India Wealth Management Forum 2023 | Hubbis | 29 August 2023 | 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
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| Event Date |
Wed Aug 30 IST (over 1 year ago)
In your timezone (EST): Tue Aug 29 2:30pm - Tue Aug 29 2:30pm |
| Location |
The St. Regis Mumbai
462, Tulsi Pipe Rd, Lower Parel, Mumbai, Maharashtra 400013, India |
| Region | APAC |
Details
Key elements of the event:
• 5 specialist presentations
• 4 panel discussions
• A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional, and international Private Banks, Independent Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants, and others…
• An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Indian wealth management and wealth advisory & solutions community
• Networking coffee and refreshment breaks
• And…the event will qualify for 3.5 hours of CPD
Speakers
2023 Speakers
Ashish Shanker
Managing Director & CEO, Motilal Oswal Wealth Management
Lee Woon Shiu
Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Private Bank
Virendra Somwanshi
Head - Wealth Management, Capital Markets and NRI, Bank of Baroda
Sneha Makhija
Head of Wealth Planning, Sanctum Wealth
Alok Saigal
President & Head Nuvama Private, Nuvama Wealth Management
Anupam Guha
Head of Private Wealth Management & Equity Advisory Group, ICICI Securities
Rohit Bhardwaj
Director Private Clients – India Team Head, Henley & Partners
Nitin Singh
Managing Director & CEO, Avendus Wealth Management
Markus Grossmann
Regional Managing Director, Trident Trust
Atin Kumar Saha
Managing Director & Head Wealth Management Coverage, India, Deutsche Bank Wealth Management
Manish Kathuria
President and Business Head, Priority Banking & NRI Banking, Kotak Mahindra Bank
Prashant Joshi
Co-Founder & Partner, Family Office Advisory, Upwisery
Dominic Volek
Group Head of Private Clients, Henley & Partners
Pranav Khanna
Consultant, Trident Trust
Shreya Rao
Partner, AZB & Partners
Dharmendra Jain
Executive Director & Head - Investment Products, Kotak Mahindra Wealth Management
Nakul Beri
Senior Managing Director of Global Client Coverage and Origination, Waterfield Advisors
Gautami Gavankar
CEO - Estate Planning & Trusteeship and Head - Family Office, Kotak Mahindra Group
Satyen Patel
Executive Chairman, Eton Solutions
Sunita Singh-Dalal
Partner, Private Wealth & Family Offices, Hourani & Partners
Bijal Ajinkya
Partner, Khaitan & Co
Yash Shah
Partner, Synpulse
Sean Coughlan
Managing Director, Singapore, Trident Trust
Shiv Gupta
Founder & Chief Executive Officer, Sanctum Wealth
Bryan Henning
SVP, Head of International, Eton Solutions
Zac Lucas
Partner – International Private Wealth, Spencer West
Sponsors & Partners
2023 Partners
PLATINUM PARTNERS:
• Avendus
• Henley & Partners
• Nuvama Private
GOLD PARTNERS:
• Trident Trust
• Infosys Finacle
• Synpulse
• Eton Solutions
SILVER PARTNERS:
• Wealtra
• Novel Patterns Redefining Limits