We were delighted to host our inaugural event related to managing and advising Family Wealth in India, in Mumbai in April.

 

Please mark the date of our 2016 event in your diary now – Wednesday 6th April.

 

Around 160 people attended – including senior practitioners at private banks, family offices and from across the professional services community.

 

Many thanks again to those people who participated in and attended the event, and especially to our sponsors. Thank you for your support.

AGENDA

The agenda was designed to include a series of targeted panel discussions and presentations to cover the key issues for the development of a more specific focus on finding solutions for wealthy Indian families.

 

View agenda

Download PDF agenda

SPEAKERS

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    Abhijit Joshi
    Veritas Legal
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    Arpita Vinay
    Centrum Wealth Management
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    Ashvini Chopra
    Universal Trustees
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    Bijal Ajinkya
    Khaitan & Co
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    Emily Harrison
    Innovaid Advisory Services
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    Gautami Gavankar
    Kotak Mahindra Trusteeship Services
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    H P Shah
    Value Plus Family Office
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    Himadri Chatterjee
    IIFL Private Wealth Management
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    IAS Balamurugan
    Metis Family Office Services
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    Munish Randev
    Waterfield Advisors
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    Navita Yadav
    IL & FS Trust Company
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    Neeta Saraogi
    Dasra
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    Nipun Mehta
    BlueOcean Capital Advisors
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    Pranav Khanna
    Nerine Advisory Services
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    Pranav Sayta
    EY India
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    Priya Naik
    Samhita
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    Rajesh Narain Gupta
    SNG & Partners
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    Rohit Sarin
    Client Associates
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    Rupesh Nagda
    Alchemy Private Wealth
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    Shreya Rao
    Nishith Desai Associates
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    Sonali Pradhan
    RBS Financial Services
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    Srikrishna Ramamoorthy
    Unitus
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    Sujeet Kothare
    ICICI Prudential Life Insurance
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    Sumeet Vaid
    Ffreedom Financial Planners
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    Sunil Shah
    Evergreen Family Business Advisors
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    T P Ostwal
    TP Ostwal & Associates
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    Tariq Aboobaker
    Amicorp Group
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    Zulfiqar Shivji
    BDO India
Jonathan Hubbard
Head of Wealth Planning, Asia
UBS Wealth Management
“The content is good and the engagement of the audience is excellent. It’s been thought-provoking and what I like is that people have been quite happy to engage in discussions about the issues. Now what we’ve got to do is get the people in this room to translate that into how they deal with their clients.”
View more testimonials

VENUE

Sofitel Hotel

Level 2, Grand Salon

C-57, Bandra Kurla Complex

Bandra East

Mumbai 400051, India

Sofitel Hotel

Level 2, Grand Salon

C-57, Bandra Kurla Complex

Bandra East

Mumbai 400051, India

SPONSORS

BRONZE

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