We were delighted to host the 11th annual Indian Wealth Management event in Mumbai for the Private Wealth Management Community.

Thanks to our partners: Avendus Wealth Management, Henley & Partners, Nuvama Private, Equirus Wealth, Eton Solutions, Infosys Finacle, Synpulse, Trident Trust, Hourani & Partners, Novel Patterns, Seventy Ninth Global, Wealtra, and 1291 Group.

 

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

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

Shreya Rao

AZB & Partners

Gaurav Arora

Arthya Wealth and Investments

Arvind Bansal

Avendus Wealth Management

Harmeet Sahney

Avendus Wealth Management

Virendra Somwanshi

Bank of Baroda

Lee Woon Shiu

DBS Private Bank

Viraj Mehta

Equirus Capital

Bryan Henning

Eton Solutions

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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PHILIPPINES WEALTH MANAGEMENT FORUM 2024

The St. Regis Mumbai, India

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...

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Event Agenda
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  • 1.00pm

    Lunch and Registration

  • 1.55pm

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 2.00pm

    Panel Discussion

    What themes will shape the industry in the next ten years?

    • How is the asset & private wealth management industry evolving?
    • What are the challenges?
    • How are client expectations evolving?
    • What growth potential lies ahead, and where are the key opportunities for the foreseeable future? What are your key priorities over the next 12-months?
    • How can you differentiate your offering? How can you redefine your proposition? Have you done anything innovative?
    • Fees, profitability, cost – what’s the right business model?

    Chair

    Markus Grossmann

    Regional Managing Director

    Trident Trust

    Speakers

    Nakul Beri

    Senior Managing Director of Global Client Coverage and Origination

    Waterfield Advisors

    Shiv Gupta

    Founder & Chief Executive Officer

    Sanctum Wealth

    Anuj Kapoor

    MD & CEO – Private Wealth and Alternatives Asset Management

    JM Financial

    Harmeet Sahney

    Executive Director

    Avendus Wealth Management

    Amit Saxena

    Senior Managing Partner

    Nuvama Private

  • 2.30pm

    Presentation - Wealth as a Service: Looking beyond the “Crazy Rich Indians”

    Yash Shah

    Partner

    Synpulse

    Global wealth managers are heavily investing with a laser focus on capturing the growing HNWI population in Asia’s emerging markets. The local universal banks are revamping their client segments to provide tailored advisory services to the wealthy. But are the resources being allocated towards the correct target client base? Are we missing the accelerated growth of a particular wealth segment which will overshadow the HNWI wealth base in the near future? Let’s look beyond Asia’s crazy rich and understand how WMs are gearing up with innovative wealth operating models to capture, service and retain this underserved population.

  • 2.45pm

    Panel Discussion

    Evolving the Platform and Proposition

    • How have you been evolving your platform, processes, and products?
    • What are the changing expectations of clients?
    • How does this help you in the curation and delivery of advice?
    • Have you made any real progress in your digital journey?
    • How does digital improve your traditional value proposition?
    • What are the products and services you could offer? How can your proposition evolve?
    • What is you view on separate platforms that offer wealth management - external to a bank?
    • Superapp strategy for products and platforms – economies of scale and synergy
    • How AI and predictive analytics with platforms can influence customers, create a “hooking” experience and build brands
    • Evolving tech trends in products and platforms - Continuously changing Markets + competition and the platforms
    • NextGen FinTech products and platforms through lenses of customer trust, regulatory landscape and legacy players

    Chair

    Yash Shah

    Partner

    Synpulse

    Speakers

    Virendra Somwanshi

    Head - Wealth Management, Capital Markets and NRI

    Bank of Baroda

    Ashish Shanker

    Managing Director & CEO

    Motilal Oswal Private Wealth

    Manish Kathuria

    President and Business Head, Priority & NR Banking

    Kotak Mahindra Bank

    Bhushan Sonkusare

    Chief Technology Officer

    360 ONE Wealth

    Gaurav Arora

    Founder

    Arthya Wealth and Investments

  • 3.15pm

    Presentation - Leveraging Technology to Unlock Wealth Management Success

    Abhra Roy

    Senior Product Line Manager and Head, Finacle Wealth Management

    Infosys Finacle

    Get insights on how banks are harnessing the power of technology to seamlessly service, engage, and innovate better for their affluent customers. Learn how global banks are riding on the Finacle Wealth Management platform to deliver personalized services while simplifying and enhancing the wealth management journey for their valued clientele.

