INDIA WEALTH MANAGEMENT FORUM 2022

Santoshi has over 25 years of strategy through execution experience. She is Group CTO at IIFL Wealth and Asset Management. In this role, Santoshi is focused on delivering tech led growth through an insights first, services oriented, platform led architecture. Prior to joining, IIFL Wealth & Asset Management, she was Managing Director with PwC’s advisory practice. In her various roles at McKinsey & Co., PriceWaterhouseCoopers and Gartner Consulting, she has advised leading global brands on market strategy, product strategy, pricing, digital transformation and enterprise cloud application implementations. She has helped companies achieve strategic and business goals through technology led transformation. An entrepreneur, she has deep experience of start-ups and is passionate about new ideas, innovation, lean operations and high performing teams. She has also been a Women in Tech and Diversity & Inclusion Leader. Santoshi has lived and worked across the globe including Sydney, Singapore, London, Mumbai and Bangalore. Her personal style is reflective of her passion for new ideas, ability to take risks and to finish what she started.

Mr. Agarwal manages the Family Office business working closely with UHNI Families to structure bespoke solutions. He has over 18 years of experience with McKinsey, ICICI Bank, Merrill Lynch and UBS handling clients from India, Asia and Europe. He is a graduate from IIT Kharagpur and holds a MBA degree in Finance from MDI Gurgaon.

Feroze Azeez, as the Deputy Chief Executive Officer, drives and evolves the strategic direction for the company, shaping Anand Rathi Private Wealth Management's strategy with the dynamic business landscape, while nurturing a team of leaders to deliver the company's vision to its execution. He has been instrumental in scaling the company’s growth to Rs. 18,000 crore business from Rs. 4,500 crore in the last six years. Feroze Azeez, being the youngest Deputy CEO in the wealth management industry, joined Anand Rathi Private Wealth Management in the year 2012. His phenomenal journey started by leading the Product Team. With his ascension to Deputy CEO in 2016, he mentors and guides over 600 employees across all nine locations. Feroze is a powerhouse of information and data on the financial markets, has a mind of a sharp businessman and a heart of gold. Being data-driven, Feroze has unveiled the mask of marketing and sales in the wealth management industry and brought in analytical effectiveness. Feroze has built a seamless structure that encompasses company value and aligns with the underlying proposition of Anand Rathi. Feroze has deep understanding of a client’s perspective, as he is one of the largest clients of the company. He is one of the top three wealth managers in India as he manages assets worth over Rs. 1,200 crore personally, for large families and senior management professionals. He also manages the company’s treasury worth over Rs. 3,000 crore. Feroze’s biggest contribution to the wealth management industry is in the revolution of structured products through application of derivatives as a risk management tool. Due to his vision, Anand Rathi Private Wealth Management today has the highest market share of 35% when it comes to structured products. Since 2007, the structured product designed by Feroze has become a model that almost all investment institutions have tried to replicate as part of their product framework. In fact, Feroze manages one of the largest derivative books in the country. Feroze is also known for his innovative financial solutions and radical methods of wealth management. In fact, Feroze’s ability to uncomplicate structured products has become the sole reason why structured products is an investment that is no more selective to only corporate treasuries and biggest family offices in the country, but is also now open to the HNI segment. Recently, Feroze has been named as part of Fortune India’s Class of 2019 – 40 under 40 list, which recognises stalwarts for the unique contributions to the industry. He has over 17 years of experience in the Indian financial market and has done a specialised course in the derivatives space. Feroze is a prominent personality and a Personal Finance Expert in the Indian media space.

Nitin is the MD & CEO of Avendus Wealth Management. He has over two decades of rich experience in private banking, asset management and wealth management. His role and responsibility at Avendus include leading a team of high performing private bankers, product specialists, portfolio managers and strategic business functions to serve large UHNI clients, family offices and treasuries spread across India. Nitin joined Avendus from Standard Chartered Bank where he was Managing Director & Head of the Wealth Management business, that comprised of 300+ team members. Under his leadership, the business recorded assets under management and custody of USD 14 billion in 2019. Nitin was also on the Board of Standard Chartered Securities India and a member of the Country Management Team for Standard Chartered Bank. Prior to joining Standard Chartered, he spent 17 years with HSBC in a variety of roles, with his last role as the Global Head of Fund Strategy for HSBC Private Bank, based in London. At HSBC, he managed an AUM of USD 40 billion. He established the global funds desk at HSBC with responsibility for fund selection, strategic partnership programs with asset managers, and led the distribution efforts for mutual funds and ETFs across the Private Bank customer base globally. Nitin was also a member of HSBC Private Bank Global Investment Committee. Nitin holds an MBA degree from IIM, Bangalore and is a graduate in Economics from Delhi University.

