Trends Report

Forrester Infographic: Understanding Today's Indian Investors

August 2nd, 2021
With contributors:
Ashutosh Sharma , Katie Hampton , Apurva Mishra , Sukriti Dangi , Bill Nagel


Wealth management firms commonly segment their clients by investable assets. But this is not enough to help these firms decide on new products and services or optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors. As fintech startups flood the market with new, digital-first offerings, digital business professionals at wealth management firms need to understand how best to serve the four primary investor segments in India.

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