  • 3.30pm

    Presentation - Portfolios in 2030 – Our view

    Arvind Bansal

    Executive Director - Head, Products & Advisory

    Avendus Wealth Management

    • Evolution of portfolio – 2000, 2010, 2023, 2030.
    • Asset classes and product structures that will have a biggest positive and negative impact.
    • Key requirements from various stakeholder which includes wealth managers, asset managers, regulator and tax.
  • 3.45pm

    Presentation - Market Outlook & Key Insights on Equirus Long Horizon Fund

    Viraj Mehta

    Managing Director

    Equirus Capital

    • Market Cycles
    • Starting valuation matters
    • Sectors That We Like
  • 4.00pm

    Refreshment & Networking

  • 4.30pm

    Panel Discussion

    Curating winning client portfolios

    • What are the opportunities and challenges for the year ahead?
    • How are you managing risk in 2023? Is it time to take on more risk?
    • What's your favourite asset class now?
    • How are you generating income for clients?
    • What's your view on alternative investments? Digital assets? Private Markets?
    • How do you choose the right investment partners?
    • How can you consistently deliver performance and differentiate your offering?

    Chair

    Bryan Henning

    SVP, Head of International

    Eton Solutions

    Speakers

    Prashant Joshi

    Co-Founder & Partner, Family Office Advisory

    Upwisery

    Devang Mehta

    Director – Equity Advisory

    Spark Capital Private Wealth Management

    Dharmendra Jain

    Executive Director & Head - Investment Products

    Kotak Mahindra Bank

    Onkarpreet Singh Jutla, CFA

    Chief Product Officer

    Nuvama Private

    Bharat Pareek

    Head - Products (Wealth)

    ICICI Securities

  • 5.00pm

    Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead

    Rohit Bhardwaj

    Director Private Clients – India Team Head

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • Real estate investment rankings for migration
  • 5.15pm

    Panel Discussion

    Current Trends and Concerns for Indian Families

    • What are the challenges and expectations of UHNW Indian Families today?
    • How is the role of estate and legacy planning changing today?
    • How do Indian families move money offshore today – especially now as there are so many very wealthy clients?
    • How is philanthropy developing? Especially given the impact of changes in regulations.
    • How do clients plan for their collectibles – like vintage cars and art? How do they structure these assets and who do they leave them to?
    • How are trust disputes likely to play out in the future? What are the issues?
    • Are families adequately prepared for the transition to the next generation?
    • Are families taking any steps to evaluate the risks and consider solutions?

    Chair

    Pranav Khanna

    Consultant

    Trident Trust

    Speakers

    Bijal Ajinkya

    Partner

    Khaitan & Co

    Sneha Makhija

    Head of Wealth Planning

    Sanctum Wealth

    Sunita Singh-Dalal

    Partner, Private Wealth & Family Offices

    Hourani & Partners

    Shweta Shah

    Head Wealth Structuring & Estate Planning

    Nuvama Private

  • 5.45pm

    Presentation - Transforming a Family Office to Reimagine the Value it Delivers

    Satyen Patel

    Executive Chairman

    Eton Solutions

    • Setting up a family office to deliver scalable advantage for tomorrow
    • Using technology to create operational leverage and efficiencies
    • Digitalising governance functions within the Family Office and across family members and key advisors
  • 6.00pm

    Panel Discussion

    The Globalisation of Wealthy Indian Clients

    • What are the current Trends and Concerns for International Families?
    • We do love that term ‘Family Office’ – what does it even mean in reality?
    • How do wealthy Indians structure their offshore wealth in a way away that is compatible with Indian tax and legal regulations?
    • Whats the role of the UAE, Singapore and elsewhere? Which centres are likely to be most attractive in the future?
    • Have families adequately considered transitioning to family offices – from operating wealth to investment wealth?
    • How can you protect assets and wealth for the next generation?
    • What are the trends around citizenship and migration?

