Private Banking & Wealth Management Summit India 2019

AIWMI’s 3rd annual Private Banking & Wealth Management Summit India 2019 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 2019  is a platform which aspires to initiate this dialogue among all the key stake holders.

June 7, 2019




Welcome Remarks


Redesigning the Wealth Management Value Proposition

Shiv Gupta, Founder & CEO, Sanctum Wealth Management
Atul Singh, CEO, WGC Wealth
Srikanth Subramanian, Senior Executive Director and Head- Investment Products, Key Client Relationships and Offshore , Kotak Wealth

Rajesh Saluja, CEO & Managing Partners, ASK Wealth Advisors
Ashish Kashyap, Founder, INDwealth


Building a Wealth Management Brand- IIFL Wealth ( Winner of Best Wealth Management Company in India during India Wealth Awards 2018)

Karan Bhagat, Founder, MD & CEO, IIFL Investment Managers
Yatin Shah, Co-founder & Executive Director, IIFL Investment Managers

10: 45


11: 00

Building a Boutique Wealth Management Brand - Quant Capital ( Winner of Best Boutique Wealth Management Company in India during the India Wealth Awards 2018)

Sandeep Tandon, CEO, Quant Capital
Anurag Seth, Director & Head- Wealth Management, Quant Capital

11: 30

Managing the Complex Dynamics of the High Networth Families

Varun Dhingra, CEO, Renous Consulting (Moderator)
Tariq Aboobaker, Managing Director, Amircorp India
Arpita Vinay, Director, Centrum Wealth Management Ltd.

Abhijit Bhave, CEO, Karvy Private Wealth
Anupam Guha, Head of Private Wealth Management & Equity Advisory Group, ICICI Securities
Rajesh Simhan, Partner, Nishith Desai Associates

12: 15

Portfolio Construction:The Latest Insights, Tools, Tech and Tactics

Munmun Desai, Deputy Managing Director, Batlivala & Karani Securities India Pvt. Ltd. (Moderator)

Ashish Shankar, Head- Investment Advisory, Motilal Oswal Private Wealth
Gaurav Arora, Chief Investment Officer, ASK Investment Advisors
Umang Papneja, Senior Managing Partner, IIFL Investment Managers

12: 45

Launch of India Wealth Awards 2019


Investing in Equity

Navneet Munot, Chief Investment Officer, SBI Mutual Fund


Investing in Debt

R Sivakumar, Head- Fixed Income, Axis Mutual Fund


Investing in AIFs

Vaibhav Sanghvi, Co-Chief Executive Officer, Avendus Capital Alternate Strategies

14: 45

Investing in Global Equities

Vikas Gupta, CEO & Chief Investment Strategist, Omniscience Capital


Investing in Indian Real Estate

Ramesh Nair, CEO & Coutry Head, JLL India


Investing in International Real Estate

Ron Coakeley, Head of India, Berkeley Group

15: 30


16: 00

Investing in Startups

Anurag Bhatnagar, CEO & Founder, ShiftAltCap

16: 15

The Shifting Marketplace for Independent Wealth Advisors


Lovaii Navlakhi, Founder & CEO, International Money Matters
Gaurav Mashruwala, Financial Planner, Author, Speaker, Columnist
Amar Pandit, Founder, My Financial Advisor

* AIWMI reserves the right to amend any part of the Event format, including speakers and agenda.

Munmun is the Deputy Managing Director at Batlivala& Karani Securities India Pvt Ltd.. She is an Economics Graduate from Jaipur University and Post Graduate in Management from Mumbai University.

With over a decade of experience in Financial Markets, She has Been Instrumental in building Mutual Fund Distribution business of B&K Securities from scratch to most awarded one in less than a decade.

At B&K Securities India Pvt ltd, Munmun is leading a strong team of professionals for advising Corporate Treasuries and Family Offices in managing their cash and Investment Needs. She is responsible for managing over USD 2.5 billion  spread over India & International Business. From Advising traditionally Rich Nifty 50 companies to new Growth companies she specializes in research backed advisory and Monitoring Portfolio in delivering Alpha over Benchmark with Safety Net. Three times winner of Best Financial Advisor Award- National level( CNBC-TV 18) and 4 times awarded by Mr. Uday Kotak as Corporate Excellence Award for the work in the field of Investments and advising.

Date: June 7, 2019

Venue: Sofitel Mumbai BKC

AIWMI’s 3rd Indian Private Banking & Wealth Management Summit 2019 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. Foram Sheth to explore your sponsorship options.

Email:  Phone: +91-8657487781

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3rd Indian Private Banking & Wealth Management Summit 2019 (June 7)


Before May 20th–  INR  4720

May 21st– May 31st – INR  5900

From June 1st to June 7th– INR 7080


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