We were delighted to host our 6th annual event in Mumbai for the wealth management community in India.

Around 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading local and universal Private Banks and Retail Banks, along with NBFCs, National Distributors, IFAs, Registered Investment Advisers and Insurance companies.

Many thanks again to those people who participated in and attended the event, and also to our partners.

Aug 25

Indian Wealth Management Forum 2016

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

Richard Nunn

Jersey Finance

Kanwar Vivek

YES Bank

Atul Singh

Bank Julius Baer

Caroline Kulkarni

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.

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2021 event schedule.

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Event Agenda
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  • 8.40am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel discussion - What’s your place in the wealth management industry?

    • What’s the right value proposition in a more complex and challenging world?
    • If the big focus for many players is building wallet size – how can you grow market share in a sustainable way?
    • How can you manage ever-escalating costs – across people, platform and compliance?
    • Growth for private banks has been stilted – who will be the winners over the next 5 years, and why?
    • What does the wealth management firm of the future look like in India? Is anyone prepared to build it?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Kanwar Vivek

    Senior President - Head Wealth Management & YES First Branch Banking

    YES Bank

    Anshu Kapoor

    Head of Private Wealth Management

    Edelweiss Financial Services

    Soumya Rajan

    Founder & Chief Executive Officer

    Waterfield Advisors

    Atinkumar Saha

    Managing Director & Head Wealth Management Coverage, India

    Deutsche Bank Wealth Management

    Feroze Azeez

    Deputy Chief Executive Officer

    Anand Rathi Private Wealth Management

    Abhijit Bhave

    Chief Executive Officer

    Karvy Private Wealth

    Atul Singh

    Managing Director and Chief Executive Officer, India

    Bank Julius Baer

  • 9.50am

    Presentation - Changes in the wealth management industry globally – and what should we expect in India

    Himanshu Bhagat

    Managing Partner

    IIFL Wealth Management

    • Market highlights and developments
    • India outlook
  • 10.00am

    Presentation - Cognitive engagement in wealth management

    Sandeep Lalwani

    Executive Director – Europe and APAC

    EbixCash Financial Technology (Formerly Miles Software)

    • Impact on wealth management and client engagements
    • Empowering and enlightening the advisers 
    • Transforming business models
  • 10.10am

    Panel discussion - Embracing the move towards an advisory model

    • How is the advisory model changing in reality?
    • Should the regulator create more barriers of entry to being an adviser?
    • Changing the conversation between advisers and clients – turning the concepts of offering advice, creating a proper long term relationship and being needs-based into reality?
    • What should the KPIs be to change the mind-set of advisers and get them thinking longer term?
    • Will clients ever alter their behaviour if you sell to them in a different way?
    • What can we do to better understand and respond to the needs of our clients? Especially since clients have access to so much information today?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Rajesh Saluja

    Chief Executive Officer and Managing Director

    ASK Wealth Advisors

    Himanshu Kohli

    Founder Partner

    Client Associates

    Jayant Vidwans

    Director

    Chaitanya Financial Consultancy

    Kaushik Deva

    Chief Executive Officer

    Kredere Wealth Partner

    Vishal Dhawan

    Founder and Chief Executive Officer

    Plan Ahead Wealth Advisors

    Nishith Desai

    Owner

    Nishith Desai Associates

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Equities as an asset class for wealth creation

    Aashish Somaiyaa

    Chief Executive Officer

    Motilal Oswal Asset Management

    • The Motilal Oswal Asset Management investment philosophy 
    • The investment process
  • 11.40am

    Presentation - How structured product platforms can help alleviate fear

    Milind Kulkarni

    Group Chief Executive Officer

    FinIQ

    • A 7-part fintech ‎formula to scale-up your product distribution
    • Best price execution, interactive product design, order management, suitability and compliance, what-if simulation, integrated credit checks and modern user experience
  • 11.50am

    Presentation - Establishing inbound family offices in Singapore

    Sunil Iyer

    Managing Director, Singapore

    IQEQ

    • Structures used
    • Tax & regulation considerations
    • Other considerations (eg. immigration)
  • 12.00pm

    Panel discussion - How do you create ‘stickier’ staff?

