Pivots of Transformation: Wealth-Tech Platform Scale-Up
•
Pivots of Transformation: Scale up of Wealth-Tech Platform
Strong Acquisition Machinery
Deeper mining of existing clients
with enhanced proposition to
improve the wallet share, resulting
in upgrade to "Wealth Segment"
New to ISEC clients
Increasing Client Base
32,994
Clients demonstrating high Persistency
68,136
• > 98%* client retention
•
Average AUM Persistency of ~120%*
•
•
Average Revenue Persistency of -110%*
ARPU increases with vintage
FY20
FY22
•
Customers >5 year vintage contributes:
60% of revenue
65% of AUM
COUPLED WITH
Consistent increase in Revenue
Sustained improvement in AUM
9.24
In Bn
In Tn
2.86
Newly acquired clients (FY20 onwards)
demonstrating better characteristics
Cust. Acquired
before FY20
Cust. Acquired
FY20 onwards
2 X
2.59
0.83
ARPU ~0.1 Mn
~ 0.2 Mn
AUM
-35 Mn
1.7 X
2
- 60 Mn
FY20
FY 22
FY20
FY 22
5
*
Calculated by taking average of 1 year retention across 7 periods (FY15-FY22)View entire presentation