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?
INDIA WEALTH MANAGEMENT FORUM 2022
The St. Regis Mumbai, India

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Santoshi Kittur
360 ONE

Nishant Agarwal
ASK Wealth Advisors

Feroze Azeez
Anand Rathi Wealth Limited

Nitin Singh
Avendus Wealth Management

Virendra Somwanshi
Bank of Baroda

Arpita Vinay
Centrum Wealth

Riyaz Ladiwala
Edelweiss Private Wealth

Dominic Volek
Henley & Partners
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8.30am
Registration
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8.55am
Welcome Address
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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
Speakers
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9.30am
Presentation - Domicile diversification and alternative residence – a new asset class
- Trends for the year ahead
- Domicile diversification
- Discussing these concepts with your clients
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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
Speakers
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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
Speakers
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11.30am
Refreshment & Networking
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11.30am
Presentation - The Enhanced Role of Technology in Wealth Management
- 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
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11.45am
Presentation - Wealth Management Reimagined
Banesh PrabhuChief 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?
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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 PrabhuChief Executive Officer - Intellect SEEC - Insurance, Wealth & Capital Markets
Intellect Design Arena
Speakers
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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
Speakers
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1.00pm
Presentation - Differentiated investment strategies for HNW client portfolios
- 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.
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1.15pm
Lunch & Networking
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2.00pm
Forum Ends
INDIA WEALTH MANAGEMENT FORUM 2022
The St. Regis Mumbai,India


Santoshi Kittur
360 ONE

Nishant Agarwal
ASK Wealth Advisors

Feroze Azeez
Anand Rathi Wealth Limited

Nitin Singh
Avendus Wealth Management

Virendra Somwanshi
Bank of Baroda

Arpita Vinay
Centrum Wealth

Riyaz Ladiwala
Edelweiss Private Wealth

Dominic Volek
Henley & Partners

Nirbhay Handa
Henley & Partners

Sunita Singh-Dalal
Hourani & Partners

Anupam Guha
ICICI Securities

Banesh Prabhu
Intellect Design Arena

Bijal Ajinkya
Khaitan & Co

Manish Kathuria
Kotak Mahindra Bank

Gautami Gavankar
Kotak Mahindra Group

Sumegh Bhatia
Lighthouse Canton

Akhil Chaturvedi
Motilal Oswal Asset Management

Sankaranarayanan Krishnan
Motilal Oswal Asset Management

Shweta Shah
Nuvama Private

Alok Saigal
Nuvama Private

Saurabh Rungta
Nuvama Private

Manish Jeloka
Sanctum Wealth

Markus Grossmann
Trident Trust

Sean Coughlan
Trident Trust

Pranav Khanna
Trident Trust
INDIA WEALTH MANAGEMENT FORUM 2022
The St. Regis Mumbai,India

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
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
INDIA WEALTH MANAGEMENT FORUM 2022
The St. Regis Mumbai,India