India’s investment and wealth management market is poised for a sharp expansion, with the total addressable market expected to double by financial year 2030-31 (FY31) and reach $27-31 billion, according to a latest report by Equirus Wealth, a unit of the Equirus Group.
The wealth management market, currently valued at around $14 billion (FY25), is projected to clock a strong 15-17% CAGR over the next five years, driven by rising investor participation and higher per-user revenues, the report noted.
As per the report, the past decade has transformed India’s wealth ecosystem from a transactional product-distribution model to a holistic, advisory-led framework centred on transparency and client alignment. The rise of dedicated family offices, access to global products, integrated offerings across estate planning, tax, insurance and wealth, and greater availability of alternative investment avenues have accelerated this shift.