    Chair

    Dominic Volek

    Group Head of Private Clients

    Henley & Partners

    Speakers

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Bank

    Sean Coughlan

    Managing Director, Singapore

    Trident Trust

    Shreya Rao

    Partner

    AZB & Partners

    Sunita Singh-Dalal

    Partner, Private Wealth & Family Offices

    Hourani & Partners

  • 6.30pm

    Forum Ends

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

Speakers

Shreya Rao

AZB & Partners

Gaurav Arora

Arthya Wealth and Investments

Arvind Bansal

Avendus Wealth Management

Harmeet Sahney

Avendus Wealth Management

Virendra Somwanshi

Bank of Baroda

Lee Woon Shiu

DBS Private Bank

Viraj Mehta

Equirus Capital

Bryan Henning

Eton Solutions

Satyen Patel

Eton Solutions

Dominic Volek

Henley & Partners

Rohit Bhardwaj

Henley & Partners

Sunita Singh-Dalal

Hourani & Partners

Bharat Pareek

ICICI Securities

Abhra Roy

Infosys Finacle

Anuj Kapoor

JM Financial

Bijal Ajinkya

Khaitan & Co

Manish Kathuria

Kotak Mahindra Bank

Dharmendra Jain

Kotak Mahindra Bank

Shweta Shah

Nuvama Private

Onkarpreet Singh Jutla, CFA

Nuvama Private

Amit Saxena

Nuvama Private

Shiv Gupta

Sanctum Wealth

Sneha Makhija

Sanctum Wealth

Devang Mehta

Spark Capital Private Wealth Management

Zac Lucas

Spencer West

Yash Shah

Synpulse

Markus Grossmann

Trident Trust

Sean Coughlan

Trident Trust

Pranav Khanna

Trident Trust

Prashant Joshi

Upwisery

Nakul Beri

Waterfield Advisors

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

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Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

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 30; 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

Event Highlights

On August 30, experts gathered to dissect key trends and shifts from 2022, building upon India's progress from 2021. India, witnessing economic momentum, showcased a diverse growth in private wealth, spanning from the mass affluent to HNW and UHNW segments.

During their sessions, these experts highlighted core issues and developments. 2022 boosted confidence in India's wealth market, marked by a broader range of investment options and enhanced advisory services. Economic growth permeated beyond major cities, with technology innovations leading the way and increasing foreign investments.

While India's public and primary asset markets flourished, a rising appetite for private markets, driven by both domestic and foreign investors, was evident. This growth also captured interest from younger, tech-oriented generations, complementing the existing demand from the older affluent populace.

India's wealth sector saw diverse portfolio offerings and an upsurge in mass affluent, HNW, and UHNW wealth. Challenges included a shortage of experienced wealth managers, though firms ramped up their training efforts. The drive for digitalization in wealth management persisted, motivated by India's extensive demographic and the need for distinctiveness in a competitive landscape.

We hope you enjoy the below content curated from the event, gathered from what was a very successful forum. We at Hubbis very much enjoyed our travels to Mumbai this year, and cannot wait to host our delegates at our 2024 India Wealth Management Forum

 

Please CLICK HERE to view the photos from the forum. Or CLICK HERE to view the excellent testimonials we received on the back of this event.

And CLICK HERE to view the Content Summary produced for this forum.

 

Panel Discussion On Demand

What themes will shape the industry in the next ten years?

As the asset and private wealth management sector teems with potential, identifying its prime opportunities and the strategies for the coming year becomes vital. Amidst stiff competition, how are companies innovating and distinguishing their offerings? What are the leading business models that balance costs with client satisfaction?

Steering this exploration is Panel Chair Markus Grossmann of Trident Trust. Joining him are experts Amit Saxena, Senior Managing Partner, Nuvama Private; Nakul Beri, Senior Managing Director of Global Client Coverage and Origination, Waterfield Advisors; Shiv Gupta, Founder & Chief Executive Officer, Sanctum Wealth; Anuj Kapoor, Managing Director & CEO - Private Wealth and Alternatives Asset Management, JM Financial; and Harmeet Sahney, Executive Director, Avendus Wealth Management.

CLICK HERE to watch this panel On Demand

 

Evolving the Platform and Proposition

In the swiftly changing financial landscape, industry leaders grapple with how to adapt and excel. As client expectations evolve, how are platforms, processes, and products being redefined? The push for digital integration is evident, but how effective has the journey been so far? The value of digital enhancements, the debate between independent and bank-affiliated wealth platforms, and the potential of 'super-app' strategies are all focal points. With AI and predictive analytics reshaping customer experiences and the constant tech shifts, understanding NextGen FinTech demands insight into trust, regulations, and interactions with legacy players.

