We were delighted to host our 10th annual event in India for the Private Wealth Management Community.

Thanks to our Partners - Henley & Partners, Trident Trust, Edelweiss Wealth Management, Intellect Design Arena, Motilal Oswal Asset Management

Panels and presentations covered these topics:

  • The evolution of Indian wealth management
  • Domicile diversification and alternative residence – a new asset class
  • The Globalisation of Indian Wealth
  • The changing needs of Wealthy Indian Families
  • The Enhanced Role of Technology in Wealth Management
  • Wealth Management Reimagined
  • Embracing FinTech and Digital Innovation in Wealth Management
  • Investment Solutions and Advice – how are client expectations changing?
Sep 7

INDIA WEALTH MANAGEMENT FORUM 2022

The St. Regis Mumbai, India

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Pranav Khanna

Trident Trust

Arpita Vinay

Centrum Wealth

Saurabh Rungta

Edelweiss Private Wealth

Alok Saigal

Edelweiss Private Wealth

Bijal Ajinkya

Khaitan & Co

Sunita Singh Dalal

Hourani & Partners

Sumegh Bhatia

Lighthouse Canton

Banesh Prabhu

Intellect Design Arena

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion

    The evolution of Indian wealth management

    • What is your vision for wealth management in India in a Post Covid-19 world?
    • How are you improving your platform and proposition?
    • What growth potential lies ahead? And how do you intend to maximise that opportunity?
    • How is the private client base evolving, and how are clients’ needs and expectations changing? And their expectations from you?
    • What are the challenges to further growth?

    Chair

    Markus Grossmann

    Regional Managing Director

    Trident Trust

    Speakers

    Feroze Azeez

    Deputy CEO

    Anand Rathi Wealth

    Virendra Somwanshi

    Head - Wealth Management, Capital Markets and NRI

    Bank of Baroda

    Nitin Singh

    Managing Director & CEO

    Avendus Wealth Management

    Manish Kathuria

    President and Business Head, Priority Banking & NRI Banking

    Kotak Mahindra Bank

  • 9.30am

    Presentation - Domicile diversification and alternative residence – a new asset class

    Nirbhay Handa

    Group Head of Business Development

    Henley & Partners

    • Trends for the year ahead
    • Domicile diversification
    • Discussing these concepts with your clients
  • 9.45am

    Panel Discussion - Sponsored by Henley & Partners

    The Globalisation of Wealthy Indian Clients

    • What are client’s priorities today when considering this topic?
    • How are wealth managers positioning themselves when it comes to NRI clients today?
    • How are clients changing their thinking about where they live and their mobility post-Covid?
    • How do centres like Dubai and Singapore factor into Indian wealth managers and client’s strategy?
    • How do you select partners offshore for collaboration? Or do you increasingly want to build your own platform?
    • How can you help foreign investors access opportunities in India?

    Chair

    Dominic Volek

    Group Head of Private Clients

    Henley & Partners

    Speakers

    Gautami Gavankar

    CEO - Estate Planning & Trusteeship and Head - Family Office

    Kotak Mahindra Group

    Arpita Vinay

    Managing Director and Co-Head

    Centrum Wealth

    Manish Jeloka

    Co-Head of Products & Solutions (Advisory and Specialist Services)

    Sanctum Wealth Management

  • 10.15am

    Panel Discussion - Sponsored by Trident Trust

    The changing needs of Wealthy Indian Families

    • How is the role of estate and legacy planning changing today?
    • What are the onshore and offshore opportunities and challenges?
    • How do clients successfully engage the next gen?
    • How do wealthy Indians structure their offshore wealth in a way away that is compatible with Indian tax and legal regulations?
    • What are the moving parts – and how do you co-ordinate the best solution for clients?
    • What are the pitfalls and consequences of not doing it properly?

    Chair

    Pranav Khanna

    Consultant

    Trident Trust

    Speakers

    Bijal Ajinkya

    Partner

    Khaitan & Co

    Shweta Shah

    Head Wealth Structuring & Estate Planning

    Edelweiss Private Wealth

    Sean Coughlan

    Managing Director, Singapore

    Trident Trust

    Sunita Singh Dalal

    Partner, Private Client & Family Offices

    Hourani & Partners

  • 11.30am

    Refreshment & Networking

  • 11.30am

    Presentation - The Enhanced Role of Technology in Wealth Management

    Riyaz Ladiwala

    Head - Technology and Operations

    Edelweiss Private Wealth

    • Role of Technology in Wealth Management
    • The Phygital Model and why is it here to stay
    • How and where does Edelweiss fit in the above
  • 11.45am

