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市場調查報告書

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1556003

印度財富技術解決方案市場：依組成部分、依部署模式、依公司、依最終用戶、依地區、機會、預測，2018-2032年

India WealthTech Solutions Market Assessment, By Component, By Deployment Mode, By Enterprise, By End-user, By Region, Opportunities and Forecast, FY2018-FY2032F

出版日期: 2024年09月17日 | 出版商:

Market Xcel - Markets and Data | 英文 135 Pages | 商品交期: 3-5個工作天內

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簡介目錄圖表

2025-2032年預測期間，印度財富技術解決方案市場規模將以20.98%的年複合成長率擴大，從2024年的1.5438億美元增至2032年的7.0843億美元。隨著數位革命重塑金融服務，財富科技公司財富管理民主化、簡化和個人化方面推出一些最令人興奮的創新。印度財富科技解決方案市場的快速成長得益於多種因素，包括中產階級的不斷壯大、網路普及率的快速提高，以及精通科技的年輕人口推動了財富科技的進步。

關鍵驅動因素之一是複雜技術解決方案的整合，這些解決方案匯集了來自各種來源的客戶資料，能夠更輕鬆地了解全局並提供個性化和明智的建議。自動檢查和報告也有助於合規性和風險管理，使企業能夠輕鬆滿足監管要求。此外，行動應用程式、入口網站和直接互動等整合式通訊工具可協助企業與客戶更緊密互動。

財富科技是財富管理與科技的融合，正快速崛起，成為印度金融科技領域最具變革性的產業之一。2024年，DeZerv 宣布獲得 Premji Invest 領投的319億美元融資，目前是印度成長最快的財富管理平台，客戶資產估值超過 8.4億美元。

本報告調查了印度財富技術解決方案市場，並提供了市場概述、依組件、部署模式、公司、最終用戶、地區的趨勢，以及進入市場的公司概況。

前 5 名市場領導者的競爭矩陣
前 5 名進入公司的SWOT 分析
市場前10位主要參與者的情況
- Alt DRX Private Limited
- Equirus Wealth Private Limited
- Neuokosh Capital Private Limited (Koshex)
- Daulat Finvest Private Limited
- Jokanomy Tech Solutions Private Limited (Vitt.AI)
- Wealth Technology & Services Private Limited
- Lime Internet Private Limited (Wealthzi)
- Cube Wealth Solutions Private Limited
- 360 ONE WAM Limited
- Scripbox.com India Private Limited

第15章策略建議

第16章查詢及免責聲明

簡介目錄圖表

Product Code: MX11903

India WealthTech solutions market is projected to witness a CAGR of 20.98% during the forecast period FY2025-FY2032, growing from USD 154.38 million in FY2024 to USD 708.43 million in FY2032. It is in democratizing, rationalizing, and personalizing wealth management that WealthTech companies are coming up with some of the most exciting innovations as the digital revolution reshapes financial services. There are many factors contributing to the rapid growth of the WealthTech solutions market in India, including a growing middle class, rapidly rising internet penetration, and a youthful tech-savvy population that makes ground for WealthTech advancements.

Crucially, one of the growth drivers would be the integration of sophisticated technology solutions that bring together customers' data from different sources, facilitate a holistic view, and offer personalized and informed advice. It enhances client satisfaction and trust and eases compliance and risk management through the automation of checks and reporting that ensures firms easily meet their regulatory requirements. Moreover, integrated communication tools across mobile apps, web portals, and direct interactions help firms engage better with their clientele.

WealthTech is the confluence of wealth management and technology, and it has quickly emerged as one of the most transformative sectors within the Indian fintech space. In 2024, DeZerv announced that it raised USD 31.9 billion of funding led by Premji Invest, besides being amongst the fastest-growing wealth management platforms in India, with more than USD 0.84 billion of client assets valued, currently.

Advanced Technological Innovations to Drive Market Growth

Mergers and acquisitions (M&A) in WealthTech are often driven by the desire to acquire and integrate superior technological capabilities. Hence, firms seeking acquisitions scout for companies that have cutting-edge digital applications and tools that use AI, machine learning, or any other new technologies to accomplish the goal of changing how retail investors interact with their wealth management strategies. Introducing these types of technologies better equips the investor with advanced and more efficient facilities for portfolio management, decision-making, and adapting to the changing market conditions. One major way such technological evolution would take place is through the infusion of AI to increase investment accuracy by using exhaustive datasets and predictive analytics. AI-driven solutions help to polish investment decisions and give rise to innovative robo-advisory platforms, which, in their capacity, can handle portfolios based on real-time market data and individual investor preferences.