Mr. Virendra Somwanshi is the Head of Wealth Management, Capital markets and NRI business and looks at the overall strategy and execution of these businesses at Bank of Baroda.He has to his credit more than 25 years of rich, multi geography experience of Retail banking & Private wealth Management and has served both multinational and Indian corporates in various leadership roles and also in the capacity as a Board Member. With over 17 years at Citi, he has worked in multiple businesses across consumer banking both assets and liabilities, wealth management, securities and investments management in India and Singapore. His last Designation with Citi was Country Head – Citi Wealth Advisors. Prior to joining Bank of Baroda, he was designated as the MD & CEO of Motilal Oswal Private Wealth management. He is considered as a thought leader in the wealth management industry and represents the industry in various forums. Mr. Virendra is a Bachelor in Mechanical Engineering and holds a MBA degree from Symbiosis Institute of Business Management, Pune University. He is a Sports enthusiast and an Avid Full Marathoner.

With more than two decades of experience in Financial Services across Wealth Management and Private Banking, Arpita has been part of the core team that set up Centrum Wealth Limited. An Electrical Engineer and MBA, Finance, from Faculty of Management Studies (FMS), Delhi, she also holds the STEP Professional Postgraduate Diploma in Private Wealth Advising which focuses on cross boarder succession, international taxation and family business advising. Prior to Centrum, she was the Head of Premier Banking at HSBC and was responsible for managing one of the largest affluent banking propositions in the country. She left HSBC to be part of the founding team of Centrum Wealth Limited. At HSBC India, she was rated among the top 3% of employees globally with an EDC (Executive Development Centre) Ranking of 1 in 2010 and identified as a part of the Country Talent Pool. As Co-Head of Centrum Wealth, she has been responsible for providing strategic direction to the firm and leading the firm to a leading position in the business. She is also credited with conceptualizing and successfully executing some of the very significant growth initiatives and an array of proposition enhancements at the firm. Most notable among them include Centrum’s Family Office Business that provides a comprehensive one-stop investment management, wealth planning, administration and structuring, tax and legal advisory, corporate solutions, philanthropy and CSR opportunities. Centrum Wealth Limited was chosen by Private Banker International (PBI) for the prestigious Best Family Office Award at their 30th Annual Private Banker International Global Wealth Awards 2020. She seeded the Structured and Alternate products business line, an area where the firm has established solid credentials and where the business has grown manifold in the firm’s short existence. She set up the offshore businesses for Centrum Wealth office in Singapore. As an Executive Director on the company’s board, she has helped to steer the firm from the venture to growth stage in the very competitive wealth management space. She is also an Independent Director on the board of the West Coast Paper Mills Ltd (WCPM), one of the largest paper manufacturers in the country. She has received several awards and recognitions for her work and contribution. She was featured among India's Top 100 "Women in Finance" - 2019 presented by AIWMI. She was a winner of the Women Super Achievers Award in the field of Finance by the World Women Leadership Congress in Feb 2017. Arpita was appreciated by the Business Sight Magazine as one of the “BS the 10 Successful Business Women to Watch In 2019 for her contribution in Indian Business “. She takes active interest in estate and succession planning and is a member of the Indian chapter of STEP, an international body of trust and estate planning professionals and the International Tax Planning Associates (ITPA). She is also a regular speaker in wealth management, family office and alternative product forums and seminars.

Riyaz Ladiwala is a Senior Executive Vice President and Head – Technology and Operations for at Edelweiss’ Wealth Management business. The Wealth Management business at Edelweiss encompasses Wealth Management, Custodial Services, Credit and Distribution. The business services Individual and institutional clients – both in India and overseas.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Nirbhay Handa is the Group Head of Business Development at Henley & Partners and the Managing Director and Head of the firm’s Global South Asia team. He focuses exclusively on advising high-net-worth individuals and their families on residence and citizenship by investment. Nirbhay has been on the forefront of the investment migration industry across Asia and the South Asia subcontinent, advising some of the most respectable and established private banks, family offices, and law firms. His articles, commentary, and overall thought leadership in the investment migration space is often quoted in some of Asia’s leading wealth management forums and publications. He is passionate about developing people and growing high-performance teams. Nirbhay received his formative education at the University of Nottingham and executive education at the London School of Economics and the University of Oxford.

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

Anupam Guha is the Head of Private Wealth Management practice at ICICI Securities Ltd. Anupam has been with the ICICI Group for the last 16 years across retail, institutional and private banking business. He has been a part of the International and Domestic Private Banking business for more than a decade.

He is a founding member that helped set up Private Wealth business at ICICI Securities (I-Sec). I-Sec is one of the leading and fastest growing Private Wealth practice in India and manages some of the wealthiest families in the country. I-Sec today manages close to INR 35,000 Crs of assets of its clients.

I-Sec Private Wealth caters to UHNI and Family Office clients and given the insight with such clients, partners with them in their business requirement and expansion plans through fund raising and investment banking solutions, besides investment & real estate solutions and estate planning.