    Presentation - Wealth Management Reimagined

    Banesh Prabhu

    Chief Executive Officer - Intellect SEEC - Insurance, Wealth & Capital Markets

    Intellect Design Arena

    • Facing the new digital reality where flexibility and convenience prevail
    • Progressive wealth transformation ideas and trends
    • Which is better - Adopt or Adapt?
  • 12.00pm

    Panel Discussion - Sponsored by Intellect Design Arena

    Embracing FinTech and Digital Innovation in Wealth Management

    • How do you use technology today?
    • What does digitalization mean to you and your firm?
    • Where are you up to in this journey?
    • What is coming next in the world of digital technologies and services that will further enhance the wealth management offering, and how can those improve the proposition?
    • How do wealth managers make the right decisions, firstly on what areas to focus on, and then which solutions to adopt and which technology partners to work with?
    • What progress are Digital Wealth Managers making? Are they challenging traditional wealth firms?

    Chair

    Banesh Prabhu

    Chief Executive Officer - Intellect SEEC - Insurance, Wealth & Capital Markets

    Intellect Design Arena

    Speakers

    Anupam Guha

    Head of Private Wealth Management & Equity Advisory Group

    ICICI Securities

    Santoshi Kittur

    Group CTO

    360 ONE Asset

    Alok Saigal

    President & Head Private Wealth

    Edelweiss Private Wealth

  • 12.30pm

    Panel Discussion - Sponsored by Motilal Oswal

    Investment Solutions and Advice – how are client expectations changing?

    • What investment products and themes are interesting for HNI clients in India today?
    • What developments have we seen in the delivery of advice and investment solutions?
    • What are the challenges?
    • Is there a growing interest in Private Markets?
    • How are different tools and strategies being used in portfolios? For example, ETFs?
    • What developments have there been in client’s interest and ability to engage international funds?

    Chair

    Akhil Chaturvedi

    Director & Chief Business Officer

    Motilal Oswal Asset Management

    Speakers

    Saurabh Rungta

    Managing Partner & CIO

    Edelweiss Private Wealth

    Sumegh Bhatia

    CEO & Managing Director - India

    Lighthouse Canton

    Nishant Agarwal

    Managing Partner and Head - Family Office

    ASK Wealth Advisors

  • 13.00pm

    Presentation - Differentiated investment strategies for HNW client portfolios

    Sankaranarayanan Krishnan

    Quant Fund Manager (PMS & AIF schemes)

    Motilal Oswal Asset Management

    • How are current HNW investor portfolios positioned? What do they lack?
    • The case for alternate styles of investment management in client portfolios – a comparison with global HNW portfolios
    • What are the common risk factors in equity investing? Are HNW portfolios taking sufficient exposure to all of these
    • Introducing ‘volatility’ as an asset class.
  • 13.15pm

    Lunch

  • 14.00pm

    Forum End

Sep 7

INDIA WEALTH MANAGEMENT FORUM 2022

The St. Regis Mumbai,India

Speakers

Pranav Khanna

Trident Trust

Arpita Vinay

Centrum Wealth

Saurabh Rungta

Edelweiss Private Wealth

Alok Saigal

Edelweiss Private Wealth

Bijal Ajinkya

Khaitan & Co

Sunita Singh Dalal

Hourani & Partners

Sumegh Bhatia

Lighthouse Canton

Banesh Prabhu

Intellect Design Arena

Dominic Volek

Henley & Partners

Sean Coughlan

Trident Trust

Feroze Azeez

Anand Rathi Wealth

Gautami Gavankar

Kotak Mahindra Group

Manish Jeloka

Sanctum Wealth Management

Sankaranarayanan Krishnan

Motilal Oswal Asset Management

Nishant Agarwal

ASK Wealth Advisors

Nirbhay Handa

Henley & Partners

Manish Kathuria

Kotak Mahindra Bank

Anupam Guha

ICICI Securities

Nitin Singh

Avendus Wealth Management

Akhil Chaturvedi

Motilal Oswal Asset Management

Virendra Somwanshi

Bank of Baroda

Santoshi Kittur

360 ONE Asset

Shweta Shah

Edelweiss Private Wealth

Riyaz Ladiwala

Edelweiss Private Wealth

Markus Grossmann

Trident Trust

Sep 7

INDIA WEALTH MANAGEMENT FORUM 2022

The St. Regis Mumbai,India

Partners
Sep 7

INDIA WEALTH MANAGEMENT FORUM 2022

The St. Regis Mumbai,India

Event Highlights

Hubbis is delighted to have successfully hosted our 10th annual event in India for the Private Wealth Management Community, on September 7 in Mumbai.

