Indian Wealth Management Forum 2018

Deepali Naair is Senior Partner & Head – Marketing at IIFL Investment Managers, based in Mumbai. She is also on the Board of IIFL Home Finance.

Deepali has 20+ years of experience in Marketing, E-Commerce, Brand, Product and Sales. She has held leadership positions with HSBC, L&T Financial Services Group & Mahindra. She has also worked with Tata Motors, BPL Mobile, Draft FCB-Ulka and was the Marketing Manager for Saffola and Mediker at Marico. Her domain expertise and interests in the field of ecommerce and digital has helped her win many awards. She is ranked as one of the top ’50 most influential women in Media, Marketing & Advertising’ in 2018. In her spare time, she coaches women entrepreneurs at zone start-up, an accelerator and for the last 15 years, she is a guest faculty at S. P. Jain Institute of Management.

Sandeep is Managing Partner and Head of Advisory at IIFL Investment Managers. His team advises and manages key clients at the firm on overall portfolio structuring. Sandeep has more than 12 years of experience in direct client and team management with regional responsibilities including setting up of new branches. As a part of the founding team at IIFL Investment Managers, Sandeep led the setup of offices in various locations including Mumbai, Pune, Goa and Gujarat. Sandeep is an alumnus of IIM Bangalore and VJTI Mumbai.

Vinita has over a decade of experience in providing advisory and structuring solution In her current role she provides estate planning and wealth structuring advise to marquee global Indian high net worth families. She combines her background in finance with legal acumen and in depth understanding of global tax environment to provide holistic solutions. Prior to IIFL Investment Adviser and Trustee Services Limited she was instrumental in setting up estate planning practice for leading financial services firms in India.

Rajesh Kothari is Founder and Managing Director of AlfAccurate Advisors (AAA) – one of the leading Investment Advisory Firm in India. A CWA and an MBA by qualification, he has a rich experience of more than 22 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AAA India Opportunity PMS has delivered 22.2% CAGR since its inception (23 Nov 2009) to 31 July 2018 compared to benchmark (BSE500 Index) return of 10.1%. CNBC, CRISIL, MyIris and others recognized his performance and awarded him for delivering unrivalled risk-adjusted returns.

During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Investment Managers), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking’ by CRISIL, a Standard & Poor’s affiliate. Economic Times recognised his performance and awarded him as a ‘Platinum Fund Manager’. Additionally, he won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. 

He is also actively involved with ‘Arham Yuva Seva Group’ - a philanthropic initiative with several significant programmes for a better world for the youth.

Amrita has recently been appointed as the Senor Executive Director at Avendus Wealth the wealth management arm of leading financial services company Avendus Capital.  In this assignment Amrita is responsible for scaling the existing wealth business and enhancing the proposition to provide bespoke wealth and investment management services to Ultra HNIs, Family Offices and Institutions in India and overseas.

Prior to this she was the Country Business Head at Reliance Private Client the wealth management arm of Reliance Capital where she set up the business from ground up and over five years created a valuable and profitable franchise.   Prior to that Amrita has worked with Citibank NA for over 12 years across multiple roles in branch banking and wealth management. She was a core team member responsible for building Citi’s franchise in India across all client segments affluent, HNI and Ultra HNI and in her last role was the Network Sales Director, Branch Banking and India Head, Citigold Private Client where she lead the team across the branches in India and was responsible for the wealth management, transaction banking and commercial banking business.  She has also worked in the corporate finance unit of Tata Finance and HDFC Bank in the early years.

With her comprehensive experience over the last two decades Amrita has been part of the evolution of the wealth management Industry in India. She has always believed that the long term prosperity of clients is the foundation for success for the business and the team.

Amrita has done her B.Com (H) from Jesus & Mary College, Delhi University  and has a Masters in Finance and Control (MFC), Department of Financial Studies, Delhi University.

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.

