Private Banking & Wealth Management Summit India 2018

AIWMI’s 2nd annual Private Banking & Wealth Management Summit India 2018 will bring together private banks, family offices, alternative investment professionals, wealth managers and IFAs to brainstorm strategies on how to build and operate a successful HNW business, how to increase investment returns, how to benefit from the latest innovations in risk management and IT and how to improve the client experience.

The world of the wealthy has changed dramatically over the past decade and is on the cusp of further changes as India’s population of wealthy individuals increases, and as banking and technology collide. With the wealth sector being ultra-competitive and highly fragmented, engaging with wealthy clients can often prove challenging. Subsequently the wealth sector suffers low levels of innovation at a time when customers are seeking it more than ever before. The market volatility has remained high for the last couple of years now and its been a constant struggle for wealth managers to find yield for clients and protect their wealth in the face of economic and geo-political risks all in the face of increasing regulatory requirements and pressure to cut costs & increase revenues.

Amidst all this, Private Wealth Management has been undergoing an unprecedented process of transformation. It has become increasingly transparent, global and modern – in line with the clients it now serves. The world is changing faster and more fundamentally than at any time in history, and therefore the ways the wealth is being managed and created also need to change. AIWMI’s Private Banking & Wealth Management Summit India 2018  is a platform which aspires to initiate this dialogue among all the key stake holders.

Complimentary Copy of AIWMI’s – “Handbook on Private Banking and Wealth Management” for paid participants

June 8, 2018




Chairman’s remarks


Panel Discussion: Transforming the Wealth Management Experience

Aditya Gadge, Founder & CEO, AIWMI (Moderator)
Jaideep Hansraj, CEO- Wealth Management, HNI & Priority Banking, Kotak Mahindra Bank
Shiv Gupta, Founder & CEO, Sanctum Wealth Management
Abhijit Bhave, CEO, Karvy Private Wealth


Block chain innovation in Wealth Management

Ashish Anand, Blockchain Advisory Council LLC


Succession Planning for Family Trusts

Tariq Aboobaker, Managing Director, Amicorp Trustees




Innovation in Wealth Management

Session Partner

Milan Ganatra
, CEO, Miles Software (Moderator)
Nitin Rao, CEO, Reliance Wealth Management
Umang Papneja, Senior Managing Partner, IIFL Investment Managers
Anupam Guha, Head- Private Wealth Management, ICICI Securities
Nimish Shah, Head- Wealth Management, Investment Research & Products, SBI
Adrish Ghosh, Head- Wealth Advisory India, Barclays


Panel Discussion: Wealth Management for Indian Single Family Offices: Opportunities & Challenges

Anurag Seth, Director & Head- Global Wealth Management, Quant Capital
Nishant Agarwal, Managing Partner & Head- Family Office, ASK Wealth Advisors
Rajendra Kalur, Founder Director & CEO, TrustPlutus Wealth Managers
Kanwar Vivek, Senior President & Head of Wealth Management, Yes Bank
Munish Randev, Chief Investment Officer, Waterfield Advisors


Launch of AIWMI’s inaugural India Wealth Awards 2018




Portfolio Construction for today’s Affluent Clients

Gaurav Arora, Chief Investment Officer, ASK Wealth Advisors
Anil Ghelani, Senior Vice President, DSP BlackRock Investment Managers
Jayakumar S Babu, President, Multi-Act Equity
Pramod Kumar, Co-founder, Director & CEO, Wealth Advisors
Ashish Shankar, Head- Investment Advisory, Motilal Oswal Private Wealth


Investing in Equity

Aashish Somaiyaa, MD & CEO, Motilal Oswal AMC
Radhika Gupta, CEO, Edelweiss Asset Management


Investing in Debt

R Sivakumar, Head- Fixed Income, Axis Mutual Fund


Investing in AIFs

Andrew Holland, ‎CEO, ‎Avendus Capital Alternate Strategies
Shujaat Khan, MD & CEO, Centrum Asset Management


Investing in Real Estate

Ramesh Nair, CEO & Country Head, JLL India


Impact Investments

Vineet Rai, Founder & Managing Director, Aavishkaar


Investing in Venture Capital & Private Equity

Ajay Mahipal, Head – Alternative Investment, Patni Family Office
Karthik Prabhakar, Director & Head – Fundraising, IDG Ventures India Advisors




