Helping Asian Wealth Management Communities interact

India’s Dynamic Wealth Management Market: Rising to the Opportunities

We are delighted to host our 9th annual event in India for the Private Wealth Management Community.

India’s wealth management market is considered one of the more dynamic. The country’s economic expansion has continued unabated, and the growth of private wealth has been even more robust. Hubbis will assemble a sizeable group of private wealth and asset management senior management to our forum in Mumbai to debate the optimal strategies that industry players should adopt to help them survive and prosper in the years ahead.

The event is for senior management, product gatekeepers and business heads from local and universal Private Banks and Retail Banks, along with NBFCs, national distributors, IFAs and Registered Investment Advisers.

We have refreshed the format for the event – and we think it’s particularly relevant at a time of so much change and opportunity for the industry.

Key elements of the forum –

  • Identify success stories and best practices
  • A meaningful get-together with CEOs, senior management, product gatekeepers and relationship managers from the leading Private Banks and Retail Banks, along with NBFCs, national distributors, IFAs and Registered Investment Advisers.
  • Explore and foster industry collaboration with exciting and interactive panel discussions, focused presentations, workshops, head-to-head interviews, and more.
  • An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
  • 7 focused 10-minute presentations
  • 5 Panel discussions
  • 4 40-minute workshops

Hubbis events are –

FUN, CONSISTENT, RELEVANT, ENGAGING AND UNIQUE

Aug 22

Indian Wealth Management Forum 2019

Four Seasons Hotel, Mumbai, India

Featured sponsors
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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

Abhijit Bhave

Karvy Private Wealth

Abhra Roy

Infosys Finacle

Anand Moorthy

PropsAMC

Anand Varadarajan

NJ India Invest

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

Latest event highlights
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Experience our latest event for yourself

Digital Wealth Asia Forum 2019

Four Seasons Hotel, Mumbai,India

We were delighted to host our annual event in Hong Kong for the Digital Community in Wealth Management.

More than 300 CEOs, senior management, product gatekeepers and RM’s at Private Banks, Retail Banks, IFAs. Independent Asset Management Firms (IAM), Ex...

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Get involved in Hubbis events

Sponsor an event Hubbis offers multiple sponsorship packages within the Asian Wealth Management community.

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Event Agenda
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Morning

  • 8.40am

    Registration

  • 8.50am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 8.55am

    Panel discussion - Private wealth management - a time of dramatic change

    • What can you do to improve your value proposition?
    • Is your firm attractive enough for the new wealth creators and next generation of clients?
    • What does the current revenue mix of wealth managers in India look like? How is it changing?
    • What changes are we seeing in client expectations and behaviour?
    • Where will the continued growth come from and what are your priorities?
    • What does the word ‘advice’ really mean?
    • Are clients not thinking realistically abut risk and reward?
    • How can you get the right people and proposition in front of the right clients?
    • Revenue margins per clients will decline in the future. Is digital a way to stop revenue erosion and are you effective at monetising new digital services?
    • What is the future role of the RM when banks get digital? Is the human touch less important in the future?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Anshu Kapoor

    Head of Private Wealth Management

    Edelweiss Private Wealth Management

    Abhijit Bhave

    Chief Executive Officer

    Karvy Private Wealth

    Feroze Azeez

    Deputy Chief Executive Officer

    Anand Rathi Private Wealth Management

    Satheesh Krishnamurthy

    Executive Vice President & Business Head - Affluent & NRI

    Axis Bank

    Himanshu Kohli

    Founder Partner

    Client Associates

  • 9.40am

    Presentation - Investing in the Current Market Environment

    Ankur Thakore

    Chief Distribution Officer

    L&T Investment Management

    • Current market environment
    • What’s worrying fixed income market?
    • What should one do in these times?
  • 9.50am

