Welcome to The 2023 CXO Personal Finance Report Page

The 2023 CXO Personal Finance Report

IMA’s 2023 CXO Personal Finance Report is a collection of actionable insights to help C-suite and other Senior Executives make more informed investment decisions and see where they stand relative to their peer-group. The report summarises results from IMA India’s survey about wealth management practices within the CXO community.

The report helps to:

	Identify trends in investment allocation across different asset classes
	Understand how demographic factors like age, number of dependents, household income, etc affect saving and investment patterns
	Recognise the types of portfolios and investment decisions that generate the highest returns.
	Develop insights on best practices and observations on wealth management for HNIs

In total, the survey attracted responses from over 350 senior/top managers, who fell in a wide (30-80 years) age group. The diverse range of demographics represented ensures that the data is highly robust in terms of our ability to make correlations and generate meaningful insights that would be of practical use to CXOs. The report covers the following parameters:

	Share of annual income saved/invested
	Average annualised returns that CXOs have seen on a 1, 3 and 5 year basis as well as their expected rate in 10 years.
	How investor profiles and risk appetite translate into portfolio performance
	Sources of investment decisions


And many more...

Price: 10,000 + GST

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Preferential Fees for IMA Members

7,500 + GST

To check if your company participated and to avail of the special price, please write to us

Table of Contents

The 2023 CXO Personal Finance Report is available for sale.

Members of IMA’s peer group forums are entitled to preferential fees.

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