Panel discussion - Investment Solutions and Advice – how are client expectations changing?

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

Investment Solutions and Advice – how are client expectations changing?

  • What investment products and themes are interesting for HNI clients in India today?
  • What developments have we seen in the delivery of advice and investment solutions?
  • What are the challenges?
  • Is there a growing interest in Private Markets?
  • How are different tools and strategies being used in portfolios? For example, ETFs?
  • What developments have there been in client’s interest and ability to engage international funds?

 

Chair

Akhil Chaturvedi
Director & Chief Business Officer
Motilal Oswal Asset Management

Panel Members

Saurabh Rungta
Senior Managing Partner & CIO
Edelweiss Private Wealth

Sumegh Bhatia
CEO & Managing Director - India
Lighthouse Canton

Nishant Agarwal
Senior Managing Partner – Advisory
ASK Private Wealth