In 2023, ALT DRX, a Bootstrapped home-grown startup from Bangalore, launched the World's first Stock Exchange Digital Real Estate Marketplace to allow Indians to Invest in Dematerialized Real Estate, 1 SQFT at a time. With an India-first launch strategy, the startup raised in a seed round of USD 1.6 million in equity and USD 2.0 million in callable mezz debt for co-investing into real estate assets.

Surge in Fintech Startups Fuels Market Growth

Fintech players fundamentally changed how financial services are delivered to online and mobile channels, digitalizing core processes to offer quicker, more convenient, and affordable solutions. The recovery of the world economy further solidified trust by banks, insurance companies, asset managers, and consumers in fintech through the vast adoption of high-speed, safe internet and mobile technologies. This has led banks and insurers to make fintech buying interesting by pushing higher margins and attracting the clientele to the young generation. Invest India reported that India has the highest fintech adoption rate globally, at 87%, which is considerably higher than the global average rate of 64% in 2024. There is an increased venture capital and private equity funding, which fuels a higher number of fintech firms to concentrate on hyper-growth strategies that enable financial institutions to offer global access and innovative solutions, thereby enhancing investment management through cost-reduction and revenue-enhancing developments.

Solution Segment to Dominate the WealthTech Market in India

The solution segment is anticipated to dominate the market in the forecast period due to the wide implementation of automation across industries. WealthTech solution is growing as small consulting firms and large banks are slowly realizing that modern clients want tech-driven financial services, automatic rebalancing, and portfolio management. These firms are working towards changing the sector through finding and resolving inefficiencies in the value chain of financial services. These vendors for wealth managers provide cloud-based solutions tailored for private banking departments and asset managers, targeting the maximization of customer satisfaction through smoothing and digitization of the entire value chain, reporting, and margin optimization.

West and Central Region Dominates India WealthTech Solutions Market

It is the western region of India, with Mumbai at its center, that dominates the WealthTech solutions market because it is the country's financial capital. Mumbai offers a high density of financial institutions, investment firms, and high net-worth individuals that give rise to a dynamic environment for WealthTech innovations. The well-established infrastructure, business ecosystem, and access to capital make a great deal of difference in elaborating its leadership in the market. More than this, Mumbai acts as the center for traditional financing services and rising fintech solutions. This consolidates its lead in the WealthTech sector. In March 2024, Cube obtained USD 20 million to foster more innovation in the sphere of financial planning software. This investment will give a major boost to product development by focusing on innovative AI technologies used in advanced use cases for better financial planning and analysis (FP&A). The integration of AI into FP&A will change patterns to predict and plan, giving insights and efficiencies and making financial strategies knowledgeable and forward-looking.

The Southern region with Bangalore is emerging as an important player in India WealthTech solutions market. Due to its strong background in technology and start-up ecosystems, Bangalore is becoming a place for incubating and innovating new-fangled WealthTech products.

Future Market Scenario (FY2025 - FY2032F)

Artificial intelligence is gaining momentum in the marketplace and is expected to be one of the most sought-after solutions to enhance financial decision-making processes. It offers new ways of looking at active risks through alternative models in the process automation of investments.

Intuitive interfaces and engaging and informative content make for a high level of user education regarding financial planning, investment, and retirement with the advancement of WealthTech solutions, making such complex financial concepts easy for consumers to understand and act on.

Investment firms and property management firms around the world have started to use cryptocurrencies and engage in blockchain technology. They are studying the same digital assets to understand more about the revolutionary change in investment and asset management practices.

Key Players Landscape and Outlook

The WealthTech solutions market in India has become extremely dynamic and competitive, with increasing entries of new players. Large WealthTech companies use their internally developed or outsourced technologies to improve the operations of the wealth management firms. These transformers are committed to changing the face of the industry through the way they identify and eliminate inefficiencies along the value chain. In the Indian context, companies concern themselves with delivering benefits related to effective portfolio management, increasing the liquidity of assets, and improving the customer experience. They are further making efforts toward cost transparency, smoother transaction processes, and ease of access to alternatives, including private equity or hedge funds. The march toward technological progress and operational efficiency is changing the face of managing wealth in India and opening newer opportunities while raising the bar on financial services.

