4th Annual Private Wealth Management Summit 2022 | Inventicon Business Intelligence Pvt. Ltd. | 15 March 2022 | Courtyard by Marriott Mumbai International Airport, Cts 215, Andheri - Kurla Rd, opposite Carnival Cinemas, Andheri East, Mumbai, Maharashtra 400059, India

Amid the chaos and disruption that the pandemic has brought about, wealth managers are holding clients in good stead, securing their capital and addressing their concerns in this challenging scenario. The HNI community is coming off age and is showing maturity and resilience in the face of the pandemic by staying invested, though there have been cases of a fee reduction and movement of investments to the fixed income options.

High net worth individuals face 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 wealth and ensure all family goals are met. The Private Wealth Management Summit will highlight direct investing, impact investing, regulatory & operational aspects, tax policies, legal structures and technological challenges which 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.

This summit will provide a unique platform with interactive sessions, discuss challenges, share ideas and experiences to keeping pace with the evolving needs, which will in turn equip participants to understand and address client needs.

KEY TOPICS OF DISCUSSION:
• Asset allocation trends in the post pandemic world.
• Macro outlook & future of alternative investments.
• Key technology capabilities to help future-proof wealth management.
• Cryptocurrency and digital assets part of a wealth management portfolio.
• What are the biggest influences on private wealth management right now.
• Private wealth investment trends & ESG.

WHO SHOULD ATTEND?
• Private Banks
• Wealth Management Firms
• Portfolio Management Firms
• Family offices
• Institutional Investors
• Asset & Mutual Fund companies
• Private Equity Firms
• Venture Capital Firms
• Private corporate investors
• Financial advisories & consultants

2022 Speakers

Amitabh Chakraborty
Managing Director & Chief Investment Officer, Kitara Capital

Arpita Vinay
Managing Director and Co - Head, Centrum Wealth Management Ltd.

Bhavesh Sanghvi
CEO, Emkay Wealth Management

Rajat Dhar
Director - Investments, Indian Investors Federation

Rohit Shah
Principal Officer, GYR Financial Planners Pvt. Ltd.

Saurabh Mittal
Founding Director, Circle Wealth Advisors

Shantanu Awasthi
Head of Wealth Management, Klay Capital

Satheesh Krishnamurthy
EVP & Head - Private, Premium Banking & Third Party Products, Axis Bank

Tarun Birani
Founder & MD, TBNG Capital Advisors

Vivek Rege
Founder & CEO, V R Wealth Advisors Pvt Ltd

2022 Partners

PLATINUM PARTNER:
• Refinitiv

ASSOCIATION PARTNER:
• Indian Investors