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

Opening Remarks

Aditya Gadge, Founder & CEO, AIWMI

09:15

Welcome Remarks

Confirmed:

Shagun Khosla, Founder & CEO, Legacy Global Wealth

09:30

Redesigning the Wealth Management Value Proposition

Confirmed:

Sandeep Parekh, Founder, Finsec Law Advisors (Moderator)
Shiv Gupta, Founder & CEO, Sanctum Wealth Management
Atul Singh, CEO, WGC Wealth

Satheesh Krishnamurthy, EVP & Head – Affluent Business (Wealth Management & Private Banking) Axis Bank

Abhijit Bhave, CEO, Karvy Private Wealth

George Mitra, MD & CEO, Avendus Wealth Management

 

 

 

10:15

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

Confirmed:

Yatin Shah, Co-founder & Executive Director, IIFL Investment Managers

Karan Bhagat, Founder, MD & CEO, IIFL Investment Managers

10: 45

Tea

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)

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

11: 30

Managing the Complex Dynamics of the High Networth Families

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

Shipra Padhi, Leader, International Tax Advisory, Nishith Desai Associates

Shagun Khosla, Founder & CEO, Legacy Investment Managers

 

12: 15

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

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

Gaurav Arora, Chief Investment Officer, ASK Wealth Advisors

Gaurav Doshi, Sr. Vice President- Customized Portfolios, IIFL Wealth Management

Shantanu Awasthi, Head-Family Office, Products & International Business, Karvy Private Wealth

 

13:00

Lunch

14:00

Investing in AIFs

Confirmed:

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

14:15

Investing in Debt

Confirmed:
Devang Shah, Deputy Head – Fixed Income, Axis Asset Management Company Limited

14:30

Investing in Indian Real Estate

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

 

 

 

14:45

Investing in Global Equities

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

15:00

Investing in International Real Estate

Confirmed:
Ron Coakeley, Head of India, Berkeley Group

15:15

Investing in Startups

Confirmed:
Anurag Bhatnagar, CEO & Founder, ShiftAltCap

15: 30

Tea

16: 00

Investing in Equity

Confirmed:

S P Tulsian, Editor & CEO, sptulsian.com

16: 15

The Shifting Marketplace for Independent Wealth Advisors

Confirmed:

Gajendra Kothari, Managing Director & CEO, Etica Wealth Management

 

 

16.30

End of Conference


* 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.

Sandeep Parekh, the founder of the firm, is a former executive director of the Securities and Exchange Board of India (SEBI) where he headed the Legal Affairs and Enforcement Departments. Sandeep is a visiting faculty at IIM, Ahmedabad and has worked for a law firm in Delhi, Mumbai and Washington, D.C. He holds an LL.M. (Securities & Finance Regulation) degree from Georgetown University and an LL.B. degree from Delhi University. He is also admitted to practice law at New York and is a member of Mensa. He is a World Economic Forum “Young Global Leader” and has been invited to speak at Davos. Sandeep was a chairman and member of various SEBI and RBI Committees and sub-committees.

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).

Atul Singh is the Chief Executive Officer at WGC Wealth, India. At WGC, he is building the next generation wealth advisory firm, that holistically addresses financial needs of Indian investors.

Atul is a veteran in the wealth management industry. After a long career of running private banking businesses for Merrill Lynch and Julius Baer, in 2017, he decided to capitalise his expertise into incubating a new wealth firms under the WGC umbrella, with a vision of turning it into a recognised center of excellence in wealth management space. With client centricity at the core, Atul has been successfully aggregating a team of investment professionals from international & Indian wealth firms, that will change the landscape of how investment will be done in India, across UHNI, HNI and affluent segments.

For over two decades, Atul has built and run private banking businesses across several key markets including USA, Asia and India.  Prior to WGC Wealth, Atul was the Managing Director and CEO of Julius Baer India, one of the largest private banking business in India.  He led the acquisition of this business from Merrill Lynch to Julius Baer, along with 150 employees and      $6.5 Bn of AUM. Before this carve-out, at Merrill Lynch, Atul was the MD of private banking business where he built a strong on-shore India platform. He also played a significant role in introducing Indian investors to investment opportunities globally. Before moving to India, Atul was based in Singapore where he held various leadership positions within the Asia Wealth Management business of Merrill Lynch.

Prior to joining Merrill Lynch in July 2006, Atul was a principal with Booz Allen Hamilton in New York, where he advised large financial services clients on driving growth and productivity. At Booz Allen, he authored several thought pieces of dynamics of wealth management and wholesale banking businesses.

Atul holds an MBA from IIM Bangalore with a Director’s Medal and a degree in Electrical Engineering from the Birla Institute of Technology, Ranchi, with a Presidential Gold Medal.

Philosophy:
We exist for serving clients.  I would only recommend investment opportunities that I am willing to put my own money in.

Passion outside office:
Understanding wines from regions around the world. Photography.

Yatin is a Co-Founder & Executive Director at IIFL Investment Managers and has more than sixteen years of experience in the financial services industry, across equity research and private wealth management.

