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