Prior to this, Anupam was the Country Head of Oman with ICICI Securities. He was successful in showcasing the India opportunity to Sovereign and Pension Funds, local Institutions and the Indian Diaspora. He was part of the fund raising team that raised more than USD 1 billion from GCC for Private Equity and Real Estate investments in India.

Banesh is a Fintech services veteran and Pioneer in Technology & Operations management, having developed and implemented global strategies for executing digital capabilities and servicing of clients. He has managed senior global responsibilities in Operations and Technology for over 32 years, of which 23 years were in Citibank where he was responsible for servicing clients in 55+ international markets. During these years he pioneered the creation of several global Centers of Excellence for Operations and Technology that included implementing Digital Services. He was a member of Citigroup Global Consumer Planning Group, Citigroup Global Information Technology council, Citigroup Global Operations Council. In his last role he was a member of the Executive Committee and head of the Technology and Operations Group for one of Thailand’s leading Universal banking groups- Siam Commercial Bank. He was a Senior Advisor with Boston Consulting Group and is engaged as a Fintech investor and a Fintech Fund in the UK.

Bijal joined the Firm in 2013 as a Partner to expand and build the Tax and Investment Funds practice. On private client matters she has advised individuals and family businesses from a legal, regulatory and tax perspective. She has experience in rolling out a comprehensive succession plan for clients, re-structuring of family businesses including HUFs and family arrangements, drafting wills, creation of trusts, etc. She is frequently invited to speak at domestic and international conferences on matters of Indian estate and succession planning and has several publications to her credit. Bijal is highly acclaimed for her dedication, in-depth understanding and knowledge of taxation, estate planning and structuring of funds; and for her solution oriented approach. Bijal regularly features on an annual basis in the Chambers & Partners (Asia – Pacific), Citiwealth Leaders List, Legal 500, International Tax Review (Asia Pacific), Who’s Who Legal “Corporate Tax Guide, Private Client Global Elite, Expert Guides – Tax 2018, Indian Lawyer 250 Law Business Research as a leader in the field of taxation and private client in India. She has also been ranked as a Band 1 lawyer for Private Wealth Law by Chambers & Partners for 2019 and 2020. Bijal served as an officer-elect on the Individual Tax & Private Client Committee of the International Bar Association. She is ex-officio member of the Steering Committee of the International Wealth Advisors Forum, which is a global think tank for the exchange of emerging trends in estate and succession planning.

Manish Kathuria is the President & Business head for the affluent & NRI consumer segments at Kotak Mahindra bank. He is also a member of the Kotak Leadership team of the bank. Manish has been part of the Kotak team for 18 years. He was a founding member of the affluent banking set up since 2011. Kotak Mahindra bank offers Privy league program to its affluent customers which is focused on providing banking & investment solutions to this segment. Currently the business is spread across 32 cities and more than 400 relationship managers. He is also responsible for the NRI customer segment, which caters to the Indian diaspora across the world. He is very passionate about connecting to this segment and believes that there is a huge opportunity to offer financial solutions to these clients. Before joining Kotak, Manish was part of ICICI retail banking team for 5 years. He holds a MBA from IILM, New Delhi. He is also a graduate of General management program from IIM - Ahmedabad and certified in leadership program at ISB.

Gautami heads the Estate Planning Division and is engaged in offering succession and estate planning solutions to private clients.  She has a rich experience in law and financial services industry. Gautami set up Kotak's Estate Planning business and has been with Kotak since 2005. Prior to joining Kotak, Gautami was associated with ICICI Bank for 1 year and was with Kanga & Company, one of the leading and oldest Law Firms. She is a qualified Solicitor and a member of Bombay Incorporated Law Society and is also a Law Graduate from Mumbai University. When she is not advising clients, Gautami is engaged in trekking, reading and photography.

Sumegh is a Capital & Financial market professional with two decades of experience in financial markets. In his last role as Executive Director with Avendus Capital he was responsible in managing a profitable vertical within the Wealth Management business. He has previously worked as a Sr. Market Director with Reliance Capital and has been instrumental in setting up a profitable private wealth business for the ADAG group and spent 6 years in building a $500 MM Private Client Business in India. He has also worked with Citi Private Bank as Vice President heading the Investment advisory vertical in the year 2010. He was instrumental in setting up the PMS business for ING Investment Management in India as Vice President & Zonal Head in the year 2008 before joining Citi Private Bank. He has worked with organizations like Citibank , GE Money Consumer finance & American Express across various business verticals.

Mr. Chaturvedi has over 17 years of rich experience in sales, distribution, client advisory (Wealth management) and business development from companies such as Birla Sun Life Asset Management Ltd., Birla Global Finance Ltd and Daiwa Asset Management Pvt. Ltd. His last assignment was with Daiwa Asset Management Pvt. Ltd. as Head- Retail Sales where he was responsible for setting up sales & distribution function from start including being actively involved in Product Development, and launch strategies for Mutual Fund Schemes. Mr. Chaturvedi holds Masters in Business Administration in Marketing and MA in Finance from the University of Leeds, UK. He is also a Certified Financial Planner.

