Aggregators
6/19/17
Wealth Management Technology
Using
Advisors not Different
Causes of interacting in Tech
a digital Solutions for
Client Dissatisfaction manner Different
Technology
not able to Clients
keep pace
with
Aggregation demands
Solutions are
very
attractive
On the move
A
Comprehensive
Consistent Solutions
experience
Goals-
based Solutions customer expect from
planning wealth managers
360 view
of all
holdings a
top
What Area of Technology are of Interest?
Mobility and
customer centric tools
Meeting regulatory
& compliance
requirements
Big Data
6/19/17
How is the Cloud Helping?
A leading bank provides single view window across all its products to their
customers
Products: Benefits:
Retail Banking, Consumer One solution for all asset classes,
Demographics: Solution:
banking,corporate banking, finance and Integrated view of clients across all
Over 3,603 branches, 11,162 ATMs MoneyWare Wealth Management Suite
insurance, investment banking,mortgage relationship with the bank, handling 500,
presence in 19 countries. with Mobility solutions
loans,private banking,wealth 000 accounts with an increase of 10% p.a.,
management seamless reporting and analytics.
Trusted Techno
Suite
Functional Technology
Partner
Over 300 customers
across 16 countries
Over a decade
experience in Financial
domain across
geographies
Catering to businesses
with over $ 200 billion
Assets Under
Management
Proven market
leadership in Wealth,
Asset and Portfolio
Management
Contact Us
www.milessoft.com
6/19/17