International Journal of Science, Engineering and TechnologyAuthors: Badal Dewani, Yuvika Nagaych
Abstract: This research examines the performance of wealth management companies in India and the US in the Post-COVID-19 Era, highlighting market fluctuations, changes in user sentiment, expansion, and liquidity trends. Drawing on a detailed daily trading record from January 2021 to December 2025, the study comprises a total of 12 wealth management sector giants across both economies. Employing summary statistics, cross evaluation and a SWOC assessment, the research reveals that Indian firms —despite operating with a smaller asset base of approximately 0.5 trillion dollars—are projected to triple their AUM by 2028, backed by quick tech adoption, favourable demographics and supporting government policies are growing fast, but they struggle with low profits, complexed regulation and increased market ups and downs. On the other hand, US firms operate within a mature ecosystem with over $ 50 trillion in AUM and exhibit greater stability and earnings, driven by advanced robo-advisory systems, robust institutional struc- tures, and solid investor trust. However, they must contend with tough competition and adapt to changing regulatory requirements. By combining firm-level and country-level insights, this study builds on current knowledge of global wealth management and emphasizes the need to align expansion with long-term sus- tainability. The findings provide valuable guidance to policymakers, investors, and professionals in the field who seek to strengthen and enhance openness in the evolving financial landscape.
DOI: https://doi.org/10.5281/zenodo.18630754
