We were delighted to host our inaugural Indian Wealth Management Forum in Mumbai in September 2011.

More than 450 professionals heard the views of leading practitioners, market experts and product specialists on many of the key issues confronting the industry – in an interesting, educational and practical way.

In-depth presentations and free-flowing panel discussions considered what the Indian private banking and wealth management landscape will look like in the future – and who might be the winners and losers. Among the many opportunities and challenges discussed, the forum looked at the search for talent, and how to profitably scale businesses and platforms in an efficient way, yet also ensuring firms have robust and effective front-office controls in place to avoid falling foul of the regulators.

You can view the photos from the event at this link: http://www.hubbislearning.com/forum/awmf2011_in/photos.php

You can access the presentation materials via the contact details at this link: http://www.hubbislearning.com/forum/awmf2011_in/presentations.php


Ajay Bagga, Head of Private Wealth Management, India, Deutsche Bank

Prateek Pant, Head of Wealth Solutions, India, RBS

Shiv Khazanchi, Managing Director, Sarasin Alpen

Vinay Bajpai, Head-GIS, India, Private Wealth Management, Deutsche Bank

Vivek Sharma, Head of Structured Products & Investment Advisory, Edelweiss Capital

Sandeep Nerlekar, Founder and Chief Executive Officer, Warmond Trustees & Executors

Pankaj Chopra, Chief Executive Officer, Reliance Wealth Management

Pradeep Kochar, Head, Client Service, Edelweiss Capital

Mehul Ashar, President, Inventure Wealth Management

Jayant Vidwans, President, Society of Financial Planners

Gautam Joshi, Senior Vice President, BNP Paribas Wealth Management

Prashant Ajmera, Chief Executive Officer, Ajmera Capital

Many thanks again to those people who participated in and attended the event, and especially to our sponsors: Mercer, BSE Limited, DSP BlackRock, Franklin Templeton Investments, RBS, and Tata Mutual Fund. And also to our Knowledge Partner: Thomson Reuters.

Thank you for your support.

Michael Stanhope
Chief Executive Officer
T 852 2563 8766
E michael.stanhope@hubbis.com

Lead sponsor


Knowledge Partner