Moderating this insightful discourse was Yash Shah, Partner at Synpulse. He was joined by Bhushan Sonkusare, Chief Technology Officer, 360 ONE Wealth; Virendra Somwanshi, Head - Wealth Management, Capital Markets and NRI, Bank of Baroda; Ashish Shanker, Managing Director & CEO, Motilal Oswal Wealth Management; Manish Kathuria, President and Business Head, Priority Banking & NRI Banking, Kotak Mahindra Bank; and Gaurav Arora, Founder, Arthya Wealth and Investments.

CLICK HERE to watch this panel On Demand

 

Curating Winning Client Portfolios

Navigating the financial arena as we proceed into 2023 offers both promise and perplexities. As the horizon stretches out before us, what opportunities and challenges does it present? How are market leaders positioning themselves in terms of risk, and is the climate ripe for a bolder approach? Amidst fluctuating global trends, which asset classes are emerging as favourites? Generating client income remains pivotal, but what strategies are being employed to maximize returns? Moreover, the world of investments is broader than ever; where do alternative investments, digital assets, and private markets fit into the picture? Identifying the ideal investment partners is an art in itself; what criteria drive these choices? Above all, in a landscape brimming with competitors, how can one not only deliver consistent performance but also carve out a distinctive space?

Steering this enlightening discussion was Bryan Henning, SVP and Head of International at Eton Solutions. Lending their expertise to the discourse was Onkarpreet Singh Jutla, Chief Product Officer, Nuvama Private; Bharat Pareek, Head of Products and Segment, ICICI Securities Private Wealth Management; Prashant Joshi, Co-Founder & Partner, Family Office Advisory, Upwisery; Devang Mehta, Director – Equity Advisory, Spark Capital Private Wealth Management; and Dharmendra Jain, Senior Vice President, Kotak Mahindra Bank.

CLICK HERE to watch this panel On Demand

 

Current Trends and Concerns for Indian Families

In the dynamic world of wealth management, the distinct challenges and goals of UHNW Indian families were evident. Their financial decisions were shaped by current pressures and anticipations. Estate and legacy planning saw major shifts, and rising wealth prompted new strategies for offshore transfers. Philanthropy evolved from simple charity to a regulated, structured practice. Collectibles like vintage cars and art became significant assets with careful planning and allocation. Trust disputes and their potential implications became focal points. A pressing concern was whether families were ready for generational shifts and if they had considered risks for a smooth transition.

Chairing this discussion was Pranav Khanna, Consultant at Trident Trust. Joining him is an array of industry luminaries including Shweta Shah, Head - Wealth Structuring & Estate Planning, Nuvama Private; Bijal Ajinkya, Partner, Khaitan & Co; Sunita Singh-Dalal, Partner, Private Wealth & Family Offices, Hourani & Partners; and Sneha Makhija, Head of Wealth Planning, Sanctum Wealth.

CLICK HERE to watch this panel On Demand

Read the Write-Up of this Panel

 

Globalisation of Wealthy Indian Clients

In today's dynamic global landscape, international families face challenges in wealth and asset management, especially understanding the true meaning of 'Family Office.' Wealthy Indians seek compliant ways to structure offshore assets, with UAE and Singapore being key players. As families shift from operational to investment wealth, the emphasis is on smooth transitions and protecting assets for future generations. Additionally, trends in citizenship and migration are evolving for these prosperous families.

To delve deeper into these pressing topics, we have Dominic Volek, Group Head of Private Clients at Henley & Partners, spearheading the conversation. He's joined by an illustrious panel including Shreya Rao, Partner, AZB & Partners; Zac Lucas, Partner – International Private Wealth, Spencer West; Lee Woon Shiu, Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Private Bank; Sean Coughlan, Managing Director, Singapore, Trident Trust; and Sunita Singh-Dalal, Partner, Private Wealth & Family Offices, Hourani & Partners.

CLICK HERE to watch this panel On Demand

 

Articles produced from Panel Discussions at this Event

Sanctum Wealth Founder on the Vast Potential of India’s Fast-Growing Wealth Industry

Shiv Gupta, Founder & Chief Executive Officer of Sanctum Wealth, is not only a veteran of the Indian wealth management scene but also a colourful and articulate personality with plenty of forthright views on the evolution of the domestic wealth market. He joined as one of our expert speakers on the opening panel discussion at the Hubbis Indian Wealth Management Forum in Mumbai on August 31. He highlighted the numerous opportunities ahead, including the market’s stellar growth, regulatory evolution, the rapid expansion of the product, advisory and service universe, the ongoing thrust to digital transformation, and the growing sophistication of the client base. But at the same time, he also pointed to compliance complexities and competition driving costs higher and fees lower, the need to keep investing heavily in digital solutions, and the drive to encourage greater technology adoption by team members and clients, as well as the often-immense difficulty in locating and hiring experienced talent.

