INDIA WEALTH MANAGEMENT FORUM 2022
The St. Regis Mumbai,India
Hubbis is delighted to have successfully hosted our 10th annual event in India for the Private Wealth Management Community, on September 7 in Mumbai.
The agenda was designed to include presentations and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level. The event represented an unprecedented opportunity to hear from more than 17 local and international speakers who are experts in this space. The event featured 4 Presentations, 5 Panel Discussions and plenty of time also for networking.
The Panels and presentations covered these topics:
- Wealth Management Reimagined: How India is Shaping up for the Future
- Domicile diversification and alternative residence – a new asset class
- The Globalisation of Indian Wealth
- The changing needs of Wealthy Indian Families
- Investment Solutions and Advice – how are client expectations changing?
- The Enhanced Role of Technology in Wealth Management
- Embracing FinTech and Digital Innovation in Wealth Management
These and other seminal matters were considered in some detail by our expert speakers. The event was exclusively designed for CEOs, senior management, product gatekeepers and business unit heads across technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Asset Management Companies, Retail Banks, IFAs, Family Offices, Insurance Companies, and Independent Wealth Management Firms.
A special thanks to our sponsors, who were: Henley & Partners, Trident Trust, Edelweiss Wealth Management, Intellect Design Arena, and Motilal Oswal Asset Management
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 [email protected].
Content Highlights
Panel Discussions
Panel discussion - The evolution of Indian wealth management
Leading Kotak Mahindra Banker Surveys the Growth and Diversification of the Indian Wealth Market
Manish Kathuria, President and Business Head, Priority Banking & NRI Banking, Kotak Mahindra Bank
Prominent Bank of Baroda Leader examines Rapid expansion of the Indian Wealth Market
Virendra Somwanshi, Head - Wealth Management, Capital Markets and NRI, Bank of Baroda
Panel discussion – The Globalisation of Wealthy Indian Clients
The Globalisation of Wealthy Indian Private Clients – Views from Centrum Wealth Management’s Arpita Vinay
Arpita Vinay, Managing Director and Co-Head, Centrum Wealth
Panel discussion – The changing needs of Wealthy Indian Families
Leading Lawyer Bijal Ajinkya on Aligning Expert Legal Advice and Trusted Advisor Status
Bijal Ajinkya, Partner, Khaitan & Co
The Changing needs of Wealthy Indian Families – Words of Advice from Private Client Lawyer Sunita Singh-Dalal
Sunita Singh Dalal, Partner, Private Client & Family Offices, Hourani & Partners
Panel discussion – Embracing FinTech and Digital Innovation in Wealth Management
India’s Wealth Market & Embracing FinTech and Digital Innovation in Wealth Management
Alok Saigal, President & Head Private Wealth, Edelweiss Private Wealth
IIFL’s CTO on India’s Evolving Wealth Market and Embracing FinTech & Digital Innovation
Santoshi Kittur, Group CTO, IIFL Wealth Management
India’s Wealth Market & Embracing FinTech and Digital Innovation in Wealth Management
Anupam Guha, Head of Private Wealth Management & Equity Advisory Group, ICICI Securities
Panel discussion - Investment Solutions and Advice – how are client expectations changing?
ASK Private Wealth Partner on the Evolving Investment Solutions and Advisory Needs in India
Nishant Agarwal, Managing Partner and Head - Family Office, ASK Wealth Advisors
Edelweiss CIO on the Evolving Investment Solutions and Advisory Needs of Wealthy Indian Clients
Saurabh Rungta, Senior Managing Partner & CIO, Edelweiss Private Wealth
Lighthouse Canton India’s CEO Surveys the Evolution of India’s Private Wealth Investment Market & Trends
Sumegh Bhatia, CEO & Managing Director – India, Lighthouse Canton
Presentations
Domicile diversification and alternative residence – a new asset class
Nirbhay Handa, Group Head of Business Development, Henley & Partners
View video of presentation
The Enhanced Role of Technology in Wealth Management
Riyaz Ladiwala, Head - Technology and Operations, Edelweiss Private Wealth
View video of presentation
Article - Edelweiss’s Head of Tech and Operations on the Enhanced & Rising Role of Technology in Wealth Management
Presentation: Wealth Management Reimagined
Banesh Prabhu, Chief Executive Officer - Intellect SEEC - Insurance, Wealth & Capital Markets, Intellect Design Arena
View video of presentation
Article - Wealth Management Reimagined – Observations & Insights on Future-Proofing the Model
Presentation: Differentiated investment strategies for HNW client portfolios
Sankaranarayanan Krishnan, Quant Fund Manager (PMS & AIF schemes), Motilal Oswal Asset Management
View video of presentation
Article - Quant Expert calls for Differentiated Investment Strategies for HNW Client Portfolios in India
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