    • How can you make your RMs more loyal?
    • How do we enhance capacity and capability in Indian wealth management?
    • What is the right compensation model?
    • What tools do your RMs and advisers need to help them become better equipped and informed? And therefore mean you are more likely to retain them?
    • How can you make learning and professional development more interesting and effective?
    • What are the conditions for learning to be interesting and effective?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Nick Pollard

    Managing Director, Asia Pacific

    CFA Institute

    Pranav Joshi

    Founder and Chief Executive Officer

    Altamount Capital

    Caroline Kulkarni

    Co-Founder, Head of Human Resources

    Sanctum Wealth Management

    Anupam Guha

    Head of Private Wealth Management & Equity Advisory Group

    ICICI Securities

    Bhavesh Sanghvi

    Head of Wealth Management Aditya

    Aditya Birla Wealth Management

  • 12.40pm

    Lunch

  • 13.25pm

    Panel discussion - What’s the role of digital in Indian wealth management?

    • Everyone is talking about ‘going digital’ – but what are they really doing?
    • Do fintechs have a future in Indian wealth management? Do most of them have any real substance? Who will survive and thrive?
    • Will this have any impact on your existing business?
    • Can robo-advisers survive during volatile markets when clients need more hand-holding?
    • What can you do to standardise KYC and other processes to support client acquisition?
    • Are there any consequences of falling behind in the digital race?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Satheesh Krishnamurthy

    Executive Vice President & Business Head - Affluent & NRI

    Axis Bank

    Nitin Agrawal

    Co-Founder

    Orowealth

    Manoj Shenoy

    Chief Executive - Wealth Management

    L&T Financial Services

    Jaideep Hansraj

    Chief Executive, Head of Wealth Management & Priority Banking

    Kotak Mahindra Bank

    Nipun Mehta

    Founder and Chief Executive Officer

    BlueOcean Capital Advisors

    Milind Kulkarni

    Group Chief Executive Officer

    FinIQ

  • 14.10pm

    Presentation - Numerix Oneview – consolidated look at orchestration, distribution and managing risk of investment products

    Erdem Ozgul

    Managing Director

    Numerix

    • Utilising innovative technologies to overcome challenges with legacy systems and processes, improve productivity and profitability
  • 14.20pm

    Presentation - A wealth manager’s journey from KYC to UYC

    Anshu Kapoor

    Head of Private Wealth Management

    Edelweiss Financial Services

    • Client segmentation 
    • Digital disruption
    • Trends and opportunities
  • 14.30pm

    Presentation - After the Panama Papers; transparency, the new minimum standard"

    Richard Nunn

    Regional Head, East

    Jersey Finance

    • The political economy
    • After the Panama Papers
    • Public Registers – the new global standard
    • Transparency in practice
    • Why Jersey?
  • 14.40pm

    Refreshment & Networking

  • 15.10pm

    Presentation - Removing the funds penetration blockage

    Andrew Hendry

    Managing Director, Asia

    Westoun Advisors

    • What are the challenges to greater funds penetration in Asia?
    • What are the best practices among fund gatekeepers?
    • How to open the funds funnel a bit wider
  • 15.20pm

    Panel discussion - Re-defining product distribution in India

    • How do we create more transparency around fees? What changes will we see in how distributors get paid?
    • How can we make the financial adviser channel more relevant?
    • To date, performance hasn’t been the main differentiator – will this change as there is more information and investor awareness?
    • As an asset manager – how can you build credible distribution?
    • How can financial inclusion and investor education – along with other government and industry-led initiatives – help reverse the product-pushing mentality and deepen the penetration of mutual funds?
    • Do we need a self-regulatory organisation?
    • How can you raise more money from overseas investors?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Ashish Malaviya

    Head Investments & Relationship Management (Select)

    IndusInd Bank

    Arindam Madhuryya

    Associate

    Carey Olsen

    Tarun Birani

    Founder and Chief Executive Officer

    TBNG Capital Advisors

    Neeraj Choksi

    Joint Managing Director

    NJ Group

    Sanjay Sachdev

    Chairman, Chairperson, Financial Planning Standards Board

    ZyFin

  • 16.05pm

    Panel discussion - What’s the best investment advice you can give clients today?