Satheesh Krishnamurthy heads the Affluent & NRI Business for Axis Bank. He joined Axis Bank in March 2014. Under his leadership, the Bank launched their most premium brand, ‘Burgundy’, a bespoke wealth management offering for Affluent clients. Over the last couple of years, the assets under management of this business has crossed USD 18 billion, making it one of the fastest growing business units within the Bank and in the industry. Prior to joining Axis Bank, Satheesh worked with Citibank across multiple geographies for over 13 years. In his most recent role with Citibank, he headed Citigold - Citibank's flagship brand in the affluent space. He was instrumental in launching Citigold Private Client (CPC), an exclusive offering for high net worth clients with over USD 1 million relationship size with the bank. Satheesh has worked across various business functions starting with the Corporate Salary accounts Business, Business banking, Cards, Sales & Distribution, and the Affluent Business across geographies. He also did a stint in New York as part of Citibank's prestigious ‘Global High Potential Talent Development Program’. He returned to India as the Sales Director for the Cards business, and was part of the team which developed a new Universal Banker distribution architecture which was responsible for all retail product sales. Satheesh was featured in Fortune India as India’s ‘40 Under 40’ in 2016 & in Business Today as ‘India's Hottest Executives in the Corporate Sector’ in 2015. He is a Director on the board of FIAI, India’s financial distributor’s body working towards strengthening the cause, development, education and progress of the wealth management industry. Satheesh graduated from IIT Kharagpur and holds an MBA degree from FMS, Delhi.

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.

Himanshu is the co-founder of Client Associates. He has over 2 decades of experience in the areas of Investment Banking & Private Banking. Prior to setting up CA he worked with Deutsche Bank Private Banking, DSP Merrill Lynch and London Forfaiting Group. Himanshu has the distinction of pioneering the concept of Family Office in India. Over the years, he has built one of the finest teams of private bankers who work with some of the most distinguished families of India. He has built expertise in providing complex wealth management solutions to address the needs of Family Business Owners & Entrepreneurs in India. He authors the monthly chronicle of Client Associates – CA Monthly – that has a large following in the industry. He also pioneered the concept of Portfolio Reallocation, a Risk Management technique, in the Indian Market. Himanshu received the Outstanding Young Private Banker 2010 Award as part of the Private Banker International’s Global Wealth Awards by PBI-VRL. He was recognised as The Most Prominent Asian Leader by Citywealth, UK in 2009. Himanshu has been invited several times to contribute to columns and discussions on the subject of Financial Planning and Wealth Management by both the print & electronic media. Besides, he is frequently quoted by major national news media because of his expertise in this domain. He is a member of Rotary Club of Delhi South-end as well as CEO Clubs India.

Himanshu is passionate about sports and actively pursues cricket & golf. He is closely associated with various CSR initiatives for Client Associates. He is on the Board of Royal Alliance India. Besides this, he is also on the Governing Board of Vidya School, promoted by Vidya Comfort Academy for underprivileged children. His wife, Parul, shares his interest in philanthropy and works for Pragati, a voluntary organization for underprivileged children.

Himanshu is an alumnus of Shri Ram College of Commerce (SRCC) from where he did his B.Com (Hons). He received his Master’s degree in Finance & Control (MFC) from the University of Delhi. In 2008 he was honored with the Distinguished Alumnus Award from the Department of Financial Studies, New Delhi.

Aditi Kothari Desai is an Executive Director on the Board of DSP BlackRock Investment Managers. She heads Sales, Marketing and E-Business and serves as a member of the Executive and Corporate Social Responsibility (CSR) Committees at DSP BlackRock.

Aditi also leads financial wellness initiatives at DSP BlackRock and was instrumental in launching Winvestor, a special initiative aimed at empowering women with financial knowledge to plan for their economic and long-term security. Among the many activities under the aegis of this program, interactive workshops are conducted in top organizations across the country to inspire corporate working women to take their first steps in their financial journey. Through its partnership with NGOs such as Sanchayan and Parinaam, DSP BlackRock has also reached out to over 4000 underprivileged women as part of the initiative. Aditi also volunteered to partner with Vogue India’s social awareness initiative by pledging to support the education of at least 5000 women from underprivileged backgrounds across India.

Aditi joined Merrill Lynch’s investment banking group in New York in 1998, primarily working on M&A activities in the Financial Institutions Group. Subsequently, she worked in DSP Merrill Lynch as part of the fixed income sales team and later joined DSP Merrill Lynch Fund Managers in 2002 (now DSP BlackRock) where she worked on various projects, including establishing an offshore fund for foreign investors.

Aditi is a Trustee in the Hemendra Kothari Foundation as well as the Wildlife Conservation Trust.

Apart from being an Independent Director at Godrej Agrovet, she also serves on the Advisory Board of DASRA, a leading strategic philanthropy foundation in India.

Aditi holds a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School.

