Family Office Advising Delhi 2019

Family Office Advising Delhi 2019


Day 1 Faculty
Session Timing Module Coverage
9.30 am – 10.30 am Introduction of the Facilitators and Participants Rohit Chanana
  Setting the Context of the session  
10.30 am – 11.30 am
Introduction to the Family Office Rohit Chanana
Purpose and Definition of Famil Office  
Types of Family Offices  
Key Roles of Family Office
Rising Trends among Indian Family Offices
Determing Family Wealth Management Needs
11.30 am – 12 noon TEA – BREAK
12.00 noon – 1.00 pm Family Office Strategy Rohit Chanana
Value Statements Importance of Mission Statement Importance of Vision Statement Building a Family Office Vision Aligning the Vision with a Strategic Family Office Plan Seperating Family Office from Family Business
1.00 pm – 2.00 pm LUNCH – BREAK
2.00 pm – 3.30 pm
Establishing & Strcuturing of Family Office Rohit Chanana
Legal Enttites to Consider
Who Should Manage the Family Office
Family Office Costs
3.30 pm – 3.45 pm TEA – BREAK
3.45 pm – 5.30 pm
Family Office Operations Rohit Chanana
Best Practices
Talent Management
Compliance & Documentation
Service Providers
End of Day 1
Day 2
9.30 am – 10.00 am Reflection of Day 1 Nitai Utkarsh
10.00 am – 11.45 am
Investment Management & the Family Office Nitai Utkarsh
Goals-based Approach to Asset Allocation Investment Process & Review Role of Chief Investment Officer The Outsourced CIO Model
11.45 am – 12 noon TEA BREAK
12.00 noon – 1.30pm Governance of the Family Office Nitai Utkarsh
Talent & Team Structure
Scope of Service & Delivery
1.30 pm – 2.30 pm LUNCH BREAK
2.30 pm – 3.30pm Case Study – Indian Family Office Nitai Utkarsh
Family Genogram & Background Family Office Structure, Team & Functions Estate Planning Investment Management Legal & Comliance Standards
Reflection based on learning
3.30pm – 3.45pm TEA BREAK
3.45 pm – 4.45 pm Role of Family Office Professionals Nitai Utkarsh
•Competencies & Skills
4.45pm to 5.30 pm Conclusion and Way Forward Nitai Utkarsh



Rohit Chanana

Founder, Sarcha Advisors

Rohit has a rich professional experience spread over 36 years working with Family run Businesses of which 28 years were in Senior Management roles working with the Promoters. The longest and last stint was with Hero Family for 24 years, 4 Years with Ranbaxy,and balance 8 years with Escorts. The roles have been very varied ranging from Shareholder/ Family realignments, Family office & Wealth Management, Managing Investment & Treasury, Fund Raising from SWF & P/E, M&A and JV with Global Companies, P&L responsibility, Developing and building executable strategy,and Mentoring. Rohit delivered wonderful outcomes to all his stakeholders and enjoyed this journey of 36 years (version 1.0).
Rohit has now started Version 2.0 of his life, as a 21 year old with 36 years of experience. He will leverage on his experience to continue to deliver great outcomes to all his stakeholders while staying within his Core Values. Delivering the desired outcomes require deep understanding, conviction, belief, hard work, imagination, humility, obsession to excel, and win win etc.
Rohit has set up Sarcha Advisors LLP, and plans to offer advisory services, as a Friend(Dost),to Family/s and Family Businesses, Investors, while continuing to play a role with Start Ups to stay current with the new technologies, emerging trends, and business models. Rohit has so far made 12 angel investments.
Rohit enjoys learning about digital technologies, philosophy and psychology and has created his website to share his learnings and life experiences.

Nitai Utkarsh

Lead - Investment Strategy, Hero MotoCorp Ltd.

A Financial Services professional with deep expertise in Family Office and the Investment Advisory space, Nitai leads the Investment Strategy and the Chairman’s Family Office for Hero MotoCorp Ltd.

One of the first set of professionals to have worked on Family Offices in India, Nitai started his journey with developing and executing the concept of Family Office for probably the first commercial launch of such services in the country.

As part of the Family Office offering, Nitai has founded and managed an exclusive team of portfolio analytics specialists, set up teams, policies, and processes for a pioneering boutique Multi Family Office firm and subsequently for two large, diverse, and global Single Family Offices.

Nitai holds a degree in Engineering from the Indian Institute of Technology and an MBA from the Indian Institute of Management. His interests and expertise lie in dealing with complex structural issues related to global wealth preservation and transmission and in implementing portfolio risk-reward optimization techniques.


AIWMI Members-  Rs. 15000

Non-members – Rs. 30000

*Fees is Exclusive of GST

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Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWMI