We were delighted to host our 2nd annual event in Mumbai for the family wealth community in India.Around 200 senior individuals attended – including single- and multi-family offices, along with private banks and other practitioners who provide advice to families on the critical issues they face and need to plan for.Many thanks again to those people who participated in and attended the event, and also to our partners.
Indian Family Wealth Forum 2016
Sofitel Hotel, BKC, India
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Himadri Chatterjee
360 ONE
Nishant Agarwal
ASK Wealth Advisors
Elise Donovan
BVI House Asia
Poonam Mirchandani
Barclays
Nipun Mehta
BlueOcean Capital Advisors
Lynda O'Mahoney
Capita Asset Services
Arpita Vinay
Centrum Wealth
Manish Singla
Client Associates
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8.40am
Registration
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9.00am
Welcome Address
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9.05am
Panel Discussion
Addressing the challenges in managing family wealth
- What challenges to both new and old wealth face in preserving and protecting their business and personal assets?
- What are the issues to consider when investing for growth?
- What advice do families need in terms of re-generating wealth?
- Being philanthropic – what are some of the innovative and sustainable approaches to giving in India?
- Who are the right professionals and advisers for families to engage? And how should they choose between them?
Chair
Speakers
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9.50am
Presentation - Current trends and new horizons
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10.00am
Presentation - Will CRS really be - son of FATCA?
- Panic now or later?
- Hong Kong - from EOI to AEOI
- Singapore and Indonesia
- BVI
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10.10am
Refreshment & Networking
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10.40am
Panel Discussion
Shielding Indian clients from the global spotlight on transparency
- FATCA, CRS and AEOI – what does this mean for the advice you need to give to your clients?
- What do you need to do internally?
- Panic now or later?
- What should we do differently to protect wealth – and with the least cost?
- What do wealth managers need to know to guide clients through the current environment
- How do you help citizenship and alternative residency planning for wealthy families?
Chair
Speakers
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11.20am
Head - to - Head Q & A - A leading IFC - Jersey’s perspective
- What has Jersey learnt over the years?
- What can India learn from the various challenges and successes of Jersey?
- What does being an ‘early adopter’ of new regulation mean in reality?
- How to ensure the right quality and substance of service providers
- What is required in terms of infrastructure to get to this point?
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11.30am
Presentation - Challenges in advising business families
Shanker IyerIndependent Financial Advisor
- Common challenges faced by business families
- The demands placed on advisers to meet these
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11.40am
Panel Discussion
Making business succession planning smoother
- What are the right structures to help promoters pass on and/or sell their businesses?
- How do you help manage the process better?
- How do you steer family wealth with a trans-generational vision?
- What is the best way to manage conflicts?
- How can you embed the diverse needs of all family members to create a sustainable platform for future generations?
- How can you best groom the next generation?
Chair
Speakers
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12.30pm
Lunch & Networking
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1.20pm
Panel Discussion
Helping families manage their personal wealth
- How do you add value to a client’s personal portfolio?
- Which types of assets and transactions do clients want access to?
- How are clients looking to manage their risk exposure?
- Should the attitude of Indian families towards investments change in a volatile world characterised by less growth?
Chair
Speakers
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2.10pm
Presentation - Equities as an asset class for wealth creation
- The Motilal Oswal Asset Management investment philosophy
- The investment process
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2.20pm
Refreshment & Networking
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2.50pm
Panel Discussion
Deploying capital in a smart and sustainable way
- What advice do family offices want and expect?
- What are business promoters doing with the funds they raise from liquidity events?
- For entrepreneurs with short-term money – how should they deploy this?
- How should they re-invest to generate new wealth over the long term?
- What are some of the products and other solutions to help clients meet their objectives?
Chair
Speakers
Dhruv MehtaChairman Foundation of Independent Financial Advisors (FIFA)
Foundation of Independent Financial Advisors (FIFA)
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3.40pm
Panel Discussion
Doing what’s best for your clients in a challenging and volatile year
- Fundamentally – has the world changed?
- Global issues – what’s the impact on India?
- Is volatility the ‘new norm’?
- Where are we heading – recession? Downturn? Will things get any worse?
- Where are the opportunities for our clients?
- How can clients build a high-quality, diversified portfolio?
- Alternative investment funds – an alpha opportunity?
- What’s the role of real estate in today’s markets?
- Oil – is there more downside to come?
- Risk management is key – but how can we get it right?
Chair
Speakers
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4.40pm
Forum Ends
Indian Family Wealth Forum 2016
Sofitel Hotel, BKC,India
Himadri Chatterjee
360 ONE
Nishant Agarwal
ASK Wealth Advisors
Elise Donovan
BVI House Asia
Poonam Mirchandani
Barclays
Nipun Mehta
BlueOcean Capital Advisors
Lynda O'Mahoney
Capita Asset Services
Arpita Vinay
Centrum Wealth
Manish Singla
Client Associates
Vinay Bajpai
Deutsche Bank Wealth Management
Ajay Agashe
EY
Angelo Venardos
Family Heritage Trust
Dhruv Mehta
Foundation of Independent Financial Advisors (FIFA)
Anupam Guha
ICICI Securities
Sunil Iyer
IQ-EQ
Shanker Iyer
Independent Financial Advisor
Aditi Shrivastava
Intellecap
Gary Hales
Jersey Finance
Gautami Gavankar
Kotak Mahindra Group
Aashish Somaiyaa
Motilal Oswal Asset Management
Sharad Mittal
Motilal Oswal Asset Management
Shweta Shah
Nuvama Private
Benaifer Malandkar
Raay Global Investments
Gaurav Arora
Religare Private Wealth
Sunil Sharma
Sanctum Wealth
Tarun Birani
TBNG Capital Advisors
Kanwar Vivek
YES Bank
Indian Family Wealth Forum 2016
Sofitel Hotel, BKC,India