The Global IndianThe Wealth Architecture They Deserve The label the industry reaches for, NRI, was built for a different era, a tax classification, not a person. Today's Global Indian is a formidable economic cohort whose wealth spans five or more jurisdictions, and whose financial life the industry has never been structured to see in full.
1
A Cohort, Not a Category:
Indian-origin professionals lead 11 Fortune Global 500 companies with a combined $6.5 trillion market cap, and India's UHNWI population has grown 63% in five years.
2
A Portfolio Built by Accident:
87% of significant wealth transfers now span multiple jurisdictions, most without coordination, leaving currency, tax, and estate exposure invisible until it compounds.
3
The Relationship Has Fractured:
Only 17% of HNWIs describe their advisory experience as seamless, as clients increasingly stitch together four to six firms just to get full coverage.
Our Global Indian Initiative delivers one institution, one connected view: a single relationship across every jurisdiction, coordinated currency and tax management, and investment conviction that speaks to India from the inside and to a global portfolio from the outside. Download the full Global Indian report |