Sankaranarayanan Krishnan is Quant Fund Manager for PMS and AIF schemes at Motilal Oswal Asset Management Company Ltd. In addition to his primary responsibility of fund management, he is also spearheading factor and quantitative research at the firm. He has over 9 years of experience in capital markets, largely focused on the design, research and management of quantitative investment strategies. In his previous engagement he was managing a proprietary portfolio using multifactor models at Alpha Alternatives, an alternative investment manager. Prior to that he was working as a senior quantitative researcher at Morgan Stanley Capital International, where he was structuring multi-factor and ESG solutions for global Pension and Sovereign Wealth Fund clients. Sankaranarayanan is an engineer from the National Institute of Technology, Nagpur and an MBA from the Indian Institute of Management, Indore.

Chartered Accountant with over 16 years of post qualification experience. Formerly with Ernst &Young for around 9 years in the Mergers & Acquisition Tax Team, Assisted large corporates in restructuring their group structure in order to be more tax efficient as well as to comply with regulatory norms. Helped clients in structuring acquisition as well as stake sales transaction keeping in mind the tax and regulatory requirements of India. Assisted clients in structuring foreign investment into India including joint ventures considering various laws such as FEMA, FDI policy, income tax, laws of other countries, etc. Advised clients on wealth structuring, estate planning, mergers & acquisitions taxation as well as family governance structures. Advised promoters of large family businesses on devising long term succession plan for their assets including business assets as well as non business assets in India and across other countries. Assisted clients in creating asset protection vehicles to ensure safety and security for the family members. Helped clients in creating trusts, Wills, Family Charter, partnerships, companies, etc for smooth passing of wealth to the next generation. Assisted parents of special children in creating structures which could aid in providing safety and security to the special children. Helping families with NRIs / global citizens /residents in estate planning keeping in mind the tax and regulatory requirements of the foreign countries. Creation of trust for promoters of Indian listed companies after considering the tax and regulatory (eg, SEBI) aspects. Helped clients in the High court / NCLT process of mergers, demergers, etc to achieve the objective of consolidation of businesses or segregation of businesses, etc. Co authored the book on Mergers & Acquisitions released by EY in 2012, 2013.

Alok Saigal is President and the Head of Private Wealth at Edelweiss. He joined Edelweiss in 2014 and has been a key leader in the transformation and scale up of the wealth business. He founded the Family office practice and introduced Wealth Structuring and Estate Planning for the Ultra HNI customers. Alok, for four years, oversaw the Products and Investment Advisory functions as well. Under his leadership, the Wealth AUA has crossed USD 28 Bn and the business today serves some of the most marquee clients across the country. Alok is a member of the Management Committee of the Edelweiss Group. Alok has over 20 years of work experience. Prior to Edelweiss, Alok was associated with Darashaw. He set up and anchored the company’s business in Singapore with focus on Wealth Management & Strategic Initiatives. Post this global exposure, he spearheaded the Investment Management and Private Client platform at Darashaw in Mumbai. He has also been associated with HDFC Bank where he looked after Funding & Banking Solutions for Large Indian Corporates & MNCs as part of the corporate banking group. Alok holds a Master’s degree in Economics from the Delhi School of Economics, Delhi University

Saurabh Rungta is Senior Managing Partner & CIO for Nuvama Private. As CIO, Saurabh handles a team of professionals who are responsible for various investment decisions including product due diligence, portfolio advisory, asset allocation decisions, publishing periodical investment communication & risk management along with all investment related processes and regulatory compliances. Saurabh is a trading and investment professional with around 20 years of experience across multiple asset classes in both Indian as well as offshore markets. Prior to assuming his Edelweiss role in October 2018, he was associated with Kotak Wealth Management as Head of Products. He had joined Kotak in June 2012 from IIFL Wealth Management where he was Head of International Products for little over 2 years and had helped IIFLWM in setting up their international investment platform. Prior to that he had worked in ICICI Group and Citi group. Over the years, Saurabh has guided multiple UHNI families on market outlook, portfolio positioning, asset allocations as well as investment strategy for international assets. Saurabh is a qualified Chartered Accountant and holds a Masters degree in Commerce. He is a member of the Steering Committee of Edelweiss PWM and a member of Senior Leadership of Edelweiss Group. Saurabh is based out of the Mumbai.