Atin Kumar Saha is Managing Director & Head Wealth Management Coverage, India. With over 30 years of experience in financial services, Atinkumar Saha is Head of Wealth Management Coverage, IPB, India since 2014. Atin joined Deutsche Bank Wealth Management in 1995. Prior to his current role, Atin was responsible for wealth management coverage for the West region in India and also headed the Wealth Management Training Team and Client Engagement Team. He began his stint with Deutsche Bank as a Relationship Manager and was also responsible for communications and brand management for Wealth Management. He has been instrumental in building and steadying the franchise in association with key team members. Prior to joining the Company, Atin worked with ANZ Grindlays Bank PLC as the Area Marketing Manager for the Southern Region in India. He was also the Product Manager for Liabilities (retail) and managed Corporate Campaigns for the company. Atin started his career at NOCIL (Arvind Mafatlal Group) in their consumer products division, where he was responsible for brand development, product launches, vendor management, and sales in the western region. Academic: Masters in Management Studies, Mumbai University
 

Vinay is Managing Director and Head of Products for Deutsche Bank's Private Wealth Management Onshore India unit.

He has over 24 years of experience in the Indian financial services sector. He is responsible for research, due diligence and distribution for all Investment Products for Deutsche Bank's Private Wealth Management clients in India.

Prior to joining Deutsche Bank in 2004, Vinay has worked for ABN AMRO Bank as Head of Investment Advisory in its Private Banking division.

He holds a Post Graduate Diploma in Finance from XLRI, Jamshedpur, a Bachelor of Technology from IIT-BHU . He has also completed a certificate course in Financial Engineering from Indian School of Business, (ISB Hyderabad).

Sandeep Lalwani heads a number of strategic initiatives for Miles. He is a financial services professional with over 25 years of experience in the industry. He commenced his career with Arthur Andersen's fastest growing practice in India in the mid-1980s and has gone on to work on projects and advisory services with leading financial institutions like Deutsche Bank, Standard Chartered Bank,  H&R Block to name a few. Having worked in over 45 countries, Sandeep has contributed significantly in Miles foray into the Global Markets. Since 2006 Sandeep has been closely associated with the growing Asset and Investment Management Firms in India, Mauritius, UK and now Philippines. His expertise covers the technology and operational needs of these firms and has been a keen proponent of the use of technology solutions to provide customer with insights into adviser and portfolio performance.

Pranab is the Head of Products and Advisory Desk at Ambit Private Wealth. 

He has been a part of the private banking industry for the last 12 years, having worked with HSBC and Stanchart Private Bank. He was also part of India's first multi family office, Altamount Capital.

Pranab is a Chemical Engineer from IIT Madras and an MBA in finance from IIM Calcutta.

Irene Lee is Business Development Director for Hawksford, Asia and is responsible for managing and developing new business opportunities and relationships within the Asia Pacific region and beyond. An MBA Graduate, Irene was named “Professional of the Year 2016” for her contributions to the field of wealth management and financial services. With over 17 years’ experience within the financial services and asset protection industries, Irene has held various directorial and board member positions. Her extensive network of contacts, considerable knowledge and expertise, coupled with her passion for Service Excellence and a desire to help, have enabled her to build long lasting relationships as a trusted advisor to intermediaries and HNW clientele alike; through the provision of comprehensive and customised service solutions and structures that Hawksford is renowned for. 

Formerly a Senior international corporate crime and regulation lawyer. He focused on domestic and international investigations, fraud, corporate and financial crime, anti-corruption, anti-money laundering, disciplinary proceedings and regulation. Gerallt has advised on high profile cross-border investigations and proceedings brought by the Serious Fraud Office, DBEIS, HM Revenue & Customs , the CPS, HSE, Trading Standards departments, CMA, Financial Conduct Authority, Prudential Regulation Authority, FRC, Lloyds of London and various professional and sporting disciplinary bodies. Gerallt also advised corporations and financial institutions in respect of regulatory and compliance issues including bespoke training and implementation of global policies and procedures. He has been an intervention agent for the Solicitors' Regulation Authority and is a member of the Disciplinary Panel of The Academy of Experts. Admitted as a Solicitor of England and Wales in 1995 and in the British Virgin Islands in 2012.

Gerallt has lectured extensively in the UK and overseas including:

• APEC Conference Japan
• China Anti-Corruption Summit, (Chairman)
• Corporate Security Management Conference, SG
• Hubbis Compliance in Asia Forum 2017
• LawAsia, SG
• ACFE - Conducting internal corporate investigations - Singapore (Keynote speaker)
• The Asian Banker- Financial Crime360
• Anti-corruption compliance, Thailand
• TAPA Thailand

Gerallt has previously been listed as one of 'The Lawyer - Hot 100'. Recommended by Chambers & Partners Global for dispute resolution in both Singapore and the UK, Legal 500 UK 2016, Best Lawyers 2017, The International Who's Who Legal 2017 in three practice areas: Business Crime Defence, Asset Recovery and Investigations and in Expert Guides 2016 for white collar criminal defence.