Investing in Cryptocurrencies


Investing in ESG


End of Conference

May 28, 2018

16:00 - 16:30

Current Investments Trends among High NetWorth Investors

Sahil Nandu, Principal Advisor, Citadelle Asset Advisors (@sahilnandu)
Sanjay Mehta, Private Investor (@mehtasanjay)
Chenthil Iyer, CEO, Horus Financial Consultants Pvt. Ltd.  (@chenthilraman)
Nilesh Borana, CIO, Athena Investment Management (@nileshborana)
Nalin Moniz, CIO-Alternative Equity, Edelwiess Asset Management (@nalinmoniz)
Anirudh Gupta, CEO, Ashiana Financial Services

May 30, 2018

16:00 - 16:30

Redefining Wealth Management

Prabhakar Kudva, Executive Director / Fund Manager, Samvitti Capital (@prabhakarkudva)
Vivek Karwa, Chief Financial Advisor, Vridhi Investment Intermediates Pvt. Ltd. (@VivekKarwa)
Apoorva Vora, Founder, Finolutions WealthCare LLP (@ahvora)

June 1, 2018

16:00 - 16:30

Importance of Succession Planning

June 4, 2018

16:00 - 16:30

Women in Wealth Management- Opportunities & Challenges

Umang is the Senior Managing Partner at IIFL Investment Managers and has more than 18 years of experience in investments and wealth management. Asa part of his role at IIFL Investment Managers, Umang provides strategic guidance for investment decisions across asset classes including Equities, Real Estate, Fixed  Income, Commodities and Alternatives with a focus on continuous product innovation.

Umang has spearheaded launch of several Alternative Investment Funds (AIFs) in India and also serves on the Investment Committee of several AIFs. He is also responsible for third party fund manager due diligence and selection, alternative investments, deal sourcing and provides continuous support to the Sales Team. Umang holds board positions in a couple of companies including IIFL Alternate Asset Advisors which offers customised fund solutions to ultra-high net worth families. Umang also served on the board of IIFL Wealth Finance Ltd. (a systematically important NBFC) from February 2016 to November 2017.

Nitin Rao is the Chief Executive Officer of Reliance Wealth Management Limited. He has had a multi-disciplinary career of 28 years in the financial sector across equity research, stock broking, product management, distribution of financial products, high networth and private banking. He is an engineering graduate from the College of Engineering, Pune and has a Masters in Business Administration from the Symbiosis Institute of Business Management. Prior to Reliance Wealth Managment, he has worked with HDFC Bank for almost 19 years, where he played a key role in building a successful multi-segment wealth management business which has been recognised across the industry.

Anurag is a Director and Head of Global Wealth Management at Quant. He has 16 years of experience in private banking and wealth management business. He is instrumental in setting Wealth Management business at quant capital. Over the last 4 years the business has been successful in setting advisory proposition and manages a combined Asset Under Advisory of USD 600 mn. quant has been awarded Best Regional Financial Advisor (West) by CNBC TV18 and Most Admired Financial Service Provider at BFSI Awards 2015. Prior to joining quant, he had a 11-year stint with Standard Chartered Bank as business head of wealth advisory, SCB India, focusing on managing & building the business for high net worth individuals and corporate clients. During his tenure, the bank was awarded the Best Financial Advisor Award (CNBC TV-18) for 2009/2010 and the best “Structured Product” award by Structured Product Magazine Asia. The total AUM during his tenure hit an all-time high at US$3 billion. Anurag is alumni of INSEAD, France and Sri Ram College of Commerce, Delhi University and has PGDBM from Entrepreneurship Development Institute of India, Ahmedabad.

Milan is a First-Generation entrepreneur with over two decades of hands-on experience in the financial services space. His deep domain knowledge in the Wealth and Asset management and wide experience in using technological advancement to the investment management community has helped the company become the No #1 Private banking solution provider today.

