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Wealth, estate and succession planning solutions are key areas enjoying increasing emphasis in the wealth management market in India, where private wealth has been increasing so rapidly, even in many cases throughout the pandemic. The older generations holding so much of the ‘older’ wealth and traditional businesses are being supplanted and supplemented by the vast and rapidly growing suits of wealthy and uber-rich entrepreneurs across the country. And the younger generations are returning from overseas armed with their Western education and plans for the future, ready both to inherit some of India's vast private wealth and to build the enterprises to create tomorrow's economic dynamism. For the wealth management industry to thrive in India and to cater to the demands of these increasingly discerning private clients of all ages, there is no doubt that the quality of advice on investments, wealth structuring, and on the vital topic of estate & succession planning must all evolve. There is accordingly growing emphasis on both greater professionalism amongst the RMs and advisors, on creating dedicated legacy & succession planning teams and expertise within the private banks and wealth firms, and on the related expansion of the relevant products and solutions the industry can offer in order to keep their private clients properly organised and well set for the future. The Hubbis Digital Dialogue of September 16 will therefore discuss the evolution of carefully-planned and well-executed estate and succession planning, set within the context of the evolution of the wealth management industry in India. An erudite panel of experts will review the current environment in India, the progress to date and the experts will opine on what steps must be made by the various parties – from the private sector incumbents to the regulators - to more fully set the wealth and legacy planning industry on the road to realise more of its full potential. And the panel will analyse what the private clients must themselves do to expedite more optimal wealth planning, legacy and succession structuring and solutions.

Sep 16

Wealth Planning, Structuring and Family Succession for Wealt...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Bijal Ajinkya

Khaitan & Co

Lee Woon Shiu

DBS Private Banking

Neha Pathak

Motilal Oswal Private Wealth

KT Chandy

EY

Nirbhay Handa

Henley & Partners

Kshitij Kulkarni

1291 Group

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Event Agenda
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  • 15.00pm

    Webinar

    • The transfer of wealth across generations – how is that evolving in India?
    • The transfer of wealth across Jurisdictions – what are the challenges?
    • What are the possible planning options (like trusts) and how is that developing?
    • What are the trends we are seeing around residency and citizenship planning for wealthy Indians?
    • Pre-immigration planning – how do you get it right?
    • What is the growing demand for HNW Insurance?
    • How are RBI regulations for resident Indian individuals/entities changing?
    • Permissible options to remit funds for family offices set up or to do business overseas
    • Overview of inheritance estate in India - History

    Speakers

    Nirbhay Handa

    Managing Director - Head of South Asia Team

    Henley & Partners

    Kshitij Kulkarni

    Partner

    1291 Group

    Rishabh Shroff

    Partner & Co-Head, Private Client Practice

    Cyril Amarchand Mangaldas

    Lee Woon Shiu

    Managing Director & Regional Head of Wealth Planning Family Office & Insurance Solutions

    DBS Private Banking

    KT Chandy

    India co-leader – EY Private Tax

    EY

    Neha Pathak

    Senior Group Vice President, Head of Trust & Estate Planning

    Motilal Oswal Private Wealth

  • 16.00pm

    Webinar Ends

Sep 16

Wealth Planning, Structuring and Family Succession for Wealt...

3.00pm - 4.00pm HKT/SGT

Speakers

Bijal Ajinkya

Khaitan & Co

Lee Woon Shiu

DBS Private Banking

Neha Pathak

Motilal Oswal Private Wealth

KT Chandy

EY

Nirbhay Handa

Henley & Partners

Kshitij Kulkarni

1291 Group

Sep 16

Wealth Planning, Structuring and Family Succession for Wealt...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Sep 16

Wealth Planning, Structuring and Family Succession for Wealt...

3.00pm - 4.00pm HKT/SGT