    Head - to - Head Q & A - Investment Migration: Trends and Developments for HNWIs

    Dominic Volek

    Managing Partner, Head Southeast Asia

    Henley & Partners

  • 10.00am

    Presentation - Transforming Wealth Management for the Future

    Abhra Roy

    Head, Finacle Wealth Management Solution

    Infosys Finacle

    Atul Singh

    Chief Executive Officer

    Validus Wealth

    • Redefining wealth management for 2019 and beyond
    • Future Proofing your Business with a Truly Digital Platform
  • 10.15am

    Presentation - Wealth Management as a subscription service

    Anshu Kapoor

    Head of Private Wealth Management

    Edelweiss Private Wealth Management

    • The future of wealth management, driven by client needs and regulatory impact
    • Shift in wealth management business model
  • 10.25am

    Panel discussion - Platforms and Technology - the future of private wealth and asset management?

    • What does it mean today to ‘add value’ to a client?
    • What do you need from your investment platform? How is that changing?
    • What digital expectations do clients have?
    • Transparency, Margins, Costs and Fees – what’s changing?
    • How must we tweak the investment engine? Can it be automated? How can we improve efficiency?
    • How do we deliver ‘funds’ and investment products and ‘advice’ to our clients efficiently?
    • What does the word ‘platform’ mean to you?
    • How can you help wealth and asset managers with their fund selection, diversification and asset allocation?
    • What’s the role of AI?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Kunal Bajaj

    Head of Digital Wealth Management

    MobiKwik

    Sharad Singh

    Chief Executive Officer

    Valuefy

    Damian Hitchen

    CEO Singapore

    Swissquote

    Anupam Guha

    Head of Private Wealth Management & Equity Advisory Group

    ICICI Securities

    Rahul Gaitonde

    COO

    Cube Wealth

    Anand Moorthy

    Founder & CEO

    PropsAMC

    Shobhit Mathur

    Senior Director & Head - Advisory

    Kotak Investment Advisors

  • 11.10am

    Presentation - RM Office - 2020 Advantage

    Stanzin Tsesdup

    Assistant Vice President, Global Consumer Banking

    Intellect Design Arena

    • Possibility to Increase RMs productivity by 20%
    • Possibility to reduce operational cost by 20%
    • Let your system take care of compliance - 3D Compliance
    • Leveraging Digital - Enhanced Outreach and contextualized experience
    • Actionable insights to direct the destiny of the business
  • 11.20am

    Refreshment & Networking

  • 11.45am

    Presentation - 2019 - Same same

    Philip Story

    SEO & Head of Distribution, EMEA

    Investors Trust

    • Did my predictions for last year come true?
    • Is 2019 just going to be the same as 2018?
      • India opportunity
      • Global issues creating opportunities
    • How can you help your clients via offshore, hard currency, platforms?
  • 11.55am

    Presentation - Trends in investment pattern of High Networth Individuals (HNIs)

    G Pradeepkumar

    Chief Executive Officer

    Union Asset Management

    •  HNIs becoming more influential in the mutual fund industry.
    •  There is visible change in their preference between equity and debt.
    •  Long Term Capital gains tax on debt seems to be having an impact on the holding pattern.

Afternoon

  • 12.05pm

    Presentation - Cyprus Revitalised: How to Capitalize on the Island’s reform?

    Ioannis Ioannikiou

    Legal Advisor

    Casamont Cyprus

    • Cyprus Investment Program
    • Benefits of Cyprus when structuring your wealth
    • Cyprus investment opportunities
  • 12.15pm

    Presentation - HNW Insurance & Cricket – The “pitch” has changed……here’s how you win

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    • What’s happening in the HNW Market?
    • How HNW Brokers, Bankers, EAM can adapt to win in the new HNW Insurance Market?
    • What are the new Products and Trends in HNW Market?
    • Why should Bankers and Financial Advisers be interested in HNW Insurance?
  • 12.25pm

    Panel discussion - Curating the right solution for clients – what’s thrown in the mix today?

