We were delighted to host our 2nd annual event in Mumbai for the family wealth community in India.

 

Around 200 senior individuals attended – including single- and multi-family offices, along with private banks and other practitioners who provide advice to families on the critical issues they face and need to plan for.

 

Please mark the date of our 2017 event in your diary now – Wednesday 5th April.

 

Many thanks again to those people who participated in and attended the event, and also to our partners.

AGENDA

This forum included presentations, case studies and panel discussions designed to look at the complex tax, estate, business succession and legacy planning environment for HNI and UHNI families today. Plus, it focused on the multiple challenges they need to address when it comes to investing, managing and re-deploying both short- and longer-term capital and assets – in relation to both old and new wealth, across their business and personal portfolios.

 

View agenda

Download PDF agenda

SPEAKERS

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    Aashish Somaiyaa
    Motilal Oswal Asset Management
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    Aditi Shrivastava
    Intellecap Impact Investment Network
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    Ajay Agashe
    Ernst & Young
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    Angelo Venardos
    Heritage Trust Group
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    Anupam Guha
    ICICI Securities
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    Arpita Vinay
    Centrum Wealth Management
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    Benaifer Malandkar
    Raay Global Investments
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    Dhruv Mehta
    Foundation of Independent Financial Advisors (FIFA)
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    Elise Donovan
    BVI House Asia
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    Gary Hales
    Jersey Finance
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    Gaurav Arora
    ASK Wealth Advisors
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    Gautami Gavankar
    Kotak Mahindra Trusteeship Services
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    Himadri Chatterjee
    IIFL Private Wealth Management
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    Kanwar Vivek
    Yes Bank
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    Lynda O' Mahoney
    Capita Asset Services
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    Manish Singla
    Client Associates
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    Munish Randev
    Waterfield Advisors
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    Nipun Mehta
    BlueOcean Capital Advisors
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    Nishant Agarwal
    ASK Wealth Advisors
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    Poonam Mirchandani
    Barclays
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    Shanker Iyer
    Iyer Practice Advisers
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    Sharad Mittal
    Motilal Oswal Financial Services
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    Shweta Shah
    Edelweiss Global Wealth Management
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    Sunil Iyer
    Iyer Practice Advisers
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    Sunil Sharma
    Sanctum Wealth Management
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    Tarun Birani
    TBNG Capital Advisors
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    Vinay Bajpai
    Deutsche Bank

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

Hotel Website

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