Julius Baer's India Strategy

The video discusses the growth of India's wealth management market, highlighting the increase in high-net-worth individuals and the role of Julius Baer in this expansion. It explores investment trends, focusing on mutual funds and alternate investment funds, and the impact of retail investors through systematic investment plans. The video also addresses strategies to manage margin compression in the wealth management industry.

What are the key factors contributing to the growth of the wealth management market in India?

How has the investment behavior of wealthy Indians changed over the last decade?

What role do mutual funds play in the investment strategies of Indian retail investors?

Discuss the impact of systematic investment plans (SIPs) on the Indian equity market.

What challenges does the wealth management industry face in terms of margin compression?