    • The Future Survival of Private Wealth Management: Mastering the Art of Gaining and Retaining Millennials. Are we REALLY ready for the transfer of wealth to the next generation?
    • What are the biggest trends in wealth structuring and planning today?
    • What are the most common concerns of HNW & UHNW clients?
    • Finding the best advisory services and solutions – how do you maximise partnership with the right specialists?
    • What specific trends are we seeing from Indian clients?
    • How is the importance of International Financial Centre’s changing?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    T P Ostwal

    Managing Partner

    T. P. Ostwal & Associates LLP

    Ashvini Chopra

    Senior Vice President

    Times Group

    Shweta Shah

    Head - Wealth Structuring & Tax

    Edelweiss Private Wealth Management

    Sneha Makhija

    AVP, Wealth Planning Specialist

    Sanctum Wealth Management

    Neha Pathak

    Senior Group Vice President, Head of Trust & Estate Planning

    Motilal Oswal Private Wealth Management

    Rishabh Shroff

    Partner

    Cyril Amarchand Mangaldas

    Tariq Aboobaker

    Managing Director

    Amicorp Group

  • 13.10pm

    Lunch

  • 13.50pm

    Room A – Workshop - Global Citizens: Trends and Developments in Investment Migration

    Dominic Volek

    Managing Partner, Head Southeast Asia

    Henley & Partners

    Nirbhay Handa, IMCM

    Director - GSAT

    Henley & Partners

  • 13.50pm

    Room B – Workshop - Rearranging the banking landscape

    Damian Hitchen

    CEO Singapore

    Swissquote

  • 14.30pm

    Room A – Workshop - Accelerating Digital Wealth Management and Bancassurance

    Abhra Roy

    Head, Finacle Wealth Management Solution

    Infosys Finacle

  • 14.30pm

    Room B – Workshop - Fair Value: The Google Maps of Investing

    Vinay Paharia

    Chief Investment Officer

    Union Asset Management

  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Reinventing wealth management for Women

    • Does this industry offer great prospects for women?
    • Do Women make much better wealth managers and asset managers?
    • How do we attract more women into this business?
    • Are women in India becoming a financial force with impact?
    • Do women have unique investing needs and preferences?
    • Are current advisory models working for women?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Swetha Manot

    Associate Director – Private Wealth Management

    Anand Rathi Private Wealth Management

    Lakshmi Iyer

    Chief Investment Officer (Debt) & Head Products

    Kotak Mahindra Asset Management

    Ruchi Sankhe

    Managing Director, Origination and Client Coverage

    Waterfield Advisors

    Nithya Easwaran

    Managing Director

    Multiples Alternate Asset Management

  • 16.15pm

    Panel discussion - Building the skills you need for success in wealth management

    • How can learning and professional development help you add value and differentiate your offering?
    • Why is improving skills so important today?
    • Trusted adviser – what does that even mean?
    • What’s critical to ensure business ownership and input in developing the best learning and development programmes?
    • What must we do to improve competency assessment for leaders and advisers today?
    • What works and what doesn’t?
    • Does anyone take learning and competency seriously in India?
    • Why have we not set a higher bar?
    • What’s the role of the regulator?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Ashish Gumashta

