Pivots of Transformation: Wealth-Tech Platform Scale-Up
Key outcomes: Customer Assets
(in tn)
2.4
Consistent increase in Total Assets over long term 1
(in tn)
5.6
5.6
5.8
5.1
5.3
4.4
3.8
3.4
2.9
Leading wealth manager in the country with steady
increase in Wealth AUM 2
3.1
2.8
2.9
2.8
2.5
2.0
1.7
1.5
1.2
1.0
Q1-21
Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
Q4-22
Q1-23
Q2-23
Q1-21
Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22 Q4-22 Q1-23
Q2-23
(in bn)
ISEC PMS Scaling up
4.5
3.7
2.9
2.2
1.3
1.6
1.7
7.8
7.2
10.9
(in bn)
Q1-21
Q2-21
Q3-21
Q4-21
Q1-22
Q2-22
Q3-22
Q4-22
Q1-23
Q2-23
A
Growing MF Assets demonstrating strong distribution
franchise 3
586
554
566
561
527
479
443
412
377
343
Q1-21
Q2-21 Q3-21
Q4-21
Q1-22
Q2-22 Q3-22
Q4-22
Q1-23
Q2-23
* 5.8 trillion Client Assets
1. Assets of our clients including equity demat assets maintained with ICICI Bank and excluding promoter holding
2.
3.
Assets of our clients with more than INR 10 mn AUM at individual level including equity demat assets maintained with ICICI Bank and excluding promoter holding, as on Sep, 30 2022
AUM including direct
19View entire presentation