Market Study on the Indian Mutual Fund Industry for a Business Consulting Firm

Financial Consulting Strategies

Client Challenge

The client, a business consulting firm, required a thorough study on the Indian mutual funds industry. The objective was to evaluate possible alliance options that could be pursued by a foreign player to enter into the Indian asset management industry.

Our Approach

To study the asset management industry, UC Strategy adopted the following approach:

  • Conducted extensive secondary research on the Indian mutual fund market and estimated the market size and key trends in the industry
  • Conducted thorough research on the international trends to understand its impact on the Indian market
  • Based on the secondary research, profiles of 33 asset management companies were prepared and presented
  • Performance of various mutual fund schemes were analysed and the best performing asset management companies were highlighted
  • Conducted primary research with the asset management companies to validate findings from the secondary research exercise conducted
  • Conducted study on SEBI statutory requirements and RBI guidelines for setting up an asset management company and for foreign investments
  • Identified possible routes of alliance that could be pursued by a new entrant and assigned ratings to each option to arrive at the best possible alliance route
  • Identified the right timing for any foreign player to enter into the Indian asset management industry

Our Impact

The client received a detailed report on the Indian mutual fund industry along with profiles of the top asset management companies.