    Managing Director & CEO, Julius Baer India

    Bank Julius Baer

    Ashish Shanker

    Head - Investment Advisory

    Motilal Oswal Private Wealth Management

    Sachin Taneja

    President and Head, Wealth Management

    Systematix Group

    Kailash Kulkarni

    Chief Executive – Investment Management

    L&T Mutual Fund

    Anand Varadarajan

    Head of Global and Alternative Asset Management

    NJ India Invest

    Sagar Khandekar

    Executive Director – Client Relations

    Kotak Wealth Management

    Gaurav Arora

    Chief Investment Officer

    ASK Wealth Advisors

    Arpita Vinay

    Whole Time Director, ED - Family Office and New Initiatives

    Centrum Wealth Management

  • 17.00pm

    Forum End

Aug 22

Indian Wealth Management Forum 2019

Four Seasons Hotel, Mumbai,India

Speakers

Abhijit Bhave

Karvy Private Wealth

Abhra Roy

Infosys Finacle

Anand Moorthy

PropsAMC

Anand Varadarajan

NJ India Invest

Ankur Thakore

L&T Investment Management

Anshu Kapoor

Edelweiss Private Wealth Management

Anupam Guha

ICICI Securities

Arpita Vinay

Centrum Wealth Management

Ashish Gumashta

Bank Julius Baer

Ashish Shanker

Motilal Oswal Private Wealth Management

Ashvini Chopra

Times Group

Atul Singh

Validus Wealth

Damian Hitchen

Swissquote

David Varley

Sun Life Financial

Dominic Volek

Henley & Partners

Feroze Azeez

Anand Rathi Private Wealth Management

G Pradeepkumar

Union Asset Management

Gaurav Arora

ASK Wealth Advisors

Himanshu Kohli

Client Associates

Ioannis Ioannikiou

Casamont Cyprus

Jagdish Joshi

Infosys Finacle

Kailash Kulkarni

L&T Mutual Fund

Kunal Bajaj

MobiKwik

Lakshmi Iyer

Kotak Mahindra Asset Management

Neha Pathak

Motilal Oswal Private Wealth Management

Nigel Soans

Investors Trust

Nirbhay Handa, IMCM

Henley & Partners

Nithya Easwaran

Multiples Alternate Asset Management

Philip Story

Investors Trust

Rahul Gaitonde

Cube Wealth

Rishabh Shroff

Cyril Amarchand Mangaldas

Ruchi Sankhe

Waterfield Advisors

Sachin Taneja

Systematix Group

Sagar Khandekar

Kotak Wealth Management

Satheesh Krishnamurthy

Axis Bank

Sharad Singh

Valuefy

Shiv Gupta

Sanctum Wealth Management

Shobhit Mathur

Kotak Investment Advisors

Shweta Shah

Edelweiss Private Wealth Management

Sneha Makhija

Sanctum Wealth Management

Stanzin Tsesdup

Intellect Design Arena

Swetha Manot

Anand Rathi Private Wealth Management

T P Ostwal

T. P. Ostwal & Associates LLP

Tariq Aboobaker

Amicorp Group

Vinay Kumar

Intellect Design Arena

Vinay Paharia

Union Asset Management

Aug 22

Indian Wealth Management Forum 2019

Four Seasons Hotel, Mumbai,India

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Aug 22

Indian Wealth Management Forum 2019

Four Seasons Hotel, Mumbai,India

Summary

We are delighted to host our 9th annual event for the private wealth management community in India.

We have refreshed the format for the event – and we think it’s particularly relevant at a time of so much change and opportunity for the industry.

5 highly relevant panel discussions;

9.00am - Private wealth management - a time of dramatic change
10.20am - Platforms and Technology - the future of private wealth and asset management?
12.25pm - Curating the right solution for clients – what’s thrown in the mix today?
3.30pm - Reinventing wealth management for Women
4.15pm - Building the skills you need for success in wealth management

We have designed the forum – along with the presentations, workshops, case studies and panel discussions – to bring together key market participants to discuss and debate the current positioning, role, opportunities, challenges and outlook for wealth management in India.

Specific topics we will cover include;

  • The Increasing awareness from HNW clients about what they need.
  • Growing digital capabilities.
  • Too many investment products and not enough solutions.
  • Clients not thinking realistically abut risk and reward
  • Wealth managers thinking about how they can add more value and differentiate their offering.
  • More firms setting up a private wealth offering
  • More competition driving an intense grab for talent.
  • The need for increased product diversification.
  • Increased demand for private equity and alternative products Where are the untapped opportunities?
  • How can wealth managers accelerate growth and penetrate into the market?
  • What are the key success factors in providing an exceptional client experience?

 

With a growing number of participants in what is a rapidly-shifting wealth management space, differentiation in strategies and value propositions is key to deliver what clients want.

The concept of needs-based conversations with the right clients, backed up by real advice and relevant, contextual information delivered in a blended way between digital and human touch-points, is critical. Yet with the next generation increasingly important – both in size and influence – there is a pressing need to find the right solutions.

