Indian Family-Office Assets to Reach INR1.05 Trillion by 2027 as Wealth Transfer Tops $1.3 Trillion
Updated
Updated · Hubbis · Aug 25
Indian Family-Office Assets to Reach INR1.05 Trillion by 2027 as Wealth Transfer Tops $1.3 Trillion
1 articles · Updated · Hubbis · Aug 25
Summary
INR1.05 trillion in assets is the three-year target for Indian family offices, up about 50% from roughly INR700 billion in 2024, according to a Julius Baer and EY report.
More than 19,000 ultra-high-net-worth individuals in India—and a projected rise past 25,000 by 2031—are expected to fuel that growth alongside a $1.3 trillion to $1.5 trillion intergenerational wealth transfer over the next decade.
40% to 45% of portfolios are already allocated to alternative assets, with rising interest in direct and co-investments in AI, climate tech, renewable energy, semiconductors, electronics manufacturing, cloud services and data centres.
Cross-border investing and heavier use of AI analytics, integrated reporting and cybersecurity tools are pushing family offices toward more professional management, stronger governance and formal succession planning.
As Indian family offices pour billions into illiquid alternatives, could a sudden market downturn trigger a catastrophic liquidity crisis for the ultra-rich?
With $1.5 trillion shifting generations, will the corporatization of Indian family wealth successfully prevent disputes, or just create new regulatory nightmares?