Indian Wealth Management Forum 2018
Trident, Bandra Kurla，India
We were delighted to host our 8th annual event for the Indian wealth management community – the pre-eminent event of its type. 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, IFAs, Insurance Companies and local Asset Management Firms.
Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].
Content Highlights
Video Highlights
Video Highlights - PDF
Photos
Event summary
Panel discussions
Presentations & Wealth TALKS
Post-event Report
You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.
Event Summary
The Hubbis India Wealth Management Forum that took place in late August highlighted the dramatic pace of private wealth accumulation in the country, as the economy and the capital markets continue to power ahead.
Panel Discussions
We held 4 interactive panel discussions throughout the day – which involved 23 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the web versions of these – from which you can also access the PDFs.
The Rapidly Evolving Wealth Management Offering in India
An elite gathering of top professionals in the field of Indian wealth management analysed the challenges facing the fast-expanding industry and concluded that investment in people and technology are essential to help create client-centric information, ideas and product flows and to thereby differentiate their offerings.
Panel speakers
Nitin Singh Managing Director & Head, Wealth Management, Standard Chartered Bank
Feroze Azeez Deputy Chief Executive Officer - Anand Rathi Private Wealth Management,Anand Rathi
Anshu Kapoor Head of Private Wealth Management, Edelweiss Private Wealth Management
Abhijit Bhave Chief Executive Officer, Karvy Private Wealth
Atul Singh Chief Executive Officer, WGC Wealth
Satheesh Krishnamurthy Senior Vice President, & Business Head - Affluent & NRI, Axis Bank
Anupam Guha Head, Private Wealth Management, ICICI Securities
Sandeep Jethwani Managing Partner & Head - Advisory Group, IIFL Wealth and Asset Management
How India’s Wealth Management Community Deals with HNI Indian Families
The growth of India’s private wealth is being driven by entrepreneurs. The country’s blossoming wealth management industry is working out how to ensure that top-flight concepts and solutions can be discussed and attained with these individuals as well as the other wealthy families.
Panel speakers
Bijal Ajinkya Partner, Khaitan & Co
Arpita Vinay Wholetime Director, Centrum Wealth Management
Amrita Farmahan Senior Executive Director, Avendus Wealth Management
Richard Nunn Head of Business Development, Jersey Finance
Vinita Iyer Senior Vice President- Estate Planning, IIFL Wealth Management
India: Building Investment Capability, Refining the Wealth Management Proposition
How are India’s wealth management providers refining their offerings to remain competitive as private wealth creation continues to mushroom and as competition intensifies from all quarters? Four experts put their heads together to shine a light on the road forward in a panel discussion at the Hubbis India Wealth Management Forum.
Panel speakers
Prateek Pant Co-Founder and Head of Products and Solutions, Sanctum Wealth Management
Gaurav Arora Chief Investment Officer, ASK Wealth Advisors
Pranab Uniyal Director - Products, Ambit Private Wealth
Vinay Bajpai Managing Director, Deutsche Bank Wealth Management
In India, Does Digital = Faster, Cheaper and Better Wealth Management?
The Indian economy has for many years been driven forward by technology as well as the sheer weight of the country’s numbers and consumer boom. Is the country’s wealth management keeping pace with leading exponents of digital transformation?
Panel speakers
Erdem Ozgul Managing Director, Numerix
Kunal Bajaj Founder, Chief Executive Officer, Clearfunds
Sharad Singh Chief Executive Officer, Valuefy
Aditi Kothari Executive Director and Head – Sales, Marketing & e-Business, DSP Investment Managers
Aniruddha Chatterjee Head of Buyside & Exchanges, Thomson Reuters
Abhishek Chandra Partner, Head – Technology, IIFL Wealth Management
Presentations
Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.
Client Associates: Our Journey in the Indian Wealth Management Industry
Hubbis CEO Michael Stanhope interviewed Himanshu Kohli, Founder Partner of Client Associates at the India Wealth Management Forum in Mumbai. The audience learned how Kohli’s dream to create a dedicated family office wealth advisory business has come true and also heard how the firm plans to continue its exciting growth.