Who's Who Legal, listed him as one of the top ten most highly regarded business crime defense lawyers in the World based outside the UK/US. Finance Monthly Business Crime Lawyer of the year 2016, and Corporate LiveWire White collar lawyer of the year 2016.

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.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty five years of working in financial institutions and technology domain.

Phil is the Senior Executive Officer and Head of Distribution for Investors Trust Assurance in the EMEA region. He joined ITA in July 2014 to build the distribution network for Investors Trust Assurance in the EMEA region. He brings over 26 years of experience in the global insurance markets, from the UK, to Asia and Africa. He has been in the Middle East for most of the last 17 years holding General Management, Board positions (Middle East and Africa) and C suite positions with some of the largest Global insurance companies. He is also the Chairman of the DIFC Insurance Association, a community of professionals committed to shaping a prosperous and sustainable insurance market in the DIFC, UAE and beyond.

Richard joined Jersey Finance in 2014, originally as our Business Development Director for the UK, before relocating to the Middle East in 2016 to cover the GCC region. Richard was born and educated in London and subsequently went on to study at the University of Leicester where he graduated with an honours degree in Economics & Social History.

Prior to Jersey Finance Richard spent eight years with Barclays International and led the UK Resident Non Domicile business within Barclays International Banking based in Canary Wharf. Previous to this he spent six years based in their Jersey office as an Investment Manager before going on to lead the business development and client relationship teams.

Richard is a holder of the Investment Management Certificate (IMC) and through the Society of Trust and Estate Practitioners (STEP) obtained the Diploma of International Trust Management with distinction, entitling the TEP designation.

Snow related activities are amongst Richard’s keenest interests and he serves as trustee for the UK charity TAMBA (Twins and Multiple Births Association).

Himanshu Bhagat is Managing Partner at IIFL Wealth Management Ltd, India’s largest private wealth management firm with over US$ 11.00 bn of assets under advice, distribution and custody.

Bhagat has over fifteen years of experience in the Wealth Management industry. At IIFL Wealth Management Ltd, Mumbai-based Bhagat oversees the firm’s strategy including process improvement and technology.

Previously, Bhagat was the head of the Wealth Management business at Morgan Stanley, where he, along with his team, set up the business from scratch, building the full platform locally and integrating with the global processes and practices. He also oversaw the successful exit of the firm via a sale, towards the end of his tenure.

Prior to that, Bhagat had a successful 8 + years stint at Merrill Lynch, a majority of which was spent in its US Head Office at Princeton. He was part of the strategy and business practice group and involved in projects considered state-of-the-art in the industry even today.

Bhagat is an MBA from Boston College as well as a qualified Chartered Accountant. On a personal note, Bhagat is married to a graphic designer and has a lovely 7-year-old daughter.

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With over 25 years of experience, he has successfully established and scaled up wealth management ventures in India and abroad, including at Deutsche Bank, HSBC, ICICI Bank, and Karvy Private Wealth. Notably, he led Fisdom Private Wealth as CEO, expanding the business in emerging markets. Abhijit holds a Post-graduate Diploma in Marketing and Finance from IIM Lucknow.

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.

Kunal Bajaj is Founder & CEO of Clearfunds.com – a leading Indian mutual fund robo-advisor, and the Head of Digital Wealth Management for MobiKwik.

He started Clearfunds to make high-quality investment advice available to everyone, not just the ultra-rich, at a flat-fee, not a fat fee.

Kunal has 18 years of experience in Institutional Equity Sales, Trading and Risk Management at some of the world’s largest financial institutions such as Goldman Sachs, Credit Suisse, J.P.Morgan and CLSA and Jefferies, in India and Japan. His last position was Managing Director and Head of Equity Sales at Jefferies India. He is a rank-holding Chartered Accountant and graduated from University of Bombay in 1996.

Aashish Somaiyaa is Chief Executive Officer, Motilal Oswal Asset Management Company. He has more than 13 years of experience across sales and distribution, channel management, product development and institutional sales from ICICI Prudential Asset Management Company and a brief stint at project management with Bharti AXA Investment Managers.

His last assignment was with ICICI Prudential Asset Management Company, as Senior Vice President & Head - Retail business where he was responsible for sales, distribution and product development of mutual fund, Portfolio management services and real estate offerings through retail distribution, banking and private wealth management channels across India and UAE.

