Understanding Trends in Security Broking and Wealth Management Industry in India
07/21/2025
One of our clients wants to connect with experts who have knowledge about the Security Broking and Wealth Management industry In India. They are trying to understand the market landscape, customer segmentation, revenue drivers such as ARPU, retention metrics, product bundling between wealth and security offerings, and customer preferences for bank-led brokerage services. The experts who have previously worked with prominent players such as ICICI Securities, HDFC Securities, Nuvama, 360 One, and Waterfield would be ideal. Additionally, experts from firms such as Motilal Oswal Financial Services, Zerodha, and Kotak Securities would also be relevant.