The value of a differentiated approach in the form of genuinely independent advice is certainly becoming clearer – both to clients as well as private bankers.

Can wealth mangers raise their game and address the ongoing challenges they face in scaling their businesses? These include more clearly defining business models; finding more clients; creating more clarity over fee models; attracting more competent and experienced private bankers; driving revenue in challenging and choppy markets; and keeping costs under control

Focussed discussions on these issues -

The diverse needs of wealthy Indian Families as they consider and then execute legacy and succession planning are fraught with many emotional, family-specific and also technical considerations. We will debate the whys and wherefores and how different solutions can play their part. Moreover, India's wealthy are increasingly global in their spread of businesses, property, investible assets, lifestyles and family members, all bringing more complexity and potential pitfalls to the process.

What are the specific needs of Indian clients?  How to make the most of the significant growth of new wealth in India - which requires more sophisticated investment strategies - as well as more independent advice from professional wealth managers.

How can we make the most of the rising affluent population in India - especially the emerging younger generation of entrepreneurs?

Innovation, digitalization & personalization of the offering.

Limitations of working with one platform, limited suite of products and limited engagement points with the clients who have increasing complexity of requirements.

Consolidation in the Private Banking Industry paving way for increase in growth of Independent Asset Managers and Multi Family Offices.

Will a shortage of real talent and experienced wealth management practitioners – slow the growth in wealth management?

Aug 22

Indian Wealth Management Forum 2019

Four Seasons Hotel, Mumbai,India

Event Highlight

We were delighted to host our 9th annual event for the Indian wealth management community – the pre-eminent event of its type. 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, IFAs, Insurance Companies and local Asset Management Firms.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

CONTENT HIGHLIGHTS

Video Highlights 

Video Highlights - PDF 

Exclusive Insights

Testimonials

I Love Wealth Management

Photos

Event summary

Panel discussions

Presentations & Workshops

Videos

Post event Supplement

 

POST-EVENT REPORT

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.

 

EVENT SUMMARY

India’s market expansion on track for Growth and Evolution

The Hubbis India Wealth Management Forum that took place in late August highlighted the dramatic pace of private wealth accumulation in the country, as the economy and the capital markets continue to power ahead.

 

VIDEO HIGHLIGHTS - Videos

We asked leading industry experts - what are the opportunities and challenges for the year ahead? View the combined video highlights, or click on the links to view the individual videos.

Full Video Highlights
Video Highlights Summary PDF

I Love Wealth Management
Testimonials

Abhijit BhaveChief Executive Officer, Karvy Private Wealth
Satheesh KrishnamurthyExecutive Vice President & Business Head - Affluent & NRI, Axis Bank
Anupam Guha, Head of Private Wealth Management & Equity Advisory Group, ICICI Securities
Kailash KulkarniChief Executive – Investment Management, L&T Mutual Fund
G Pradeepkumar, Chief Executive Officer, Union Asset Management
Lakshmi Iyer, Chief Investment Officer (Debt) & Head Products, Kotak Mahindra Asset Management
Neha PathakSenior Group Vice President, Trust & Estate Planning, Motilal Oswal Private Wealth Management
Abhijit JoshiFounder, Veritas Legal
Tariq AboobakerManaging Director, Amicorp Group
Shweta ShahHead, Wealth Structuring and Tax, Edelweiss Private Wealth Management
Rahul Gaitonde, COO, Cube Wealth
Sneha Makhija, Assistant Vice President, Wealth Planning Specialist, Sanctum Wealth Management
Nirbhay Handa, IMCM, Director - GSAT, Henley & Partners
Philip Story, SEO and Head of Distribution, EMEA, Investors Trust
Damian Hitchen, CEO Singapore, Swissquote
Anand Moorthy, Founder & CEO, PropsAMC

 

EXCLUSIVE INSIGHTS: ​​​

We asked leading industry experts for their exclusive and incisive insights. Click on the links to view the individual videos:

Exclusive Insights PDF

Abhijit Bhave, Chief Executive Officer, Karvy Private Wealth
What can you do to improve your value proposition?

