The trajectory of the Indian wealth management market remains the same, but the speed of travel in certain directions has accelerated due to the global pandemic. Hubbis assembled a panel of wealth management leaders for our 23 Digital Dialogue of February 23. The panel will cast their expert eye over a variety of key topics, including market development, the growth outlook and challenges across the different segments of wealth, the democratisation of the wealth management offering in India, the evolution of the onshore investment universe, the efforts to shift the model from transactional and self-directed more towards advisory and discretionary, the expansion of estate and succession planning amongst the upper echelons of wealth, and the search for talent to help the industry expand in the decade ahead. The panel will highlight the main evolutionary trends that pre-existed the pandemic and what impact the crisis has had on some of these central themes. They will certainly emphasise the incredible potential that the hugely populous country has, especially (hopefully) when its economic growth resumes its remarkable dynamism in a post-Covid world.

Another key topic will be the rise and rise of digitalisation in India, itself one of the fastest-growing technology centres in the world. Amongst the key characteristics of India’s wealth management has been a very high touch client engagement model in the higher wealth segments. Naturally, the pandemic has impeded this type of personal engagement, but the panel will analyse how the banks and other players have coped, and discuss how and where digitisation has been helping the incumbent players cope with the new normal and what lies ahead.

The panel will therefore provide invaluable insights into the evolution of the Indian wealth management market and analyse how the key players are adapting their models and strategies in the current environment and in anticipation of the coming years ahead.

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Feb 23

Indian Wealth Management Update

3.00pm - 4.00pm HKT/SGT

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Senior figures in Asian Wealth Management are speaking at this event

Deepak Khurana

Refinitiv

Satheesh Krishnamurthy

Axis Bank

Abhra Roy

Infosys Finacle

Shiv Gupta

Sanctum Wealth Management

Atul Singh

Validus Wealth

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  • 15.00pm

    Indian Wealth Management Update - Where are we now, and where are we heading?

    • What are the key developments in Indian Private Wealth Management?
    • What are your priorities for the year ahead?
    • What enhancements have you made to your value proposition, products and service offering?
    • How has Covid-19? Changed the interactions between you and your clients?
    • How do you intend to grow your platform over the next 12-months?
    • How can you deliver advice to deepen relationships with clients?
    • New normal requirements for next-gen clients
    • What underserved segments have you found that offer you growth opportunities?
    • How is technology helping you engage clients and prospects?
    • Can robo-advisory or machine learning increase efficiency and / or help you generate business?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Satheesh Krishnamurthy

    Executive Vice President & Business Head - Affluent & NRI

    Axis Bank

    Atul Singh

    Founder & Chief Executive Officer

    Validus Wealth

    Shiv Gupta

    Founder & Chief Executive Officer

    Sanctum Wealth Management

    Abhra Roy

    Head, Finacle Wealth Management Solution

    Infosys Finacle

    Deepak Khurana

    Proposition Sales Director- Sustainable Finance & Lipper, Asia-Pacific

    Refinitiv

  • 16.00pm

    Webinar Ends

Feb 23

Indian Wealth Management Update

3.00pm - 4.00pm HKT/SGT

Speakers

Deepak Khurana

Refinitiv

Satheesh Krishnamurthy

Axis Bank

Abhra Roy

Infosys Finacle

Shiv Gupta

Sanctum Wealth Management

Atul Singh

Validus Wealth

Feb 23

Indian Wealth Management Update

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Feb 23

Indian Wealth Management Update

3.00pm - 4.00pm HKT/SGT