CLICK HERE to read on.

 

Nuvama Private’s Amit Saxena on the Value of Scale in India’s Fast-Evolving Wealth Market

As the Indian wealth markets expands and evolves across every segment from retail customers to UHNW clients, it is vitally important for the competitors in this dynamic environment to transform their platform and proposition with smart investments and digital strategies to create a lasting impact. The second panel discussion of the Hubbis India Wealth Management Forum in Mumbai on August 31 saw a panel of experts we selected from leading banks and wealth firms offer their insights into the issues as raised by the panel chair, Yash Shah, Partner at Synpulse. One of the speakers was Virendra Somwanshi, Head - Wealth Management & Capital Markets at Bank of Baroda.

CLICK HERE to read on.

 

Technology as an Enabler to Democratise Access to Wealth Management in India

Manish Kathuria is President and Business Head for Priority Banking & NRI Banking at Kotak Mahindra Bank in India, and also a member of the Kotak Leadership Team, having worked with the bank for approaching two decades. The bank established its affluent banking operation in 2011, and the business is today spread across 40 cities with more than 425 relationship managers. Manish is also responsible for the NRI customer segment, which caters to the Indian diaspora worldwide. He is passionate about connecting with his clients and delivering a clear offering to each client segment. He greatly values technology in its ability to help scale and differentiate the Kotak offering, whilst democratising access to products and advice across segments. He was as an expert speaker on a panel discussion at the Hubbis India Wealth Management Forum in Mumbai on August 31, during which specialists from leading banks and wealth firms offered their insights into the issues around elevating the platform and the wealth management proposition in India. This is a short summary of some of his selected insights.

CLICK HERE to read on.

 

Delivering Wealth Management at Scale and with Customisation across India’s Vast Wealth Management Landscape

As the Indian wealth markets expands and evolves across every segment from retail customers to UHNW clients, it is vitally important for the competitors in this dynamic environment to transform their platform and proposition with smart investments and digital strategies to create a lasting impact. The second panel discussion of the Hubbis India Wealth Management Forum in Mumbai on August 31 saw a panel of experts we selected from leading banks and wealth firms offer their insights into the issues as raised by the panel chair, Yash Shah, Partner at Synpulse. One of the speakers was Virendra Somwanshi, Head - Wealth Management & Capital Markets at Bank of Baroda.

CLICK HERE to read on.



The Globalisation of Wealthy Indian Clients: Views from Shreya Rao of AZB & Partners

What are the key concerns amongst wealthy Indian families these days as their businesses, financial investments and indeed family members spread increasingly across the globe? That was the key question posed to a handful of experts during the final panel discussion at the Hubbis Wealth Management Forum in Mumbai on August 31. Shreya Rao, Partner at law firm AZB & Partners, offered her views on these and other key issues.

CLICK HERE to read on.

 

Sanctum Wealth's Head of Wealth Planning’s Insights on Modern Family Estate Planning and the Challenges Ahead for India’s HNWIs

In a recent discussion at the Hubbis India Wealth Management Forum 2023 in Mumbai, Sneha Makhija, Head of Wealth Planning at Sanctum Wealth, shared some valuable observations on the evolving dynamics of family wealth transition and planning. Reflecting on the changes she has witnessed, Sneha emphasised how families' approaches have grown more inclusive and comprehensive, moving away from the traditional and rather less structured ways of estate planning. By contrasting older and newer practices, understanding the influence of global family connections, and highlighting the mindset change required for effective estate & succession planning, Sneha provided a roadmap for families navigating the complexities of robust and inclusive wealth and estate transition to India’s next and younger generations.

CLICK HERE to read on.

 

The Globalisation of Wealthy Indian Clients: Views from Sunita Singh-Dalal of Hourani & Partners Law

What are the key concerns amongst wealthy Indian families these days as their businesses, financial investments and indeed family members spread increasingly across the globe? That was the key question posed to a handful of experts during the final panel discussion at the Hubbis Wealth Management Forum in Mumbai on August 31. Sunita Singh-Dalal, Partner, Private Wealth & Family Offices, at the Dubai office of leading Middle East law firm Hourani & Partners, offered her views on these and other key issues, explaining why the connectivity to the UAE’s wealth management and professional services proposition is increasingly important for such families.