In June 2024, 360 ONE WAM, India's leading wealth manager for ultra-high net worth individuals and families, entered a definitive agreement to acquire Times Internet incubated, wealth-focused fintech, ET Money. ET Money acquisition would be 100 percent, via a stock swap and cash deal. The acquisition will help 360 WAM complete the flywheel across client segments and fortify its position as India's preeminent wealth manager.

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

4.1. Product and Market Intelligence
4.2. Mode of Brand Awareness
4.3. Factors Considered in Purchase Decisions
- 4.3.1. Functionality
- 4.3.2. Cost Structure
- 4.3.3. Security and Compliance
- 4.3.4. Integration Capabilities
4.4. Customer Support
4.5. Consideration of Privacy and Regulations

5. India WealthTech Solutions Market Outlook, FY2018-FY2032F

5.1. Market Size Analysis & Forecast
- 5.1.1. By Value
5.2. Market Share Analysis & Forecast
- 5.2.1. By Component
  - 5.2.1.1. Solution
  - 5.2.1.2. Services
- 5.2.2. By Deployment Mode
  - 5.2.2.1. On-premises
  - 5.2.2.2. Cloud
- 5.2.3. By Enterprise
  - 5.2.3.1. Large Enterprises
  - 5.2.3.2. Small and Medium Enterprises
- 5.2.4. By End-user
  - 5.2.4.1. Banking
  - 5.2.4.2. Investment Firms
  - 5.2.4.3. Wealth Management Firms
  - 5.2.4.4. Others
- 5.2.5. By Region
  - 5.2.5.1. North
  - 5.2.5.2. South
  - 5.2.5.3. East
  - 5.2.5.4. West and Central
- 5.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, FY2024)
5.3. Market Map Analysis, FY2024
- 5.3.1. By Component
- 5.3.2. By Deployment Mode
- 5.3.3. By Enterprise
- 5.3.4. By End-user
- 5.3.5. By Region

6. Demand Supply Analysis

7. Value Chain Analysis

8. Porter's Five Forces Analysis

9. PESTLE Analysis

10. Cost Structure Analysis

11. Market Dynamics

11.1. Market Drivers
11.2. Market Challenges

12. Market Trends and Developments

13. Case Studies

14. Competitive Landscape

14.1. Competition Matrix of Top 5 Market Leaders
14.2. SWOT Analysis for Top 5 Players
14.3. Key Players Landscape for Top 10 Market Players
- 14.3.1. Alt DRX Private Limited
  - 14.3.1.1. Company Details
  - 14.3.1.2. Key Management Personnel
  - 14.3.1.3. Products and Services
  - 14.3.1.4. Financials (As Reported)
  - 14.3.1.5. Key Market Focus and Geographical Presence
  - 14.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
- 14.3.2. Equirus Wealth Private Limited
- 14.3.3. Neuokosh Capital Private Limited (Koshex)
- 14.3.4. Daulat Finvest Private Limited
- 14.3.5. Jokanomy Tech Solutions Private Limited (Vitt.AI)
- 14.3.6. Wealth Technology & Services Private Limited
- 14.3.7. Lime Internet Private Limited (Wealthzi)
- 14.3.8. Cube Wealth Solutions Private Limited
- 14.3.9. 360 ONE WAM Limited
- 14.3.10. Scripbox.com India Private Limited

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

15. Strategic Recommendations

16. About Us and Disclaimer

簡介目錄圖表

List of Tables

Table 1. Pricing Analysis of Products from Key Players
Table 2. Competition Matrix of Top 5 Market Leaders
Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

Figure 1. India WealthTech Solutions Market, By Value, In USD Million, FY2018-FY2032F
Figure 2. India WealthTech Solutions Market Share (%), By Component, FY2018-FY2032F
Figure 3. India WealthTech Solutions Market Share (%), By Deployment Mode, FY2018-FY2032F
Figure 4. India WealthTech Solutions Market Share (%), By Enterprise, FY2018-FY2032F
Figure 5. India WealthTech Solutions Market Share (%), By End-user, FY2018-FY2032F
Figure 6. India WealthTech Solutions Market Share (%), By Region, FY2018-FY2032F
Figure 7. By Component Map-Market Size (USD Million) & Growth Rate (%), FY2024
Figure 8. By Deployment Mode Map-Market Size (USD Million) & Growth Rate (%), FY2024
Figure 9. By Enterprise Map-Market Size (USD Million) & Growth Rate (%), FY2024
Figure 10. By End-user Map-Market Size (USD Million) & Growth Rate (%), FY2024
Figure 11. By Region Map-Market Size (USD Million) & Growth Rate (%), FY2024