Sector view on one of the emerging sectors - asset management and wealth management. As of now we hardly have companies in this sector but this number is likely to go up over the next few years.
This presentation was oriented towards presenting ground up insights and qualitative viewpoints which one may not be able to get from annual reports and investor presentations. One should look at my related posts on the other threads on this forum for a much more basic view, those have some basic industry sizing numbers for financialization as a theme and a deep dive into the specifics of HDFC AMC
Financialization thread - FINANCIALISATION: TSUNAMI expected in AMC & Insurance?
HDFC AMC thread (please do read all 4 posts in this cluster) - HDFC Asset Management Company
Wealth Management & Asset Management.pdf (862.5 KB)