Business Head’s Address

We give planners an edge

For more than 130 years, the Principal Financial Group (The Principal^®) has remained focused on listening to customers, serving their needs and executing its strategy. In India, a growing ageing population and the need for individuals to take ownership of their financial security are driving our strategy and our opportunities are only growing.

Today, Indians are taking on greater responsibility for their financial futures. As financial services have become more complex, people need personalized assistance; also, retirement planning as a critical investment aspect has been left out. We’re well-positioned to capture this opportunity with a multi-boutique strategy that enables us to provide diverse retirement planning investment capabilities through our network of expert financial professionals (PRPs).We have the right mix of products combined with best-in-class services that are meaningful to our clients and planners.

Today, India needs solutions for a new retirement reality. We are committed to provide the newest resources for financial professionals to address the issue of retirement income security in India.

Indian lifestyles are changing and so are their spending and saving habits as well as their dreams and hopes for retirement. We are focused on what investors need and want from financial advisors in the changing economic landscape. Advisors can play a critical role in helping individuals focus on savings and building financial confidence: the first steps toward creating a secure retirement income.

We invite you to think with us about the growing need for retirement savings in India. Think with us about the growing need for our expertise. Think with us the opportunity to make a meaningful difference in the lives of millions of people.