His ability in creating value to the investment management community has been commendable. He has played a pivotal role in bringing in automated and digitized tools such as Robo advisory, Cognitive computing to the investment management industry. His expertise in product, operations, technology and sales and marketing management has led the company transformation to being the leader in the wealth and asset management space. He is considered a thought leader in the financial services space in the domestic market and has been instrumental in building Miles into a Global company. He has successfully enforced the corporate vision into strategic intent and then moved the teams to embrace it. Milan is a member of the Advocacy & Knowledge Management Committee for the Indian Institute of Alternate Investments funds.

Jaideep Hansraj heads Kotak bank’s Wealth Management and Priority Banking, which manages over 40% of India’s top 100 families. He has been with Kotak for over two decades. He is part of the Bank’s Executive Board that drives and oversees the Kotak Mahindra Group’s growth charter.

Shiv Gupta is the Founder and CEO of Sanctum Wealth Management. He oversees all aspects of the wealth business, where he heads a team of more than 90 staff, including 25 Wealth Managers located across 5 offices in India.

Shiv was part of the RBS Group for 15 years where he most recently oversaw RBS’ Private Banking business in India, prior to its acquisition by Sanctum in 2016. He also had a stint as the Co-Head of Coutts’ Middle East business, operating from Dubai, and was one of the founding members of the Coutts International South Asian business, based in Singapore.

Prior to the RBS, Shiv worked with the Private Banking divisions of BNP Paribas and Citibank, in Singapore and Switzerland.

Born in India, Shiv holds a Bachelor’s degree in Economics (Hons) from the Hindu College, Delhi University, and is also a graduate of the Harvard Business School’s General Management Program (GMP).

Ramesh Nair is the CEO & Country Head of JLL India – the largest real estate services firm in the country. He drives JLL India’s overall direction, strategy and growth and has over 20 years of multi-functional hands-on experience in the real estate business. Ramesh leads a client-focused team of more than 9,500 diverse professionals with India business estimated revenues for FY 2017-18 expected to be ~INR 3,200 crores. In this capacity, he uses firm-specific knowledge and experience, and leverages extensive familiarity with all aspects of the firm’s industry and business practices and strategy to lead the firm and its people and help protect and enhance the culture and values and articulate a vision of the firm’s strategy in India. Prior to this, held positions such as COO – India, MD – West India, India Head of Land, South India Markets Head, MD – Chennai, MD – Hyderabad, and MD – Industrial.

Ramesh is one of the top Ranking professionals in the Indian Real Estate Market. He is a member of the Asia Pacific Board and proudly represents India in the J8 group of JLL’s top 8 revenue contributing countries globally. He has also been awarded the Talent Magnet accolade in 2017- for sourcing and retaining top talent in the Real Estate market. Under his leadership, JLL India was rated amongst the best places to work in India by the Great Place to Work® and The Economic Times in 2017 and 2018. Over the last 20 years, he has been part of the core team responsible for making JLL the largest real estate advisory firm in India. He has worked Hi across diverse asset classes such as office, retail, land, residential, warehousing and industrial, advising many domestic and multinational owners, occupiers and investors in India. Having structured and negotiated almost every form of transaction, he has been instrumental in championing the adoption of technology through innovative concepts within JLL. His work has helped his clients define and deliver successful real estate projects of the highest quality.

Anupam Guha is with ICICI Securities Ltd as an Executive Vice President, heading the Private Wealth Management (PWM) and Equity Advisory Group (EAG). He hasbeen with the ICICI Group for the past 17 years across retail, institutional and private banking business, which also includes over a decade in Private Banking business, both in India and Overseas. He is one of the founding members that helped set up the Private Wealth Management business at ICICI Securities.

Date: June 8, 2018

Venue: Sofitel Mumbai BKC

AIWMI’s 2nd annual Private Banking & Wealth Management Summit India 2018 provides an unmatched opportunity to connect your brand with more than 200 Wealth and Asset management professionals working in the Indian financial services sector.

Aligning your organization’s brand with AIWMI is a smart and effective way to engage relevant audiences and demonstrate expertise and credibility in a neutral environment.

In addition to industry leading conferences and summits, AIWMI builds Strategic Solutions, working with clients to create events from conception to execution based on specific themes, audiences and geographies. We offer a full spectrum of event formats that cater for our client’s engagement and positioning requirements.

Contact Ms. Archana Javgal to explore your sponsorship options.

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Registration Fee – Rs. 5900

Exclusive fee for AIWMI Professional & Student Members – Rs.2360


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