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Standard Chartered Private Bank – Solid and independent private banking platform

Sandeep Das,Managing Director and Head, Private Banking, India at Standard Chartered Bank reveals the driving forces behind his platform.

Standard Chartered Private Bank – Taking the wealth management proposition forward in India

Sandeep Das at Standard Chartered Bank discusses the changing dynamics of wealth management industry in India.

ASK Wealth Advisors – enhancing the investment process

Gaurav Arora, CIO of ASK Wealth Advisors reveals the investment process and philosophy followed at ASK and how digital and technology are going to change the way the wealth management industry functions.

ASK Wealth Advisors – Great year in 2017 – what next?

Gaurav Arora, CIO of ASK Wealth Advisors provides a sneak peek into 2018 – What to expect and what it means for investors eyeing the Indian markets.

Technology surge key to India’s Wealth Management Industry

In a video interview, Milan Ganatra of Miles Software Solutions maps out how India’s wealth management industry is going to soar through embracing digital technology that satisfies both the client and the adviser.

Taking the wealth management industry forward in India

Creating business models to enable firms across the country to maintain the impressive growth seen in AUM and client numbers in recent years, will depend on more training for advisers, client-centric incentive structures and a way to get investors to place more value in the advice they receive.

Developing India’s advisory proposition

Wealth managers and advisers need better understanding of their clients’ goals, access to their total portfolio and more data on investment products, if the industry is to become more professional and transparent, and deliver a relevant, advisory-led, outcome-based approach for investors.

Is Indian wealth management ripe for disruption?

There is great potential for digital advice and online investing in the country given the number of investors yet to be tapped. To make the most of this, constant improvement is needed in areas such as the client experience, user-friendliness, security and privacy.

Meeting the needs of business families in India

Estate and succession planning, especially for business promoters, is becoming increasingly important in India in the search for smooth and effective ways to protect and transfer assets to the next generation. Professional advice is also now more widely accepted.

How simplicity can breed funds success in India

The last decade has seen Mirae Asset Global Investments (India) Pvt Ltd grow steadily by pursuing a tried-and-tested strategy of consistently delivering on its promises, says Swarup Mohanty.

Karvy taps into India’s wealth sweet-spot

As one of the country’s top firms in its segment, Karvy Private Wealth has set its sights on expansion at home and abroad, riding on the current wave of growth, outlines Abhijit Bhave.

Why risks are as important as returns for equity investors

In a video interview, Rajesh Kothari of AlfAccurate Advisors says investors should shift their focus towards the risk-adjusted returns they can get from buying equities.

Towards a digital future for investment advice in India

In a video interview, Kunal Bajaj of Clearfunds explains the growing potential for digital advice and investing in India.

A pioneering push towards financial assets in India

Recent government initiatives are encouraging individuals away from traditional investments and towards financial assets, says Rajesh Krishnamoorthy of iFAST Financial. This creates an even greater need for the right support and tools.

PRESENTATION SUMMARY - Why Indian investors await a market correction

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Aashish Somaiyaa of Motilal Oswal Asset Management Company wonders if market views define holdings or holdings define views.

PRESENTATION SUMMARY - The technology wake-up call for the buy-side

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Erdem Ozgul of Numerix looks at some of the impacts of technology on reshaping priorities for buy-side institutions.

PRESENTATION SUMMARY - New vehicles for Singapore funds

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Sunil Iyer of The Iyer Practice explains that the S-VACC vehicle seeks to address the difficulties faced by investors in raising funds.

WEALTH TALK SUMMARY - The demise of alpha in large-cap mutual funds in India

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Saurabh Mukherjea of Ambit Capital sees the death of alpha, a decline of the top fund managers, and much more in the next decade.

WEALTH TALK SUMMARY - Driving independent wealth management in Asia

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Rohit Bhuta of Crossinvest expects Asia’s external asset management industry to grow as bankers become more attracted to an independent way of advising clients.

WEALTH TALK SUMMARY - Creating more capacity and capability in India

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Sandip Ghose of the National Institute of Securities Markets (NISM) says the industry needs to enhance competency standards and create the right mind-set for future generations.

PRESENTATION SUMMARY - India bracing for tech-led wealth management change

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Abhra Roy of Infosys Finacle said he believes the wealth management industry requires much more than talent going forward; it needs robo-advisers and chatbots.

WEALTH TALK SUMMARY - Scars of past shape asset management of today for India

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Radhika Gupta of Edelweiss Asset Management sees alternative assets accounting for up to 35% to 40% of the industry by 2020.

Meeting the succession needs of business owners in India

In a video interview, Shweta Shah of Edelweiss Global Wealth Management maps out what it takes to achieve a successful succession plan for family businesses in India, and how to overcome the various challenges in the process.

WEALTH TALK SUMMARY - Five forces defining India’s wealth management evolution

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Shiv Gupta of Sanctum Wealth Management says the country’s wealth management industry’s evolution is likely to be influenced by these five forces.

WEALTH TALK SUMMARY - Building trust by putting ethics at the core of wealth management

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Atinkumar Saha of Deutsche Bank Wealth Management cautions that compromising ethics would threaten the growth of the domestic industry.

PRESENTATION SUMMARY - Why risks are as important as returns for equity investors

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Rajesh Kothari of AlfAccurate Advisors says investors should shift their focus towards the risk-adjusted returns they can get from buying equities.

WEALTH TALK SUMMARY - Why Asia is ripe for multi-family offices

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Mandeep Nalwa of Taurus Wealth Advisors sees huge opportunities for multi-family offices (MFOs) to grow in Asia.

The Sanctum Wealth Management road to success in India

In a video interview, Shiv Gupta explains the progress the firm has made in its first year of business, and reveals the priorities for the year ahead – such as consolidating the product platform and doing more digitally.

PRESENTATION SUMMARY - Data mining the ‘holy grail’ to a superior client experience

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Sandeep Lalwani of Miles Software says data is the new intelligence, and we need new ways to mine it.

PRESENTATION SUMMARY - In defence of mutual funds

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Kailash Kulkarni of L&T Mutual Fund says alpha isn't going away anytime soon for Indian investors.

WEALTH TALK SUMMARY - Why the sun is shining on India’s wealth industry

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Karan Bhagat of IIFL Investment Managers believes that the ‘sky is the limit’ for the industry, if it can come together to innovate.

WEALTH TALK SUMMARY - Building a winning team in Indian wealth management

Speaking at Hubbis’ Indian Wealth Management Forum 2017 in August – Anshu Kapoor of Edelweiss Global Wealth Management says magic happens when a diversified team comes together.

WEALTH TALK SUMMARY - Future-proofing private banking

Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Evrard Bordier of Bordier & Cie sees problems ahead for private banks that aren't able to explain why they are relevant.

Keeping India on track for a bright wealth management future

The country’s wealth management sector has seen impressive growth in AUM over the past couple of years. But investor education, adviser compensation, competency and various other aspects of the industry need scrutiny and improvement to capitalise on the industry’s potential.