Satheesh Krishnamurthy, Executive Vice President & Business Head - Affluent & NRI, Axis Bank
What does the current revenue mix of wealth managers in India look like? How is it changing?

Anupam Guha, Head of Private Wealth Management & Equity Advisory Group, ICICI Securities
What do you need from your investment platform? How is that changing?

Kailash Kulkarni, Chief Executive – Investment Management, L&T Mutual Fund
Does anyone take learning and competency seriously in India?

G Pradeepkumar, Chief Executive Officer, Union Asset Management
What are the trends in investment patterns for HNIs?
Is there a visible change in client’s preferences between equity and debt?

Lakshmi Iyer, Chief Investment Officer (Debt) & Head Products, Kotak Mahindra Asset Management
How do we attract more women into this business?

Neha Pathak, Senior Group Vice President, Trust & Estate Planning, Motilal Oswal Private Wealth Management
What are the biggest trends in wealth structuring and planning today?
What are the most common concerns of HNW & UHNW clients?

Abhijit Joshi, Founder, Veritas Legal
What specific trends are we seeing from Indian clients?

Tariq Aboobaker, Managing Director, Amicorp Group
What are the challenges that wealthy families face in India?

Shweta Shah, Head, Wealth Structuring and Tax, Edelweiss Private Wealth Management
Are we REALLY ready for the transfer of wealth to the next generation?
What are the biggest trends in wealth structuring and planning today?
What are the challenges that wealthy families face in India?

Rahul Gaitonde, COO, Cube Wealth            
What does the word ‘platform’ mean to you?

Sneha Makhija, Assistant Vice President, Wealth Planning Specialist, Sanctum Wealth Management
What are the most common concerns of HNW & UHNW clients?

Philip Story, SEO and Head of Distribution, EMEA, Investors Trust
What does it mean today to ‘add value’ to a client?

Anand Moorthy, Founder & CEO, PropsAMC
What does the word ‘platform’ mean to you?
What does your firm do?

 

EVENT CONTENT - Panel discussions

We held 5 interactive panel discussions throughout the day – which involved 23 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the web versions of these – from which you can also access the PDFs.

Setting the Scene: India’s Wealth Management Market in a Time of Rapid Evolution
A panel of five eminent market practitioners from leading Indian wealth management firms offered their overview of the evolution of the Indian wealth management market, ranging over topics such as the current and future generations of clients, the value proposition, developing a larger portion of recurring revenues, digital transformation, as well as the development of enhanced skills and expertise.

Panel speakers
Feroze Azeez
, Deputy Chief Executive Officer, Anand Rathi Private Wealth Management
Anshu Kapoor, Head of Private Wealth Management, Edelweiss Private Wealth Management
Satheesh Krishnamurthy, Executive Vice President & Business Head - Affluent & NRI, Axis Bank
Himanshu Kohli, Founder Partner, Client Associates
Abhijit Bhave, Chief Executive Officer, Karvy Private Wealth

Platforms & Technology – The Role of Digital Transformation in Wealth Management
A panel of technology and fintech experts, as well as wealth management users/clients, discussed the need for India’s wealth management firms to embrace digitalisation. They cast their eye over the challenges to be faced and gave some invaluable insights on how wealth management firms can enhance their digital platforms and systems to be both more competitive and more responsive to the needs and expectations of clients.

Panel speakers
Kunal Bajaj, Head of Digital Wealth Management, MobiKwik
Sharad Singh, Chief Executive Officer, Valuefy
Damian Hitchen, CEO Singapore, Swissquote
Anupam Guha, Head of Private Wealth Management & Equity Advisory Group, ICICI Securities
Rahul Gaitonde, COO, Cube Wealth
Anand Moorthy, Founder & CEO, PropsAMC
Shobhit Mathur, Senior Director & Head - Advisory, Kotak Investment Advisors

Curating the Right Solutions for India’s HNWI Clients in Today’s Environment
A panel of experts debated the key trends on wealth structuring and wealth planning for India’s wealthy private clients and discussed how the industry should best engage and retain younger generation clients, as more and more wealth is transferred to the next generations.