Manish has 30 years of experience in wealth management, financial markets, treasury, insurance, private banking, and retail banking. During this time, he has held leadership positions across banks, NBFCs, and broking companies, including as Head of Wealth Management and Head of Consumer Banking Treasury at Standard Chartered Bank. His responsibilities have included product development, solution delivery, and sales and advisory across equities, fixed income, FX, derivatives, structured products, and secured lending. Manish has managed large teams and brings strong people management and organizational skills. He has also had experience mentoring people and building governance frameworks at a large insurance broking company and some fintech and ed-tech startups. In addition, he has been coaching candidates who are undergoing career transitions. Manish holds a bachelor’s degree from St. Xavier’s College, Kolkata and is a qualified chartered accountant.

Markus has been with Trident Trust for the past 12 years, following a 20-year career in private banking, where he specialised in working with Asian and NRI/Indian clients. Initially Managing Director of Trident’s Singapore office, he is now Regional Managing Director for the Asia-Pacific, Middle East and Africa business, with responsibility for Trident’s offices in Dubai, Geneva, Hong Kong, New Zealand, Mauritius, Singapore and Zurich. In addition to leading the expansion of Trident Trust’s business in Asia, Markus is also actively involved in many key client relationships of the Group.

Sean joined Trident Trust in 2016 and has overall responsibility for Trident’s Singapore operations. Sean has held senior positions at both independent and institutional trust companies during his 30-year career, which spans both Asia and Europe. He has advised many international high net worth clients on the use of trusts and other estate planning vehicles. Sean is a Fellow of the Association of Chartered Certified Accountants and a qualified Trust & Estate Practitioner.

Pranav is working with the Trident Trust Group to establish a formal presence for the Group in India. He began his career as an auditor with one of the big four accounting firms in London, before returning to India to help set up the first liability insurance company there. Most recently, Pranav worked as a Director and head of key clients for an international bank in India, prior to which he headed the India office for a fiduciary services provider. Pranav specialises in succession and estate planning and has advised many Indian and international HNWIs in his 25- year career.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Feroze Azeez, as the Deputy Chief Executive Officer, drives and evolves the strategic direction for the company, shaping Anand Rathi Private Wealth Management's strategy with the dynamic business landscape, while nurturing a team of leaders to deliver the company's vision to its execution. He has been instrumental in scaling the company’s growth to Rs. 18,000 crore business from Rs. 4,500 crore in the last six years. Feroze Azeez, being the youngest Deputy CEO in the wealth management industry, joined Anand Rathi Private Wealth Management in the year 2012. His phenomenal journey started by leading the Product Team. With his ascension to Deputy CEO in 2016, he mentors and guides over 600 employees across all nine locations. Feroze is a powerhouse of information and data on the financial markets, has a mind of a sharp businessman and a heart of gold. Being data-driven, Feroze has unveiled the mask of marketing and sales in the wealth management industry and brought in analytical effectiveness. Feroze has built a seamless structure that encompasses company value and aligns with the underlying proposition of Anand Rathi. Feroze has deep understanding of a client’s perspective, as he is one of the largest clients of the company. He is one of the top three wealth managers in India as he manages assets worth over Rs. 1,200 crore personally, for large families and senior management professionals. He also manages the company’s treasury worth over Rs. 3,000 crore. Feroze’s biggest contribution to the wealth management industry is in the revolution of structured products through application of derivatives as a risk management tool. Due to his vision, Anand Rathi Private Wealth Management today has the highest market share of 35% when it comes to structured products. Since 2007, the structured product designed by Feroze has become a model that almost all investment institutions have tried to replicate as part of their product framework. In fact, Feroze manages one of the largest derivative books in the country. Feroze is also known for his innovative financial solutions and radical methods of wealth management. In fact, Feroze’s ability to uncomplicate structured products has become the sole reason why structured products is an investment that is no more selective to only corporate treasuries and biggest family offices in the country, but is also now open to the HNI segment. Recently, Feroze has been named as part of Fortune India’s Class of 2019 – 40 under 40 list, which recognises stalwarts for the unique contributions to the industry. He has over 17 years of experience in the Indian financial market and has done a specialised course in the derivatives space. Feroze is a prominent personality and a Personal Finance Expert in the Indian media space.

Mr. Virendra Somwanshi is the Head of Wealth Management, Capital markets and NRI business and looks at the overall strategy and execution of these businesses at Bank of Baroda.He has to his credit more than 25 years of rich, multi geography experience of Retail banking & Private wealth Management and has served both multinational and Indian corporates in various leadership roles and also in the capacity as a Board Member. With over 17 years at Citi, he has worked in multiple businesses across consumer banking both assets and liabilities, wealth management, securities and investments management in India and Singapore. His last Designation with Citi was Country Head – Citi Wealth Advisors. Prior to joining Bank of Baroda, he was designated as the MD & CEO of Motilal Oswal Private Wealth management. He is considered as a thought leader in the wealth management industry and represents the industry in various forums. Mr. Virendra is a Bachelor in Mechanical Engineering and holds a MBA degree from Symbiosis Institute of Business Management, Pune University. He is a Sports enthusiast and an Avid Full Marathoner.

