We were delighted to host our 6th annual event in Mumbai for the wealth management community in India.

 

Around 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading local and universal Private Banks and Retail Banks, along with NBFCs, National Distributors, IFAs, Registered Investment Advisers and Insurance companies.

 

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

View last year's event

AGENDA

This forum included presentations, case studies and panel discussions designed to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move to the next level.

 

View agenda

SPEAKERS

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    Aashish Somaiyaa
    Motilal Oswal Asset Management
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    Abhijit Bhave
    Karvy Private Wealth
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    Andrew Hendry
    Westoun Advisors
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    Anshu Kapoor
    Edelweiss Global Wealth Management
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    Anupam Guha
    ICICI Securities
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    Arindam Madhuryya
    Carey Olsen, Jersey
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    Ashish Malaviya
    IndusInd Bank
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    Ashish Shanker
    Motilal Oswal Private Wealth Management
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    Atinkumar Saha
    Deutsche Bank
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    Atul Singh
    Julius Baer
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    Bhavesh Sanghvi
    Aditya Birla Wealth Management
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    Caroline Kulkarni
    Sanctum Wealth Management
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    Erdem Ozgul
    Numerix
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    Feroze Azeez
    Anand Rathi Private Wealth Management
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    Gaurav Awasthi
    ICICI Securities
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    Himanshu Bhagat
    IIFL Wealth Management
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    Himanshu Kohli
    Client Associates
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    Jaideep Hansraj
    Kotak Mahindra Bank
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    Jayant Vidwans
    Chaitanya Financial Consultancy
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    Kanwar Vivek
    Yes Bank
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    Kaushik Deva
    Kredere Wealth Partner
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    Manoj Shenoy
    L&T Capital Markets
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    Michael Stanhope
    Hubbis
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    Milind Kulkarni
    FinIQ
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    Neeraj Choksi
    NJ Invest
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    Nick Pollard
    CFA Institute
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    Nidhi Chawla
    Avendus Wealth Management
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    Nipun Mehta
    BlueOcean Capital Advisors
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    Nishant Agarwal
    ASK Wealth Advisors
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    Nishith Desai
    Nishith Desai Associates
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    Nitin Agrawal
    ORO Wealth
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    Pranav Joshi
    Altamount Capital
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    Prateek Pant
    Sanctum Wealth Management
  • View Profile
    Rajesh Saluja
    ASK Wealth Advisors & Family Office
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    Richard Nunn
    Jersey Finance
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    Sandeep Lalwani
    Miles Software Solutions
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    Sanjay Sachdev
    ZyFin Holdings
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    Satheesh Krishnamurthy
    Axis Bank
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    Soumya Rajan
    Waterfield Advisors
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    Sunil Iyer
    Iyer Practice Advisers
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    Tarun Birani
    TBNG Capital Advisors
  • View Profile
    Vinay Bajpai
    Deutsche Bank
  • View Profile
    Vishal Dhawan
    Plan Ahead Wealth Advisors

VENUE

Sofitel Hotel, BKC

Level 2, Grand Salon

C-57, Bandra Kurla Complex

Bandra East

Mumbai 400051, India

Sofitel Hotel, BKC

Level 2, Grand Salon

C-57, Bandra Kurla Complex

Bandra East

Mumbai 400051, India

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