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  • CafeAlt Top 9 trends in individual wealth in 2019

    Top 9 trends in individual wealth in 2019

    ‘India Wealth Report 2019’ by Karvy Private Wealth says the overall individual wealth in India has risen to Rs.430 trillion in FY19.
    Bhakti Makwana Oct 25, 2019

    It projects that by FY24, the total individual wealth in India will have a strong growth of over 13% p.a to reach Rs.799 lakh crore, which is nearly twice the current wealth holdings by individuals. 

    Here are other top trends in individual wealth

    • Wealth held by individuals in India has grown by 9.62% to Rs.430 trillion. Individual wealth in financial assets grew by 10.96%, while that in physical assets grew by 7.59%
    • Financial assets have continued its growth trajectory to create wealth and now constitute 60.95% of total individual wealth in India 
    • In the last 5 years HNI population in India has grown by 64.10% to reach 2.56 lakh in 2018 from 1.56 lakh in 2014 
    • The top 2 financial assets in FY19 are direct equity and FD & bonds accounting for  19.88% & 17.48% respectively 
    • Mutual funds grew by 17.90% in FY19 and the proportion of equity in MF stood at 69% and debt was 31% 
    • International assets, pension funds and alternative investments are the three areas within financial assets which have shown the highest growth in FY19 at 31.16%, 21.93% & 20.19% respectively
    • Investments in equity as an asset class in India is 18.89% of the total investments whereas globally the figure is as high as 25.70% 
    • By 2024 total individual wealth is expected to grow at a CAGR of 13.19% to reach Rs.799 trillion. Financial assets will nearly double to Rs.528 trillion with CAGR of 15.04% and physical assets will grow at 10.03% CAGR to reach Rs.270 trillion
    • Share of financial assets in total individual wealth is expected to increase to 66.11% in FY24 while that of physical assets would be only 33.89%
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