In his current role, Yatin focuses on the domestic Wealth Advisory practice. Under his leadership, IIFL Investment Managers has emerged as a pre-eminent leader in the domestic private wealth management space, advising more than 10,000 ultra-high net-worth families. He is responsible for introducing the IIFL Investment Manager’s proposition to new clients, as well as expanding the relationship with existing clients.

He started his career in Equity Research with Khandwala Securities, after which he was associated with Kotak in their Wealth Management division.
Yatin has acquired his M.Sc. degree in Finance from Cass Business School, London.

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.

Varun Dhingra a full time investment banker and serves as the CEO of Renous Consulting, a top-tier consulting firm in India.

A Chartered Accountant by profession and having a degree in Law, Varun has over 16 years of experience in the corporate world, and has multiple business interests.

He has executed numerous M&A deals in various sectors such as healthcare, education, agriculture, defense, consumer products & services and many more.

He works closely with the funds to monitor portfolio companies for performance analysis. Having a vast personal network, he is driven by the desire of making positive impact on the society with his knowledge.

He also helps companies incubate new business initiatives such as setting up new verticals or entering into new geographies along with assisting them while raising capital.

Outside Renous Consulting, he is a keynote speaker and has been part of many discussions across corporates boards, IITs, Law Schools and at University levels and serves the advisory boards of multiple companies.

Recently, he has been honored with the The Startup Catalyst of The Year award for his contribution to the start-up eco system in India.

Tariq has over ten years’ experience in Private Clients Wealth Structuring, Private Banking, Succession Planning & Trusteeship Services. Prior to moving to the banking industry, he has spent a considerable amount of his working career in the Telecom Space.

He carries the expertise of setting up new ventures and has been instrumental in setting up Estate Planning Services for various organizations, starting with Centurion Bank (CERMA), HDFC Bank post its acquisition of Centurion Bank and then Warmond Trustees.

He joined Amicorp in December 2011 as Director Estate Planning for Amicorp Trustees India, currently designated as Managing Director.

With more than 15 years of experience in Financial Services across Wealth Management and Private Banking, Ms. Arpita Vinay has been part of the core  team that set up Centrum Wealth Management. As a Whole Time Director on the company’s board, she has helped to steer the firm from the venture to growth stage in the very competitive wealth management space. She heads Centrum’s Family Office that provides a comprehensive one-stop solution for wealthy families. The proposition encompasses investment management, wealth planning, administration and structuring, tax and legal advisory, corporate solutions, philanthropy and CSR opportunities. She also runs the structured and alternate products business line, an area where the firm has established solid credentials and where the business has grown manifold in the firm’s short existence.

She also looks after the offshore wealth product proposition along where she is leading the firm’s initiative to set up business in Singapore and Dubai. Prior to Centrum, she was the Head of Premier Banking at HSBC and was responsible for managing one of the largest affluent banking propositions in the country. She left HSBC to be part of the founder team of Centrum Wealth Management Limited. An Electrical Engineer and MBA, Finance, from Faculty of Management Studies (FMS), Delhi, she also holds STEP Professional Postgraduate Diploma in Private Wealth Advising which focuses on cross boarder succession, international taxation and family business advising .

She takes active interest in estate and succession planning and is a member of the Indian chapter of STEP, an international body of trust and estate planning professionals and the International Tax Planning Associates (ITPA). Ms. Arpita Vinay is a regular and sought-after speaker in wealth management, family office and alternative product forums and seminars

Gaurav Arora comes on board with a wide range of experience spanning a decade in the Private Wealth Management industry. He specialises in Product Management/Investment Advisory/Family Office/Credit and Fund Management. He has a deep understanding of various investment asset classes and strategies, and an acute sense of structuring innovative investments for clients in varied market conditions. Prior to joining ASK Wealth Advisors, He was the CIO for Religare Private Wealth Products and Advisory division, and has worked earlier at IIFL Private Wealth Management as SVP for Products. He has also worked with Citigroup and Standard Chartered Private Bank, after completing his PGDBM from IIM-Bangalore in 2003.

Vaibhav Sanghavi has an overall work experience of 17 years with deep domain expertise in hedge funds. He joined Avendus in 2016 and is currently the Co-CEO for Avendus Capital Public Markets Alternate Strategies LLP, based in Mumbai. As part of his role, he is the lead portfolio manager for all its funds and holds a track record of outperforming markets across cycles.

Prior to joining Avendus, Vaibhav worked with Ambit Investment Advisors as a Managing Director where he was responsible for driving their hedge fund business. During his eight-year stint with the firm, he successfully managed the largest onshore Indian hedge fund with an exemplary track record.

Before Ambit, he worked for 3 years with DSP Merrill Lynch’s strategic risk group and was responsible for managing their proprietary investments in equities amounting to USD 1 billion.

Vaibhav started his career in 2000 with HDFC Bank where he was part of the equities and private banking team. During his five-year tenure, he invested in equities that delivered returns higher than benchmarks every single year.