    • How can clients really build a more diversified portfolio?
    • Where are the opportunities for our clients?
    • How can we educate clients to have a long term mind-set?
    • How can we make the engagement with investment solutions more ‘sticky’?
    • What are the best ways to get more people invested in mutual funds?
    • Private funds vs mutual funds - creating more choice and outcomes for clients
    • Risk management is key - but how can we get it right?
    • How can we encourage customers to increase their risk tolerance?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Gaurav Awasthi

    Head - Product - Private Wealth Management

    ICICI Securities

    Prateek Pant

    Co-Founder and Head of Products and Solutions

    Sanctum Wealth Management

    Vinay Bajpai

    Managing Director - Coverage & Advice

    Deustche Bank

    Nishant Agarwal

    Senior Director & Head Products, Advisory & Family Office

    ASK Wealth Advisors

    Ashish Shanker

    Head - Investment Advisory

    Motilal Oswal Private Wealth

    Nidhi Chawla

    Vice President, Products

    Avendus Wealth Management

  • 16.50pm

    Forum End

Aug 25

Indian Wealth Management Forum 2016

India

Speakers

Richard Nunn

Jersey Finance

Kanwar Vivek

YES Bank

Atul Singh

Bank Julius Baer

Caroline Kulkarni

Sanctum Wealth Management

Nick Pollard

CFA Institute

Prateek Pant

Sanctum Wealth Management

Tarun Birani

TBNG Capital Advisors

Anupam Guha

ICICI Securities

Anshu Kapoor

Edelweiss Financial Services

Bhavesh Sanghvi

Emkay Global Financial Services

Rajesh Saluja

ASK Wealth Advisors

Soumya Rajan

Waterfield Advisors

Kaushik Deva

Kredere Wealth Partner

Jayant Vidwans

Chaitanya Financial Consultancy

Vinay Bajpai

Deustche Bank

Feroze Azeez

Anand Rathi Private Wealth Management

Arindam Madhuryya

Carey Olsen

Himanshu Kohli

Client Associates

Manoj Shenoy

L&T Financial Services

Himanshu Bhagat

IIFL Wealth Management

Nitin Agrawal

Orowealth

Sunil Iyer

IQEQ

Andrew Hendry

Westoun Advisors

Atinkumar Saha

Deutsche Bank Wealth Management

Abhijit Bhave

Karvy Private Wealth

Nishant Agarwal

ASK Wealth Advisors

Sanjay Sachdev

ZyFin

Nipun Mehta

BlueOcean Capital Advisors

Ashish Malaviya

IndusInd Bank

Neeraj Choksi

NJ Group

Sandeep Lalwani

EbixCash Financial Technology (Formerly Miles Software)

Nidhi Chawla

Avendus Capital

Gaurav Awasthi

ICICI Securities

Aashish Somaiyaa

Motilal Oswal Asset Management

Satheesh Krishnamurthy

Axis Bank

Pranav Joshi

Altamount Capital

Milind Kulkarni

FinIQ

Nishith Desai

Nishith Desai Associates

Ashish Shanker

Motilal Oswal Private Wealth

Vishal Dhawan

Plan Ahead Wealth Advisors

Erdem Ozgul

Numerix

Jaideep Hansraj

Kotak Mahindra Bank

Aug 25

Indian Wealth Management Forum 2016

India

Partners

gold

silver

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Aug 25

Indian Wealth Management Forum 2016

India