We are delighted to report we will be hosting the 11th annual Indian Wealth Management event in Mumbai for the Private Wealth Management Community.

The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking.

Very simply, the event will focus on the evolution of wealth management in India’s dynamic market.

Key elements of the event:

  • 5 specialist presentations
  • 4 panel discussions
  • A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional, and international Private Banks, Independent Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants, and others…
  • An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Indian wealth management and wealth advisory & solutions community
  • Networking coffee and refreshment breaks
  • And…the event will qualify for 3.5 hours of CPD
     

We will host panel discussions and presentations on these topics and more:

  • The evolution of Indian wealth management
  • Evolving Client Expectations and Needs
  • The Globalisation of Indian Wealth
  • The changing needs of Wealthy Indian Families
  • Domicile diversification and alternative residence – a new asset class
  • Embracing FinTech and Digital Solutions for Tomorrow’s World
  • The Enhanced Role of Technology in Wealth Management
  • Wealth Management Reimagined – the Advisory-led Proposition
  • Investment Solutions and Advice – How does the wealth industry deliver e client expectations changing?
  • Into the Future – the competitive environment in India’s wealth market
     

And to give you even more understanding of what you can expect from the 2023 event, you can view the Agenda and Speakers from our remarkably successful India Wealth Management event in 2022. CLICK HERE

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai, India

REGISTER
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

Nirbhay Handa

Henley & Partners

Anupam Guha

ICICI Securities

Pranav Khanna

Trident Trust

Gautami Gavankar

Kotak Mahindra Group

Lee Woon Shiu

DBS Private Bank

Virendra Somwanshi

Bank of Baroda

Sean Coughlan

Trident Trust

Sneha Makhija

Sanctum Wealth Management

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.

Latest event content
All event content

Experience our latest event for yourself

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai, India

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 22nd Mar...

read more

Get involved in Hubbis events

Sponsor an event

I’m looking to sponsor an event
I’m looking to become a speaker

Contact Us
Event Agenda
download pdf
Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

REGISTER
Speakers

Nirbhay Handa

Henley & Partners

Anupam Guha

ICICI Securities

Pranav Khanna

Trident Trust

Gautami Gavankar

Kotak Mahindra Group

Lee Woon Shiu

DBS Private Bank

Virendra Somwanshi

Bank of Baroda

Sean Coughlan

Trident Trust

Sneha Makhija

Sanctum Wealth Management

Arpita Vinay

Centrum Wealth

Alok Saigal

Nuvama Wealth Management

Sunita Singh-Dalal

Hourani & Partners

Devang Mehta

Centrum Wealth

Dharmendra Jain

Kotak Mahindra Wealth Management

Bijal Ajinkya

Khaitan & Co

Markus Grossmann

Trident Trust

Nitin Singh

Avendus Wealth Management

Nakul Beri

Waterfield Advisors

Ashish Shanker

Motilal Oswal Wealth Management

Manish Kathuria

Kotak Mahindra Bank

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

REGISTER
Partners

platinum

gold

silver

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

REGISTER
Summary

Setting the Scene for the 2023 India Forum

On August 30, a hand-picked set of experts will look in depth at the key trends and developments that emerged in 2022, which was a truly dynamic vintage that built further on the many positive changes and advances that we saw in 2021. In short, India is poised for robust economic expansion and further rapid growth and diversification of private wealth across the board, from the huge and fast-growing mass affluent market to HNW and UHNW private clients.

During the 4 panel discussions and the 5 presentations, our chosen experts will focus on as many of the core issues and development and challenges as possible. This is a brief introduction to some of the key topics and themes they will drill down into on August 30.

2022 was another very encouraging year in which genuine confidence and belief consolidated in India’s wealth market. Indeed, many were taken by surprise as to how bullish the investment and overall private wealth environment was, and still is today. Indeed, it is quite remarkable to see the ongoing diversification towards a greater array of investment options – both public and increasingly private – the enhancement of advisory propositions and services, and the growth of more professional estate, legacy & succession planning, and structuring. 

Economic momentum continues to pick up across the nation and not only in the biggest cities but across many of the second and third tier cities. Technology sector entrepreneurial activity accelerates, with more Unicorns being created domestically, and at the same time FDI inflows remain robust and foreign investor appetite in general stays strong.

It is not only the public sector and mainstream asset markets that are performing well –appetite amongst wealthier domestic investors for private markets remains incredibly strong, and so too is foreign demand for private assets, especially as they focus on the new and growing wave of tech sector enterprises and new-age industries, as India’s economy re-shapes for the world ahead.

As all this is moving into sharper focus, wealth management experts report having new seams of client interest and demand from the younger, technology-centric, digital-native generations to add to the rich seams of client demand for both investments as well as wealth and legacy planning from the older generations of wealthy Indians, many of whom are seeking to pass assets on to the younger generations of their families.

Across the board in India, there is an ongoing diversification and upgrading of private client portfolios as the wealth industry delivers more interesting mainstream products, including mutually funds and more ETFs, and across the private markets. Meanwhile, the mass affluent sector of the nation continues to expand apace, just as HNW and UHNW wealth keeps rising significantly.

On the slightly less positive side, there is clearly a shortage of experienced RM talent to cater to all these private clients, but the banks and the numerous independent wealth firms in India – many of which are now very large indeed – are making ever greater efforts to boost training and to further develop a culture of professionalism in the wealth sector.

And of course, India is a truly vast and immensely populous country, hence the great need for digitalisation, which continues apace, helping the competitors in the wealth industry reach out to the many often huge pockets of client demand in all quarters of the country. The need to differentiate from the competition and pressures from rising costs in all areas are also other key drivers for the thrust towards a far more digital wealth management offering.

Hubbis will assemble a set of genuine wealth management experts, as well as specialists on digital transformation, investment migration, tax and trusts, and others on August 3030; together they will pinpoint these, and  many more key evolutionary developments and trends and they will of course zoom in on the incredible potential that India’s wealth management market represents.

And remember, to give you even more understanding of what you can expect from the 2023 event, you can view the full Agenda and list of Speakers from our highly successful 2022 India event. CLICK HERE

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

REGISTER