CLICK HERE to read on.

 

 

Nuvama Private's Head of Wealth Structuring & Estate Planning on Wealth Transition Challenges in Modern India

Navigating the complex landscape of wealth structuring and estate planning in India requires relevant professional expertise as well as a deep understanding of cultural nuances of the family intending to plan for succession. Shweta Shah, the Head of Wealth Structuring & Estate Planning at Nuvama Private, spoke at our recent Hubbis India Wealth Management Forum and offered delegates her perspectives on these challenges. She explained that estate and succession planning for India’s ultra-wealthy is undergoing significant change on account of the shifting dynamics of Indian businesses and families, coupled with the globalisation of assets, businesses and family members. She outlined what she considers to be the core issues and offered invaluable advice for families looking to protect their wealth and family legacies.

CLICK HERE to read on.

 

Articles produced from Presentations at this Event

Infosys-Finacle expert Abhra Roy on Leveraging Technology to Unlock Wealth Management Success

Abhra Roy is Head of Finacle Wealth Management, which is part of Infosys Finacle, one of the sponsors of the Hubbis Wealth Management Forum in Mumbai on August 31. Roy offered delegates an informative and lively presentation at the event, supported by a comprehensive and easy-to-navigate slide show. His key messages were that technology is empowering the wealth industry, opening the door to optimised client outcomes and an elevated customer experience, while at the same time helping make RMs and advisors far more efficient, productive and client-centric. He advised building digital solutions in a modular fashion with agility and avoiding the pitfalls of one apparent solution that might not be adaptable to future innovations.

CLICK HERE to read on.

 

The Evolution of Indian UHNW Private Client Portfolios – Looking ahead to 2030 with Avendus Expert Arvind Bansal

Arvind Bansal is Executive Director & Head, Products & Advisory at leading independent Indian firm Avendus Wealth Management. He offered delegates at the Hubbis Wealth Management Forum in Dubai on August 31 a lively and succinct presentation on how the typical Indian HNW portfolio had evolved from 2000 to 2023 and how it might look in 2030. He reviewed which asset classes and product structures have the biggest positive and negative impacts, and he assessed key requirements from various stakeholders, including wealth managers, asset managers, regulators and tax authorities. He painted a realistic picture with many ongoing challenges for the wealth management community but also offered the prospects for leading firms such as Avendus to compete effectively and prosper by anticipating change, innovating, and expanding their one-stop shop with ever-greater access and expertise.

CLICK HERE to read on.

 

Transforming a Family Office to Reimagine the Value it Delivers – Views from Eton Solutions

It is not even six months since US-headquartered family office solutions specialist Eton Solutions’ February launch of its new international HQ in Singapore, which was then followed by the more recent opening of their Dubai office to cover the Indian sub-continent, the Middle East and Africa. But the grass does not grow under the firm’s feet and Satyen Patel, Executive Chairman of Eton Solutions, gave a lively and informative presentation at the Hubbis Indian Wealth Management Forum in Mumbai on August 30, highlighting their missions and ambitions with clients in India. He explained in brief about the firm’s family office offerings, and how the firm works closely with the wealth management industry and professional as well as fiduciary services firms around the world. He also explained that returning to Mumbai wearing his current hat as Eton Solutions’ Executive Chairman was especially rewarding, as he had grown up in Mumbai and studied all the way through to qualifying as a mechanical engineer, before moving to US and enjoying a multi-faceted career across three continents over the past 40 years.

CLICK HERE to read on.

 

Wealth as a Service: Synpulse’s Yash Shah looks beyond the ‘Crazy Rich’ to India’s Mass Affluent Market

Global wealth managers are investing heavily with a laser focus on capturing the growing HNWI population in Asia’s emerging markets. The local universal banks are revamping their client segments to provide tailored advisory services to the wealthy. But are the resources being allocated towards the correct target client base? Are they missing the accelerated growth of a particular wealth segment that might overshadow the HNWI wealth base in the near future? Yash Shah, Partner at Synpulse, says let’s look beyond Asia’s crazy rich and understand how wealth managers are gearing up with innovative wealth operating models to capture, service and retain the underserved and rapidly expanding mass affluent markets of Asia. His comments were directed specifically at delegates attending the Hubbis India Wealth Management Forum in Mumbai on August 30.

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Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India