Manish Kathuria is the President & Business head for the affluent & NRI consumer segments at Kotak Mahindra bank. He is also a member of the Kotak Leadership team of the bank. Manish has been part of the Kotak team for 18 years. He was a founding member of the affluent banking set up since 2011. Kotak Mahindra bank offers Privy league program to its affluent customers which is focused on providing banking & investment solutions to this segment. Currently the business is spread across 32 cities and more than 400 relationship managers. He is also responsible for the NRI customer segment, which caters to the Indian diaspora across the world. He is very passionate about connecting to this segment and believes that there is a huge opportunity to offer financial solutions to these clients. Before joining Kotak, Manish was part of ICICI retail banking team for 5 years. He holds a MBA from IILM, New Delhi. He is also a graduate of General management program from IIM - Ahmedabad and certified in leadership program at ISB.

Gautami heads the Estate Planning Division and is engaged in offering succession and estate planning solutions to private clients.  She has a rich experience in law and financial services industry. Gautami set up Kotak's Estate Planning business and has been with Kotak since 2005. Prior to joining Kotak, Gautami was associated with ICICI Bank for 1 year and was with Kanga & Company, one of the leading and oldest Law Firms. She is a qualified Solicitor and a member of Bombay Incorporated Law Society and is also a Law Graduate from Mumbai University. When she is not advising clients, Gautami is engaged in trekking, reading and photography.

Manish has 30 years of experience in wealth management, financial markets, treasury, insurance, private banking, and retail banking. During this time, he has held leadership positions across banks, NBFCs, and broking companies, including as Head of Wealth Management and Head of Consumer Banking Treasury at Standard Chartered Bank. His responsibilities have included product development, solution delivery, and sales and advisory across equities, fixed income, FX, derivatives, structured products, and secured lending. Manish has managed large teams and brings strong people management and organizational skills. He has also had experience mentoring people and building governance frameworks at a large insurance broking company and some fintech and ed-tech startups. In addition, he has been coaching candidates who are undergoing career transitions. Manish holds a bachelor’s degree from St. Xavier’s College, Kolkata and is a qualified chartered accountant.

Bijal joined the Firm in 2013 as a Partner to expand and build the Tax and Investment Funds practice. On private client matters she has advised individuals and family businesses from a legal, regulatory and tax perspective. She has experience in rolling out a comprehensive succession plan for clients, re-structuring of family businesses including HUFs and family arrangements, drafting wills, creation of trusts, etc. She is frequently invited to speak at domestic and international conferences on matters of Indian estate and succession planning and has several publications to her credit. Bijal is highly acclaimed for her dedication, in-depth understanding and knowledge of taxation, estate planning and structuring of funds; and for her solution oriented approach. Bijal regularly features on an annual basis in the Chambers & Partners (Asia – Pacific), Citiwealth Leaders List, Legal 500, International Tax Review (Asia Pacific), Who’s Who Legal “Corporate Tax Guide, Private Client Global Elite, Expert Guides – Tax 2018, Indian Lawyer 250 Law Business Research as a leader in the field of taxation and private client in India. She has also been ranked as a Band 1 lawyer for Private Wealth Law by Chambers & Partners for 2019 and 2020. Bijal served as an officer-elect on the Individual Tax & Private Client Committee of the International Bar Association. She is ex-officio member of the Steering Committee of the International Wealth Advisors Forum, which is a global think tank for the exchange of emerging trends in estate and succession planning.

Chartered Accountant with over 16 years of post qualification experience. Formerly with Ernst &Young for around 9 years in the Mergers & Acquisition Tax Team, Assisted large corporates in restructuring their group structure in order to be more tax efficient as well as to comply with regulatory norms. Helped clients in structuring acquisition as well as stake sales transaction keeping in mind the tax and regulatory requirements of India. Assisted clients in structuring foreign investment into India including joint ventures considering various laws such as FEMA, FDI policy, income tax, laws of other countries, etc. Advised clients on wealth structuring, estate planning, mergers & acquisitions taxation as well as family governance structures. Advised promoters of large family businesses on devising long term succession plan for their assets including business assets as well as non business assets in India and across other countries. Assisted clients in creating asset protection vehicles to ensure safety and security for the family members. Helped clients in creating trusts, Wills, Family Charter, partnerships, companies, etc for smooth passing of wealth to the next generation. Assisted parents of special children in creating structures which could aid in providing safety and security to the special children. Helping families with NRIs / global citizens /residents in estate planning keeping in mind the tax and regulatory requirements of the foreign countries. Creation of trust for promoters of Indian listed companies after considering the tax and regulatory (eg, SEBI) aspects. Helped clients in the High court / NCLT process of mergers, demergers, etc to achieve the objective of consolidation of businesses or segregation of businesses, etc. Co authored the book on Mergers & Acquisitions released by EY in 2012, 2013.

