3rd Annual Private Banking & Wealth Management Summit India 2019 | Association of International Wealth Management of India (AIWMI) | 6 June 2019 | Sofitel Hotel, C-57, G Block, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051, India

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.

2019 Speaker

Munmun Desai
Deputy Managing Director at Batlivala& Karani Securities India Pvt Ltd.

2019 Partner

POWERED BY:
• CPBM

TRUSTEE PARTNER:
• AMICORP

PMS PARTNER:
• Asit C. Mehta

INTERNATIONAL REAL ESTATE PARTNER:
• Benham & Reeves

SUPPORTING PARTNERS:
• National Institute of Securities Markets
• IAAIF
• TE Singapore
• Lead Angels
• The Billennium Divas
• WIEF
• TE DELHI NCR
• TE MUMBAI
• Association of Investment Bankers of India
• TE CHENAI
• Chatur Ideas

MEDIA PARTNERS:
• CAclubindia
• Asian Private Banker
• siliconindia