3rd Annual Private Wealth Management Summit 2019 | Inventicon Business Intelligence | 14 November 2019 | The St. Regis Mumbai, 462, Tulsi Pipe Rd, Lower Parel, Mumbai, Maharashtra 400013, India

Venue
The St. Regis Mumbai
The St. Regis Mumbai, 462, Tulsi Pipe Rd, Lower Parel, Mumbai, Maharashtra 400013, India

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Learn more
Event Date Fri Nov 15 IST (about 5 years ago)
In your timezone (EST): Thu Nov 14 9:30pm - Fri Nov 15 6:30am
Location The St. Regis Mumbai
462, Tulsi Pipe Rd, Lower Parel, Mumbai, Maharashtra 400013, India
Region APAC
Details

Key topics discussions:
• How to create a wealth management brand among all the old and new competitors
• Strategies to manage the complex dynamics of the HNI families
• Techniques to acquire and retain best wealth management talent
• Key technology trends and related client preferences
• How to best serve evolving wealth management clients
• Advancing private real estate funding

Who will you meet:
• Director & Senior Wealth Manager
• Vice President - Risk and Governance Wealth Management
• Managing Director and CEO - Wealth Management
• Head - Wealth Advisory
• Head- Equities
• Head - Family Office
• Chief Investment Officer

Who should attend:
• Private Banks
• Wealth Management Firms
• Family Offices
• Institutional Investors
• Asset & Mutual Fund Companies
• Fund Managers
• Investment Bankers
• Private Equity Firms
• Venture Capital Firms
• Private Corporate Investors
• Financial Advisories & Consultants

Speakers

2019 Speakers

Abhishek Gupta
Founder and Chief Financial Planner, Moat Wealth Advisors Pvt. Ltd.

Amitabh Chakraborty
Managing Director & Chief Investment Officer, Kitara Capital

Anurag Bhatnagar
CEO & Co-Founder, ShiftAltCap

Arpita Vinay
Executive Director, Centrum Wealth Management

Bhagwan Singh Chodhary
Vice President - Investment (Family Office), Sunidhi Securities and Finance Ltd.

Gajendra Kothari
Managing Director & CEO, Etica Wealth Management Pvt. Ltd.

George Mitra
CEO, Avendus Wealth Management

Girish Narang, CFA
Executive Director, Julius Baer Wealth Advisors India

Himanshu Verma
Co-Founder, ShiftAltCap

Kunj B Bansal
Partner & Chief Investment Officer, Acepro Advisors

Rajesh Cheruvu
Chief Investment Officer, Validus Wealth

Rohit Shah
Founder & CEO, Getting You Rich

Shantanu Awasthi
Head – Products & International Business, Karvy Private Wealth

Tarun Birani
Founder & MD, TBNG Capital Advisors

Tushar Pradhan
Chief Investment Officer, HSBC Asset Management (India) Pvt. Ltd.

Vineet Sachdeva
Chief Executive Officer, Elysium Investments

Sponsors & Partners

2019 Partners

GOLD PARTNER:
• Shift Alt Cap

EXHIIT PARTNERS:
• Ebix Cash Financial Technologies
• TC Global