Sean joined Trident Trust in 2016 and has overall responsibility for Trident’s Singapore operations. Sean has held senior positions at both independent and institutional trust companies during his 30-year career, which spans both Asia and Europe. He has advised many international high net worth clients on the use of trusts and other estate planning vehicles. Sean is a Fellow of the Association of Chartered Certified Accountants and a qualified Trust & Estate Practitioner.

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

Riyaz Ladiwala is a Senior Executive Vice President and Head – Technology and Operations for at Edelweiss’ Wealth Management business. The Wealth Management business at Edelweiss encompasses Wealth Management, Custodial Services, Credit and Distribution. The business services Individual and institutional clients – both in India and overseas.

Banesh is a Fintech services veteran and Pioneer in Technology & Operations management, having developed and implemented global strategies for executing digital capabilities and servicing of clients. He has managed senior global responsibilities in Operations and Technology for over 32 years, of which 23 years were in Citibank where he was responsible for servicing clients in 55+ international markets. During these years he pioneered the creation of several global Centers of Excellence for Operations and Technology that included implementing Digital Services. He was a member of Citigroup Global Consumer Planning Group, Citigroup Global Information Technology council, Citigroup Global Operations Council. In his last role he was a member of the Executive Committee and head of the Technology and Operations Group for one of Thailand’s leading Universal banking groups- Siam Commercial Bank. He was a Senior Advisor with Boston Consulting Group and is engaged as a Fintech investor and a Fintech Fund in the UK.

Anupam Guha is the Head of Private Wealth Management practice at ICICI Securities Ltd. Anupam has been with the ICICI Group for the last 16 years across retail, institutional and private banking business. He has been a part of the International and Domestic Private Banking business for more than a decade.

He is a founding member that helped set up Private Wealth business at ICICI Securities (I-Sec). I-Sec is one of the leading and fastest growing Private Wealth practice in India and manages some of the wealthiest families in the country. I-Sec today manages close to INR 35,000 Crs of assets of its clients.

I-Sec Private Wealth caters to UHNI and Family Office clients and given the insight with such clients, partners with them in their business requirement and expansion plans through fund raising and investment banking solutions, besides investment & real estate solutions and estate planning.

Prior to this, Anupam was the Country Head of Oman with ICICI Securities. He was successful in showcasing the India opportunity to Sovereign and Pension Funds, local Institutions and the Indian Diaspora. He was part of the fund raising team that raised more than USD 1 billion from GCC for Private Equity and Real Estate investments in India.

Santoshi has over 25 years of strategy through execution experience. She is Group CTO at IIFL Wealth and Asset Management. In this role, Santoshi is focused on delivering tech led growth through an insights first, services oriented, platform led architecture. Prior to joining, IIFL Wealth & Asset Management, she was Managing Director with PwC’s advisory practice. In her various roles at McKinsey & Co., PriceWaterhouseCoopers and Gartner Consulting, she has advised leading global brands on market strategy, product strategy, pricing, digital transformation and enterprise cloud application implementations. She has helped companies achieve strategic and business goals through technology led transformation. An entrepreneur, she has deep experience of start-ups and is passionate about new ideas, innovation, lean operations and high performing teams. She has also been a Women in Tech and Diversity & Inclusion Leader. Santoshi has lived and worked across the globe including Sydney, Singapore, London, Mumbai and Bangalore. Her personal style is reflective of her passion for new ideas, ability to take risks and to finish what she started.

Alok Saigal is President and the Head of Private Wealth at Edelweiss. He joined Edelweiss in 2014 and has been a key leader in the transformation and scale up of the wealth business. He founded the Family office practice and introduced Wealth Structuring and Estate Planning for the Ultra HNI customers. Alok, for four years, oversaw the Products and Investment Advisory functions as well. Under his leadership, the Wealth AUA has crossed USD 28 Bn and the business today serves some of the most marquee clients across the country. Alok is a member of the Management Committee of the Edelweiss Group. Alok has over 20 years of work experience. Prior to Edelweiss, Alok was associated with Darashaw. He set up and anchored the company’s business in Singapore with focus on Wealth Management & Strategic Initiatives. Post this global exposure, he spearheaded the Investment Management and Private Client platform at Darashaw in Mumbai. He has also been associated with HDFC Bank where he looked after Funding & Banking Solutions for Large Indian Corporates & MNCs as part of the corporate banking group. Alok holds a Master’s degree in Economics from the Delhi School of Economics, Delhi University

Saurabh Rungta is Senior Managing Partner & CIO for Nuvama Private. As CIO, Saurabh handles a team of professionals who are responsible for various investment decisions including product due diligence, portfolio advisory, asset allocation decisions, publishing periodical investment communication & risk management along with all investment related processes and regulatory compliances. Saurabh is a trading and investment professional with around 20 years of experience across multiple asset classes in both Indian as well as offshore markets. Prior to assuming his Edelweiss role in October 2018, he was associated with Kotak Wealth Management as Head of Products. He had joined Kotak in June 2012 from IIFL Wealth Management where he was Head of International Products for little over 2 years and had helped IIFLWM in setting up their international investment platform. Prior to that he had worked in ICICI Group and Citi group. Over the years, Saurabh has guided multiple UHNI families on market outlook, portfolio positioning, asset allocations as well as investment strategy for international assets. Saurabh is a qualified Chartered Accountant and holds a Masters degree in Commerce. He is a member of the Steering Committee of Edelweiss PWM and a member of Senior Leadership of Edelweiss Group. Saurabh is based out of the Mumbai.