Somaiyaa holds a Bachelor of Engineering in Polymer Science and a Masters in Management Studies in Finance from Narsee Monjee Institute of Management Studies, Mumbai.

Shrinath is a Senior Equity analyst with Motilal Oswal Group for the last 13 years.

For five years before that, he was wondering what he was doing with a matrimonial company, Shaadi.com!

When not an equity analyst, he keeps losing to his mobile chess app, and wonders “At this rate, when will I become Grandmaster?”

In 2014, he lost a Parliamentary Election and wondered, “At this rate, when will I become the PM of India?”

He doesn’t fancy leading workshops, especially on investing, and that’s why today he must be wondering, “Why am I doing this?”

In fact, the reason he wonders so much, is because he hopes the world will one day call him a Wonder Man!

Given this wonder-ful profile of his, we wonder whether we will gain much from today’s session! Let’s give it a shot anyways!

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Anshu Kapoor has recently taken over the mantle to build Investment Management business. He is leading initiatives to create an Alternatives Assets platform (Private Equity and Hedge Funds). Anshu joined Edelweiss Group in 2010 to start the Private Wealth Management (PWM) business. Driven by a vision of creating “world’s most customer centric” wealth management business, Anshu grew the business 15x over last 7 years to US $17 billion in Assets under Advice (AuA) - to top #3 position in the industry. The business has been internationally acclaimed and awarded as the Best Private Bank, India by global publications like Global Finance (2018, 2019, 2020), Asiamoney (2017, 2018) and Asian Private Banker (2018, 2020). Prior to joining Edelweiss, Anshu was a Director at Merrill Lynch, where he was instrumental in developing Wealth Management business across India, Middle East, Asia Pacific and North America. Anshu has also worked in leadership positions in Consumer Banking and Capital Markets with HSBC and ICICI Bank. Anshu is passionate about scaling up businesses, technology and is an avid travel photographer. He is married with three kids.

Gaurav has wide-ranging experience of more than a decade in the Private Wealth Management industry across Product Management/Investment Advisory/Family Office/Credit and Fund Management. He has a deep understanding of various asset classes, and an acute sense of structuring innovative investment solutions for clients in varied market conditions.

At ASK Wealth Advisors, Gaurav is responsible for leading the firm’s Investment Strategy/Proposition, and offering a comprehensive suite of Products backed by in-depth research to the firm’s Ultra HNW clients 

Prior to joining ASK, Gaurav lead Products & Advisory at Religare Private Wealth as the CIO. Earlier, Gaurav was with IIFL Private Wealth Management (an IndiaInfoline group company) from 2008 to 2014 as Sr. Vice President, where, as a part of the initial team he was actively involved in setting-up the entire Product platform/proposition from scratch.  

Prior to that, he was also a part of the initial team at Standard Chartered Private Bank in India, where he led the investment advisory team catering to the bank’s top HNI clients between 2005-2008. He started his career with Citigroup in their lending business.

Gaurav completed his PGDBM from IIM-Bangalore in 2003.

Prateek Pant is the Head of Products and Solutions at Sanctum Wealth Management and is part of the Founding Team.

Prateek oversees the delivery of client solutions for Sanctum Wealth Management in India which includes investments, wealth planning and real estate services through a team of 20 staff.

Prateek brings with him over 20 years of experience in Banking and Financial Services in India and the Middle East. Prior to Sanctum Wealth Management he worked with RBS Group, Franklin Templeton, Bank of America, ABN Amro Bank, HSBC and Commercial Bank of Qatar in the domains of branch banking, credit cards and wealth management.

Prateek has a Bachelor's degree in Engineering, with a specialisation in Chemical Engineering, from the University of Mumbai. He has also obtained an MMS degree from the Jamnalal Bajaj Institute of Management Studies, with a specialisation in Finance.

Nitin Singh is Managing Director & Head, Wealth Management, India. In this role he has overall responsibility for offering wealth management solutions across all customer segments of the Bank in India. He brings to this position, significant experience in roles within Private Banking, Asset Management and Wealth Management and demonstrated success in fund management and consumer marketing. Nitin is also on the board of Standard Chartered Securities India Pvt Ltd. Nitin joined Standard Chartered Bank in April 2017. Prior to this, he was Global Head of Fund Strategy, Global Private Banking at HSBC, responsible for long-only mutual funds and ETF product offerings globally. He has also served as Country Head – Investment Services and Product Solutions for HSBC Private Bank India and has been a director on the board of HSBC Invest Direct India Ltd. Nitin is a Post Graduate from Indian Institute Management, Bangalore with a graduate degree in Economics. Nitin is a Post Graduate from Indian Institute Management, Bangalore with a graduate degree in Economics.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Deepak Khurana heads the Business Development for the Buyside segment at Thomson Reuters for South Asia. Deepak previously worked with Morningstar India as Sales Director; Channel Head of Banks & Wealth Managers for Mire Asset India; managed business development for CRISIL FundService, a S&P group company. Deepak has a long experience of closely engaging with Wealth Management firms for providing digital and advisory solutions.

