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

Photos
Content summary
 

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