Sumegh is a Capital & Financial market professional with two decades of experience in financial markets. In his last role as Executive Director with Avendus Capital he was responsible in managing a profitable vertical within the Wealth Management business. He has previously worked as a Sr. Market Director with Reliance Capital and has been instrumental in setting up a profitable private wealth business for the ADAG group and spent 6 years in building a $500 MM Private Client Business in India. He has also worked with Citi Private Bank as Vice President heading the Investment advisory vertical in the year 2010. He was instrumental in setting up the PMS business for ING Investment Management in India as Vice President & Zonal Head in the year 2008 before joining Citi Private Bank. He has worked with organizations like Citibank , GE Money Consumer finance & American Express across various business verticals.

Mr. Agarwal manages the Family Office business working closely with UHNI Families to structure bespoke solutions. He has over 18 years of experience with McKinsey, ICICI Bank, Merrill Lynch and UBS handling clients from India, Asia and Europe. He is a graduate from IIT Kharagpur and holds a MBA degree in Finance from MDI Gurgaon.

Sankaranarayanan Krishnan is Quant Fund Manager for PMS and AIF schemes at Motilal Oswal Asset Management Company Ltd. In addition to his primary responsibility of fund management, he is also spearheading factor and quantitative research at the firm. He has over 9 years of experience in capital markets, largely focused on the design, research and management of quantitative investment strategies. In his previous engagement he was managing a proprietary portfolio using multifactor models at Alpha Alternatives, an alternative investment manager. Prior to that he was working as a senior quantitative researcher at Morgan Stanley Capital International, where he was structuring multi-factor and ESG solutions for global Pension and Sovereign Wealth Fund clients. Sankaranarayanan is an engineer from the National Institute of Technology, Nagpur and an MBA from the Indian Institute of Management, Indore.

Markus has been with Trident Trust for the past 12 years, following a 20-year career in private banking, where he specialised in working with Asian and NRI/Indian clients. Initially Managing Director of Trident’s Singapore office, he is now Regional Managing Director for the Asia-Pacific, Middle East and Africa business, with responsibility for Trident’s offices in Dubai, Geneva, Hong Kong, New Zealand, Mauritius, Singapore and Zurich. In addition to leading the expansion of Trident Trust’s business in Asia, Markus is also actively involved in many key client relationships of the Group.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Pranav is working with the Trident Trust Group to establish a formal presence for the Group in India. He began his career as an auditor with one of the big four accounting firms in London, before returning to India to help set up the first liability insurance company there. Most recently, Pranav worked as a Director and head of key clients for an international bank in India, prior to which he headed the India office for a fiduciary services provider. Pranav specialises in succession and estate planning and has advised many Indian and international HNWIs in his 25- year career.

Banesh is a Fintech services veteran and Pioneer in Technology & Operations management, having developed and implemented global strategies for executing digital capabilities and servicing of clients. He has managed senior global responsibilities in Operations and Technology for over 32 years, of which 23 years were in Citibank where he was responsible for servicing clients in 55+ international markets. During these years he pioneered the creation of several global Centers of Excellence for Operations and Technology that included implementing Digital Services. He was a member of Citigroup Global Consumer Planning Group, Citigroup Global Information Technology council, Citigroup Global Operations Council. In his last role he was a member of the Executive Committee and head of the Technology and Operations Group for one of Thailand’s leading Universal banking groups- Siam Commercial Bank. He was a Senior Advisor with Boston Consulting Group and is engaged as a Fintech investor and a Fintech Fund in the UK.

Mr. Chaturvedi has over 17 years of rich experience in sales, distribution, client advisory (Wealth management) and business development from companies such as Birla Sun Life Asset Management Ltd., Birla Global Finance Ltd and Daiwa Asset Management Pvt. Ltd. His last assignment was with Daiwa Asset Management Pvt. Ltd. as Head- Retail Sales where he was responsible for setting up sales & distribution function from start including being actively involved in Product Development, and launch strategies for Mutual Fund Schemes. Mr. Chaturvedi holds Masters in Business Administration in Marketing and MA in Finance from the University of Leeds, UK. He is also a Certified Financial Planner.