Panel speakers
T.P Ostwal, Managing Partner, T. P. Ostwal & Associates LLP
Ashvini Chopra, Senior Vice President, Times Group
Shweta Shah, Head, Wealth Structuring and Tax, Edelweiss Private Wealth Management
Sneha Makhija, Assistant Vice President, Wealth Planning Specialist, Sanctum Wealth Management
Rishabh Shroff, Partner, Cyril Amarchand Mangaldas
Neha Pathak, Senior Group Vice President, Trust & Estate Planning, Motilal Oswal Private Wealth Management
Tariq Aboobaker, Managing Director, Amicorp Group

India and Women in Wealth Management
A focused panel of prominent female wealth management experts from India gathered to assess the role of women in wealth management, from the viewpoints of both the end-clients and the firms that serve them. The panellists ranged over the need to attract more women into the profession, the growing wealth of women in India, the question of whether these clients have particular investment needs or preferences, and the quest to offer better advisory propositions to them.

Panel speakers
Swetha Manot,
Associate Director – Private Wealth Management, Anand Rathi Private Wealth Management
Lakshmi Iyer, Chief Investment Officer (Debt) & Head Products, Kotak Mahindra Asset Management
Ruchi Sankhe, Managing Director, Origination and Client Coverage, Waterfield Advisors
Nithya Easwaran, Managing Director, Multiples Alternate Asset Management

The Quest for Talent in India’s High Growth Wealth Management Market
A team of wealth management leaders gathered at the Hubbis India Wealth Management Forum to analyse the skills that firms will need to boost their proposition in the years ahead, especially as the private wealth market in India expands rapidly and is becoming ever more sophisticated.

Panel speakers
Ashish Gumashta,
Managing Director & CEO, Julius Baer India, Bank Julius Baer
Ashish Shanker, Head - Investment Advisory, Motilal Oswal Private Wealth Management
Sachin Taneja, President and Head, Wealth Management, Systematix Group
Arpita Vinay, Wholetime Director, Centrum Wealth Management
Kailash Kulkarni, Chief Executive – Investment Management, L&T Mutual Fund
Anand Varadarajan, Head of Global and Alternative Asset Management, NJ Global Invest
Sagar Khandekar, Executive Director – Client Relations, Kotak Wealth Management
Gaurav Arora, Chief Investment Officer, ASK Wealth Advisors

 

EVENT CONTENT - Presentations & Workshops

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.