His expertise in generating risk-adjusted returns in equities across strategies has played a key role in Avendus being able to secure its position as the largest onshore hedge fund in India.

Vaibhav is a Chartered Accountant and has graduated from Narsee Monjee College of Commerce and Economics, Mumbai.

Vikas is the inventor and architect of the Scientific Alpha concept. He espouses a value-oriented investment philosophy, in the mold of Graham-Buffett with a focus on alpha from safety. Vikas has a spectacular investing track record that is built on decades of deep research and first principles of investment management.

He has 20+ years of experience in investing, research, strategy and operations in various Founder/Entrepreneur/CxO-level roles.

Vikas has formerly served as Professor and Research Faculty at IIT Kharagpur and University of California, Irvine. He has a B.Tech from Indian Institute of Technology (IIT) Bombay and earned his Masters and Doctorate from an Ivy League University—Columbia University, New York.

Vikas has been a regular columnist on CNBC TV18–Moneycontrol and Mint. He has been frequently quoted and interviewed in various publications such as WSJ, Bloomberg, Forbes, Gulf News, Economic Times and others. He has co-authored a book on Corporate Governance in the context of Sarbanes-Oxley.

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.

CA with 28 years’ work experience in multiple areas (Finance, Accounts, Treasury, Liabilities, Asset Management, Sales, Distribution, Product Management, start-ups), in leadership roles with marquee organisations (AF Ferguson, Citigroup, HDFC, IL&FS, ART, Max Life), and has been instrumental in 4 successful start-ups and 1 turnaround. These experiences have provided a strong sense of the key ingredients that will be critical to the success of a new business. He loves to meet people and reads voraciously to keep himself abreast of developments in technology, finance, law and markets that are likely to create opportunities of the future.

Mr. Gajendra Kothari, CFA, CAIA, ICFA is Managing Director & CEO of
Etica Wealth Management Pvt Ltd. Prior to this, he was Vice-President
and Head – Products for the Portfolio Management Division at UTI
Mutual Fund. He was also Business Development Head for the UK and
European Markets for UTI International Ltd in London for a span of 3
years. Mr Kothari is a CFA Charterholder and has successfully completed
CAIA and International Certificate in Financial Advice (ICFA) from UK
London. He has also done MBA from International Management
Institute, New Delhi. He has more than 14 years of experience encompassing both Indian and
overseas capital markets.

Mr. Kothari has conducted more than 300 training sessions in the areas of Personal finance,
Mutual Funds, Insurance etc at SEBI Regional seminars, BSE, Inter-Connected Stock Exchange,
Institute of Chartered Accountants of India (ICAI), and at various B-schools, colleges and corporate
houses in the country. His passion is to create financial awareness and empowerment amongst the
youth of India. He has so far empowered more than 10,000 participants in the last 6 years.

Mr Kothari has been interviewed and quoted by both international and domestic print media
including Financial Times UK, The Economic Times, Times of India, Business Standard, Mint
newspaper and has made live appearances on premier business channels in India like CNBC TV18,
ET NOW, ZEE Business, Doordarshan, Bloomberg TV & CNBC Awaaz. Mr Kothari has also been
featured in the e-book “Top 10 Financial Planners in India” by jagoadvisor.com. He has also been
felicitated the Wealthforum Rising Star Award 2013.

Abhijeet is responsible for building and growing the business, across both the Indian and Overseas markets.
An MBA from IIM Lucknow and a BE in Mechanical from VJTI, Mumbai. He has 20 years of experience in the areas of Wealth Management/Financial Services Industry in India & overseas, he has also worked in other areas like asset management, cash management, corporate banking & retail banking. He has also headed the Private Banking business in the past. Abhijit brings to the table rich senior management experience building organisations of scale and exhaustive knowledge of direct marketing and sales. Prior to that, he has worked with Deutsche Bank, HSBC and ICICI Bank.

Shantanu is responsible for managing Karvy Family Office and proposition for Ultra High Networth Families.

He is Masters in Economics from Jawaharlal Nehru University with work experience of more than 15 years across Private Banks in India and abroad. Prior to joining Karvy Private Wealth he was working with Morgan Stanley as a Vice President. He has also worked with HSBC – Overseas, Kotak Wealth & Standard Chartered Bank.

Mr. Gaurav Doshi is the Fund Manager of IIFL One Discretionary Managed Portfolios. His career
spans over 14 years in the Financial services industry. His previous assignments were fund manager
at Morgan Stanley
Portfolio Management Services, Standard Chartered Investment Advisory, and DSP Merrill Lynch
equity advisory.

Satheesh has worked across various business functions starting with the Corporate Salary
accounts Business, Business banking, Cards, Sales & Distribution, and the Affluent Business across
geographies. He also did a stint in New York as part of Citibank’s prestigious ‘Global High
Potential Talent Development Program’. He returned to India as the Sales Director for the Cards
business, and was part of the team which developed a new Universal Banker distribution
architecture which was responsible for all retail product sales.




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:

upto June 7th– INR 7080

 

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