2nd Annual Private Wealth Management Summit 2018 | Inventicon Business Intelligence | 18 July 2018 | Holiday Inn Mumbai International Airport, Near Sakinaka Metro Station, Sakinaka Junction, Andheri Kurla Road, Andheri East, Mumbai, Maharashtra 400072, India
Venue
Holiday Inn Mumbai International Airport
Holiday Inn Mumbai International Airport, Near Sakinaka Metro Station, Sakinaka Junction, Andheri Kurla Road, Andheri East, Mumbai, Maharashtra 400072, India
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| Event Date |
Wed Jul 18 HKT - Thu Jul 19 HKT (over 6 years ago)
In your timezone (EST): Wed Jul 18 12:00am - Thu Jul 19 12:00am |
| Location |
Holiday Inn Mumbai International Airport
Near Sakinaka Metro Station, Sakinaka Junction, Andheri Kurla Road, Andheri East, Mumbai, Maharashtra 400072, India |
| Region | APAC |
Details
Given the nascent stage of the market and a regulatory environment that is significantly different from elsewhere in the world, private wealth management businesses need to consider building trustworthy brand coupled with innovative use of technology and focus on transparency and compliance, while targeting customers with segment focused products.
High net worth individuals are faced with an array of complexities surrounding numerous disciplines that make the families financial life. Family office and wealth management executives must be able to provide innovative and comprehensive financial strategies to preserve and strengthen their family’s wealth and ensure all family goals are met. The Private Wealth Management Summit will highlight direct investing, impact investing, regulatory and operational aspects, tax policies, legal structures and technological challenges wealth management companies and family offices face in the current economic scenario. The summit is primarily for private banks, family offices, wealth management companies, asset managers, financial advisories and institutional investors.
Speakers
2018 Speakers
Aditya Laroia
Co-head of Sales & Head of Institutional Business, APAC, Saxo Capital Markets
Amitabh Chakraborty
Managing Director & Chief Investment Officer, Indarra Capital LLP (Advisor to Kitara Capital)
Dr.G.Sathis Kumar
Faculty – Economics and Public Policy, Great Lakes Institute of Management
Girish Narang
CFA Executive Director, Julius Baer Wealth Advisors India
Kunj B Bansal
Partner & Chief Investment Officer, Acepro Advisors
M. Emmanuel Boujon
CEO and founder, DAPM
Munish Randev
Chief Investment Officer, Waterfield Advisors Private Limited
Nalin Kumar
Head Investment Banking and Wealth Management, IDBI Capital
Nishant Agarwal
Managing Partner and Head- Family Office, ASK Wealth Advisors Pvt Ltd
Niraj Didwania
Head Corporate Development & Investor Relations, HCG
Nitai Utkarsh
Lead - Investment Strategy, Hero MotoCorp Ltd.
Pranab Uniyal
Vice President - Products, Ambit Capital Pvt Ltd.
Prateek Pant
Co-Founder & Head of Products & Solutions, Sanctum Wealth Management Private Limited
Rahul Jain
Head Personal Wealth Advisory, Edelweiss Wealth Management
Raghuvir Mukherji
Chief Risk Officer, IIFL Wealth and Asset Management
Rajendra Kalur, CFA CFP
Director & Chief Executive Officer, TrustPlutus Wealth Managers (India) Private Limited
Sameer Mehta (SAM)
Director, The Atlas Family Office and Dr. Mehta's Hospitals
Sponsors & Partners
2018 Sponsors
GOLD PARTNER :
• ShiftAltCap
TECHNOLOGY PARTNER :
• Signzy
SUPPORTING ASSOCIATION :
• Foundation of Independent Financial Advisors (FIFA)
SPONSORS :
• Banking Finance
• DSIJ
• Family Office Magazine
• Free Press Journal (Mumbai)
• Caproasia.com