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16-Jan-2026

Wealth Management Industry Poised for Strong Expansion on Rising Equity Participation

Low mutual fund penetration, increasing investor interest in equities, and rapid growth in affluent households are set to drive robust expansion in India’s wealth management and digital investment solutions space.


'Anand Rathi Wealth has come up with a presentation that discusses the scope of wealth creation and management in the current global and domestic market.

India has a huge scope of penetration towards professionally managed financial assets like mutual funds when compared to the global average which is 4x of India. This creates more opportunity for wealth management industry.

The penetration of mutual funds industry (Equity AUM to GDP Ratio - India V/S Other Economies) shows that the world has 37.2% penetration of mutual funds and India has been penetrated 9.8% by mutual funds. There’s a huge market potential for mutual funds all over India too. Strong macro-economic trends and a growing HNI families expected to drive growth in the Indian wealth solutions space.

Interest in equities has gone up as it is one of the few asset classes that can deliver double digit returns. There is massive potential to increase the share of equity in client portfolios. Equity investment ...



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