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

08:00

Registration

09:00

Welcome Remarks

09:30

Wealth Management: The Latest Insights, Tools, Tech and Tactics

Inviting:
George Mitra, CEO, Avendus Wealth Management
Adrish Ghosh, Head of Wealth Advisory-India, Barclays
Rajesh Saluja, CEO & Managing Partners, ASK Wealth Advisors

Ashish Kashyap, Founder, INDwealth

10:15

Fireside Chat: Building a Wealth Management Brand

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

11:00

Tea

11:15

Redesigning the Wealth Management Value Proposition

Confirmed:
Munmun Desai, Deputy Managing Director, Batlivala & Karani Securities India Pvt. Ltd. (Moderator)
Shiv Gupta, Founder & CEO, Sanctum Wealth Management
Atul Singh, CEO, WGC Wealth

Arpita Vinay, Director, Centrum Wealth Management Ltd.

 

Inviting:
Feroze Azeez, Deputy CEO, Anand Rathi Private Wealth Management
Satheesh Krishnamurthy, SVP & Head – Affluent Business (Wealth Management & Private Banking) Axis Bank India

12:00

Managing the Complex Dynamics of the High Networth Families

Confirmed:
Varun Dhingra, CEO, Renous Consulting
Tariq Aboobaker, Managing Director, Amircorp India

 

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

12:45

Launch of India Wealth Awards 2019

13:00

Lunch

14:00

Investing in Equity

Inviting:
Utpal Sheth, CEO, Rare Enterprises

14:15

Investing in Debt

Inviting:
R Sivakumar, Head- Fixed Income, Axis Mutual Fund

14:30

Investing in AIFs

Inviting:
Kenneth Andrade, Founder & Chief Investment Officer, Oldbridge Capital

14: 45

Investing in Global Equities

Confirmed:
Vikas Gupta, CEO & Chief Investment Strategist, Omniscience Capital

15:00

Investing in Indian Real Estate

Inviting:
Ramesh Nair, CEO & Coutry Head, JLL India

15:15

Investing in International Real Estate

Confirmed:
Ron Coakeley, Head of India, Berkeley Group

15: 30

Tea

16: 00

Investing in Startups

Confirmed:
Anurag Bhatnagar, CEO & Founder, ShiftAltCap

16: 15

The Shifting Marketplace for Independent Wealth Advisors

Inviting

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: foram@aiwmindia.com  Phone: +91-8657487781


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

Fees:

Before May 20th–  INR  4720

May 21st– May 31st – INR  5900

From June 1st to June 7th– INR 7080

 

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