Aniruddha heads the business and strategy for Buy Side in South Asia and brings over 20 years of experience in the Data and Information Industry. Prior to joining Thomson Reuters in June 2017, he was the Regional Sales Director at Dow Jones and led the growth of its regulatory risk & compliance business in India. Prior to that, he spent over a decade working with India’s leading economic think-tank CMIE, as Head of Sales and led the company’s pioneering effort to start India’s largest household income, expenditure and savings survey. He also worked with Bloomberg as Sales Team Leader and was recognized for his buy-side sales strategy.

Atul Singh is the Founder & Chief Executive Officer at Validus Wealth, India. At Validus Wealth, he is building the next generation wealth advisory firm, that holistically addresses financial needs of Indian investors. Atul is a veteran in the wealth management industry. After a long career of running private banking businesses for Merrill Lynch and Julius Baer, in 2017, he decided to capitalise his expertise into incubating a new wealth firm in India, with a vision of turning it into a recognised center of excellence in wealth management space. With client centricity at the core, Atul has been successfully aggregating a team of investment professionals from international & Indian wealth firms, that will change the landscape of how investment will be done in India, across UHNI, HNI and affluent segments. For over two decades, Atul has built and run private banking businesses across several key markets including USA, Asia and India. Prior to Validus Wealth, Atul was the Managing Director and CEO of Julius Baer India, one of the largest private banking business in India. He led the acquisition of this business from Merrill Lynch to Julius Baer, along with 150 employees and $6.5 Bn of AUM. Before this carve-out, at Merrill Lynch, Atul was the MD of private banking business where he built a strong on-shore India platform. He also played a significant role in introducing Indian investors to investment opportunities globally. Before moving to India, Atul was based in Singapore where he held various leadership positions within the Asia Wealth Management business of Merrill Lynch. Prior to joining Merrill Lynch in July 2006, Atul was a principal with Booz Allen Hamilton in New York, where he advised large financial services clients on driving growth and productivity. At Booz Allen, he authored several thought pieces of dynamics of wealth management and wholesale banking businesses. Atul holds an MBA from IIM Bangalore with a Director’s Medal and a degree in Electrical Engineering from the Birla Institute of Technology, Ranchi, with a Presidential Gold Medal.

Sharad (CEO, Founder: Valuefy Solutions) is a first generation entrepreneur with strong experience of creating products in the fintech domain and has played various successful roles in technology and data sciences domain helping clients across industry verticals.

Sharad co-founded Valuefy in 2010 and has steered it to be one of the leading Indian firms in the investment technology space. Valuefy’s platforms serve the leading asset management companies, banks and wealth managers in India and abroad. Awarded as the leading WealthTech platform by NASSCOM, Valuefy’s robo-advisor, Invezta.com, is India’s first zero commission robo advisor.

Earlier, Sharad founded BrainMatics that provided solutions towards regulatory risk compliance. He worked with Fractal and Infosys in the early part of his career.

Sharad is an engineering graduate from Lucknow University and holds a MBA from IIM Ahmadabad. He is passionate about technology and building innovative customer experiences.

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.

Anshu Kapoor has recently taken over the mantle to build Investment Management business. He is leading initiatives to create an Alternatives Assets platform (Private Equity and Hedge Funds). Anshu joined Edelweiss Group in 2010 to start the Private Wealth Management (PWM) business. Driven by a vision of creating “world’s most customer centric” wealth management business, Anshu grew the business 15x over last 7 years to US $17 billion in Assets under Advice (AuA) - to top #3 position in the industry. The business has been internationally acclaimed and awarded as the Best Private Bank, India by global publications like Global Finance (2018, 2019, 2020), Asiamoney (2017, 2018) and Asian Private Banker (2018, 2020). Prior to joining Edelweiss, Anshu was a Director at Merrill Lynch, where he was instrumental in developing Wealth Management business across India, Middle East, Asia Pacific and North America. Anshu has also worked in leadership positions in Consumer Banking and Capital Markets with HSBC and ICICI Bank. Anshu is passionate about scaling up businesses, technology and is an avid travel photographer. He is married with three kids.