Global Citizens, Global Residents: Trends and Developments in Investment Migration
Dominic Volek, Managing Partner, Head Southeast Asia at investment migration consultancy Henley & Partners, along with Nirbhay Handa, Henley Director, presented a detailed and thought-provoking Workshop to delegates at the Hubbis India Wealth Management Forum in Mumbai. Their talk highlighted just how many viable alternatives there are for Indian HNWIs seeking alternative citizenship or residence options around the globe.
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The Rise of the Digital ‘Neo’ Banks and the Impact on the Future of Wealth Management
Swiss platform/custody provider Swissquote serves its entire global client base of more than 300,000 customers entirely through a digital interface. Damian Hitchen, CEO for Asia based out of the firm’s new Singapore office and armed with the new CMS licence there, presented a fascinating Workshop to delegates at the Hubbis India Wealth Management Forum, explaining in considerable detail about the arrival of the digital banks in Asia and how the digital revolution is picking up steam. He warned that those in the wealth management industry who do not embrace change face possible extinction as smarter, bigger and more resourceful entrants pile in.
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India’s Wealthy Investors Turbo Charge India’s Expanding Professional Investment Market
G Pradeepkumar, Chief Executive Officer of Mumbai-based Union Asset Management (UAMC) told delegates at the Hubbis India Wealth Management Forum how India’s wealth clients are becoming more influential in the mutual fund industry, how their appetite for equity has been evolving and why the country’s capital gains tax on debt investments seems to be having an impact on the holding pattern.
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Infosys Finacle on Accelerating a Modular Digital Wealth Management Offering
The wealth management industry must, many believe, play catch up. If players in the industry are to both survive and thrive, they require front-to-back digitisation to meet customer expectations, regulatory demands, enhance staff efficiency and satisfaction, and to improve cost efficiencies and boost revenues. Importantly, they need to prepare for competition from new entrants, from smaller FinTechs to Big Techs entering some of their market niches. Jagdish Joshi, Principal Consultant of Finacle Wealth Management Solution for Infosys Finacle gave his insights to the front-end world of empowered digital financial advisory and how Finacle can also provide the robust digital core wealth management engine for mid and back-office operations.
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Boosting Revenues via Intellect Design Arena’s RM Office - 2020 Advantage
Stanzin Tsesdup, AVP, Wealth Cube, at Intellect Design Arena, offered a fascinating presentation to delegates in Mumbai on the firm’s 2020 Advantage digital product, which is designed to significantly enhance the performance of relationship managers in the wealth management industry.
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Investors Trust Assurance Highlights How the 2019 Investment Scene Remains the Same
Philip Story, Head of Distribution for EMEA at Investors Trust Assurance (ITA), told delegates at the Hubbis India Wealth Management Forum how the 2019 global investment story is more of the same, following on from a rather volatile and unpredictable 2018. But he also highlighted the India opportunity, explained how global issues are creating opportunities for offshore investment diversification, and advised the audience how they might work with ITA to access a world of global investment opportunities across multi currencies.
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Edelweiss Fast-Forwards India’s Wealth Management Market Towards Infinity
Anshu Kapoor, Head of Private Wealth Management at Mumbai-based Edelweiss Global Wealth Management, gave an animated talk at the Hubbis India Wealth Management Forum in August to offer his view of the future of the industry. The twin drivers of regulatory necessity and client expectations will, he believes, alter the landscape irrevocably, but the future is bright for those who look ahead and adapt.
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Infosys Finacle and Client Validus Present Theory and Practice in Harmony
Abhra Roy, Head, Finacle Wealth Management Solution at Infosys Finacle and his client, Atul Singh Chief Executive Officer of Mumbai-based Validus Wealth double-teamed for a fascinating presentation on future-proofing the wealth management business with a truly digital platform. Delegates were left in no doubt as to the theory of dynamic change, and the practical results that follow.
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Casamont Highlights the Appeals of Cyprus’ Residence and Citizenship Programme for India’s HNWIs
Ioannis Ioannikiou, Client Advisor for Casamont Cyprus, is a regular presenter at Hubbis events this year and has a fascinating proposition for the Asian wealth management market. He was in Mumbai for the India Wealth Management Forum to highlight the attractions of the Cyprus Investment Programme for Asia’s HNWIs. He focused on the benefits of citizenship and tax residence in Cyprus, which is part of the European Union, and the consequent advantages for structuring wealth in an increasingly appealing real estate investment market.
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Fair Value and the Guide Maps of Investing: Seeking Better Metric for Market Valuation
Vinay Paharia, Chief Investment Officer of Union Asset Management Company Private Limited, the Investment Manager to Union Mutual Fund, believes that we must all become smarter at reading the signs that point us towards value in the equity markets. He presented a lively and informative Workshop at the India Wealth Management Forum to explain his views on the fallacy of the index PE multiple, the strengths of the fair value approach to investing, and how to better map, plan and time market activity.
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Investing in Debt and Equity in the Current Local Market Conditions in India
Ankur Thakore, Chief Distribution Officer of L&T Investment Management in Mumbai addressed delegates at the Hubbis India Wealth Management Forum to offer his views on the Indian capital markets and how wealthy investors should be positioning themselves. He conceded there are several important domestic and global concerns, but believes the right strategies and a longer-term perspective on returns will produce solid and sustainable returns.
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Aug 22

Indian Wealth Management Forum 2019

Four Seasons Hotel, Mumbai,India