The agenda was designed to include presentations and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level. The event represented an unprecedented opportunity to hear from more than 17 local and international speakers who are experts in this space. The event featured 4 Presentations, 5 Panel Discussions and plenty of time also for networking.  

The Panels and presentations covered these topics:

  • Wealth Management Reimagined: How India is Shaping up for the Future
  • Domicile diversification and alternative residence – a new asset class
  • The Globalisation of Indian Wealth
  • The changing needs of Wealthy Indian Families
  • Investment Solutions and Advice – how are client expectations changing?
  • The Enhanced Role of Technology in Wealth Management
  • Embracing FinTech and Digital Innovation in Wealth Management


These and other seminal matters were considered in some detail by our expert speakers. The event was exclusively designed for CEOs, senior management, product gatekeepers and business unit heads across technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Asset Management Companies, Retail Banks, IFAs, Family Offices, Insurance Companies, and Independent Wealth Management Firms.

A special thanks to our sponsors, who were: Henley & Partners, Trident Trust, Edelweiss Wealth Management, Intellect Design Arena, and Motilal Oswal Asset Management


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

Photos
Content summary
 

Panel Discussions 

Panel discussion - The evolution of Indian wealth management

Leading Kotak Mahindra Banker Surveys the Growth and Diversification of the Indian Wealth Market
Manish Kathuria,
President and Business Head, Priority Banking & NRI Banking, Kotak Mahindra Bank

Prominent Bank of Baroda Leader examines Rapid expansion of the Indian Wealth Market
Virendra Somwanshi, Head - Wealth Management, Capital Markets and NRI, Bank of Baroda

 

Panel discussion – The Globalisation of Wealthy Indian Clients

The Globalisation of Wealthy Indian Private Clients – Views from Centrum Wealth Management’s Arpita Vinay
Arpita Vinay,
Managing Director and Co-Head, Centrum Wealth

 

Panel discussion – The changing needs of Wealthy Indian Families

Leading Lawyer Bijal Ajinkya on Aligning Expert Legal Advice and Trusted Advisor Status
Bijal Ajinkya, Partner, Khaitan & Co

The Changing needs of Wealthy Indian Families – Words of Advice from Private Client Lawyer Sunita Singh-Dalal
Sunita Singh Dalal, Partner, Private Client & Family Offices, Hourani & Partners

 

Panel discussion – Embracing FinTech and Digital Innovation in Wealth Management

India’s Wealth Market & Embracing FinTech and Digital Innovation in Wealth Management
Alok Saigal,
President & Head Private Wealth, Edelweiss Private Wealth

IIFL’s CTO on India’s Evolving Wealth Market and Embracing FinTech & Digital Innovation
Santoshi Kittur, Group CTO, IIFL Wealth Management

India’s Wealth Market & Embracing FinTech and Digital Innovation in Wealth Management
Anupam Guha,
Head of Private Wealth Management & Equity Advisory Group, ICICI Securities

 

Panel discussion - Investment Solutions and Advice – how are client expectations changing?

ASK Private Wealth Partner on the Evolving Investment Solutions and Advisory Needs in India
Nishant Agarwal, Managing Partner and Head - Family Office, ASK Wealth Advisors

Edelweiss CIO on the Evolving Investment Solutions and Advisory Needs of Wealthy Indian Clients
Saurabh Rungta, Senior Managing Partner & CIO, Edelweiss Private Wealth

Lighthouse Canton India’s CEO Surveys the Evolution of India’s Private Wealth Investment Market & Trends
Sumegh Bhatia, CEO & Managing Director – India, Lighthouse Canton

 

Presentations 
 

Domicile diversification and alternative residence – a new asset class
Nirbhay Handa,
Group Head of Business Development, Henley & Partners
View video of presentation

 

The Enhanced Role of Technology in Wealth Management
Riyaz Ladiwala, Head - Technology and Operations, Edelweiss Private Wealth
View video of presentation
Article - Edelweiss’s Head of Tech and Operations on the Enhanced & Rising Role of Technology in Wealth Management

 

Presentation: Wealth Management Reimagined
Banesh Prabhu,
Chief Executive Officer - Intellect SEEC - Insurance, Wealth & Capital Markets, Intellect Design Arena
View video of presentation
Article - Wealth Management Reimagined – Observations & Insights on Future-Proofing the Model

 

Presentation: Differentiated investment strategies for HNW client portfolios
Sankaranarayanan Krishnan, Quant Fund Manager (PMS & AIF schemes), Motilal Oswal Asset Management
View video of presentation
Article - Quant Expert calls for Differentiated Investment Strategies for HNW Client Portfolios in India

 

Sep 7

INDIA WEALTH MANAGEMENT FORUM 2022

The St. Regis Mumbai,India