Panel discussion – The Globalisation of Wealthy Indian Clients

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The Globalisation of Wealthy Indian Clients

  • What are client’s priorities today when considering this topic?
  • How are wealth managers positioning themselves when it comes to NRI clients today?
  • How are clients changing their thinking about where they live and their mobility post-Covid?
  • How do centres like Dubai and Singapore factor into Indian wealth managers and client’s strategy?
  • How do you select partners offshore for collaboration? Or do you increasingly want to build your own platform?
  • How can you help foreign investors access opportunities in India?


Chair

Dominic Volek
Group Head of Private Clients
Henley & Partners

Panel Members

Arpita Vinay
Managing Director and Co-Head
Centrum Wealth

Manish Jeloka
Co-Head of Products & Solutions (Advisory and Specialist Services)
Sanctum Wealth Management

Gautami Gavankar
CEO - Estate Planning & Trusteeship and Head - Family Office
Kotak Mahindra Group