3rd Indian Private Banking & Wealth Management Summit India 2019

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Introduction

AIWMI’s 3^rd 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 stakeholders.

Fees:

Before May 15th – Rs. 4720
May 16th- May 31st – Rs. 5900
From June 1st to June 7th – Rs. 7080
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Agenda:

08:00: Registration

09:00: Welcome Remarks

09:30: Wealth Management: The Latest Insights, Tools, Tech and Tactics

Inviting:
Jaideep Hansraj, CEO – Wealth Management and Priority Banking, Kotak Mahindra Bank Limited
Nitin Jain, President & CEO, Edelweiss Global Wealth & Asset Management
George Mitra, CEO, Avendus Wealth Management
Adrish Ghosh, Head of Wealth Advisory-India, Barclays
Rajesh Saluja, CEO & Managing Partners, ASK Wealth Advisors

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

Inviting:
Ashish Kashyap, Founder, INDwealth
Amit Rathi, Managing Director, Anand Rathi Financial Services
Shiv Gupta, Founder & CEO, Sanctum Wealth Management

Satheesh Krishnamurthy, SVP & Head – Affluent Business (Wealth Management & Private Banking) Axis Bank India
Atul Singh, CEO, WGC Wealth

12:00: Managing the Complex Dynamics of the High Networth Families

Confirmed: 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
Arpita Vinay, Director, Centrum Wealth Management Ltd.
Rajmohan Krishnan, Founder, Entrust Family Officefield Advisors

12:45: Launch of India Wealth Awards 2019

13:00: Lunch

14:00: Investing in Equity

14:10: Investing in Debt

14:20: Investing in Real Estate

14:30: Investing in AIFs

14:40: Impact Investments

14:50: Investing in Startups

Confirmed: Anurag Bhatnagar, CEO & Founder, ShiftAltCap

Inviting: Ashish Fafadia, Partner, Blume Ventures

15:00: Investment in Commodities

15:10: Portfolio Construction through Global Equities