Satheesh Krishnamurthy heads the Affluent & NRI Business for Axis Bank. He joined Axis Bank in March 2014. Under his leadership, the Bank launched their most premium brand, ‘Burgundy’, a bespoke wealth management offering for Affluent clients. Over the last couple of years, the assets under management of this business has crossed USD 18 billion, making it one of the fastest growing business units within the Bank and in the industry. Prior to joining Axis Bank, Satheesh worked with Citibank across multiple geographies for over 13 years. In his most recent role with Citibank, he headed Citigold - Citibank's flagship brand in the affluent space. He was instrumental in launching Citigold Private Client (CPC), an exclusive offering for high net worth clients with over USD 1 million relationship size with the bank. Satheesh has worked across various business functions starting with the Corporate Salary accounts Business, Business banking, Cards, Sales & Distribution, and the Affluent Business across geographies. He also did a stint in New York as part of Citibank's prestigious ‘Global High Potential Talent Development Program’. He returned to India as the Sales Director for the Cards business, and was part of the team which developed a new Universal Banker distribution architecture which was responsible for all retail product sales. Satheesh was featured in Fortune India as India’s ‘40 Under 40’ in 2016 & in Business Today as ‘India's Hottest Executives in the Corporate Sector’ in 2015. He is a Director on the board of FIAI, India’s financial distributor’s body working towards strengthening the cause, development, education and progress of the wealth management industry. Satheesh graduated from IIT Kharagpur and holds an MBA degree from FMS, Delhi.

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.

Himanshu is the co-founder of Client Associates. He has over 2 decades of experience in the areas of Investment Banking & Private Banking. Prior to setting up CA he worked with Deutsche Bank Private Banking, DSP Merrill Lynch and London Forfaiting Group. Himanshu has the distinction of pioneering the concept of Family Office in India. Over the years, he has built one of the finest teams of private bankers who work with some of the most distinguished families of India. He has built expertise in providing complex wealth management solutions to address the needs of Family Business Owners & Entrepreneurs in India. He authors the monthly chronicle of Client Associates – CA Monthly – that has a large following in the industry. He also pioneered the concept of Portfolio Reallocation, a Risk Management technique, in the Indian Market. Himanshu received the Outstanding Young Private Banker 2010 Award as part of the Private Banker International’s Global Wealth Awards by PBI-VRL. He was recognised as The Most Prominent Asian Leader by Citywealth, UK in 2009. Himanshu has been invited several times to contribute to columns and discussions on the subject of Financial Planning and Wealth Management by both the print & electronic media. Besides, he is frequently quoted by major national news media because of his expertise in this domain. He is a member of Rotary Club of Delhi South-end as well as CEO Clubs India.

Himanshu is passionate about sports and actively pursues cricket & golf. He is closely associated with various CSR initiatives for Client Associates. He is on the Board of Royal Alliance India. Besides this, he is also on the Governing Board of Vidya School, promoted by Vidya Comfort Academy for underprivileged children. His wife, Parul, shares his interest in philanthropy and works for Pragati, a voluntary organization for underprivileged children.

Himanshu is an alumnus of Shri Ram College of Commerce (SRCC) from where he did his B.Com (Hons). He received his Master’s degree in Finance & Control (MFC) from the University of Delhi. In 2008 he was honored with the Distinguished Alumnus Award from the Department of Financial Studies, New Delhi.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty five years of working in financial institutions and technology domain.

Atin Kumar Saha is Managing Director & Head Wealth Management Coverage, India. With over 30 years of experience in financial services, Atinkumar Saha is Head of Wealth Management Coverage, IPB, India since 2014. Atin joined Deutsche Bank Wealth Management in 1995. Prior to his current role, Atin was responsible for wealth management coverage for the West region in India and also headed the Wealth Management Training Team and Client Engagement Team. He began his stint with Deutsche Bank as a Relationship Manager and was also responsible for communications and brand management for Wealth Management. He has been instrumental in building and steadying the franchise in association with key team members. Prior to joining the Company, Atin worked with ANZ Grindlays Bank PLC as the Area Marketing Manager for the Southern Region in India. He was also the Product Manager for Liabilities (retail) and managed Corporate Campaigns for the company. Atin started his career at NOCIL (Arvind Mafatlal Group) in their consumer products division, where he was responsible for brand development, product launches, vendor management, and sales in the western region. Academic: Masters in Management Studies, Mumbai University
 

Phil is the Senior Executive Officer and Head of Distribution for Investors Trust Assurance in the EMEA region. He joined ITA in July 2014 to build the distribution network for Investors Trust Assurance in the EMEA region. He brings over 26 years of experience in the global insurance markets, from the UK, to Asia and Africa. He has been in the Middle East for most of the last 17 years holding General Management, Board positions (Middle East and Africa) and C suite positions with some of the largest Global insurance companies. He is also the Chairman of the DIFC Insurance Association, a community of professionals committed to shaping a prosperous and sustainable insurance market in the DIFC, UAE and beyond.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

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.

Deepali Naair is Senior Partner & Head – Marketing at IIFL Investment Managers, based in Mumbai. She is also on the Board of IIFL Home Finance.

Deepali has 20+ years of experience in Marketing, E-Commerce, Brand, Product and Sales. She has held leadership positions with HSBC, L&T Financial Services Group & Mahindra. She has also worked with Tata Motors, BPL Mobile, Draft FCB-Ulka and was the Marketing Manager for Saffola and Mediker at Marico. Her domain expertise and interests in the field of ecommerce and digital has helped her win many awards. She is ranked as one of the top ’50 most influential women in Media, Marketing & Advertising’ in 2018. In her spare time, she coaches women entrepreneurs at zone start-up, an accelerator and for the last 15 years, she is a guest faculty at S. P. Jain Institute of Management.

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

Vinay is Managing Director and Head of Products for Deutsche Bank's Private Wealth Management Onshore India unit.

He has over 24 years of experience in the Indian financial services sector. He is responsible for research, due diligence and distribution for all Investment Products for Deutsche Bank's Private Wealth Management clients in India.

Prior to joining Deutsche Bank in 2004, Vinay has worked for ABN AMRO Bank as Head of Investment Advisory in its Private Banking division.

He holds a Post Graduate Diploma in Finance from XLRI, Jamshedpur, a Bachelor of Technology from IIT-BHU . He has also completed a certificate course in Financial Engineering from Indian School of Business, (ISB Hyderabad).

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Sharad (CEO, Founder: Valuefy Solutions) is a first generation entrepreneur with strong experience of creating products in the fintech domain and has played various successful roles in technology and data sciences domain helping clients across industry verticals.

Sharad co-founded Valuefy in 2010 and has steered it to be one of the leading Indian firms in the investment technology space. Valuefy’s platforms serve the leading asset management companies, banks and wealth managers in India and abroad. Awarded as the leading WealthTech platform by NASSCOM, Valuefy’s robo-advisor, Invezta.com, is India’s first zero commission robo advisor.

Earlier, Sharad founded BrainMatics that provided solutions towards regulatory risk compliance. He worked with Fractal and Infosys in the early part of his career.

Sharad is an engineering graduate from Lucknow University and holds a MBA from IIM Ahmadabad. He is passionate about technology and building innovative customer experiences.

Aditi Kothari Desai is an Executive Director on the Board of DSP BlackRock Investment Managers. She heads Sales, Marketing and E-Business and serves as a member of the Executive and Corporate Social Responsibility (CSR) Committees at DSP BlackRock.

Aditi also leads financial wellness initiatives at DSP BlackRock and was instrumental in launching Winvestor, a special initiative aimed at empowering women with financial knowledge to plan for their economic and long-term security. Among the many activities under the aegis of this program, interactive workshops are conducted in top organizations across the country to inspire corporate working women to take their first steps in their financial journey. Through its partnership with NGOs such as Sanchayan and Parinaam, DSP BlackRock has also reached out to over 4000 underprivileged women as part of the initiative. Aditi also volunteered to partner with Vogue India’s social awareness initiative by pledging to support the education of at least 5000 women from underprivileged backgrounds across India.

Aditi joined Merrill Lynch’s investment banking group in New York in 1998, primarily working on M&A activities in the Financial Institutions Group. Subsequently, she worked in DSP Merrill Lynch as part of the fixed income sales team and later joined DSP Merrill Lynch Fund Managers in 2002 (now DSP BlackRock) where she worked on various projects, including establishing an offshore fund for foreign investors.

Aditi is a Trustee in the Hemendra Kothari Foundation as well as the Wildlife Conservation Trust.

Apart from being an Independent Director at Godrej Agrovet, she also serves on the Advisory Board of DASRA, a leading strategic philanthropy foundation in India.

Aditi holds a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School.

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.

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.

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.

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.