INDIAN ASSET

MANAGEMENT
INDSUTRY
TEAM - FINSTARS
TEAM MEMBERS:

1. RISHIT GOSWAMI
2. PRIYANSHI SHARMA
3. KUSH THAKKAR
An Asset management company manages and oversees
various types of assets on behalf of investors. SECTOR OVERVIEW
We will mainly focus on AMC offering mutual funds and
PMS services.

Market Size: Total Addressable Market of MF and PMS

stands at $865 billion with an expected CAGR of 14%

Historical Trends: (AUM) increased from ₹7.66 trillion

(USD 100 billion) in 2013 to ₹46.63 trillion (USD 630
billion) in 2023 AMCs have witnessed growth due to
rising incomes, increasing awareness of financial
planning, broad product offerings, and huge retail and
corporate participation.

Points of Inflection/Milestones:
Launch of UTI - Entry of Private AMCs - Introduction of SIPs - SEBI Reforms post 2008 crisis -
Introduction of Direct Plans - Digital Transformation - Widespread Reach.
 INDSUTRY Others
8.0%

DRIVERS UTI MF
HDFC AMC
22.1%
4.1%
Industry is expected to reach Mirae Asset MF
4.9%
$7597.35 billion by 2032:

1. Disposable income: Grow

2. Investment awareness
Kotak Mahindra MF
8.8% KEY PLAYERS
3. Regulation: ease SBI MF
17.3%
4. Demonetization: increased LIC
9.9%
investment

5. Digitization: easy to invest

Axis MF
ICICI Prudential MF
6. Alternative investments options 10.7%
14.4%

with high returns

METRIC FOR EVALUATION OF VARIOUS PLAYERS
We have evaluated all 44 AMCs based on four operational metrics
and then have picked the top 10 players.

Asset Under Management (AUM): This is a key operational metric as it

represents the total value of assets managed by an AMC.
Product Diversification: The AMCs should have at least 3-4 funds in each
category, like equity-based, debt-based, goal-based, multi-asset allocation
funds, and so on and so forth.
Distribution Network: A broader reach is established through partnerships
with banks, financial advisors, and FinTech startups like Groww. High reach
enables high penetration of products.
Sustainability and ESG Initiatives: Post-COVID-19 shortlisted AMCs have been
actively involved in environmental, social, and governance principles, which
aligns with the larger responsibility of investing and asset preferences.
 SWOT ANALYSIS
STRENGTHS WEAKNESSES
STRENGTHS Low-margin business for AMCs
AMCs hold experience and expertise in
investment strategies. Regulatory changes are always
Brand recognition develops trust complex and subject to change.
among investors Dependency on Fund and Market
Distribution Network - A broad audience Performance - AUM depends on the
increases the chances of developing a performance of the fund. Bad fund
loyal customer base. performance leads to redemptions.

OPPORTUNITIES THREATS
Volatile markets
India has been growing at a rapid pace
Reputation Risk - Negative news can harm
due to the increase in retail
the reputation of an AMC
participation.
Economic Factors - Changes in inflation,
Better customer experience and
interest rate, and exchange rate influences
building trust by leveraging technology.
decision.
FUTURE STRATEGIES
Customized Solutions for retail investors

Digital Engagement to enhance

customer experience

Education and Investor Awareness

Cost Efficiency to improve margins

Talent Development to retain fund

managers and analysts
Long-Term Perspective for wealth generation.