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A great number of Indian investors expressed a high level of trust for the financial services industry. Almost all of the investors surveyed believe the state-sponsored pension program will pay out benefits as promised. Approximately 80% of Indian investors are worried about an impending financial crisis within the next three years, up from about 60% in 2018.

Since there is such significant confidence and trust in the system, it is not surprising that almost all of the Indian investors surveyed believe they have a fair opportunity to profit by investing in the capital markets.

An overwhelming number of Indian investors continue to value access to technology over people to help manage their investments and overwhelmingly trust human advice over that of robo-advisers. Approximately 80% of Indian investors said that they were willing to invest in a fund that used artificial intelligence for its selection process. This indicates significant trust in technology and technology-based investment solutions, but not necessarily for giving investment advice.

When looking to hire a firm, Indian investors overwhelmingly prefer a trusted brand over people they can count on. When changing investment professional or firm, their top considerations are data security, departure of the adviser from the firm, and insufficient technology for their needs. Advisers would do well to provide more personalized products as almost all Indian investors want them, and a similar number would be willing to pay more for them.