Wealth Management in India: New Opportunities & Challenges
Himanshu Bhagat, Senior Managing Partner and Head of Strategy of IIFL Investment Managers, has been helping to build the firm’s strategy proposition and shared some vital insights on the wealth management industry and on IIFL Wealth’s success and strategy at the Hubbis India Wealth Management Forum 2018.
Reimagining Wealth Management for the Digital Age
Sandeep Lalwani, Senior Director at Miles Software Solutions, outlines the key issues facing wealth management today. He sees digital technology as the driving force of change and also as the key to adaptation and rigorous data analysis.
Thomson Reuters: boosting efficiency and client satisfaction through digitisation
Deepak Khurana, Head of Business Development - Buyside South Asia at Thomson Reuters, explained to the audience at the Hubbis India Wealth Management Forum how the firm’s all-encompassing flagship terminal, Thomson Reuters Eikon, can provide bankers and other advisers in the wealth management community with a one-stop resource on global financial markets, including tailored information flows, estimates and other vital data points so necessary for advisers to advise and investors to commit their capital wisely.
Sensex 38000 – Invest or Divest?
Rajesh Kothari, Founder and Managing Director of AlfAccurate Advisors, has seen his firm’s India equity fund outperform the BSE 500 Index in each of the past five years. Armed with his wealth of experience and expertise he addressed the audience at the Hubbis India Wealth Management Forum to highlight why careful selection of stocks will allow investors to continue to achieve solid equity returns, despite the indices having surged in recent years.
Future-proofing via Digital Transformation of the Wealth Management Offering
Abhra Roy, Head of Finacle Wealth Management Solution for Infosys Finacle, is passionate about digital transformation for the wealth management industry, which he says lags behind the banking and insurance sector in enhancing its internal (user) and external (customer) digital experiences. He said this must change and explained how in doing so the industry will future-proof its revenues.
Re-engineering the wealth management model for foreign banks in India
Atinkumar Saha, Managing Director & Head for Wealth Management Coverage in India at Deutsche Bank Wealth Management, says the local wealth market is encouraging foreign banks to again invest in people, technology, products and services as they strive to be more client-centric.
Accessing the offshore market for priority and HNWI customers
Philip Story, Head of Distribution, EMEA for life insurance firm Investor’s Trust, told the audience of the dramatic growth of wealth in India and amongst non-resident Indians, and how rising demand for offshore investment is creating a world of opportunities for firms such as Investor’s Trust to help domestic and overseas Indian investors diversify their portfolios.
Wealth Management trends in Asia amidst a World of Change
In her role as Head of Business Development, Intermediary and Partnership for Asia at Hawksford, Irene Lee has a bird’s eye view of the core market and regulatory trends driving wealth management in the region. Lee altered the audience to the new and ever-tighter regulatory and compliance demands that are emerging both globally and within in Asia that will impact the wealth management industry.
Driving innovation in India’s Fast-Growth Wealth Management Industry
Edelweiss Private Wealth Management recently became the third recipient of the coveted Hubbis Indian Wealth Management - Award for Excellence. Anshu Kapoor, the firm’s founder and head, told the delegates why he sees dynamic opportunities ahead in India for those firms that can innovate and deliver a differentiated offering
Cutting-edge Investment Frameworks for the Indian Wealth Management Sector
Well defined investment frameworks give investors a distinct analytical advantage over the market and unlike stock and sector analysis, they are timeless and geography-agnostic. Shrinath Mithanthaya, Senior Equity Analyst at Motilal Oswal Asset Management, believes deep understanding, disciplined application and continuous improvement of investment frameworks deliver superior returns.
From Technology to Customer Experience
Deepali Naair, Senior Partner and Head of Marketing for IIFL Investment Managers, presented a thought-provoking workshop explaining the benefits of an audio-visual information delivery campaign and related marketing strategies direct to customers via instant messaging.
Risk Management for Family Offices
Salil Thanawala, Senior Partner of the Family Office and Institutions Group, Edelweiss Global Wealth Management surveyed the growing universe of family offices in India, highlighting the many constituents of risk which the family office must manage to effectively serve the ever-growing number of high net worth families. He also proposed the best strategies for the family office structures to mitigate those risks, whilst also growing the family wealth in line with their individual risk-reward appetite.
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