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

India’s wealth management market is considered one of the more dynamic. The country’s economic expansion has continued unabated, and the growth of private wealth has been even more robust. Hubbis will assemble a group of wealth management leaders to our forum in Mumbai to debate the optimal strategies that industry players should adopt to help them survive and prosper in the years ahead.

Wednesday 7th September 2022 - 9.00am to 2.00pm

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

The event is for senior management, product gatekeepers and business heads from local and universal Private Banks and Retail Banks, along with NBFCs, National Distributors, IFAs and Registered Investment Advisers.

We have refreshed the format for the event – and we think it’s particularly relevant at a time of so much change and opportunity for the industry.

Panels and presentations to cover 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

REGISTER
Featured Partners
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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

Banesh Prabhu

Intellect Design Arena

Akhil Chaturvedi

Motilal Oswal Asset Management

Markus Grossmann

Trident Trust

Sean Coughlan

Trident Trust

Virendra Somwanshi

Bank of Baroda

Alok Saigal

Edelweiss Private Wealth

Sunita Singh Dalal

Hourani & Partners

Nirbhay Handa

Henley & Partners

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 Chief Executive Officer

    Anand Rathi Private Wealth Management

    Virendra Somwanshi

    Head - Wealth Management, Capital Markets and NRI

    Bank of Baroda

    Nitin Singh

    Managing Director & CEO

    Avendus Wealth Management

  • 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 Indian Wealth

    • What are client’s priorities today when considering this topic?
    • How are wealth managers positioning themselves when it comes to HNI Indians thinking globally?
    • 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 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

    Shiv Gupta

    Founder & Chief Executive Officer

    Sanctum Wealth Management

    Gautami Gavankar

    Executive Director, Trusteeship Services

    Kotak Mahindra Trusteeship Services

    Manish Kathuria

    President and Business Head: Priority and NR Banking

    Kotak Mahindra Bank

  • 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 & Wealth Management

    Hourani & Partners

  • 11.30am

    Refreshment & Networking

  • 11.30am

    Presentation - The Enhanced Role of Technology in Wealth Management

    Alok Saigal

    President & Head Private Wealth

    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

    IIFL Wealth and Asset Management

    Riyaz Ladiwala

    Head - Technology and Operations

    Edelweiss Wealth Management

  • 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

    CIO & Managing Partner

    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 - Emerging trends and growth opportunities in the wealth management industry

    Akhil Chaturvedi

    Director & Chief Business Officer

    Motilal Oswal Asset Management

    • Doubling of economy to 6 trillion by 2030
    • High savings rate of 26%, but increasingly tilted towards financial assets not physical assets
    • Fast growing HNWI population – open to innovation and alternate products
    • Decadal growth opportunity for Indian wealth managers
  • 13.15pm

    Lunch

  • 14.00pm

    Forum End

Sep 7

INDIA WEALTH MANAGEMENT FORUM 2022

The St. Regis Mumbai,India

REGISTER
Speakers

Banesh Prabhu

Intellect Design Arena

Akhil Chaturvedi

Motilal Oswal Asset Management

Markus Grossmann

Trident Trust

Sean Coughlan

Trident Trust

Virendra Somwanshi

Bank of Baroda

Alok Saigal

Edelweiss Private Wealth

Sunita Singh Dalal

Hourani & Partners

Nirbhay Handa

Henley & Partners

Shiv Gupta

Sanctum Wealth Management

Ashish Shanker

Motilal Oswal Wealth Management

Shweta Shah

Edelweiss Private Wealth

Gautami Gavankar

Kotak Mahindra Trusteeship Services

Bijal Ajinkya

Khaitan & Co

Santoshi Kittur

IIFL Wealth and Asset Management

Riyaz Ladiwala

Edelweiss Wealth Management

Manish Kathuria

Kotak Mahindra Bank

Dominic Volek

Henley & Partners

Anupam Guha

ICICI Securities

Nishant Agarwal

ASK Wealth Advisors

Nitin Singh

Avendus Wealth Management

Sumegh Bhatia

Lighthouse Canton

Saurabh Rungta

Edelweiss Private Wealth

Feroze Azeez

Anand Rathi Private Wealth Management

Pranav Khanna

Trident Trust

Sep 7

INDIA WEALTH MANAGEMENT FORUM 2022

The St. Regis Mumbai,India

REGISTER
Partners
Sep 7

INDIA WEALTH MANAGEMENT FORUM 2022

The St. Regis Mumbai,India

REGISTER